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 return6 procedure steps
Procedure touchpointOffer the configured Proxi companion interaction
Participation basis or outside-party type: outside endpoint named on the routed obligation
Reviews the routed obligation and permitted packet, accepts or declines the request, performs the named external service within its authority, and returns source-native evidence of completion, refusal, unavailability, or missing information.
Enters when: Only when the routed obligation requires a result controlled by the named outside endpoint.Open exact procedure step →
Procedure touchpointFurnish the distinct service
Participation basis or outside-party type: outside endpoint named on the routed obligation
Reviews the named routed obligation and permitted packet, accepts or declines it, performs the endpoint-specific act within its authority, and returns source-native evidence of completion, refusal, unavailability, or missing information.
Enters when: Only when the distinct result is controlled by the named outside endpoint.Open exact procedure step →
Procedure touchpointHandoff is not completion
Participation basis or outside-party type: outside endpoint named on the routed obligation
Receives or performs work through a verified external destination.
Participation basis or outside-party type: outside endpoint named on the routed obligation
Hospital, facility, pharmacy, PCP, or specialist supplies records or performs its own external act.
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: emergency, crisis, or protective-service responder
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
Procedure touchpointRepair failure without dropping the obligation
Participation basis or outside-party type: outside endpoint named on the routed obligation
Confirms refusal, changed endpoint, corrected result, or other outside fact.
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 touchpointOpen only the unfinished remainder
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts only the unfinished outside request, performs it within the endpoint's authority, and returns the source-native result or refusal.
Procedure touchpointRecover and organize transition sources
Participation basis or outside-party type: outside endpoint named on the routed obligation
Hospital, facility, pharmacy, PCP, specialist, or prescriber supplies its source-native record.
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: outside prescribing clinician
Supplies or makes the reconciliation decision when the authorized prescriber is outside Proxi.
Procedure touchpointTrack execution, understanding, use, and return separately
Participation basis or outside-party type: medication executor named by the authorized instruction
Accepts the order, dispenses, delivers, or performs another external medication act and supplies objective status.
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 breakdown2 procedure steps
Procedure touchpointRoute protected or immediate concerns directly
Participation basis or outside-party type: emergency, crisis, or protective-service responder
Performs emergency response, mandatory-reporting receipt, or another outside protected act.
Procedure touchpointComplete the routed work and return a disposition
Participation basis or outside-party type: outside endpoint named on the routed obligation
Reviews the precise routed obligation and permitted packet, accepts or declines the request, performs the named external service within its authority, and returns source-native evidence of completion, refusal, unavailability, or missing information to the action tracker.
Procedure touchpointWork history, cognition, function, hearing, staging, and medication
Participation basis or outside-party type: source holder for the clinical-function or medication fact
Supplies treating-clinician findings, prior assessment records, orders, or dispense evidence; each proves only what its source can establish.
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: emergency, crisis, or protective-service responder
Provides emergency, mandatory-reporting, or other outside protected response.
Procedure touchpointCapture advance wishes, providers, services, and coordination need
Participation basis or outside-party type: outside endpoint named on the routed obligation
Confirms its own provider relationship, service, order, or outside status when needed.
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 immediately2 procedure steps
Procedure touchpointUse the immediate protected route when required
Participation basis or outside-party type: emergency, crisis, or protective-service responder
Performs emergency response or another outside protected act.
Procedure touchpointArrange the specific additional evaluation
Participation basis or outside-party type: diagnostic provider
Performs the outside diagnostic evaluation and returns its source-native result.
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 action4 procedure steps
Procedure touchpointAssemble the current source packet
Participation basis or outside-party type: outside endpoint named on the routed obligation
Supplies current clinician, service, pharmacy, payer, facility, or community records when required.
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 touchpointPrepare options and obtain actual decisions
Participation basis or outside-party type: selected candidate provider, service, or payer endpoint
Supplies current availability, eligibility, coverage, intake, provider, or service facts; it does not choose for the beneficiary.
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: outside endpoint named on the routed obligation
PCP, specialist, or other provider receives the approved current plan or relevant portion at a verified endpoint.
Ongoing Monitoring and Support procedure mapFrom relationship and cadence to a useful return2 procedure steps
Procedure touchpointAct only on the applicable unmet need or concern
Participation basis or outside-party type: outside endpoint named on the routed obligation
Performs the routed clinical, emergency, community, pharmacy, or support act and returns the disposition, instructions, and the canonical actor assigned to follow-up.
Procedure touchpointAnswer, recover, and capture the need without clinical triage
Participation basis or outside-party type: caller requiring identity, relationship, and authority verification before disclosure
States the reason for the call and supplies identity and callback facts; no protected information is disclosed until identity, relationship, and authority are resolved.
Procedure touchpointAnswer—or actively recover a disconnected call
Participation basis or outside-party type: caller requiring identity, relationship, and authority verification before disclosure
States the reason for the call and supplies identity and callback facts; no protected information is disclosed until identity, relationship, and authority are resolved.
Procedure touchpointEstablish caller, beneficiary, current need, and usable callback
Participation basis or outside-party type: caller requiring identity, relationship, and authority verification before disclosure
States the reason for the call and supplies identity and callback facts; no protected information is disclosed until identity, relationship, and authority are resolved.
Procedure touchpointInvoke the approved emergency route
Participation basis or outside-party type: emergency, crisis, or protective-service responder
Accepts the connected emergency, crisis, or protective-service handoff, assumes response within its authority, and returns connection or transfer-failure status.
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 touchpointConnect a clinical issue directly
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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: outside endpoint named on the routed obligation
Accepts the prepared concern, acts within the practice's authority, and returns the disposition, instructions, and follow-up owner.
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 touchpointRun the specialist referral and return loop
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointCoordinate a care-setting transition
Participation basis or outside-party type: outside endpoint named on the routed obligation
Supplies the requested transition record, performs its assigned post-discharge act, and returns the result and next responsible party.
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 touchpointWork another exact clinical coordination dependency
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 mapSpecialist referral: clinical need to returned recommendation5 procedure steps
Procedure touchpointDefine the clinical need and purpose
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
Procedure touchpointPrepare factual options and support beneficiary choice
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointRelease the referral and arrange the visit
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointObtain the visit result and recommendation
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointReview, explain, and carry forward the result
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
Care Coordination and Transitional Care procedure mapCare-setting transition return loop4 procedure steps
Procedure touchpointDetect and confirm the current situation
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointContact the person and recover transition records
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointOpen distinct affected work in parallel
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts or declines its assigned transition obligation and returns the first action, due time, and service disposition.
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 touchpointReinforce approved instructions and return reviewed results
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
Referral and Services Supports procedure mapFrom a current need to a real-world service result4 procedure steps
Procedure touchpointComplete the individual community-connection loop
Participation basis or outside-party type: outside endpoint named on the routed obligation
Confirms its own availability and eligibility, conducts intake, furnishes the external service, and reports its own result.
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 touchpointMaintain a usable service inventory
Participation basis or outside-party type: community, service, provider, or payer endpoint in the inventory
Supplies and corrects its own service area, eligibility, capacity, cost, waitlist, accessibility, language, and intake 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 touchpointEstablish and operate the AAA/Tribal route
Participation basis or outside-party type: AAA or Tribal Aging Program
Acts as the AAA or Tribal Aging Program, executes its side of the arrangement, and performs its own referral and service acts.
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 touchpointCoordinate GUIDE with Medicaid HCBS
Participation basis or outside-party type: Medicaid HCBS program or case manager
Acts as the Medicaid HCBS program or case manager and supplies its own eligibility, authorization, service, and responsibility 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 →
Referral and Services Supports procedure mapIndividual referral: need to actual service result4 procedure steps
Procedure touchpointDefine the need and desired result
Participation basis or outside-party type: emergency, crisis, or protective-service responder
Receives an immediate emergency or other protected external route.
Enters when: When an approved urgent or emergency condition requires external response.Open exact procedure step →
Procedure touchpointSearch, verify, and present current factual options
Participation basis or outside-party type: community, service, provider, or payer endpoint being evaluated
Supplies its own current eligibility, availability, cost, capacity, accessibility, and intake 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 touchpointSend, confirm receipt, and help complete intake
Participation basis or outside-party type: outside endpoint named on the routed obligation
Receives the referral, confirms receipt, determines its own intake or eligibility result, and identifies external barriers.
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 start and whether the service meets the need
Participation basis or outside-party type: community service organization
Starts, does not start, or furnishes the external community service and reports its own status.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.Open exact procedure step →
Medication Management and Reconciliation procedure mapFrom a real trigger to an authorized regimen result and real-world use6 procedure steps
Procedure touchpointConfirm the trigger and assemble every relevant source
Participation basis or outside-party type: outside endpoint named on the routed obligation
Supplies source-native pharmacy, hospital, facility, payer, prescriber, or treating-provider evidence.
Procedure touchpointMatch, compare, pursue missing facts, and prepare the review
Participation basis or outside-party type: outside endpoint named on the routed obligation
Supplies source-native order, dispense, administration, transition, laboratory, and clinical-record assertions.
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 touchpointWhen changing medication, separate proposal, agreement, choice, and order
Participation basis or outside-party type: outside endpoint named on the routed obligation
Responds as the relevant outside PCP, specialist, prescriber, pharmacy, or other endpoint within its own scope.
Enters when: When external provider agreement, an outside order, or pharmacy execution is required.Open exact procedure step →
Procedure touchpointTrack order, pharmacy, possession, instruction, use, and monitoring separately
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointProvide schedule and access support without choosing treatment
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointUse the medication-safety bypass
Participation basis or outside-party type: outside endpoint named on the routed obligation
Provides emergency, poison-control, protective-service, pharmacy, or outside clinical response within its own authority.
Medication Management and Reconciliation procedure mapMedication source packet to clinician-authored reconciliation result3 procedure steps
Procedure touchpointMatch exact products and preserve ambiguity
Participation basis or outside-party type: outside endpoint named on the routed obligation
Supplies pharmacy, order, formulary, and product-identity source 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 touchpointCompare all source assertions literally
Participation basis or outside-party type: source holder for the order, dispense, administration, or treating-record assertion
Supplies source-native order, dispense, administration, transition, or clinical assertions.
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 complete-no-change, complete-with-change, or incomplete
Participation basis or outside-party type: outside receiver named by the clinical, pharmacy, or monitoring obligation
Reviews the precise clinical, pharmacy, or monitoring obligation and permitted packet, accepts or declines the request, performs the named outside act within its authority, and returns source-native evidence of completion, refusal, unavailability, or missing information.
Medication Management and Reconciliation procedure mapOrder-to-use evidence ladder5 procedure steps
Procedure touchpointIssue the lawful current order or cancellation
Participation basis or outside-party type: outside endpoint named on the routed obligation
Issues the order when the actual authorized prescriber is an outside clinician rather than the Proxi-supplied L4 clinician.
Enters when: When prescribing authority resides with an external treating clinician.Open exact procedure step →
Procedure touchpointTransmit the exact order and capture the technical response
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
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 touchpointResolve the pharmacy execution state
Participation basis or outside-party type: outside endpoint named on the routed obligation
Performs and reports the pharmacy or supplier execution event within its own authority.
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 touchpointSynchronize destinations and give exact final instructions
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
Procedure touchpointOffer optional support, role coaching, resources, and counseling referral
Participation basis or outside-party type: outside endpoint named on the routed obligation
Acts as the approved peer, well-being program, community service, counseling provider, or other external endpoint.
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 application4 procedure steps
Procedure touchpointSchedule and arrange the content and touchpoint
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the training assignment as the permitted contracted trainer or community organization.
Procedure touchpointRoute individualized clinical or safety judgment
Participation basis or outside-party type: contracted caregiver trainer or community training provider; outside endpoint named on the routed obligation
Stops instruction, states that the question requires a different authority, and connects the caregiver to the named RN, behavioral clinician, L4 clinician, or outside responder selected by the routed obligation without answering beyond training scope.
Accepts the routed obligation and permitted facts, performs the named emergency, protective, crisis, therapy, rehabilitation, pharmacy, or other outside response within its authority, communicates the permitted instruction, and returns source-native disposition, completion, refusal, or missing-information evidence.
Enters when: When an external permitted trainer receives the question.; When the approved route requires an external responder or specialist.Open exact procedure step →
Procedure touchpointConfirm practical understanding and intended use
Participation basis or outside-party type: outside endpoint named on the routed obligation
Conducts the permitted application touchpoint as the approved contracted trainer or community organization.
Enters when: When the external trainer rather than Proxi L2 furnishes the human act.Open exact procedure step →
Caregiver Education and Support procedure mapNo-caregiver branch: stop caregiver services, continue beneficiary safeguards1 procedure step
Procedure touchpointOpen and follow the added beneficiary safeguards
Participation basis or outside-party type: outside endpoint named on the routed obligation
Accepts the routed obligation, performs the outside act within its authority, and returns a source-native disposition or result.
Enters when: No narrower actor-specific condition is recorded; this assignment applies only when the selected procedure step is active.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.