Provider-specific approvals give you more control over which providers' invoices need to be approved for a particular participant. Instead of having the same approval requirement apply to all providers, you can set a rule based on specific providers. This can be useful when you want to:
Require approval only for invoices from selected providers, while invoices from other providers can proceed without approval.
Exempt specific providers from requiring approval, while keeping approval requirements in place for all other providers.
You can choose between two approval rules:
Approval inclusion list – only the selected providers will require approval.
Approval exclusion list – the selected providers will be exempt from approval, while other providers will still require approval.
Step 1: Open the participant's Details tab
Open the participant's profile.
Go to the Details tab.
Scroll down to the Configurations > Approvals section.
Click Set Provider Specific Approvals.
Step 2: Select an approval rule
A Provider Approval Rules window will appear. Choose the type of rule you would like to apply:
Approval inclusion list
Select Approval inclusion list if you want only specific providers to require approval.
For example, if you add Provider A and Provider B to the inclusion list, only invoices from those providers will require approval.
Approval exclusion list
Select Approval exclusion list if you want specific providers to be exempt from approval.
For example, if you add Provider A and Provider B to the exclusion list, invoices from those providers will not require approval, while invoices from other providers will still require approval.
Step 3: Select the providers
After selecting the rule type, you will be taken to the Select providers step. Search for and select the providers you want to add to the selected list.
Once you have selected the providers, click Update to save the changes.
Important : Only one provider approval rule type can be active at a time. If you switch between an inclusion and exclusion list, the new rule will replace the previous provider-specific approval rule.