Record system overview

• 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. | 📍 Where to find this: Left navigation menu → Record System 🧭 How to access the Record System Click Record System in the left navigation menu. The Record System menu expands to show all subsections. ![Record System Menu](https://storage.crisp.chatFew readers

Client registration portal

• Client registration portal

  The Registration Portal lets clients submit their personal details online before their first visit. Once submitted, everything saves automatically to their MERIDIQ client record. | 📍 Where to find this: Record System → Registration Portal ✅ What you can do Set which fields are visible and required in the registration form Enable questionnaires and consent forms on the portal Share the registration portal link with clients Let clients register their own information before theirFew readers

Create custom questionnaires

• Create custom questionnaires

  Build your own questionnaires with custom titles, descriptions and a range of question types. Once created, you can use them across the Registration Portal, Booking Portal or send them directly to clients. | 📍 Where to find this: Record System → Custom Questionnaire ✅ What you can do Create a new custom questionnaire with a title and description Add questions with multiple answer types Edit, copy or delete questionnaire titles Reorder questions by dragging and dropping ➕ CrFew readers

Letter of consent setup

• Letter of consent setup

  Create and manage your Letter of Consent templates — used when sending consent forms to clients directly from their profile or via the Registration and Booking portals. | 📍 Where to find this: Record System → Letter of Consent ✅ What you can do Create new letter of consent templates Edit existing consent form content Activate or inactivate consent templates Search and sort consent templates ➕ Add a letter of consent Click Record System → Letter of Consent. ClFew readers

Configure the record system

• 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 Enable BankID verification for client registration Configure and enable email notification templates ⚙️ System configurations Click Record System → Configurations. Click the Configurations tabFew readers

Record system templates

• Record system templates

  Build a library of text and image templates to speed up clinical record creation — attach them to procedures, notes and prescriptions with a single click. | 📍 Where to find this: Templates → Record → Text or Image ✅ What you can do Create text templates for procedures and notes Create image templates with uploaded images Search, sort, edit, activate/deactivate and delete templates Sync text templates from the system 📝 Text templates Add a text template Click **TempFew readers