Document templates for medical documents Praxis Desk

Document templates automatically fill referrals and prescriptions with recipient, diagnosis, and services.

Where do I find document templates?

Open the settings and go to the Medical section. Click Document Templates. The page shows two tabs: Referral and Prescription.

Note: Don't confuse Document Templates with Document Management. Document Management contains the default settings and standard texts per document type, not templates.

Requirements

Benötigte Lizenz

Document templates are part of the Praxis and Desk licenses. The Medical module must be active.

• You need the Textbausteine & Textvorlagen permission.
• Templates are currently only available for Referral and Prescription. Other medical document types don't support templates.

Creating a new template

1. Open the Referral or Prescription tab.
2. Click Create Template.
3. Enter a Template name. This field is required.
4. Choose a Color. It helps you tell templates apart in the selection list later.
5. Fill in the type-specific fields:
   • For Referral: Name (for example Referral, Medical Aid Voucher, or Admission), To, Diagnosis / Reason, and Services.
   • For Prescription: To, Diagnosis / Reason, and Prescription.
6. Turn on the Show date toggle if needed.
7. Click Save.

Editing a template

1. In the Referral or Prescription tab, click the template's title, or open the action menu and select Edit.
2. Update the fields and click Save.

Duplicating a template

Open the template's action menu and select Duplicate. Offisy creates a copy of the same document type.

Deleting a template

Open the template's action menu, select Delete, and confirm.

Applying a template in the patient record

1. Open the patient record and click Create Document.
2. Select Referral or Prescription.
3. In the Template field, choose the template you want. This field only appears if at least one template exists for that document type.
4. Offisy fills in the recipient, diagnosis/reason, and services automatically. You can still edit all fields.

Permissions

• Textbausteine & Textvorlagen — required to create, edit, duplicate, and delete templates.
• Templates are company-scoped. They're available to everyone on your team.