Give each clinic role the patient and care records it needs.
Clinical Coordinator manages patients, encounters, care tasks, consent, and charges while viewing people and payments.
Licensed Clinician records care notes, observations, specimens, dispensations, consent, and follow-up work.
Clinical Governance Administrator maintains people, clinician privileges, and care-team assignments.
Clinical Reviewer reads care-domain evidence across the patient journey.
| Role | Patients and care teams | Encounters and clinical evidence | Consent and clinical privileges | Follow-up care | Specimen processing | Pharmacy dispensations | Charges and payments |
|---|---|---|---|---|---|---|---|
| Clinical Coordinator | Edit | Edit | Edit | Edit | — | View | Edit |
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | — | Edit | — |
| Licensed Clinician | View | Edit | Edit | Edit | Edit | Edit | — |
| Clinical Reviewer | View | View | View | View | View | View | — |
| Admin | Edit | View | View | Edit | — | View | — |
Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Starts on: Encounter Schedule
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
Starts on: Privileges Awaiting Verification
Captures assigned care operations work and evidence.
Starts on: Encounter Schedule
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Specimens in Processing
Maintains user access and the clinic's operating setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.