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- Diet & Nutrition Planner
- Frequently asked questions
Questions, answered
Practical answers for setting up consultation work.
Diet & Nutrition Planner
9 questions
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How do I get started?
Click Get started, then use Proto to configure Diet & Nutrition Planner for your business. Begin with a patient register, active clinicians, a representative consultation and the follow-up tasks that team members already perform.
Who schedules a consultation?
The Clinical Coordinator maintains the patient and encounter records, including the scheduled date, clinician and visit type.
Where do clinicians document a visit?
The Licensed Clinician records attributed clinical notes and measured observations against the encounter, then signs the note after review.
How are follow-up actions assigned?
A care task links to the patient and a named assignee. Its due date and status keep unfinished work visible.
Who maintains clinician privileges?
The Clinical Governance Administrator maintains privilege details, verification evidence and effective dates for each clinician.
How is consent recorded?
A consent record names the patient, purpose and version and can hold signed and expiry dates with a document.
How are consultation charges reviewed?
The coordinator records the service and amount against the encounter. Set up Admin charge authority, then have Admin check the draft before marking it approved.
Where are patient receipts recorded?
A payment record holds the patient, received date, amount, reference and status. Confirm the reference before marking the receipt confirmed.
Can the team review open cases?
The encounter and care-task views show work by current status. Clinical Reviewers can inspect the supporting care records.
Set up Diet & Nutrition Planner your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.