Give each person the records needed for their care or review work.
The Licensed Clinician records notes, observations, specimens, dispensations, consents and care tasks for assigned work.
The Clinical Coordinator manages patient intake, encounters, consents, care tasks and charges.
The Clinical Reviewer reads care records to examine an encounter before the next decision.
The Clinical Governance Administrator maintains people, privileges and care-team assignments.
| Role | Patients and consent | Encounters | Clinical evidence | Specimens and dispensations | Charges and payments | Clinical governance |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | View | Edit | Edit | Edit | — | Edit |
| Clinical Reviewer | View | View | View | View | — | View |
| Licensed Clinician | Edit | Edit | Edit | Edit | — | Edit |
| Clinical Coordinator | Edit | Edit | Edit | View | Edit | Edit |
| Admin | View | View | View | View | View | 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: Privileges Pending Verification
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Unsigned Notes
Captures assigned care operations work and evidence.
Starts on: Consent Review
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: Consent Review
Maintains user access and oversees the operating setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.