Assign patient administration, clinical evidence and professional verification to the appropriate people.
| Role | Patient intake and consent | Appointments and charting | Clinical governance | Lab case tracking | Prescription dispensations | Charges and follow-up |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | — | Edit | — |
| Clinical Reviewer | View | View | View | View | View | View |
| Licensed Clinician | Edit | Edit | View | Edit | Edit | Edit |
| Clinical Coordinator | Edit | Edit | View | — | View | Edit |
| Admin | Edit | Edit | Edit | View | 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: Privilege verification inbox
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Appointment queue
Captures assigned care operations work and evidence.
Starts on: Appointment 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: Appointment queue
Manages user access, staff records and payment recording.
Start free, then use Proto to change fields, steps and approvals before your team goes live.