Questions, answered

Click Get started, then use Proto to configure Patient Portal for your business. Pilot one care team, one visit type and a complete visit from intake through review and follow-up.

The Clinical Coordinator maintains the patient record, including patient number, contact details and assigned clinician. Check for an existing number before creating another record.

A consent record holds the purpose, version, signing and expiry dates, document and current status. Staff can review it alongside the patient’s overall consent status.

An encounter names the patient, clinician, visit type, timing and status. Notes, observations, specimens, dispensations and charges reference that visit.

The Clinical Reviewer examines encounters awaiting review and the signed evidence attached to each visit. The reviewer decides whether the encounter is ready for completion.

A care task names the patient, action, assigned person and due date. Staff can move it through open, in-progress, completed or escalated work.

The Clinical Governance Administrator keeps the privilege type, license details, verification evidence and effective dates with the clinician’s record.

Yes. Specimens track collection and processing against an encounter. Pharmacy dispensations record medication, lot, quantity, unit and authorizing person against an encounter.

Charges reference encounters; payments reference patients. Review the service and visit for a charge, then reconcile the patient’s payment reference with the clinic’s collection record.

Rehearse a completed encounter, an amended note, an escalated task, a rejected specimen and a financial correction. Check each role’s access to the records it owns.