Separate encounter coordination, clinical work, governance and review.
Care-team assignments link a clinician to a patient and an access purpose.
Clinical privileges record the clinician, privilege type, verification evidence and effective dates.
A Licensed Clinician signs clinical evidence; a Clinical Reviewer examines eligible review outcomes.
| Role | Surveillance reporting | Vaccination events | Encounter coordination | Clinical documentation | Consent and authority | Follow-up and billing |
|---|---|---|---|---|---|---|
| Clinical Coordinator | View | Edit | Edit | View | Edit | Edit |
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | Edit |
| Licensed Clinician | Edit | Edit | Edit | Edit | Edit | Edit |
| Clinical Reviewer | View | View | View | View | View | View |
| Admin | View | View | View | View | Edit | View |
Owns care operations setup, planning and assigned operational work. Scheduling, patient identity, consent capture and approved service charge drafts only. No clinical note, observation, prescription or diagnosis access.
Starts on: Encounter schedule
Maintains verified professional privileges and care-team assignments. Administrative identity projection only; no clinical notes, observations, prescriptions or billing access.
Starts on: Active Care Team Assignments
Captures assigned care operations work and evidence. Assigned care team only, subject to purpose-specific patient consent. Only a currently licensed authenticated clinician may sign clinical notes, orders or dispositions; draft data entry never overrides signed evidence.
Starts on: Encounter schedule
Reviews evidence and authorizes eligible domain outcomes. Authorized clinical reviewer scoped to assigned care-team patients and current professional authority. Review and sign decisions are guarded actions; no raw editing of signed notes, outcomes, prescription authority or billing.
Starts on: Active Surveillance Reports
Maintains user access and setup for the surveillance program while clinical decisions remain with licensed staff and reviewer.
Start free, then use Proto to change fields, steps and approvals before your team goes live.