Your organization may choose to set up auto-approval limits within your portal to speed up the approval of invoices under a specific threshold.
Please note: 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.
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.
3. On the Edit Approval Thresholds page, you can decide the maximum amount an HIC invoice can be auto-approved without needing manual approval from a clerk or Admin. 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. Once the Auto-Approval limit is set, any HIC invoices that fall under that amount will be automatically approved.
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 [email protected].