Please note that only Admin Users will have this function.
1. Click on the person icon in the top right-hand corner of the screen to toggle to the Organization Information tab.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043164650944/original/xmzm1_kysYMdKcsyIIbXz_NajqstRyYImQ.png?1604951770)
2. Under the Organization Information tab, you'll find a section titled Healthcare Provider Invoice Approval. Click on the pencil to set or change the Auto-Approval Threshold and the Admin-Approval Threshold.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043164650943/original/LX3zAQvKhJtETirGCy3VtGWhJrjFveuDeg.png?1604951770)
3. On the Edit Approval Thresholds page, you can decide the maximum amount an HIC can request without needing approval from a clerk and the amount that will trigger an approval requirement from an Admin user. Enter the desired amounts in the Threshold Value $ text boxes and then select a User from the Invoice Approval Admin drop-down list. Once done, click Save.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043164650945/original/zvzZNuvCPy2f4QqldFbazBy8OkwrFtugaw.png?1604951770)
Note: The difference between the Auto-Approval and Admin-Approval amounts will be flagged for review/approval by the clerks who submitted the request.
Congratulations! You have finished setting your firm's invoice auto-approval limit!
If you have questions or feedback, please feel free to reach out to us at support@medchart.ca.