Set up Billing Services Praxis

Here you manage the master data for your billing services. There are two sources: Your own services, which you create yourself, and Provided services, which offisy makes available as pre-configured lists.

Where do I find billing services?

Open Settings → Billing Services.

Prerequisites

• You're logged in as an administrator or with the appropriate permissions.
• For provided services: the Global Service Lists module must be included in your plan.

Your own services

Create a new service

1. In the Your Own Services section, click Create Service.
2. In the Create Service dialog, fill in the fields:

General Settings tab:

• Title (required) — Name of the service as it appears on the invoice
• Number — internal service number (optional)
• Gross Price — default price in your practice's currency
• Default Tax Rate — VAT rate for the service
• Cost Center — only with the accounting module enabled
• Insurance — restricts which insurers the service applies to:
  • All — applies to all patients
  • All ÖGK's — applies to all ÖGK insurers
  • All KFA's — applies to all KFA insurers
  • Custom — you select individual insurers from the list
  • None — no insurer binding

Service Bundles tab:

• Assign the service to one or more service bundles.

Accounting tab (only with accounting module):

• Assign a booking account to the service.

Other tab:

• Points and Factor — for point-based service systems
• Open edit window — automatically opens an edit window when the service is added to the patient record
• HONO ID — ID for e-card contact referral

3. Click Create.

Edit a service

1. Click on the Title or Number of the service in the table.
2. Alternatively, open the action menu (three dots) and select Edit.
3. Change the fields and click Save.

Note: Price changes don't affect already created invoices. Existing invoice line items keep their original price.

Duplicate a service

1. Open the action menu of the desired service.
2. Select Duplicate.
3. The creation form opens pre-filled with the values from the original service.
4. Adjust as needed and click Create.

Delete a service

1. Open the action menu of the service.
2. Select Delete.

Note: Avoid deleting services that have already been used in the patient record or on invoices. Instead, use the favorite status "Not a Favorite" to remove a service from the quick-select list.

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Provided services

Benötigte Lizenz

This section is only available if the Global Service Lists module is included in your plan.

offisy provides pre-configured service lists (e.g. by insurer or specialty). You must activate the desired lists before they appear in the table.

Activate lists

1. In the Provided Billing Services section, click Lists.
2. The Lists dialog shows all available service lists with checkboxes.
3. Enable the desired lists by clicking the checkbox.
4. Click Close — the activated services appear in the table immediately.

Note: You can't edit provided services directly. However, you can copy them to your own list via Create as own service (action menu) and then customize them.

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Favorites

Favorites determine which services appear at the top of the quick-select list when adding services to the patient record. You can set favorites for yourself personally or for all users in the practice.

Set a favorite

In the Favorite column (star icon), click the icon of the desired service. A dropdown opens with three options:

• Not a Favorite — service doesn't appear in the quick-select list
• For me — service appears only in your personal quick-select list
• For all users — service appears in the quick-select list of all users in the practice

You can change or remove the favorite status at any time.

Where are favorites shown?

When adding a billing service to the patient record, favorites appear at the top of the selection list — without needing to search first.

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Data table

The table shows all services in your current section (Your own or Provided). The following columns are available:

Column	Description
Favorite	Favorite status (no star, person, group)
No.	Internal service number
Title	Name of the service
Gross Price	Default price incl. VAT
Insurance	Assigned insurers (All, All ÖGK's, All KFA's, None, or individual insurers)
Service Bundles	Associated service bundles
Cost Center	Only with accounting module
Client	Only with multi-client module
Accounting	Booking account, only with accounting module
HONO ID	Only with e-card contact referral

Filter

Above the table there are dropdown filters:

• Insurance — filters by insurer (incl. presets: All, All ÖGK's, All KFA's, None)
• Favorite — shows only services with a specific favorite status
• Service Bundles — filters by membership in a bundle
• Accounting — only with accounting module
• Accounting Tax Rate — only with accounting module

Search

The search field filters simultaneously by Title, Number, and — for provided services — by insurer name or abbreviation.

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Service Bundles

With service bundles you can group frequently used services together. To manage the bundles themselves, click Service Bundles in the top right.

To assign a service to a bundle:

• Either directly in the edit dialog (tab Service Bundles)
• Or via the action menu of the service in the table — all available bundles are listed as menu items there