Global Configuration

This page allows you to set global options for the entire clinic. To access this page:

  • Click on My clinic in the top menu
  • Click on the User management tab
  • Click on the Global configuration section on the left of the page

The options available are:

Global configuration:

  • Restrict access to health reports sent to the sender: Allows to send health reports to patients and that access is restricted only to the employee who sent the health report.

    Note: this is not retroactive so old health checks will not be affected by a configuration change to this setting.

  • Send a confirmation by email when making an appointment in the schedule: Allows you to automatically send a confirmation email to the person concerned by the appointment added in the schedule.

Automatic form submission:

Note: Services must be configured to use this feature (See section Automatic forms submissions in the article : Service List.

  • Automatic sending of a form when making an appointment in the schedule: Activates the automatic sending of forms by email when making an appointment in the schedule.
  • Automatic sending of a form when making an appointment in the waiting list: Activates the automatic sending of forms by email when making an appointment in the waiting list.
  • Automatic sending of a form when making an appointment online: Activates the automatic sending of forms by email when making an appointment online.

Sensible zone:

  • Allow plain text display of Personal Identifiable Information or PII (SSN, HIN) :

    If enabled, this option will display PII clearly in the patient file and in the CNESST file without requiring authentication to view and modify the information in its entirety. With this mode, you assume responsibility for this information being visible to all employees (users) in your clinic.

    If disabled (by default), this option will display PII partially in the patient file and the CNESST file. To view and modify this information, authentication will be required.

⚠️ Modifying this option will display a user trace (log) in the Activities section under Management to list any modifications made for security purposes.

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