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 return7 procedure steps
Procedure touchpointEstablish an attributable baseline
Participation basis or outside-party type: caregiver
Supplies separately attributed caregiver observations and needs, corrects the caregiver summary, and identifies unresolved concerns without substituting caregiver report for beneficiary fact or clinical judgment.
Enters when: Only when a caregiver participates under current permission; caregiver observations remain separately attributed.Open exact procedure step →
Procedure touchpointConvert accepted choices into owned actions
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Provides caregiver input or acts within established representative authority; these are kept distinct.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointOffer the configured Proxi companion interaction
Participation basis or outside-party type: caregiver
Reviews only permitted source-dated information, submits any caregiver-owned pulse as a separately attributed report, and states whether fresh beneficiary confirmation or human help is requested.
Enters when: Only within current identity, permission, and representative scope; the pulse remains caregiver-owned information.Open exact procedure step →
Procedure touchpointReturn the result and the next useful action
Participation basis or outside-party type: caregiver
Reports caregiver-observed outcomes and the caregiver's own capacity or strain as separately attributed facts.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointEnter laterally through 24/7
Participation basis or outside-party type: caregiver; decision-specific authorized representative
States the concern as caregiver or acts within established representative authority.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Reports observed instructions, possession, administration, use, or barriers as separately attributed facts.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointRespond to caregiver exhaustion or possible breakdown
Participation basis or outside-party type: caregiver
States the caregiver's own exhaustion, capacity, willingness, safety concern, and requested help.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Eight-pillar episode systemHandoff and truthful-completion ladder2 procedure steps
Procedure touchpointName one exact receiving obligation
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Supplies separately attributed caregiver facts or authorized direction.
Enters when: Only when applicable. Use this branch for the person's caregiver participation.; Only when applicable. Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointProduce and return the local SOP result
Participation basis or outside-party type: caregiver
Receives permitted information or caregiver service and reports separately attributed outcome.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Eight-pillar episode systemSame-interaction service attribution and count-once labor1 procedure step
Procedure touchpointAvoid a redundant person-facing contact
Participation basis or outside-party type: caregiver
Participates when permitted and when the bundled contact provides caregiver-specific value.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Eight-pillar episode systemWorked episode: “My mother will not bathe”2 procedure steps
Procedure touchpointAnswer and capture the immediate need
Participation basis or outside-party type: caregiver
States the caregiver-observed bathing concern and requested help.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointFurnish bounded same-call support when permitted
Participation basis or outside-party type: caregiver
States the practical problem, receives the guidance, and chooses the next action.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointCapture the exact conflict and current situation
Participation basis or outside-party type: caregiver
Reports caregiver-observed instructions, use, symptoms, and uncertainty as separately attributed facts.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointMake the scoped reconciliation decision
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Receives permitted instruction or administration support and supplies separately attributed understanding/use information.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointTrack execution, understanding, use, and return separately
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Reports permitted possession, administration, use, effects, and barriers as separately attributed facts.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Eight-pillar episode systemWorked episode: caregiver exhaustion or possible breakdown3 procedure steps
Procedure touchpointPreserve the caregiver's exact words and ownership
Participation basis or outside-party type: caregiver
States the caregiver's own exhaustion, capacity, willingness, immediate context, and preferred communication.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointFurnish support and let the caregiver choose next help
Participation basis or outside-party type: caregiver
Receives the support and chooses what additional help, if any, to pursue.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointUpdate only affected contingencies and safeguards
Participation basis or outside-party type: caregiver
States the caregiver's current willingness, capacity, and limits; these do not automatically become beneficiary facts.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Eight-pillar episode systemDaily Companion and caregiver pulse5 procedure steps
Procedure touchpointVerify identity and current permission
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Authenticates and acts only within current caregiver, permission, or representative scope.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointShow the last confirmed picture
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Views only the beneficiary information permitted for the current 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 →
Procedure touchpointAsk the optional caregiver pulse
Participation basis or outside-party type: caregiver
Supplies the caregiver's own current report and request for practical help or a person.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointComplete the routed work and return a disposition
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Corrects the prepared summary and participates within current permission or authority when applicable.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointReturn one useful action plan
Participation basis or outside-party type: caregiver
Receives only the permitted recap and caregiver-owned follow-through.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointConfirm people, access, modality, schedule, and packet
Participation basis or outside-party type: caregiver; decision-specific authorized representative
States caregiver involvement and willingness or acts only within established representative scope.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointWork history, cognition, function, hearing, staging, and medication
Participation basis or outside-party type: caregiver
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointScreen behavioral health, safety, environment, and social needs
Participation basis or outside-party type: caregiver
Supplies separately attributed observations and caregiver concerns when involved and permitted.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointCapture advance wishes, providers, services, and coordination need
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Supplies caregiver input or acts only within established representative authority.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointAssess caregiver capacity—or use the no-caregiver branch
Participation basis or outside-party type: caregiver
States ability, willingness, knowledge, needs, supports, well-being, strain, and participation limits.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointDetermine and complete the residence work
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Supplies separately attributed home, navigation, function, and support observations when involved.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointSynthesize, discuss, hand off, and document completion
Participation basis or outside-party type: caregiver
Receives permitted findings or caregiver-specific results and supplies separately attributed corrections.
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 immediately1 procedure step
Procedure touchpointPreserve the exact response and source
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Supplies a separately attributed observation or response when involved and permitted.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Person-Centered Care Plan procedure mapFrom current facts and beneficiary direction to owned action6 procedure steps
Procedure touchpointOpen the work and establish participation
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Participates as caregiver within beneficiary permission or acts only within separately established representative authority.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointElicit what matters, goals, strengths, preferences, and concerns
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Provides caregiver input or authorized representative direction; disagreement remains visible and attributed.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointPrepare options and obtain actual decisions
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Provides caregiver input or acts only within established representative scope.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointReview and revise; hold finalization until authority is settled
Participation basis or outside-party type: decision-specific authorized representative
Participates within beneficiary permission or established representative scope; differing views remain attributed.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointRecord and distribute the current plan
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Receives only the content allowed for that caregiver or representative scope.
Enters when: Only when permitted. Use this branch for the person's caregiver participation.; Only when permitted. Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointSend actions, confirm custody, follow results, and revise
Participation basis or outside-party type: caregiver
Performs caregiver-owned actions and reports separately attributed outcomes within permission/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 →
Person-Centered Care Plan procedure mapAccepted action to real result and affected-plan return3 procedure steps
Procedure touchpointConfirm receipt and custody
Participation basis or outside-party type: caregiver
Accepts a caregiver-owned action and states whether able/willing to proceed.
Procedure touchpointFollow the goal and actual service result
Participation basis or outside-party type: caregiver
Reports separately attributed caregiver/observed outcomes, barriers, capacity, and requested help.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointRevise only when needed or requested
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Provides caregiver input or acts only within separately established representative authority.
Enters when: Use this branch for the person's caregiver participation.; Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Ongoing Monitoring and Support procedure mapFrom relationship and cadence to a useful return4 procedure steps
Procedure touchpointEstablish the relationship and applicable cadence
Participation basis or outside-party type: caregiver
Supplies caregiver availability and communication preferences without displacing the beneficiary.
Enters when: Only when included by the beneficiary and permitted by the applicable authority or consent.Open exact procedure step →
Procedure touchpointPrepare and conduct a qualifying, person-specific contact
Participation basis or outside-party type: caregiver
Reports caregiver or beneficiary needs and participates in the contact.
Enters when: When included by the beneficiary or when the approved dyad contact route applies.Open exact procedure step →
Procedure touchpointAct only on the applicable unmet need or concern
Participation basis or outside-party type: caregiver
Reports caregiver or beneficiary needs and participates within permitted authority.
Procedure touchpointEstablish caller, beneficiary, current need, and usable callback
Participation basis or outside-party type: caregiver; decision-specific authorized representative
States the caregiver or representative relationship and reports the current need.
Enters when: When the caregiver or representative is the caller. Use this branch for the person's caregiver participation.; When the caregiver or representative is the caller. Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointInvoke the approved emergency route
Participation basis or outside-party type: caregiver
Supplies the source report and receives the emergency or urgent route.
Procedure touchpointFurnish or hand off the applicable GUIDE support
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Requests support, describes the actual issue, and receives the human service.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Care Coordination and Transitional Care procedure mapChoose the exact coordination route and close on a returned result4 procedure steps
Procedure touchpointCoordinate with an outside PCP
Participation basis or outside-party type: decision-specific authorized representative
Supplies permitted PCP or communication facts and participates in choices within actual authority.
Medication Management and Reconciliation procedure mapFrom a real trigger to an authorized regimen result and real-world use7 procedure steps
Procedure touchpointConfirm the trigger and assemble every relevant source
Participation basis or outside-party type: caregiver; decision-specific authorized representative
Reports observed medication use, access, administration, or barriers without converting the report into clinical truth.
Enters when: When the caregiver or representative is permitted to participate in the medication episode. Use this branch for the person's caregiver participation.; When the caregiver or representative is permitted to participate in the medication episode. Use this branch only for a separately verified representative act; representative status alone does not make the person a caregiver.Open exact procedure step →
Procedure touchpointMatch, compare, pursue missing facts, and prepare the review
Participation basis or outside-party type: caregiver
Confirms or corrects permitted caregiver observations and medication-support facts.
Enters when: When participation and disclosure authority cover the fact being collected.Open exact procedure step →
Procedure touchpointPerform reconciliation and author the medication result
Participation basis or outside-party type: decision-specific authorized representative
Provides permitted observations and receives permitted explanation or support instructions.
Enters when: When involved under the applicable permission and representative-authority scope.Open exact procedure step →
Procedure touchpointWhen changing medication, separate proposal, agreement, choice, and order
Participation basis or outside-party type: decision-specific authorized representative
Makes or supports the decision only within established decision-specific representative authority.
Enters when: When the beneficiary does not make the decision directly and representative authority applies.Open exact procedure step →
Procedure touchpointTrack order, pharmacy, possession, instruction, use, and monitoring separately
Participation basis or outside-party type: caregiver
Reports permitted support, administration, possession, and observed implementation facts.
Enters when: When the caregiver participates in regimen support under applicable permission and authority.Open exact procedure step →
Procedure touchpointProvide schedule and access support without choosing treatment
Participation basis or outside-party type: caregiver
Chooses or helps implement an approved support within the person's authority and permission.
Procedure touchpointReview assessment, priorities, plan, and available services
Participation basis or outside-party type: caregiver
Supplies the caregiver's own assessment responses, priorities, desired outcomes, service choices, declines, and corrections.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointFurnish skills training and confirm practical application
Participation basis or outside-party type: caregiver
Chooses the training, participates in the approved learning route, asks questions, and explains or demonstrates intended use.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointOffer and provide understandable diagnosis information
Participation basis or outside-party type: caregiver or decision-specific authorized representative, according to verified participation basis
Requests, declines, or defers diagnosis information and participates in the required human conversation.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointOffer, arrange, and facilitate support-group participation
Participation basis or outside-party type: caregiver
Chooses, declines, defers, attends, withdraws from, or reports barriers to support-group participation.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointFurnish substantive one-to-one support and escalate protected concerns
Participation basis or outside-party type: caregiver
Requests support or responds to care-team initiation and supplies the caregiver's exact concern and desired help.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointOffer optional support, role coaching, resources, and counseling referral
Participation basis or outside-party type: caregiver
Chooses, declines, defers, or withdraws from peer, well-being, community, or counseling options.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointReassess caregiver need and update support
Participation basis or outside-party type: caregiver
Supplies current caregiver responses, changes, corrections, choices, and actual support results.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Caregiver Education and Support procedure mapCaregiver skills training: automated content plus human application5 procedure steps
Procedure touchpointOffer the relevant skills-training route
Participation basis or outside-party type: caregiver
Accepts, declines, defers, or later reopens caregiver skills training and selects format and timing.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointSchedule and arrange the content and touchpoint
Participation basis or outside-party type: caregiver
Selects an available format, time, accommodation, and participation route.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointFurnish the applicable skill content
Participation basis or outside-party type: caregiver
Participates in approved lessons, asks questions, supplies scenario responses, and identifies intended use.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointRoute individualized clinical or safety judgment
Participation basis or outside-party type: caregiver
Supplies the exact individualized concern, question, observation, and current context.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Procedure touchpointConfirm practical understanding and intended use
Participation basis or outside-party type: caregiver
Explains or demonstrates intended use, identifies remaining uncertainty, and chooses the next help route.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Caregiver Education and Support procedure mapNo-caregiver branch: stop caregiver services, continue beneficiary safeguards1 procedure step
Procedure touchpointMake a reasonable effort to identify a caregiver
Participation basis or outside-party type: potential caregiver; authority not established
Confirms identity, relationship, willingness, and availability; no caregiver or representative authority is assumed until separately established.
Enters when: When outreach is permitted and the possible helper has not yet been established as a caregiver.Open exact procedure step →
People and accountable organizations
Canonical actor roster
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.