Give intake, clinical care, review and governance the access each task needs.
Clinical Coordinator manages patient, consultation, consent, task and charge records.
Licensed Clinician manages notes, observations, specimens, prescriptions and care tasks while reading visits and patients.
Clinical Governance Administrator maintains team assignments and privilege evidence. Clinical Reviewer reads care records to examine the handoff.
| Role | Patients and consents | Consultations and visits | Clinical documentation | Care team and privileges | Procedure support | Follow-up and finance |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | Edit |
| Clinical Reviewer | View | View | View | View | View | View |
| Licensed Clinician | Edit | Edit | Edit | View | Edit | Edit |
| Clinical Coordinator | Edit | Edit | View | View | 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 care assignments
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Consultation queue
Captures assigned care operations work and evidence.
Starts on: Consultation queue
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: Consultation queue
Maintains platform access and oversees the practice record configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.