Give each care team member the records needed for their work.
Licensed Clinicians record notes, observations and assigned tasks on patient cases.
Clinical Coordinators maintain patients, encounters, consent and service charges.
Clinical Governance Administrators maintain clinician privileges and care-team assignments.
Clinical Reviewers inspect evidence across care records before a case moves forward.
Give Admin charge and receipt authority during setup; have that person check a draft before approving it.
| Role | Patient records | Encounter management | Clinical documentation | Care coordination | Consent and privileges | Charges and payments |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Clinical Reviewer | View | View | View | View | View | — |
| Licensed Clinician | View | View | Edit | Edit | Edit | — |
| Clinical Coordinator | Edit | Edit | View | Edit | Edit | Edit |
| Admin | Edit | View | View | — | — | Approve |
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 Team
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Notes Awaiting Signature
Captures assigned care operations work and evidence.
Starts on: Notes Awaiting Signature
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: Draft Charges
Oversees service-charge decisions and account setup for the clinic.
Start free, then use Proto to change fields, steps and approvals before your team goes live.