Set clear ownership for visits, specimens and clinical review.
Maintains patient, encounter, consent and charge records for intake.
Records specimens, clinical notes, observations and follow-up tasks.
Maintains clinician privilege evidence, people and care-team assignments.
Reads care evidence and reviews the encounter before the coordinator closes it.
| Role | Patient and encounter intake | Consent and care access | Specimen accession | Clinical evidence | Privileges and review | Care follow-up | Charges and payments |
|---|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | — | Edit | Edit | Edit | — |
| Clinical Reviewer | View | View | View | View | View | View | View |
| Licensed Clinician | View | Edit | Edit | Edit | View | Edit | View |
| Clinical Coordinator | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | 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: Verified Privileges
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Specimen Accession
Captures assigned care operations work and evidence.
Starts on: Encounter Schedule
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: Encounter Schedule
Maintains user access and the operating configuration for clinical and specimen records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.