See who enters care records, verifies clinicians and reviews evidence.
Clinical Coordinator manages patient intake, encounters, consent, care tasks and charges.
Licensed Clinician manages notes, observations, specimen and dispensation records as well as assigned care tasks.
Clinical Governance Administrator maintains people, privilege verification and care-team assignments.
Clinical Reviewer reads the care record and its supporting evidence for a decision.
Admin supports user access and workspace configuration.
| Role | Patients and care teams | Encounter planning | Consent and privileges | Clinical documentation | Specimens and dispensations | Follow-up care | Charges and payments |
|---|---|---|---|---|---|---|---|
| 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 | Edit | View | View | Edit | Edit |
| Admin | Edit | 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: Privilege verification inbox
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Encounter timing
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
Admin maintains user access and supports configuration of the care operations workspace.
Start free, then use Proto to change fields, steps and approvals before your team goes live.