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Company and general configuration

What it is for​

The Company section holds the general account configuration within Doctomatic.

Current screen​

The Company section, accessible from Administration, contains the editing form with the general account configuration fields.

Temporary placeholder for a future screenshot of Company

Temporary example for the Company screen.

Pending screenshot: show the actual Company form with general configuration fields, colors, and the save button visible.

What administration typically does​

  • Review general account information.
  • Update configuration fields visible on the web platform.
  • Validate that changes are correctly reflected before closing the task.

Fields visible on screen​

This screen typically displays at least these fields:

  • company or account name
  • primary color
  • secondary color
  • option to display external identifier

On-screen steps​

  1. Open Administration.
  2. Enter Compañía.
  3. Review the current values before changing anything.
  4. Edit only the necessary fields.
  5. Click Guardar.
  6. Verify that the success message appears and that the change is reflected where expected.

Usage recommendations​

  • Review the current content before editing.
  • Change only the necessary fields to avoid unintentional errors.
  • Check whether the change affects other views or other profiles.

What should not be mixed in here​

  • Commercial or deployment procedures.
  • Changes that depend solely on technical support.
  • Clinical decisions about follow-ups or alerts.

Post-change validations​

  • Check whether the updated name appears correctly in the interface.
  • If color or identifier visibility was changed, verify the result from another functional screen.