Create Patient / Customer Praxis Desk

Create new patients or customers directly in the customer list.

Requirements

• You are logged in with the Create customers permission.

How to do it

1. Open the Customer list via the navigation.
2. Click + Patient (or the configured label) in the top right.
3. Fill in the form (see fields below).
4. 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
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 and only visible when the ModuleMedical module is active and 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.