Set who records cases, clinical evidence, team assignments and review decisions.
The Clinical Coordinator enters cases, investigations, consent and follow-up work.
The Licensed Clinician records notes, specimens, observations and dispensations.
The Clinical Governance Administrator maintains people, privileges and team assignments.
The Clinical Reviewer reads the clinical record when an investigation is awaiting a decision.
| Role | Case intake | Investigation work | Team and privileges | Follow-up | Laboratory evidence | Treatment records |
|---|---|---|---|---|---|---|
| Licensed Clinician | Edit | Edit | View | Edit | Edit | Edit |
| Clinical Coordinator | Edit | Edit | View | Edit | — | — |
| Clinical Governance Administrator | Edit | — | Edit | — | — | Edit |
| Clinical Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Captures assigned care operations work and evidence.
Starts on: Investigation schedule
Owns case setup, investigation planning, consent, charges and follow-up actions. Can read People and Payments.
Starts on: Investigation schedule
Maintains clinical privileges, investigation team assignments and People. Can read Cases and use the Clinical Privileges and Details page.
Starts on: Privilege verification
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Specimen queue
Maintains configuration and access across the case operation.
Start free, then use Proto to change fields, steps and approvals before your team goes live.