Give each clinic role the records needed for its part of a visit.
The Clinical Coordinator manages patient intake, encounters, consent, care tasks and charges.
Licensed Clinician records notes, observations, specimens and dispensations.
Clinical Governance Administrator maintains privileges and care team assignments; Clinical Reviewer reads care evidence.
| Role | Patients and care teams | Visits and scheduling | Clinical documentation | Consent and privileges | Specimens and dispensations | Follow-up and billing |
|---|---|---|---|---|---|---|
| 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 | View | Edit | View | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
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: Current care team
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Visit time record
Captures assigned care operations work and evidence.
Starts on: Specimens in transit
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: Visit time record
Administers clinic records and resolves access or record exceptions across care and billing.
Start free, then use Proto to change fields, steps and approvals before your team goes live.