Assign request, review and exception work to the right people.
Team members belong to an organization and link to a platform user. Assign access within the practice that owns the case.
The Authorized Clinical Reviewer records the professional decision on the current revision. The preparer supplies the plan and supporting material.
Keep attachment visibility aligned with the people who may use the clinical evidence.
| Role | Care requests | Therapy plans | Professional review | Provider coordination | Clinical evidence | Operations and exceptions |
|---|---|---|---|---|---|---|
| Care Coordinator | Edit | Edit | View | View | Edit | View |
| Authorized Clinical Reviewer | Approve | Approve | Edit | — | View | View |
| Therapist | View | Edit | View | — | Edit | — |
| Operations Manager | Edit | View | View | View | View | Edit |
| Admin | Edit | Edit | Edit | Edit | — | View |
Owns scoped requests, submits linked care plans and follows provider handoffs.
Starts on: Therapy Plans Awaiting Review
Makes independent professional decisions on the current request and plan revision.
Starts on: Therapy Plans Awaiting Review
Prepares care plans and reviews linked clinical evidence.
Starts on: Therapy Plan Board
Monitors exceptions, reconciles receipts and coordinates corrections.
Starts on: Evidence Pending Verification
Maintains practice, provider and team records and access configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.