Patients / Customers Praxis Desk
The Patients / Customer Management section is where you create patients and customers, edit their master data, organize them into groups, and configure how offisy behaves for your practice.
Master Data
All features related to the patient and customer list:
- Customer List – Search, filter, and overview
- Create – Create a new record
- Edit – Update master data
- Delete – Permanently remove a record
- Archive & Restore
- Merge Duplicates
- Duplicate