Admin authorizations (PIN)

Require an admin's approval to delete or edit payments, appointments, quotes and lab work orders, with a PIN or remote approval.

A lock on sensitive actions: when someone on the team tries to delete or edit something delicate, the system asks for an admin's authorization. It can be given with a PIN on the spot, or remotely if the admin isn't there.

Available on every plan. Only the Admin configures this lock, and their own actions never trigger it.

What can be protected

Under Settings → Authorizations you tick which categories require approval:

Payments (deleting payments, payment plans and cash cuts) — protected by default.
Appointments (deleting and canceling).
Quotes (deleting and editing).
Lab work orders (deleting).

Rescheduling or editing an appointment does not ask for authorization; only canceling or deleting it does.

Set your PIN

On that same screen, under Your authorization PIN, set a PIN of 4 to 6 digits. For security it will ask for your current password to save it.

How authorization works

If an admin is present: when you attempt the action, 🔐 Admin authorization appears. The admin types their PIN and clicks Authorize with PIN; the action completes instantly. (Five failed attempts lock the PIN for 5 minutes.)

If the admin isn't there: in that same prompt, click Request authorization. The 🔔 bell rings in the admin's session and they get a notice; meanwhile you can keep working. As soon as they approve from their device, your action completes on its own. The request is valid for 15 minutes and works only once.

Notes

The admin sees the real detail of what they're approving (amount, folio, patient): the server builds it, not whoever requested it.
Any active admin at the clinic can authorize.
Start with the essentials (Payments) and add categories as your team gets used to it.