Agree the responsibilities for admission, clinical work, review and billing.
| Role | Animal Records | Vaccinations | Encounters | Clinical Documentation | Consent and Clinical Access | Follow-up Care | Billing and Reporting |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit | View |
| Coordinator | Edit | View | Edit | View | Edit | Edit | Edit |
| Veterinarian | Edit | Edit | Edit | Edit | View | Edit | View |
| Clinical Reviewer | View | View | Approve | View | View | View | View |
| Follow-up Coordinator | View | View | View | View | View | Edit | View |
| Billing Staff | View | — | View | — | View | View | Edit |
Proposed role maintaining staff identity, clinical-access configuration and the practice setup.
Proposed role resolving patient context and arranging admission with the required consent checks.
Starts on: Encounter schedule
Proposed role documenting care and capturing animal and vaccination records within authorized care-team scope.
Starts on: My clinical drafts
Proposed role holding the effective Review privilege and deciding whether documented encounters can complete.
Starts on: Privilege verification inbox
Proposed role assigning dated patient tasks and verifying their completion or escalation.
Starts on: Open Care Tasks
Proposed role preparing service charges and reconciling confirmed payments using minimal encounter billing information.
Starts on: Charges Awaiting Invoice
Start free, then use Proto to change fields, steps and approvals before your team goes live.