Give each clinical and administrative handoff a named owner.
The Clinical Coordinator maintains patient, encounter, consent, care-task and charge records for the clinic's day-to-day work.
The Licensed Clinician records notes, observations, consents, specimens, dispensations and follow-up tasks.
The Clinical Governance Administrator maintains clinician privileges and care-team assignments.
The Clinical Reviewer inspects care evidence and visit context without changing the clinical records.
| Role | Patients and Care Teams | Clinician Privileges | Encounters | Clinical Evidence | Specimens and Dispensing | Follow-up and Charges |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | Edit |
| Clinical Reviewer | View | View | View | View | View | View |
| Licensed Clinician | View | View | Edit | Edit | Edit | Edit |
| Clinical Coordinator | Edit | View | Edit | Edit | View | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
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: Current Privileges
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Encounter Schedule
Captures assigned care operations work and evidence.
Starts on: Encounter Schedule
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 application access and resolves configuration or record corrections that clinical roles cannot perform.
Start free, then use Proto to change fields, steps and approvals before your team goes live.