Approving a health plan

Video tutorial coming soon

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Overview

When a parent or guardian creates a new health plan or modifies an existing one, it is placed in a Pending Approval state. The plan does not become active until a staff member or admin reviews and approves it. This ensures all health plans on file have been verified by the organisation before being used. This applies equally to schools, daycares, and sports clubs.

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How a plan enters the approval queue

1. A guardian logs in and creates a new health plan — or edits an existing plan — for their child or athlete.
2. The plan is saved with a Pending Approval status (it is not yet active). No events or medication schedules are generated.
3. An approval request is automatically created and appears in the Approvals screen for all eligible staff.

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How staff are notified

When a plan is submitted for approval, eligible staff are notified through:

• In-app notification — a toast notification appears in the top-right corner of the web app when the tab is active.
• Bell badge (mobile) — the bell icon in the top-right of the mobile app shows a numbered badge. Tapping it opens the notification sheet with a “X pending approvals” banner that navigates directly to the Approvals screen.
• Push notification — staff with the mymeddiCAL mobile app installed receive a push notification (subject to their notification settings).

The following roles can see and act on pending plan approvals:

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Reviewing a pending plan approval

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Web

1. In the left sidebar, click Approvals.
2. Find the pending plan request in the list — it will be labelled Plan Created or Plan Modified, and shows:
   • Priority level (Critical / High / Medium / Low)
   • The student’s or athlete’s name
   • Who submitted the request (guardian’s email and role)
   • When it was submitted
3. Click View Details to see the full plan information before deciding, including:
   • Plan name and category
   • Care options
   • Start and end dates
   • Medications (name, dosage, administration method, storage)
   • Watch & Act items (symptom/trigger and action to take)

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Mobile App

1. Tap the bell icon in the top-right header — it will show a numbered badge when approvals are pending.
2. In the notification sheet, tap the “X pending approvals” banner.
3. You can also navigate directly via More → Approvals.
4. Each pending plan is listed with the student/athlete name, plan name, category, and date range.
5. Tap a plan card to expand it and review the full details.

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Approving a plan

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Web

1. On the approval card, click Approve.
2. Optionally add a note (e.g. “Verified with school nurse”).
3. Click OK to confirm.

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Mobile App

1. In the approval card, tap Approve.
2. Confirm in the dialog.

The plan status changes to Active and the guardian is notified that their plan has been approved. Medication schedules and care events are generated immediately.

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Rejecting a plan

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Web

1. On the approval card, click Reject.
2. Enter a reason for rejection — this is required.
3. Click OK to confirm.

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Mobile App

1. In the approval card, tap Reject.
2. Enter a rejection reason.
3. Confirm.

The plan remains inactive and the guardian is notified of the rejection along with your reason. They can update and resubmit.

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Accepting Terms & Conditions for your organisation

If the Approvals screen shows a “Terms & Conditions required” prompt instead of pending items, you need to accept your organisation’s T&Cs before you can view or action approvals. Tap Accept Terms & Conditions in that prompt. This only needs to be done once per organisation. If you switch between multiple organisations (e.g. personal account and a school), you may be prompted again when switching.

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