A real employment or credential role may perform many tasks across the SOPs. A task name, procedure occurrence, participation basis, or software function never creates another role. The selected step links the task back to the same canonical role and states its entry trigger. The directory contains 13 internal human categories in total: ten routine service/support categories and three rare clinical or legal escalation authorities. Procedure steps and trace rows are coverage evidence, not additional roles. For example, assessment review and medication review are different tasks under the same U.S. clinician category when the named clinician's license, scope, beneficiary location, and assignment permit both acts.
Eight-pillar episode systemAssessment → Care Plan → distinct service work → Ongoing return8 procedure steps
SOP taskEstablish an attributable baseline
Reviews the prepared nursing domains, performs the assigned function, symptom, safety, and medication-use assessment, documents findings and the nursing disposition, and escalates questions requiring higher medical authority.
Enters when: Only when the assessment assigns nursing, function, symptom, safety, transition, or medication-use work within beneficiary-location authority.Open exact procedure step →
SOP taskConvert accepted choices into owned actions
Reviews the prepared Care Plan option question, states the within-scope nursing, function, symptom, or safety constraints, documents the recommendation or required correction, and returns it to planning.
SOP taskOffer the configured Proxi companion interaction
Reviews the prepared nursing, symptom, function, transition, medication-use, or safety question, performs the within-scope assessment, documents the nursing disposition and instruction, and escalates work requiring higher medical authority.
Enters when: Only when the prepared report contains a named nursing, symptom, function, transition, medication-use, or safety question within RN authority.Open exact procedure step →
SOP taskFurnish the distinct service
Reviews the prepared nursing question, performs the assigned assessment or intervention, documents the nursing disposition and person-facing instruction, and escalates work requiring higher medical authority.
Enters when: Only when the distinct obligation requires an L3-RN assessment, instruction, intervention, or review within beneficiary-location authority.Open exact procedure step →
SOP taskReturn the result and the next useful action
Answers a new nursing, symptom, function, safety, or medication-use question within scope.
Reviews the prepared caller report, performs the within-scope nursing or safety assessment, records the disposition and person-facing instruction, and escalates any question requiring higher authority.
Reviews the prepared transition and medication-use packet, performs the within-scope nursing assessment, documents the transition or medication-use disposition and follow-up instruction, and escalates prescribing questions.
Eight-pillar episode systemWorked episode: “My mother will not bathe”2 procedure steps
SOP taskUse the direct protected route if indicated
Reviews the prepared bathing-related symptom, function, or safety report, performs the within-scope nursing assessment, documents the disposition and safe instruction, and escalates any higher-authority question.
SOP taskCapture the exact conflict and current situation
Reviews the prepared post-discharge symptom, transition, and medication-use report, performs the within-scope nursing assessment, documents the disposition and immediate instruction, and escalates reconciliation or prescribing questions.
Eight-pillar episode systemDaily Companion and caregiver pulse2 procedure steps
SOP taskRoute to the real performer
Reviews the prepared nursing question, performs the within-scope assessment, documents the nursing disposition, and routes any issue requiring higher authority.
SOP taskComplete the routed work and return a disposition
Reviews the prepared nursing question, performs the within-scope assessment, documents the nursing disposition and person-facing instruction, and escalates any issue requiring higher authority.
SOP taskConfirm people, access, modality, schedule, and packet
Accepts the domains assigned within verified location-authorized L3-RN scope.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskWork history, cognition, function, hearing, staging, and medication
Performs pertinent clinical history, hearing, function, medication-use collection, and other L3-RN domains within scope.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskScreen behavioral health, safety, environment, and social needs
Reviews the prepared symptom, fall, abuse or neglect, function, and safety inputs, conducts the assigned nursing assessment, documents findings and the nursing disposition, and escalates urgent or higher-authority concerns.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
SOP taskAssess caregiver capacity—or use the no-caregiver branch
Addresses an affected beneficiary health, function, symptom, or safety question within nursing scope.
SOP taskSynthesize, discuss, hand off, and document completion
Reconciles the attributed nursing, function, symptom, safety, and medication-use findings, records the RN conclusion, conflicts, and unresolved questions, and returns the signed nursing contribution for baseline completion.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Comprehensive Assessment procedure mapAssessment finding: continue, pause a dependency, or route immediately4 procedure steps
SOP taskPreserve the exact response and source
Captures and interprets an L3-RN clinical response within scope.
SOP taskUse the immediate protected route when required
Reviews the prepared urgent nursing or safety report, performs the immediate within-scope assessment, records the disposition and person-facing instruction, and transfers any emergency or higher-authority question without delay.
SOP taskReview and revise; hold finalization until authority is settled
Compares the affected Care Plan content with the current attributed nursing findings, records pass, required correction, limitation, or escalation, and returns the disposition to the plan facilitator.
SOP taskSend actions, confirm custody, follow results, and revise
Performs the assigned nursing assessment or intervention, documents the disposition and unresolved facts, and returns the result to the Care Plan tracker.
Referral and Services Supports procedure mapIndividual referral: need to actual service result1 procedure step
SOP taskDefine the need and desired result
Reviews the prepared symptom, function, safety, and nursing facts, determines within-scope clinical need, suitability, and urgency, documents the referral recommendation or no-referral disposition, and returns the permitted route.
Enters when: When the stated need contains a clinical or safety issue appropriate for nursing review.Open exact procedure step →
Medication Management and Reconciliation procedure mapFrom a real trigger to an authorized regimen result and real-world use2 procedure steps
SOP taskTrack order, pharmacy, possession, instruction, use, and monitoring separately
Performs assigned nursing monitoring, assessment, or follow-up within beneficiary-location authority.
Enters when: When the clinician assigns a nursing act that does not require prescribing authority.Open exact procedure step →
SOP taskUse the medication-safety bypass
Performs beneficiary-location-authorized nursing assessment, safety judgment, and disposition within scope.
Enters when: When the approved clinical route assigns the issue to nursing scope.Open exact procedure step →
Medication Management and Reconciliation procedure mapOrder-to-use evidence ladder1 procedure step
SOP taskConfirm implementation and complete defined monitoring
Performs assigned nursing monitoring and clinical follow-up within beneficiary-location authority.
Caregiver Education and Support procedure mapFrom caregiver applicability to a human-owned useful result5 procedure steps
SOP taskReview assessment, priorities, plan, and available services
Reviews the prepared caregiver-reported clinical or safety question, performs the within-scope nursing assessment, documents the nursing disposition and permitted instruction, and escalates higher-authority concerns.
Enters when: When caregiver information creates a named nursing or safety question.Open exact procedure step →
SOP taskFurnish skills training and confirm practical application
Performs beneficiary-specific nursing, physical-skill, or safety instruction within scope.
Enters when: When an actual clinical, technique, or safety question requires nursing authority.Open exact procedure step →
SOP taskOffer, arrange, and facilitate support-group participation
Moves the protected nursing or safety question out of the group setting, performs the private within-scope assessment, documents the disposition and permitted instruction, and escalates higher-authority concerns.
SOP taskFurnish substantive one-to-one support and escalate protected concerns
Reviews the prepared beneficiary-specific nursing or safety concern, performs the within-scope one-to-one assessment or instruction, documents the disposition and caregiver guidance, and escalates higher-authority questions.
SOP taskReassess caregiver need and update support
Reviews the caregiver's reported use, response, and new nursing or safety facts, performs the within-scope reassessment, documents improved, unchanged, worsened, or unresolved status, and returns the next instruction or escalation.
Enters when: When reassessment produces a named clinical or safety trigger within nursing scope.Open exact procedure step →
Caregiver Education and Support procedure mapCaregiver skills training: automated content plus human application3 procedure steps
SOP taskFurnish the applicable skill content
Reviews the beneficiary-specific technique, nursing, or safety question, provides the within-scope instruction and stop conditions, documents what was taught and understood, and escalates higher-authority questions.
Enters when: When the lesson reaches a clinical or physical-skill boundary within nursing scope.Open exact procedure step →
SOP taskRoute individualized clinical or safety judgment
Reviews the prepared nursing, technique, symptom, or safety question and its source facts, performs the beneficiary-location-authorized assessment, documents the nursing disposition and caregiver-facing instruction or stop condition, and escalates any emergency or higher-authority medical issue.
Enters when: For nursing, technique, symptom, or safety questions appropriate to L3 RN authority.Open exact procedure step →
SOP taskConfirm practical understanding and intended use
Assesses or teaches a beneficiary-specific clinical or physical technique within nursing scope.
Enters when: When the application check identifies a nursing or technique question.Open exact procedure step →
Caregiver Education and Support procedure mapNo-caregiver branch: stop caregiver services, continue beneficiary safeguards1 procedure step
SOP taskOpen and follow the added beneficiary safeguards
Reviews the prepared beneficiary symptom, function, and safety facts, performs the within-scope nursing assessment, documents the immediate safeguard and follow-up disposition, and escalates higher-authority concerns.
Each selected diagram step shows the exact task and entry condition under the same canonical role; the linked SOP carries the full procedure.
People who furnish or support GUIDE services
L1
Philippine 24/7 and coordination support
Proxi's Philippines-based human first-answer and administrative support team.
$5.50/hour planning assumption · July 14, 2026
Functions this category may perform
24/7 human first answer, identity and callback capture, and warm transfer
Scheduling, record pursuit, endpoint verification, structured intake, and failed-route recovery
Source-faithful documentation and permitted administrative follow-through
Authority
Performs approved nonclinical first-answer and administrative acts.
Hard boundary
Not a GUIDE navigator contact and never clinical triage, medication reconciliation, treatment, or U.S.-licensed work. A Philippine RN credential does not expand this lane.
82 linked procedure steps across 26 procedure maps
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
Puerto Rico-based nonclinical dementia care navigator with current Alzheimer’s Association® essentiALZ® certification for dementia care navigation.
$22/hour all-inclusive planning assumption · July 14, 2026
Functions this category may perform
Primary relationship, required GUIDE contact, and beneficiary-led care-plan facilitation
Nonclinical assessment contribution, caregiver support, community coordination, and warm introductions
Caregiver-training tasks only when the named navigator's verified competency covers the subject
Human clarification for ambiguity, disagreement, distress, accessibility failure, or requested relationship help
Authority
Performs the specifically required or valuable nonclinical human GUIDE task after preparation. A training task requires verified subject-specific competency; it does not create a separate trainer job category.
Hard boundary
No clinical or medical work, even if an individual also holds an RN or other professional credential. A topic outside the navigator's verified training competency routes to the applicable U.S. clinician or an approved outside training provider. Not the default fact collector, option builder, or gateway to a clinician.
113 linked procedure steps across 26 procedure maps
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
A dementia-proficient NP, PA, CNS, physician, or other exact prescribing/E/M professional authorized for the beneficiary location and act.
$140/hour planning assumption · July 14, 2026
Functions this category may perform
Required examination and clinically necessary history
Diagnosis, staging, treatment, medication reconciliation, prescribing, and medical orders
Higher-authority clinical contribution to assessment, care planning, transitions, and follow-up
Authority
Exercises only the medical and prescribing authority actually held by the named professional.
Hard boundary
Receives a prepared source-linked packet; routine record hunting, form population, scheduling, and administrative chasing occur before this role enters.
89 linked procedure steps across 25 procedure maps
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
The administrative subject-matter professional for state Medicaid benefits, waivers, coverage authorities, eligibility interfaces, and Medicaid responsibility questions.
Concrete work
Resolve a bounded Medicaid program or coverage-authority question
Identify the authoritative state, plan, waiver, payer, or agency source
Separate Medicaid responsibility from GUIDE and claim-processing work
Authority
Interprets the approved Medicaid program materials within assigned administrative scope.
Hard boundary
Not a clinician, navigator, eligibility adjudicator beyond delegated authority, or second revenue-cycle queue.
No routine procedure task
This job enters through a concrete failure or escalation route, not as a standing reviewer.
These leaders enter only for the issue inside their actual authority. They do not bless routine work.
Escalation authority
Head of nursing and clinical operations
The U.S. nursing leader accountable for nursing-practice quality, RN clinical operations, and escalations beyond the original nurse or first-line clinical supervisor.
Concrete work
Review a serious or repeated RN-practice issue
Set and correct nursing-practice and clinical-operations standards
Assign the responsible nursing correction and verify recovery
Authority
Exercises nursing leadership within actual organizational, licensure, and jurisdictional authority.
Hard boundary
Not a reviewer for administrative, navigator, billing, privacy, software, or physician-quality work.
1 linked procedure step across 1 procedure map
Each step lists the exact task performed by this same job role. The steps are not additional roles or capacities.
The physician executive used for physician/medical quality, high-level medical judgment review, and medical-staff accountability when the issue exceeds the original clinician.
Concrete work
Review a serious physician or medical-quality issue
Resolve high-level medical-practice escalation within actual authority
Assign the responsible medical correction and verify its disposition
Authority
Exercises physician medical leadership within the CMO's actual organizational and professional authority.
Hard boundary
Not a rubber stamp for routine care plans, RN work, missed callbacks, staffing gaps, or administrative failures.
No routine procedure task
This job enters through a concrete failure or escalation route, not as a standing reviewer.
The named person or body inside the GUIDE Participant that retains a nondelegable approval, signature, attestation, or organizational accountability act.
Functions
Participant-retained approval, attestation, signature, or final accountability
Assignment and oversight required by the Participation Agreement or approved policy
Reviewer-visible subtype or participation basis
Exact retained Participant body
Exact retained approval, release, signature, attestation, or accountability act
Authority
Performs only the exact act that cannot be delegated or that the Participant has expressly retained.
Boundary
Not automatically the navigator or clinician and not a universal approver. Exact unresolved authority remains an open decision rather than a placeholder role.
No routine procedure task
This job enters through a concrete failure or escalation route, not as a standing reviewer.
The typed outside endpoint that controls an external act: PCP, specialist, pharmacy, hospital/facility, emergency service, payer, community organization, Medicaid/AAA/Tribal Aging Program, or contracted field professional.
Functions
Co-management, concurrence, direct treatment, dispense, coverage/intake decision, emergency response, or real-world service delivery
Returns source-native evidence of the outside result or truthful non-success
Reviewer-visible subtype or participation basis
PCP or primary care practice
Specialist, prescribing clinician, diagnostic provider, or laboratory
Pharmacy, supplier, hospital, facility, home-health, or hospice organization
Emergency, crisis, poison-control, or protective-service responder
Payer, Medicaid HCBS program, AAA, or Tribal Aging Program
Community service, caregiver support, training, transportation, interpreter, accessibility, or communications provider
Authority
Controls only the external decision or performance within that party's real role.
Boundary
Proxi may prepare, connect, pursue, and report; it cannot manufacture the external result from a send, appointment, claim, or acknowledgement. An external system is channel metadata for the typed endpoint, not a person or a Proxi software surface.
89 linked procedure steps across 26 procedure maps
These are participation or outside-party touchpoints. They are not Proxi employment roles.
Each linked task opens its definition, permitted job categories, and controlling procedure instead of creating a phantom role.
Task-routing rule
Assessment team or owner
The people accountable for the particular assessment act, not one standing job title.
How the exact person is selected
Resolve each task to the Puerto Rico navigator, exact U.S. RN, behavioral clinician, medical clinician, beneficiary/caregiver, or outside source shown in that assessment step.
The canonical person assigned the particular Care Plan action or protected contribution.
How the exact person is selected
The beneficiary leads choices; the navigator facilitates and owns nonclinical follow-through; an exact U.S. clinician owns protected clinical judgment; outside or Participant acts stay with those parties.
The canonical performer of the applicable caregiver education, support, training, or protected clinical contribution.
How the exact person is selected
Relationship and application work resolves to the Puerto Rico navigator. A training task may be assigned to a navigator only when that named navigator's verified competency covers the subject; protected clinical content resolves to the exact U.S. clinician, and approved contracted training may resolve to an outside provider.
A function requiring actual prescribing authority for the beneficiary location and act.
How the exact person is selected
It resolves to Proxi's exact U.S. L4 clinician only when Proxi supplies that clinician; otherwise it resolves to the typed outside prescribing clinician.
Repeated failure — supervisory task in the same job lane
An approved senior Philippine L1 worker or Puerto Rico GUIDE navigator performs the specific reassignment or recovery task after the owning SOP's repeat-failure trigger. This is a task and seniority assignment inside the same job category, not a new role. Nursing-quality or physician-quality questions enter the separate Head of nursing or CMO authority only when their protected judgment is actually required.
Nursing quality goes to the Head of nursing, physician or medical quality to the CMO, and a genuine uncovered legal question to healthcare counsel. The affected act remains held.
Run the approved software rule and keep the original worker responsible for ordinary completion or correction.
If human recovery is needed, use that worker's named lane lead before creating work for another department.
Classify the remaining issue by the observable work: system operation, software defect, claim, Medicaid, workforce, nursing quality, medical quality, or legal interpretation.
Assign one named rostered person from the matching real job category and state the exact input, act, output, due time, and return recipient.
Keep portfolio work outside the beneficiary episode. HR roster repair, system incidents, and QA sampling do not become furnished GUIDE services.
If no real role has the required authority, hold only the affected act and resolve the policy or organizational gap before field use.
Routine work correction
Canonical job category
The original worker; then that worker's Philippine, Puerto Rico, or clinical lane lead
Person enters when
A handoff, callback, service record, or assigned action remains incomplete after the approved automated retry
Work
Correct the original work inside the same lane; the lead enters only after the defined repeat-failure or dispute threshold.
Output
Corrected work, named next action, due time, and recovery evidence.
Episode boundary
Beneficiary episode. Quality is a responsibility of the applicable lane lead, not a separate case specialist.
A state Medicaid benefit, waiver, coverage authority, eligibility interface, or Medicaid responsibility question cannot be resolved from the approved rule and verified facts
Work
Resolve the bounded Medicaid program question or identify the authoritative outside source needed.
Output
Cited Medicaid disposition, missing source, or external referral; no GUIDE clinical decision.
Episode boundary
Program expertise. This is not a second billing queue.
Return rule: the enabling or escalation role returns its result to the service worker responsible for the affected action. It does not take over the beneficiary relationship.
Preparation and orchestration are visible, but they never borrow human authority.
01
Proxi Daily Companion
Configurable daily beneficiary interaction, approved information, reminders, action help, source-attributed self-report, and a direct request for a person.
Boundary
Not a qualifying navigator contact, 24/7 human first answer, clinical monitor, diagnosis, urgency decision, or service-completion event. Silence stays unknown.
02
Caregiver Companion View
Permission-scoped, source-dated last-confirmed beneficiary information, open actions, explicit unknowns, a fresh-check request, and an optional caregiver pulse.
Boundary
Does not expose unauthorized information, convert caregiver observation into beneficiary fact, score distress, or present synthetic clinical status. Silence, stale data, and conflict remain unknown and never become reassurance.
03
Staff Preparation and AI Workspace
Retrieval, source links, contradictions, unknowns, prior promises, approved explanations, options, summaries, and the exact unresolved question.
Boundary
Prepares and advises within approved content; it does not resolve the question, choose for the person, or prove human review.
04
Deterministic Routing and Takeover
Approved routing, no-repeat context transfer, retries, failed-handoff recovery, and preservation of the original issue.
Boundary
AI cannot select clinical urgency, authority, disclosure, service credit, or closure.
05
Action and Result Tracker
Promises, owners, deadlines, external responses, receiving acceptance, due work, returned results, corrections, and affected-pillar feeds.
Boundary
A send, alert, appointment, handoff, named owner, or dashboard state is not completion.
Proxi product layer · not a ninth pillar
Daily companion and caregiver pulse
Daily availability feeds the right service; it does not manufacture one.
Verify identity and permission.Use the person's current scope, not family relationship or old access.
Show the last confirmed picture.Every material item carries its source and as-of time; unknown stays unknown.
Offer a beneficiary interaction.The beneficiary may participate, defer, decline, or ask for a person.
Ask the optional caregiver pulse.Capture how the caregiver is holding up and whether help is wanted as caregiver-owned information.
Prepare; do not decide.Proxi retrieves context, preserves exact reports, and raises configured stop candidates.
Route to the real performer.L1, L2, the exact L3/L4 professional, a concrete enabling department or escalation authority, or the outside endpoint completes the named work and returns a disposition or source-native evidence.
Return one action plan.State what happened, which canonical actor is assigned each action, what remains unknown, and when the result is expected.
No response is not stability. Companion activity alone is not a human GUIDE contact, 24/7 human answer, caregiver assessment or support call, clinical assessment, or service credit.
Mechanical reviewer check
If a name does not resolve here, it is a phantom actor.
A diagram links concrete work and an entry condition to a canonical person. It may state a credential or seniority condition on the task, participation basis, or outside-party type. It may not create a new role from a task, combine software and a human into one label, or put a ledger, packet, calendar, route, or work queue in the actor lane.
A linked task phrase in a source manual returns here when the exact performer depends on the episode or an open authority decision. The selected diagram step must resolve that task to the applicable canonical actor and state the work performed; the task link itself never claims a new person.