Record system overview
The Record System is your central hub for all clinical record configuration — set up the Registration Portal, build custom questionnaires, manage consent form templates, configure system settings and maintain your template library.
🧭 How to access the Record System
- Click Record System in the left navigation menu.
- The Record System menu expands to show all subsections.
✅ What's in the Record System
A Record System is a collection of all your client records, including:
- Registration Portal, Important Note, Media & Before/After Images
- Procedures/Treatments, Notes & Files, Letters of Consents
- Prescriptions, Health, Aesthetic, Covid-19 & Custom Questionnaires
- Text Templates & Image Templates
# | Page | What it covers |
|---|---|---|
1 | Set up the online form clients use to register and fill in their details | |
2 | Build and manage your own questionnaires with custom question types | |
3 | Create, edit and manage consent form templates | |
4 | Toggle system settings and manage email notification templates | |
5 | Create and manage text and image templates for procedures and notes |
Updated on: 19/06/2026
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