Enhanced security
Role-based access that reflects each team and the sensitivity of its documents.
Healthcare
Behind every care journey, information needs to move. Connect your documents and your teams, while keeping sensitive information in the right hands.
Connected teams. Protected information. People first.
FROM INTAKE TO A PROTECTED RECORD
Follow an admissions document as it is captured, shared, signed and preserved with its context. No clinical data, just the administration behind care.
Capture intake forms and supporting documents. Read their content with OCR, validate the key information and classify them in the appropriate file.
Make documents available to authorised admissions, care and records teams. Search, permissions and version history keep collaboration clear.
Route administrative forms for review and digital signature. Follow their progress and keep the completed document in its original file.
Apply your organisation’s retention schedule and access rules. Preserve essential documents and make their history available to authorised records teams.
Administrative authorisation
Document reference
ADM-0142
Record type
Authorisation
Department
Admissions
Administrative authorisationADM-0142
Unit manager · Authorised signer
ADM-0142
HOW IT WORKS
Picture your organisation as a floor plan. A document travels the corridor from intake to the archives, and each department’s door opens only for the teams whose role requires it.
ACROSS YOUR ORGANISATION
Admissions, care teams, administration and medical archives share one document environment, each with access that fits its responsibilities.
Healthcare departments
Forms and supporting documents are captured, read and filed in the right file as they arrive.
Admissions
Today’s intake
Administrative authorisation
ADM-0142 · signed
Insurance form
Read by OCR
Consent form
Awaiting signature
Intake procedure
Current version
Read, not retyped
Each form is read, validated and classified in the right file.
Care unit · 4 West
Shared with the care team
Discharge procedure
Approved · v6
Transfer authorisation
Signed this morning
Equipment checklist
Shared with nursing
Shift handover notes
Care team only
Found in one search
Procedures and forms from every department, filtered by what you can open.
Administration
Finance & procurement
Medical supplies invoice
Matched to its order
Cleaning services contract
Renewal in 60 days
Visitor policy · v3
Awaiting director review
Budget 2026
Board-approved
Clear approval routes
Every invoice and policy reaches the right reviewer, with its history kept.
Medical archives
Records & retention
Patient documents · 2019
Retention schedule applied
Release request 2026-31
Redacted before release
Access report · March
Generated from activity
Disposition batch 2026-01
Approved
Every access, on record
Who opened what, and when, is available to authorised records teams.
IMPRESSIVE RESULTS
Keep your teams’ attention on people by bringing the information together, with a low initial investment and rapid profitability.
Figure published by Constellio ↗Return on investment
Up to 270%Up to0%
Value returned compared with the initial investment, as published by Constellio.
Volume and sensitivity, side by side
Illustrative. Positions show why access rules differ by document type, not measured volumes.
Why healthcare organisations choose Constellio
Role-based access that reflects each team and the sensitivity of its documents.
Retention and disposition based on your approved organisational schedule.
Search organised documents and reach the relevant record without detours.
Centralise documents and follow their changes across departments.
Organizations that run on Constellio
















ACROSS YOUR ORGANISATION
Give each department a clearer document process, from patient administration to the work behind the scenes.

Organise forms, correspondence and supporting documents in a consistent file structure, so authorised teams stop searching through scattered copies.

Bring procedures and quality documents into a shared environment, follow their revisions and route updates for review before publication.

Capture an invoice, connect its supporting documents and send it to the relevant budget owner, with the approval trail kept for finance.

Support your privacy practices with role-based permissions, redaction and traceability, with a clear record of retention and sharing decisions.
A CONNECTED HEALTHCARE TOOLKIT
Combine capture, signatures, collaboration and governance around the document processes that matter to your organisation.
Document capture
Transform paper forms and incoming documents into classified, searchable information.
In healthcare
Intake forms & supporting documents
Digital signatures
Request signatures, follow their progress and retain the completed documents in context.
In healthcare
Authorisations & supplier contracts
Document governance
Protect essential records with retention rules, controlled access and traceability.
In healthcare
Patient documents & archives
Connected collaboration
Bring a central document environment into the familiar desktop experience.
In healthcare
Procedures & administrative files
Connect Microsoft 365 and Teams to your document management approach, with a defined scope for content and permissions.
QUESTIONS
What healthcare organisations usually ask before a demo. If yours is not here, ask us directly.
Talk to a specialist
Constellio’s modular approach can support hospital networks, clinics, long-term care providers and health organisations. Classification, access rules and workflows are configured around each organisation’s structure.
No. Constellio focuses on documents, collaboration, workflows and governance. Its place alongside your clinical and administrative systems, and any integrations, is defined during the project’s technical scoping.
Yes. Each document type can have its own classification, metadata, permissions and lifecycle rules. Your organisation defines the boundaries between patient-related documents, finance, human resources and other records.
Role-based access, traceability, retention and redaction help your teams implement their governance and privacy practices. Your organisation defines the applicable policies with its privacy and records specialists.
Yes. You can start with a defined process, such as intake documents, procedure reviews or invoice approvals, and our migration, governance and support teams can help plan a phased deployment.
YOUR NEXT STEP
Let’s explore a simpler, clearer document journey for your healthcare organisation.
Or write to contact@constellio.com. Open source at its core, hosted your way.
