1. Health Screening Camp Mgmt
  2. Features
  3. Staff governance
Feature · Staff governance

Staff governance

Keep clinician privileges and participant assignments visible before screening work starts.

OverviewPending clinician privileges
Health Screening Camp Mgmt · Staff governance

Pending clinician privileges

Verified waits for the screening governance administrator

New
IdScreening staffPrivilege typeLicense numberIssuing authorityEffective from
IDD-657DocumentCP-66228IA-22426 Oct
IDD-944PrescribeCP-88605IA-99820 Oct
IDD-256ReviewCP-90354IA-59309 Oct
IDD-448Study investigatorCP-83281IA-13814 Oct
IDD-436DocumentCP-67152IA-58611 Oct
6 of 6 records
IDD-657Clinical privileges · CP-66228
Document
Issuing authorityIA-224
Effective from26 Oct
Effective to28 Oct
StatusPending
Example screen with sample data

What you can do

Establish who may take part

The Screening Governance Administrator maintains people, clinician privileges and team assignments. A privilege identifies its type, license number, issuing authority, verification evidence, effective dates and status. The administrator can review a Pending privilege and mark it Verified after checking the record. A separate team assignment identifies the participant, screening staff member, access purpose and effective dates. These records explain both professional eligibility and the intended assignment.

The Clinical Privileges and Details page is the governance administrator’s entry point for privilege work. The Screening Reviewer can read the evidence when reviewing a camp. Screening Staff can view privilege and assignment records while handling assigned operational work. The administrator should keep the person record linked to the relevant user account, because the staff member’s name on a camp has to identify the person who actually performed the work.

How the work is organized

  • Identify the person. Maintain the staff name, role title, active state and user reference in People.
  • Verify a privilege. Check license, issuer, evidence and effective dates before changing Pending to Verified.
  • Set an assignment. Record the participant, staff member, purpose and effective interval rather than relying on a shared note.

A privilege can later become Suspended or Expired. An assignment can become Ended. Those states should prompt a new staffing decision for planned work. The camp’s screening staff reference and the assignment record give the coordinator a way to spot a mismatch before arrival.

What to agree during setup

Define which privilege types matter for the first screenings and who checks the attached verification evidence. Decide how often effective dates are reviewed and which administrator may change a previously verified record. Establish how a replacement staff member is recorded if a planned assignee becomes unavailable. The access purpose should be specific enough to explain why the person was assigned to the participant.

Permissions need rehearsal with real accounts. The configured governance role manages privilege, people and assignment records but reads participant records. It does not need broad access to clinical notes to perform that maintenance. The team should test direct record access as well as page navigation before inviting the operating staff.

Check the handoff on an actual case

Enter a clinician with a Pending privilege, a license number and attached evidence. Ask the governance administrator to inspect the issuer and effective dates, then mark the record Verified. Assign that clinician to a participant with an access purpose and valid dates. Create a camp for the same participant and staff member and have the coordinator check the alignment. Now change the privilege to Suspended in a rehearsal and review how the team identifies the staffing exception before the scheduled screening starts.

What your team sees

  • Pending clinician privileges — Evidence and effective dates waiting for the governance administrator’s decision.
  • Active team assignments — Participant-to-staff links with their access purpose and dates.

What it keeps track of

Data model
People
Clinic staff and clinicians
Users
Users
Clinical privileges
Verified clinician privileges
Screening team assignments
Screening staff assigned to participants, with access purpose and effective dates.
Participants
Individuals registered for screening camps, with contact details and consent state.
Screening camps
Health screening camp events with participants, screening staff, scheduled date and lifecycle status.

Who uses it

Permissions
Screening Governance Administrator
, Screening Camp Coordinator, Screening Staff, Screening Reviewer and Admin.

Set up Health Screening Camp Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started