Assign patient, clinical and administrative record work to named owners.
Clinical Coordinator manages patient and encounter entry; Licensed Clinician records clinical evidence and follow-up tasks.
Clinical Reviewer reads care-domain records to inspect an encounter and its linked evidence.
Clinical Governance Administrator maintains clinician privileges, people records and dated care-team assignments.
Agree user access and check role assignments before the pilot expands.
| Role | Patient intake and encounters | Clinical documentation | Care coordination | Consent and clinical privileges | Specimens and dispensations | Charges and payments |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Clinical Reviewer | View | View | View | View | View | View |
| Licensed Clinician | View | Edit | Edit | Edit | Edit | View |
| Clinical Coordinator | Edit | Edit | Edit | Edit | Edit | Edit |
| Admin | View | View | Edit | View | View | View |
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: Privileges pending verification
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Arrived encounters
Captures assigned care operations work and evidence.
Starts on: Arrived encounters
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: Arrived encounters
Maintains user access and reviews configured role assignments.
Start free, then use Proto to change fields, steps and approvals before your team goes live.