Give clinical, coordination and governance work to the right people.
The Clinical Coordinator maintains patients, visits, consents, care tasks and charges.
The Licensed Clinician records notes, observations, specimens and medication events.
The Clinical Reviewer can inspect care-domain records and make the clinical decision through the agreed handoff.
The Clinical Governance Administrator maintains people, professional privileges and care-team assignments.
Admin manages user access and checks cross-team setup.
| Role | Patient intake | Visit coordination | Clinical records | Specimen tracking | Medication dispensing | Billing and payments | Clinical governance |
|---|---|---|---|---|---|---|---|
| Clinical Reviewer | View | View | View | View | View | — | View |
| Licensed Clinician | Edit | View | Edit | Edit | Edit | — | View |
| Clinical Coordinator | Edit | Edit | — | Edit | — | Edit | View |
| Clinical Governance Administrator | Edit | — | Edit | — | Edit | — | Edit |
| Admin | View | View | View | View | View | Edit | Edit |
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Encounter timeline
Captures assigned care operations work and evidence.
Starts on: Scheduled visits
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: Scheduled visits
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
Maintains user access and resolves cross-team configuration issues.
Start free, then use Proto to change fields, steps and approvals before your team goes live.