Give care teams access that matches their responsibilities.
Clinical Coordinator maintains households, visits, consent, follow-up and charges while reading people and payments.
Licensed Clinician records notes, observations, specimens, dispensations and assigned follow-up work.
Clinical Governance Administrator maintains professional privileges, care assignments and the people directory.
Clinical Reviewer reads care evidence at the review stage.
| Role | Households and care teams | Visits and observations | Clinical documentation | Consent and privileges | Follow-up and specimens | Dispensations and charges |
|---|---|---|---|---|---|---|
| Licensed Clinician | View | Edit | Edit | Edit | Edit | Edit |
| Clinical Coordinator | Edit | Edit | View | Edit | Edit | Edit |
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | Edit |
| Clinical Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Captures assigned care operations work and evidence.
Starts on: Scheduled visits
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: Scheduled visits
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: Privilege verification
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Scheduled visits
Maintains user access and oversees the full care record during setup and support.
Start free, then use Proto to change fields, steps and approvals before your team goes live.