Policies

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.

The Policies page provides a list of existing policies, and allows you to add policies, view policies, and edit policy details. After you create a policy, you can apply it from the applicable Application and Module Settings area.

For example, if you create a policy related to scheduling, you can apply the policy through the Scheduling module.

To access the Policies page, select Policies from the Global Settings page. The Policies page contains the following information about each policy:

• ID: The numeric value associated with the policy. This number can be used for internal reference purposes.
• Name: The internal name of the policy. The name can be used for internal purposes and is displayed on the Policies page.
• Categories: The area or areas the policy applies to in the Patient Portal.
• State: The status or severity of the policy. Options include Outline, Informational, Success, Warning, or Danger. The message is displayed differently in the Patient Portal depending on the state you select.
• Additional Languages: Languages the policy is available in.
• Updated: The user who last updated the policy and the date.
• Active: Indicates whether the policy currently applies to the patient portal workflow.
• Actions: Allows you to access details of the policy.