Documentation

User manuals

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Settings

The company's general settings: basic information, hours, branches, users, and fiscal invoice numbering.

Available to: Owner

Go to module
Set up company information
  1. 1In Settings, fill in Company name, Tax ID, Currency, Logo, and Language.
  2. 2In Consultation section order, use the arrows to set the order the sections appear in inside Consultation.
  3. 3Choose the Clinic hours: fixed (with Opening time and Closing time) or “Open 24/7.” These hours define the available slots in Appointments.
  4. 4Save your changes.
Manage branches, users, and fiscal ranges
  1. 1In “Branches,” click “Create branch” and fill in Name, Code, Address, and Status.
  2. 2In “Users,” click “Add user” and fill in Full name, Email, Role (and Specialization if the role is Doctor), and a Temporary password; from the list you can Edit or Delete users (you can't delete yourself).
  3. 3In “Fiscal ranges” (Honduras CAI-style invoice numbering), click “Create fiscal range” and fill in Branch, CAI, Document type, Establishment, Emission point, Start/end range, Current sequence, and Expiration. Activating one range deactivates the others for that branch.
Illustrative example

Company name

Wake Health Clinic

Currency

HNL

Dra. Ana Martínez

Role

Doctor

Jorge Peña

Role

Receptionist

Simplified preview for illustration only. Not an actual screenshot of the system.

Tips

• Settings is only available to the Owner role.

• The Language you choose here applies to the entire company, for every user.