Questions, answered

Click Get started, then use Proto to configure OT / Surgery Scheduling for your business. Pilot one clinical service with a coordinator, clinician, reviewer and governance administrator, and rehearse a visit from booking through follow-up.

Clinical Coordinator creates and manages encounters with a patient, clinician, scheduled date and visit type. The status shows whether the visit is scheduled, arrived, in progress, awaiting review, completed or cancelled.

Yes. Create a new encounter against the existing patient for each later visit. Check the patient number before entry so the clinical record remains connected to the same identity.

A consent record carries the patient, purpose, version, signed date, expiry date, document and status. Your team should agree who obtains the signed document and who reviews expired or withdrawn consent before care.

Clinical Governance Administrator manages the privilege record, checks the license and verification evidence, and records the verification decision. The record also carries effective dates and a current status.

Clinical notes and observations attach to the encounter. Notes identify the author and signed state; observations identify the metric, value, unit, observed date and recorder.

A specimen belongs to an encounter and carries its type, collection date, accession number and processing status. Use the accession number when coordinating with a laboratory.

Licensed Clinician can create a care task for a patient, select a person responsible and set a due date. The team can track Open, in progress, Escalated, Completed and Cancelled work.

Charges attach to encounters and payment records attach to patients. Agree a reference convention with your billing process so staff can reconcile each collection to the intended service.

Rehearse patient identity, visit status changes, signed consent, privilege verification, documentation review, open tasks and the billing handoff with the staff who own those decisions.