Set care record access around coordination, clinical work, review and governance.
Clinical Coordinator manages patient and encounter setup while Clinical Reviewer examines care evidence with read access.
Clinical Governance Administrator maintains privilege and care team assignment records.
Licensed Clinician records notes, observations, medication entries and assigned tasks while viewing the supporting patient and encounter context.
Check record permissions with a staff user before the first live operating cycle.
| Role | Patients and encounters | Consent and care access | Clinical evidence | Medication administration | Follow-up tasks | Specimen tracking | Charges and payments |
|---|---|---|---|---|---|---|---|
| Clinical Reviewer | View | View | View | View | View | View | View |
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — | — |
| Licensed Clinician | View | Edit | Edit | Edit | Edit | Edit | View |
| Clinical Coordinator | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | View | Edit |
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Specimen collection queue
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: Active care team
Captures assigned care operations work and evidence.
Starts on: Scheduled encounters
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: Scheduled encounters
Maintains user access and supports controlled setup across the care records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.