Match clinical work, coordination and governance to the right people.
Clinicians enter attributed notes, observations and follow-up tasks for care they handle.
Coordinators maintain patient and encounter records and enter service charges.
The governance administrator maintains clinician privileges and care-team assignments.
A clinical reviewer reads care evidence without changing it.
| Role | Patient intake | Food intake | Dietary restrictions | Clinical encounters | Care follow-up | Governance and billing |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | Edit | — | Edit | Edit | Edit | Edit |
| Clinical Reviewer | View | View | View | View | View | View |
| Licensed Clinician | Edit | Edit | Edit | Edit | Edit | Edit |
| Clinical Coordinator | Edit | — | View | Edit | Edit | Edit |
| Admin | 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: Privileges pending verification
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Signed notes
Captures assigned care operations work and evidence.
Starts on: Consent history
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 history
Maintains user access and checks the clinic's operating configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.