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- Clinical Trial Management
- Frequently asked questions
Questions, answered
Practical answers for a team setting up patient visit operations.
Clinical Trial Management
9 questions
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How do I get started?
Click Get started, then use Proto to configure Clinical Trial Management for your business. Begin with one clinician, a small patient group and a representative visit that includes the consent and care evidence your team uses.
Who owns the patient and visit record?
The Clinical Coordinator maintains patient and encounter records. The Licensed Clinician adds the care documentation and specialty evidence for the visit.
How is a clinician's standing checked?
The Clinical Governance Administrator checks license details, issuing authority, evidence and effective dates before verifying the privilege record.
Can I see what happened during a visit?
Open the encounter to follow its patient, clinician, timing, notes, observations, specimens, dispensations and charges through their linked records.
How is consent recorded?
A consent record names the patient, purpose and version and holds the document, signature date, expiry and current state. Check that record for the activity at hand.
What happens to a specimen after collection?
The specimen record carries its encounter, type, collection time, accession number and processing state through receipt, testing or rejection.
Can the team assign follow-up work?
A Licensed Clinician can create a patient care task for a named person with a due date. The assignee follows its state through work, completion or escalation.
How are charges and payments handled?
A charge belongs to the encounter and records its service and amount. A payment belongs to the patient and carries its receipt reference and state. Agree how your billing system confirms each handoff.
What should we rehearse before wider use?
Run a scheduled visit from patient identity check through evidence review and completion. Include an expired privilege, a withdrawn consent and an escalated follow-up task in the rehearsal.
Set up Clinical Trial Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.