Add a Policy

The Policies section of the Global Settings module provides an editor that you can use to create policies for different areas of the Patient Portal.

To add a policy:

1. From the Policies module, select Add Policy. The Add Policy drawer opens.
2. Enter a descriptive name for the policy. The name is displayed on the Policy table in the applicable Module Settings page.
3. From the Categories list, select the category or workflow that the policy applies to.
4. From the State list, select the severity of the policy. Options include Outline, Informational, Success, Warning, or Danger.
5. In the Subject field, enter the name of the policy. The subject is displayed in the Patient Portal.
6. In the Body section, enter the text of the policy.
7. Select Add. The policy is displayed in the Policy list.