Configure Bodychart Praxis Desk

With Bodychart, you mark findings directly on a body diagram. Before you use Bodychart, set up templates, marker types, and status types.

Where do I find the Bodychart settings?

Go to Einstellungen (settings) > Patienten-/Kundenverwaltung (patient / customer management) > Bodychart. There you find three tabs: Vorlagen (templates), Markierungen (markers), and Status.

Prerequisites

Required license

This feature requires the BodyChart add-on for Praxis and Desk.

• Bodychart: Einstellungen permission.
• For configuring the patient record: Patient: Konfiguration bearbeiten permission. In Desk, it's called Kunde: Konfiguration bearbeiten.
• For configuring the patient record: Bodychart: Anzeigen permission. The configurator needs it to load the template list. Without it, you see the message "Die Vorlagenliste kann nicht geladen werden. Dafür ist das Leserecht für Bodychart nötig."

Templates

A template is a body diagram you mark findings on. Offisy ships four standard templates: Vorderseite (front), Rückseite (back), Seitenansicht links (side view left), and Seitenansicht rechts (side view right). Each standard template includes matching images for adults (male, female) and children.

You can't edit or delete standard templates. You can hide them. You can only reorder them if you're a support admin — you can reorder your own templates at any time.

Fig. 1The Vorlagen tab lists the four standard templates and your own templates, here Knie rechts. The highlighted Vorlage erstellen button creates your own template.

Create your own template

1. Go to Einstellungen > Patienten-/Kundenverwaltung > Bodychart > Vorlagen.
2. Click Vorlage erstellen (create template).
3. On the Allgemein (general) tab, enter a Name. The name is required. Optionally, set:
   • Farbe (color) of the template
   • Erlaubte Markierungen (allowed markers)
   • Erlaubte Status (allowed statuses): If you leave the field empty, all statuses are allowed.
   • Vorlage mehrfach pro Bodychart nutzen (use template multiple times per Bodychart) switch
4. Switch to the Bilder (images) tab and click the Bild hinzufügen (add image) tile. In the image dialog:
   • Upload the image.
   • Under Gilt für (applies to), set the gender (male or female) and the age group (adult or child). Without an assignment, an image applies to every gender or age group.
   • On the right, in the region editor, click Region hinzufügen (add region), then click the spot on the image. Drag anchor points to move them. The regions apply to all images of the template.
5. Use the menu on the image card to edit or remove an image. Add more images with Bild hinzufügen.
6. Click Speichern (save). Only when you click Speichern does Offisy create the template with all your entries. Abbrechen (cancel) creates nothing.

Note: The name is enough to save. Images, regions, and settings are optional. Add them later via Vorlage bearbeiten (edit template).

If a step fails, the message "Vorlage unvollständig gespeichert" appears. Add the missing details under Vorlage bearbeiten.

Fig. 2The Vorlage erstellen dialog with the Allgemein and Bilder tabs.

1. 1Bilder tab, see step 4.

Fig. 3The image dialog of your own template with an image, Gilt für, and the regions Patella, Innenmeniskus, and Außenmeniskus.

1. 1Gilt für (applies to): gender and age group of the image.
2. 2Region hinzufügen (add region), then click the spot on the image.

For your own templates, you edit regions in the image dialog. Regions of standard templates are fixed.

Note: Use the search field to find templates by name. The Alle (all), Standard, and Eigene (own) filters narrow down the list. The Ausgeblendete anzeigen (show hidden) switch also shows disabled templates.

Edit, duplicate, and hide a template

The row menu of your own template offers Bearbeiten (edit), Bild hinzufügen, Duplizieren (duplicate), Ausblenden (hide) or Einblenden (show), and Löschen (delete). A standard template offers Einstellungen (settings), Als eigene Vorlage duplizieren (duplicate as own template), and Ausblenden or Einblenden.

1. Open the row menu of the template and choose Bearbeiten. For a standard template, the entry is called Einstellungen.
2. Adjust the settings on the Allgemein tab. If nothing is selected under Erlaubte Markierungen, all markers are allowed.
3. Turn on Vorlage mehrfach pro Bodychart nutzen if you want to add the same template as a view more than once in one Bodychart. Without the switch, you can add each template only once.
4. Manage the template's images on the Bilder tab. You upload PNG or JPG files up to 15 MB. You can select several values under Gilt für at once. You can't add images to a standard template.
5. Click Speichern.

Marker types

A marker type describes what kind of finding you place on the Bodychart (for example pain, scar, or tension). Each marker type has its own color and its own fields, which you fill in when you place a marker.

Fig. 4The Markierungen tab with three marker types. The highlighted Markierung hinzufügen button creates a new type.

Create a marker type

1. Go to Einstellungen > Patienten-/Kundenverwaltung > Bodychart > Markierungen.
2. Click Markierung hinzufügen (add marker).
3. Enter a Name and a Farbe.
4. Use Feld hinzufügen (add field) to add the fields that should appear when filling in this marker type. For each field, set:
   • Bezeichnung (label)
   • Typ (type): Text, Langtext, Zahl, Auswahl Einfach, Auswahl Mehrfach, Ja-Nein, Datum, or Skala
   • Pflichtfeld (required): yes/no
   • Im Tooltip anzeigen (show in tooltip): yes/no — if yes, the field appears in the marker's tooltip. For the default field Notiz, the switch is on by default.
5. For the Auswahl Einfach (single choice) and Auswahl Mehrfach (multiple choice) field types, enter the choices under Optionen (options). With Optionen nebeneinander anzeigen (show options side by side), they appear in one row instead of stacked. For the Ja-Nein (yes/no) field type, enter the texts for "Nein" and "Ja".
6. For the Skala (scale) field type, set the range under Skala von … bis (scale from … to). Optionally define a Guter Bereich (good range) — Offisy highlights values outside of it in the history view.
7. Save the marker type.

In the list, click a marker type's name to open it. Use the row menu to edit or delete it. Drag the handle on the left to put the types in the order you want.

As the Typ, you can also choose a value type from the patient record instead of a standard type. In Desk, it's the customer record. You find the value types in the type selection under the Wertetypen group.

• The field takes over the value type's options. You can't change them in Bodychart.
• You can choose value types for text, number, choice, and yes/no.
• In the field list, you recognize such fields by the Patientenakte label.
• When you set a marker in the patient record, the Auch in Patientenakte speichern switch appears below such a field. If it's on, Offisy also creates a value in the patient record on save, with the date of the Bodychart.

Fig. 5The Markierung erstellen dialog. In the Felder section, you add the fields of the marker type.

Fig. 6The dialog for a single field with label, type, required switch, and Im Tooltip anzeigen.

Note: The order of the fields determines the order when you fill in a marker.

Status types

A status type shows the state of a marker, for example open or healed. Offisy displays it as a color on the Bodychart.

Fig. 7The Status tab with four status types. The highlighted Status hinzufügen button creates a new status.

Create a status type

1. Go to Einstellungen > Patienten-/Kundenverwaltung > Bodychart > Status.
2. Click Status hinzufügen (add status).
3. Enter a Name and a Farbe.
4. Optionally enable Als Standard (set as default) so this status is preselected for new markers.
5. Save the status type.

In the list, click a status type's name to open it. Use the row menu to edit or delete it. Drag the handle on the left to put the types in the order you want.

With Als Standard in the row menu, you make a status the default. It then carries the Standard badge.

Configure Bodychart in the patient record

You decide which templates appear in the Erstellen menu of the Bodycharts widget and in what order.

Open the configurator

1. Open Einstellungen > Erweiterte Einstellungen (advanced settings).
2. Click Patientenakte konfigurieren. In Desk, the entry is called Kundenakte konfigurieren.
3. At the top, choose the account you want to set up under Account.
4. Click the Bodychart tab. You find it in the card where the widget sits, for example in the history.
5. Check the templates that should appear in the Erstellen menu.
6. Drag the templates by the handle into the order you want.
7. Click Speichern.

Fig. 8The Bodychart tab in the configurator with the company's templates.

1. 1Alle auswählen (select all), see section “Select templates”.
2. 2Keine auswählen (select none), see section “Select templates”.
3. 3Drag handle for sorting, see section “Set the order”.

Select templates

• Alle auswählen: The Erstellen menu offers all active company templates, including ones you create later. This applies until you configure the widget.
• Check or uncheck templates: From your first change, your specific selection applies. Templates you create later don't appear on their own – check them in the configurator. Alle auswählen restores "all, including future ones".
• Keine auswählen: The Erstellen menu offers no template. You can still use Bildaufnahme, Dateien wählen, and Bild hochladen.

If there's no active template with an image, the configurator shows "Es gibt keine aktiven Bodychart-Vorlagen mit Bild."

Set the order

The order in the configurator applies to the Erstellen menu of the patient record. Without your own order, the order from Einstellungen > Patienten-/Kundenverwaltung > Bodychart > Vorlagen applies. Templates you didn't reorder follow in that order.

Note: Templates you hid or deleted in the Bodychart settings never appear in the Erstellen menu, even if they're checked in the configurator. The widget selection only narrows the list further. It doesn't make a hidden template visible again.

Common errors

Can't edit a template Offisy's standard templates aren't editable. Create your own template instead.

Marker type missing when filling in Check whether someone deleted the marker type. Deleted marker types stay visible on markers that already use them, but aren't available for new markers anymore.