Approvals Hub
The Approvals Hub is a unified queue where you review and action all pending approval requests across your practice. Whether an AI agent has suggested a clinical action, a staff member has requested leave, or a workflow is awaiting sign-off, every item that needs your decision appears here.
Overview
Approvals in Praxi are generated from multiple sources and consolidated into a single view so nothing falls through the cracks.
| Approval Category | Source | Examples |
|---|---|---|
| AI Actions | Praxi AI agents (Praxi, Jarvis, Ada, etc.) | Suggested follow-ups, tasks from your notes, billing corrections |
| Documents | Document workflows | Notes awaiting co-signature, intern reports pending supervisor review |
| Workflows | Automated workflow engine | Approval gate nodes in custom workflows |
| Financial | Billing and invoicing | Invoice overrides, write-offs, high-value transactions |
| HR | Staff management | Leave requests |
| Clinical Risk | Risk management | High-risk clinical actions requiring senior sign-off |
| Data & Access | System operations | Data export requests, client deletion, access requests |
| Compliance | Compliance module | Compliance configuration changes |
Getting Started
Accessing the Approvals Hub
- Navigate to Approvals in the sidebar (Essentials section)
- The hub displays all pending approvals assigned to you or your role
- Use the category tabs at the top to filter by approval type
- Click any item to view its full details and take action
Processing an Approval
- Open the approval item
- Review the request details, supporting context, and any attached documents
- Choose one of the available actions:
- Approve -- the action proceeds as requested
- Reject -- the action is rejected and the requestor is notified
- Request Changes -- send the item back with a comment for revision
- Optionally add a comment explaining your decision
- Click Confirm
The requestor and any linked workflows are notified immediately of your decision.
Snoozing an Approval
If you need more time before making a decision:
- Open the approval item
- Click Snooze
- Enter the number of hours to snooze and an optional reason
- The SLA deadline is extended and the item moves out of your active queue until the snooze period expires
Adding Comments
You can add comments to any approval item without taking a decision. This is useful for asking questions or providing context to other reviewers.
Key Features
AI Action Approvals
All AI-suggested actions require human approval before execution, regardless of your role. This is a safety requirement aligned with PsyBA professional standards.
When an AI agent suggests an action, the approval item includes:
- The agent that made the suggestion (e.g., Praxi, Jarvis)
- A plain-language explanation of the suggested action
- The clinical or administrative context that triggered the suggestion
- The confidence level of the recommendation
- A direct link to the relevant client record or workflow
be overridden or auto-approved, even for practice owners. :::
Financial Approvals
Financial approvals are triggered when an action exceeds a configurable threshold or requires senior oversight.
| Trigger | Default Threshold | Approver |
|---|---|---|
| Refund request | Any amount | Practice owner, practice manager |
| Fee adjustment | Greater than $50 | Practice owner, practice manager |
| Invoice write-off | Any amount | Practice owner |
| Bulk billing override | N/A | Practice owner, practice manager |
| Payment plan modification | N/A | Practice owner, practice manager, accountant |
Thresholds can be customised at Settings > Approvals.
Workflow Approvals
When a custom workflow includes an approval node, the designated approver receives the item in their Approvals Hub. The approval item shows:
- The workflow name and current step
- Data collected so far in the workflow
- The specific question or decision required
- A timeline of previous steps and their outcomes
HR Approvals
Staff-related approvals include:
- Leave requests -- view the requested dates, leave type, and team coverage impact
Delegation
If you are unavailable, you can delegate an individual approval to another team member:
- Open the approval item
- Click Delegate
- Select the team member to delegate to
- Optionally add a reason for the delegation
- Confirm
The new assignee receives a notification, and the delegation is recorded in the approval's activity timeline.
Bulk Actions
For routine approvals (such as timesheets), you can process multiple items at once:
- Select the checkbox next to each item you want to approve
- Click Bulk Approve or Bulk Reject in the action bar
- Add an optional comment that applies to all selected items
- Confirm
Up to 100 items can be processed in a single bulk action.
For clinical and AI-suggested actions, review each item individually. :::
Approval Statistics
View approval statistics to understand your practice's approval patterns:
- Total approvals processed
- Average response time
- Breakdown by category and status
- Overdue items requiring attention
Access statistics from Approvals > Stats in the sidebar.
Approval Analytics
Practice owners can view aggregate analytics including:
- Pending approvals by tier
- Average processing time
- SLA breach rate
- Top actions requiring approval
- Bottleneck identification
Access analytics from Approvals > Analytics in the sidebar.
Approval History
View the complete history of past approvals, filtered by:
- Approval type (AI action, financial, HR, workflow, document)
- Status (approved, rejected, pending, cancelled)
- Date range
- Requestor
Notifications
| Event | Notification |
|---|---|
| New approval assigned to you | In-app + email |
| Approval overdue (48 hours) | In-app + email |
| Your request was approved | In-app |
| Your request was rejected | In-app + email |
| Changes requested on your submission | In-app + email |
| Delegation activated | In-app |
Permissions
| Action | Required Permission |
|---|---|
| View own pending approvals | All authenticated users |
| Approve AI actions | All authenticated users (mandatory review) |
| Approve financial items | Practice owner, practice manager, accountant |
| Approve HR items | Practice owner, practice manager |
| Approve workflow items | Designated approver in workflow configuration |
| Approve high-risk clinical actions | Clinical governance, supervisor, practice owner |
| Configure approval thresholds | Practice owner |
| Delegate approval authority | Practice owner, practice manager |
| Cancel own approval requests | All authenticated users |
| View all approvals (admin) | Practice owner, practice manager |