Give each care team member the records needed for their work.
The Clinical Coordinator maintains patients, encounters, care tasks, consents and charges, while viewing staff and payment records.
The Licensed Clinician manages notes, observations, tasks, consents, specimens and dispensations.
The Clinical Reviewer reads care evidence; the Clinical Governance Administrator maintains privileges, assignments and staff records.
The Clinical Coordinator manages encounter charges and can read patient payment records.
| Role | Patient and care team | Encounters and notes | Follow-up care | Clinical governance | Specialty operations | Charges and payments |
|---|---|---|---|---|---|---|
| Clinical Reviewer | View | View | View | View | View | — |
| Licensed Clinician | Edit | Edit | Edit | View | Edit | — |
| Clinical Coordinator | Edit | Edit | Edit | View | View | Edit |
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Admin | View | View | View | Edit | View | Edit |
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Specimens in transit
Captures assigned care operations work and evidence.
Starts on: Encounter schedule
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: Encounter schedule
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: Pending privilege verification
Oversees application configuration and financial records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.