Everyone in a clinic shares one credit pool. A member has no personal limit unless an owner, co-owner or admin sets one. A member can ask for more credits. An owner, co-owner or admin can approve or decline the request.
Before you start
Your account must use credit-based billing. The Usage Credits page shows only for these accounts. If you do not see Usage Credits in Settings, your account does not use credits.
To request credits, you must be a member of an organisation.
To approve requests or set limits, you must be the owner, a co-owner or an admin.
How the shared clinic pool works
By default, a member has no limit. The member spends from the clinic pool.
On the Usage Credits page, a member with no limit sees Available in clinic pool and No limit — shared clinic pool.
A member with a limit sees their used credits, their limit and their remaining credits.
When a new person joins, they have no limit. They can start work at once.
Note: A member with no limit can spend the whole pool. To stop this, set a limit for that member.
Request more credits (members)
Open Settings.
Select Usage Credits.
In Need More Credits?, select Request Credits.
In Credits, type the number of credits that you need.
Optionally, in Message (optional), tell your admins why you need the credits.
Select Send Request.
Motics shows the message Credit request sent. Motics sends an email to your organisation owners, co-owners and admins.
The card shows your request while it waits for review. When an admin reviews it, the card shows if your request was approved or declined.
Note: You can have only one request at a time. You can request up to 100,000 credits.
Note: If you have no limit and the clinic pool is low, Motics shows Only N credits left. with the link View usage credits. A request does not help in this case. Ask your organisation owner to add credits to the pool.
Approve or decline a request (owners, co-owners and admins)
Open Settings.
Select Usage Credits.
Find Credit Requests. This card shows only when there are requests to review.
Read the request. It shows the member, the number of credits and the message.
To give a different amount, type it in the credits box.
Select Approve or Decline.
Motics shows Request approved or Request declined. Motics sends an email to the member.
When you approve, Motics adds the credits to the member's limit from the unallocated pool. If the member has no limit, they stay on the shared pool.
Note: Approval does not buy credits. If the pool is empty, buy extra credits on the Billing page first.
Set or remove a member limit
Open Settings.
Select Usage Credits.
Find Member Credit Allocations.
Find the member.
Select Set limit. The button shows the amount, for example Set limit · 200.
To change the limit, move the slider.
To remove a limit, select Remove limit. The member goes back to the shared pool.
To give every member a limit at the same time, select Split Equally.
Note: You cannot set a limit below the credits that the member already used.
If something goes wrong
The Request Credits button does not respond. You already have a request that waits for review. Wait for an admin to review it.
You see "You already have a pending credit request." Wait for an organisation admin to review your first request.
You see "The pool is fully allocated. Lower another member's limit first." Lower another member's limit. Then try again.
You see "Total allocations would exceed organisation limit". The limits add up to more than the pool. Lower a limit, or approve a smaller amount.
You see "The requesting member is no longer part of this organisation". The member left the organisation. You cannot approve the request.