Global ClinicGuides
← All screen guides
Super AdminAvailable

Activation requests

The platform review queue for clinic and hospital activation. Approving a request creates the tenant and makes the requester its owner; this is the only way organizations are created.

01

What you can do here

Status queues

Filter requests by review state to work through pending submissions and revisit past decisions.

Request details

Each request carries the organization details the requester submitted, ready for review and a decision.

Requested plan

A request made from the pricing page names the plan, billing cycle and team size the requester chose. Approving starts that plan with the organization, including Essential's free year or Professional's trial. A plan no longer offered is not started; assign one afterwards from Customer management.

02

Follow these steps

Review a request

  1. Work the pending queue first.
  2. Verify the organization is real and the requester plausibly represents it.
  3. Approve to create the tenant with the requester as owner, or decline with care.
03

Helpful habits

  • Treat approval as creating a healthcare tenant: when in doubt, verify out of band before approving.
  • Decisions are audited; decline rather than leave doubtful requests pending forever.
04

Tips

  • Approving or rejecting asks for an optional note; the requester sees it with the decision.
  • Approved organizations appear immediately in the requester's memberships.
  • Super admin access is itself audited, including tenant switches without membership.
Next