Responsibilities and decision rights for care coordinators, clinical reviewers, provider network managers and operations analysts.
| Role | Care requests | Clinical review | Consultation sessions | Clinical evidence and attestation | Provider network | Operation receipts |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Care Coordinator | Edit | View | Edit | Edit | View | — |
| Clinical Reviewer | Approve | Edit | Approve | View | View | — |
| Provider Network Manager | Edit | Edit | View | Edit | Edit | — |
| Operations Analyst | View | View | View | View | — | Edit |
| Viewer | View | View | View | — | View | — |
Configures organizations, team members, users and access, and corrects records across the app.
Records care requests, verifies patient and provider identity and consent, schedules consultation sessions and requests corrections, without clinical authority.
Starts on: Request Register
Authorized clinician who independently authorizes care requests and approves consultation session closes they did not prepare.
Starts on: Sessions Awaiting Review
Maintains eligible provider organizations and team membership, and follows up provider evidence.
Starts on: Evidence Awaiting Verification
Reconciles pending, failed and needs-review operation receipts and watches the exception queue.
Starts on: Request Register
Reads care requests, sessions and decisions without changing them.
Starts on: Request Register
Start free, then use Proto to change fields, steps and approvals before your team goes live.