Create Patient / Customer Praxis Desk
Create new patients or customers directly in the customer list.
Requirements
- You are logged in with the Kunde Erstellen permission.
How to do it
- Open the Customer list via the navigation.
- Click + Patient (or the configured label) in the top right.
- Fill in the form (see fields below).
- Click Save.
Form fields
Name
| Field | Note |
|---|---|
| Salutation | Mr., Mrs., Diverse, Company, Group, Family, Association |
| First name | |
| Last name | Required field |
| Additional name | E.g. birth name |
| Academic degree (suffix) | E.g. BSc, MSc |
| Company name | For company accounts |
Contact
| Field | Note |
|---|---|
| Phone | With country code (default from settings) |
| Phone 2 | Optional second number |
| Email 2 | |
| Website |
Address
| Field | Note |
|---|---|
| Street | Address auto-completion via OpenPLZ available |
| Postal code | |
| City | |
| Country | Default from settings |
Additional master data
| Field | Note |
|---|---|
| Date of birth | |
| Gender | |
| Social security number | Validated against Austrian format |
| Customer number | Assigned automatically if enabled in settings, otherwise entered manually |
| VAT ID | |
| License plate | |
| ID number | |
| Referral | Optional; dropdown with pre-configured values from settings |
| Treating user | Only visible when multiple treating users are configured |
Availability – Treating user
Only available in offisy Praxis with the medical software enabled and only visible when more than one treating user is configured.
Employer
Optional details: name, street, postal code, city, phone, and email of the employer.
Invoice recipient
Enable the Different invoice recipient toggle to store a separate billing address.
Contact person
Optional contact for a third person (name, phone).
Auto-complete address
Type a street or postal code — offisy suggests matching addresses from the OpenPLZ database. Select a suggestion to automatically fill in street, postal code, city, and country.