Admin
Maintains staff identities and access for the monitoring program.
Can
- Manage Users, People
- View Patients, care team assignments, clinical privileges
- Remote Patient Monitoring
- Roles and access
Who can do what in Remote Patient Monitoring
Assign patient care, clinical review, device and billing responsibilities.
How permissions work
Patient context
Check current consent, a verified clinical privilege and an active care team assignment before protected care actions.
Named staff
A staff record links a clinician or staff member to a user identity, so actions can be attributed to the person who performed them.
Purpose and time
A care team assignment records why a clinician can work with a patient and when that access applies.
Financial boundary
Billing uses encounter dates and service details without the clinical narrative.
Who can do what
| Role | Patients and consent | Device enrollment | Remote readings | Encounters and observations | Clinical notes and privileges | Care coordination | Charges and payments |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | — | Edit | Edit | Edit |
| Monitoring Clinician | View | View | View | Edit | Edit | Edit | — |
| Care Coordinator | Edit | Edit | Edit | Edit | Edit | Edit | — |
| Device Coordinator | View | Edit | Edit | View | View | View | — |
| Clinical Reviewer | View | View | Edit | Edit | Approve | View | — |
| Billing Specialist | View | — | — | View | — | — | Approve |
Each role in detail
Monitoring Clinician
Reviews readings, documents encounters and owns assigned follow-up care.
Can
- Manage Encounters, Observations, clinical notes, care tasks
- View Patients, Consents, device enrollments, remote readings, clinical privileges, care team assignments
Starts on: Draft clinical notes
Care Coordinator
Maintains patient enrollment, consent and follow-up assignments.
Can
- Manage Patients, Consents, care team assignments, care tasks
- View Encounters, device enrollments, remote readings
Starts on: Patients awaiting consent
Device Coordinator
Records device enrollments and checks incoming reading identity and quality.
Can
- Manage device enrollments, remote readings
- View Patients, Consents, care team assignments
Starts on: Questionable readings
Clinical Reviewer
Checks reading review and signed documentation before care is closed.
Can
- Manage remote readings, clinical notes, Encounters
- View Patients, Observations, care tasks, clinical privileges, care team assignments
Reviews and approves
- Approve clinical notes
Starts on: Pending privileges
Billing Specialist
Reviews service charges and records payment references.
Can
- Manage Charges, Payments
- View Encounters, Patients
Reviews and approves
- Approve Charges
Starts on: Charges awaiting approval
Set up Remote Patient Monitoring your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.