Want a second pair of eyes on every plan before a patient sees it? With this setting on, each plan a sales rep prices waits for their team leader. The leader approves it, or declines it with a reason. After approval the plan goes back to the rep, who shares it. Works in both the CRM and the Treatment Planner.
Set it up
- In Settings → Team, give each team leader the Supervisor role, and set Reports To on every rep to their team leader. Requests go to the person a rep reports to.
- Go to Treatment Setup → Treatment Plan Settings and find the Discount approvals card.
- Switch on Team leader approves every plan before sending and click Save limits.
This setting works on its own: the discount limits don't have to be on. Clinic admins, and anyone with the Approve discounts above the limit permission (managers and supervisors by default), don't need approval for their own plans.
What the rep sees
When the rep saves the pricing, they see Sent to your team leader for approval. The case stays in Diagnosed with the card Waiting for team leader approval. Until the plan is approved:
- it can't be sent, copied, downloaded as a PDF or sent to Zoho;
- its patient link doesn't open, if the plan was never sent before.
Approve or decline
The team leader gets the notification Plan waiting for your approval. It opens the case, where the card shows the plan, the discount and who asked.
- Approve: the rep gets Approved — ready to share and shares the plan as usual, for example with Hide prices first. The plan is never sent automatically in this mode.
- Decline: type a Reason, then click Decline plan. The rep sees Plan declined by the team leader with your reason, changes the pricing and saves it to ask again.
A discount above the rep's limit travels in the same request: approving gives the full discount. A team leader can only approve up to their own limit (see Discount limits and approvals). If the prices change after the request, the rep saves the pricing again to ask again.