1. Community Health Worker App
  2. Who it's for
  3. Community health programs
Who it's for

Community health programs

A community health program can keep the household at the center of its operating record. The coordinator prepares patient identity and contact details, governance records who may work with the household, and clinicians attach each encounter to that household. Staff can see current visit status and open actions without rebuilding the story from separate notes.

How Community Health Worker App is set up for you

Household continuity

The patient number and assigned worker give each household a stable place in the program's records.

Field visit work

Planned and actual dates let the team distinguish an upcoming appointment from care already delivered.

Care evidence

Observations and signed notes stay linked to the encounter and their authors.

Follow-up ownership

A due date and assignee turn a care decision into an explicit household task.

A community health program can keep the household at the center of its operating record. The coordinator prepares patient identity and contact details, governance records who may work with the household, and clinicians attach each encounter to that household. Staff can see current visit status and open actions without rebuilding the story from separate notes.

Start with a few households assigned to one care team. Enter the people and user accounts first, then create active care assignments with their purpose and effective dates. Schedule one visit per household and rehearse arrival, documentation, review and a follow-up action. Include a changed assignment so the team can see whether upcoming visits and tasks still have the right owner.

Agree how patient numbers are assigned and how consent is checked for each purpose. The team should decide who changes the general household consent state after a signed, withdrawn or expired consent record is reviewed. Choose the visit types and the observation units that staff will use consistently. These choices make reports by worker, visit type and follow-up state more useful.

The Business Overview page can support a daily conversation about encounter intake and operational states. Supervisors can open the visit board when they need the underlying records. For outreach that depends on another scheduling or messaging service, define the connection and owner during implementation.

Features to start with

Roles on the team

Licensed Clinician
Captures assigned care operations work and evidence.
Clinical Coordinator
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.
Clinical Governance Administrator
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.

Set up Community Health Worker App your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started