Provider restrictions enforced before the booking, not after the incident
Scope of practice is a scheduling problem before it is a compliance problem. If an unqualified provider can be booked, the rule exists only on paper.
- Trigger
- A treatment is scheduled or charted against a provider
- Owner
- Medical director
- Outcome
- Only credentialed, supervised providers hold treatments they may deliver
The workflow, stage by stage
- Stage 1
Define the scope matrix
Each treatment maps to the roles allowed to deliver it, whether a good-faith exam is required, and whether on-site or remote supervision applies.
- Stage 2
Credential every provider
Licences, certifications and training records sit on the provider profile with expiry dates. An expiring credential warns ahead of time and then removes the treatment from that provider's bookable menu.
- Stage 3
Enforce at booking
Availability is filtered by the scope matrix, so a treatment simply cannot be booked with a provider who is not permitted to deliver it that day.
- Stage 4
Attach supervision to the chart
When charting, the supervising provider and the active protocol version are recorded on the treatment record, giving a timestamped chain for each service.
Rules the platform enforces
- Restrictions apply to booking, charting and checkout — not just to reporting
- Expired credentials remove treatments from a provider's menu automatically
- Supervision requirements are stored per treatment and per state configuration
- Protocol versions are frozen on historic charts even after a revision
Frequently asked questions
- Do supervision rules differ by state?
- The rules are configured per clinic, so multi-location groups can apply different supervision and exam requirements per location.
- What happens when a licence expires?
- The provider is warned ahead of the expiry date, and affected treatments drop off their bookable menu until the credential is renewed.
- Can a medical director override a restriction?
- Overrides are possible where configured and are recorded with the approving director and reason on the record.