Give coordinators, reviewers and clinicians access to the patient work they own.
| Role | Referral intake and review | Referral follow-ups | Patient and care team | Encounter coordination | Clinical documentation | Care tasks | Privileges and access |
|---|---|---|---|---|---|---|---|
| Referral Coordinator | View | View | View | View | View | Edit | View |
| Referral Reviewer | Approve | — | View | — | View | — | View |
| Clinician | Edit | Edit | View | Edit | Edit | Edit | View |
| Care Operations Manager | View | View | Edit | Edit | — | Edit | Edit |
| Admin | View | — | Edit | Edit | — | Edit | Edit |
Coordinates referral intake and watches follow-up dates and outcomes.
Starts on: Active Encounter Worklist
Decides whether an inbound specialty referral can progress.
Starts on: Referrals Awaiting Review
Submits patient-linked referrals and follow-up evidence, then records encounter care.
Starts on: Active Encounter Worklist
Reviews overdue coordination work and assignment coverage.
Starts on: Active Encounter Worklist
Maintains staff identity and access configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.