Give each care decision a clear owner.
| Role | Patient records | Encounter scheduling | Clinical documentation | Consent and privileges | Follow-up care | Charges and payments | Specialty records |
|---|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — | Edit |
| Clinical Reviewer | View | View | View | View | View | — | View |
| Licensed Clinician | View | View | Edit | Edit | Edit | — | Edit |
| Clinical Coordinator | Edit | Edit | View | Edit | Edit | Edit | View |
| Admin | View | View | View | View | View | — | View |
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: Care team assignments in effect
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Signed clinical notes
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 practice configuration for the operating team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.