Give each service and finance decision a clear owner.
Property Manager maintains orders, plans, patients and wards; Front Desk Agent manages linked requests and tasks.
Finance Officer manages lines, charges and receipt evidence.
Operations Reviewer can inspect the underlying records before an eligible outcome is authorized.
Check the linked patient and ward before giving someone a working queue.
| Role | Meal orders | Patients and wards | Meal plans | Kitchen tasks | Diet meal requests | Charges and payments |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | View | View | Edit |
| Front Desk Agent | View | View | View | Edit | Edit | — |
| Property Manager | Edit | Edit | Edit | Edit | Edit | View |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Served orders
Captures linked service requests, assigned tasks and source evidence.
Starts on: Meal order queue
Owns meal orders, ward setup, planning and service work.
Starts on: Meal order queue
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Meal order queue
Maintains access and app setup across the operating team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.