Separate preparation, independent review and organization administration in healthcare relationship work.
Keep each opportunity and follow-up within its owning organization. Active team membership links the acting person to an authenticated user and the organization in which they work.
Relationship Owner prepares evidence and performs eligible actions. Sales Manager supplies the independent decision on the relevant revision. Seeing a review queue does not authorize a decision.
Auditor follows authorized records and evidence. Check attachment visibility alongside organization access before releasing the team's working process.
App Administrator maintains accounts, organization settings and team membership. Admin handles user administration during setup; administrative access does not replace independent business review.
| Role | Organization and Accounts | Opportunity Pipeline | Relationship Activity | Referral Follow Ups | Review and Evidence | Operation Reconciliation |
|---|---|---|---|---|---|---|
| Relationship Owner | View | Edit | Edit | Edit | Edit | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | — | Edit | — |
| Sales Manager | View | View | View | View | View | View |
| Admin | Edit | View | — | — | View | — |
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Referral Drafts
Read authorized evidence and reports.
Starts on: Referral Review Queue
Maintain organization configuration and membership.
Starts on: Active Accounts
Review eligible revisions independently and reconcile operational evidence.
Starts on: Referral Drafts
Access administrator responsible for platform user records and membership oversight during setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.