> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Configure the record system

Configure how clinical records are created and signed, and set up the email notifications clients receive when they register via the portal.

| 📍 **Where to find this:** Record System → Configurations

## ✅ What you can do

* Toggle system settings for record creation and signing
* Require BankID when clients register *(Sweden only, and only when enabled in System Settings)*
* Configure and enable email notification templates

## ⚙️ System configurations

1. Click **Record System** → **Configurations**.
2. Click the **Configurations** tab.
3. Toggle each setting ON or OFF as required.

![Configurations](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_w7pakz.png =500x414)

| Setting | What it does |
| ---- |
| **Email notification to super user when client registers** | Sends an automatic email to the super user when a new client registers via the portal |
| **Use checkbox when signing letter of consent** | Clients tick a checkbox instead of a digital signature when signing consent forms |
| **Can we publish your before and after picture?** | Allows clients to consent to publishing their before and after photos |
| **Enable NRS rating in procedure records** | Adds a Numerical Rating Scale field in procedure records for client ratings |
| **Mandatory BankID** | Requires clients to verify their identity with BankID when registering via the portal. Only shown when **BankID verification for clients** is enabled in **General Settings → System Settings** *(Sweden only)* |

|| ℹ️ Cannot see **Mandatory BankID**? Turn on **BankID verification for clients** in **General Settings → System Settings** first. BankID is a Swedish service and is not available to clinics outside Sweden.

|| ℹ️ If **Use checkbox when signing letter of consent** is disabled, clients must complete a full digital signature when signing consent forms.

## 📧 Email templates

1. Click **Record System** → **Configurations**.
2. Click the **Email Templates** tab.
3. Toggle the required email notification **ON** or **OFF**.
4. Select the appropriate **email template** from the dropdown.
5. Click **Submit** to save changes.

![Email Templates](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_bxbiwb.png =650x350)

| Template | What it does |
| ---- |
| **Email when client registers** | Sends a confirmation email to clients when they register via the portal or are added manually |

| 💡 To create notification templates, see [SMS templates](https://help.meridiq.com/en/article/sms-templates-pcu3g1/) for SMS and [Email templates](https://help.meridiq.com/en/article/email-templates-1m5aoic/) for email.