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Forms and external references

Modules involved​

In the current Doctomatic structure, this part fits primarily with:

  • Forms
  • ExternalReferences

In the Spanish interface these modules appear as:

  • Formularios
  • Referencias externas

Forms​

A form allows collecting structured information from the patient within the follow-up workflow.

What this section allows you to do​

  • How to create a form.
  • What fields or question types it can include.
  • How it is presented to the patient.
  • How it is reused within a tracking type.
  • How it can be related to alerts.

The Formularios screen also allows listing, deleting, restoring, and showing deleted items, so you should review the complete form lifecycle and not just its creation.

Step-by-step in Formularios​

  1. Open Administration.
  2. Enter Otros.
  3. Select Formularios.
  4. Click the + icon to create a new one.
  5. Complete the name and description.
  6. Configure the content visible to the patient.
  7. Add and order the necessary questions.
  8. Save.
  9. If you later need to correct it, return to the list and use the edit action.
Temporary placeholder for a future screenshot of the forms module

Temporary example for form management.

Pending screenshot: show the actual Forms screen with the list or editing form, question order, and save or edit actions.

Question types and content quality​

Among the most common question types are:

  • text
  • number
  • options
  • image

When a form includes image capture, also follow the captura-imagenes guidelines to reduce reading or processing errors.

Form lifecycle management​

From this screen you can:

  • create
  • edit
  • delete
  • restore
  • show deleted forms

This part is important because a form may stop being used without it being advisable to lose its documentary history.

External references​

ExternalReferences is a complementary module of the administration area. If the product uses it to link external resources or integrations visible from the account, from here you can review:

  • what it is for
  • when it should be configured
  • what impact it has on the user experience

The screen presents this module as a space for searching, filtering by role, and managing references linked to company actors. Typically, here you can:

  • locate the affected user or profile
  • open their external reference
  • review or update the linkage
  • validate that the relationship is correctly saved

Step-by-step in Referencias externas​

  1. Open Administration.
  2. Enter Otros.
  3. Select Referencias externas.
  4. Search for the person by name or filter.
  5. If needed, narrow the list by role.
  6. Open the external reference of the corresponding user.
  7. Add, edit, or delete the necessary linkage.
  8. Save and verify that the reference is associated with the correct actor.
Temporary placeholder for a future screenshot of the external references module

Temporary example for external reference management.

Pending screenshot: show the actual External References screen with role filters, user search, and the associated linkage editing.

Common risks​

  • Forms with unclear internal names.
  • Buttons or text aimed at internal staff instead of the patient.
  • Creating external references without validating the destination or actual usefulness.