Document management Praxis Desk

In document management, you set the default settings and standard texts for each medical document type.

Where do I find document management?

Open the settings and go to the Medical section. Click Document Management. The page shows several tabs, one per document type.

Note: Don't confuse Document Management with Document Templates. Document Templates are reusable templates for referrals and prescriptions. Document Management contains the default settings and standard texts per document type.

Requirements

Benötigte Lizenz

This feature is part of the Medical module.

You need the Medizinische Einstellungen: Dokumentenmanagement permission.

General settings

In the General Settings tab, you set values that apply to all document types:

• Text for stamp and signature
• Sender for the letterhead
• Maximum number of diagnoses
• Predefined file name for the PDF download

Medical visit confirmation

In the Medical Visit Confirmation tab, enter the Name for the document.

Medical letter

In the Medical Letter tab, set:

• Name for the document
• Selection list name
• Headings

Patient letter

In the Patient Letter tab, set the same fields as for the medical letter:

• Name for the document
• Selection list name
• Headings

Referral

In the Referral tab, set the standard texts and names for this document type.

Prescription

In the Prescription tab, set the standard texts and names for this document type.

Medical prescription slip

In the Medical Prescription Slip tab, set the standard texts and names for this document type.

Service billing

In the Service Billing tab, set the standard fields:

• Name
• Internal number
• Amount
• Health insurance provider
• Color for the customer record

Custom anamnesis types

In the Custom Anamnesis Types tab, manage the Custom Types list. Each type shows a title and short title, plus the Default, Waiting Room, Printed, or Not Printed badges.

Open a type's action menu and click Edit to adjust it.

File uploads

In the File Uploads tab, manage two areas:

• File Upload Categories: a list you adjust via Edit.
• File Optimizations: Maximum image height/width (px) and JPEG optimization (50-100)%.

Permissions

• Medical Settings: Document Management — required to open the page and save changes.
• After making changes, click Save. Offisy confirms with the Settings saved. message.