Give coordinators, clinicians, reviewers and governance staff appropriate records.
The Clinical Coordinator manages patient, encounter, consent, task and charge records used for daily operations.
The Licensed Clinician manages notes, observations, tasks, specimens and dispensations while reading the visit context.
The Clinical Reviewer reads care-domain evidence to assess a visit without editing those records.
The Clinical Governance Administrator manages people, privileges and care-team assignments.
| Role | Patients and care teams | Visits | Care tasks | Clinical documentation | Consent and privileges | Service charges | Specialty operations |
|---|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — | Edit |
| Clinical Reviewer | View | View | View | View | View | — | View |
| Licensed Clinician | View | Edit | Edit | Edit | Edit | — | Edit |
| Clinical Coordinator | Edit | Edit | Edit | View | Edit | Edit | View |
| Admin | Edit | View | Edit | View | 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: Pending Privileges
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Specimens in Process
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
Administers user access and checks cross-team configuration for patient care operations.
Start free, then use Proto to change fields, steps and approvals before your team goes live.