Duplicate Patient / Customer Praxis Desk

Create a copy of an existing record. This is useful when you're adding multiple family members who share the same address.

How to do it

1. Open the Customer list.
2. Click the Actions menu (three dots) on the desired record.
3. Select Duplicate.
4. offisy creates a new record with the copied master data.
5. Adjust the new record as needed (e.g. name, date of birth, social security number).

What gets copied?

Address, contact details, and general master data are carried over. Personal data such as social security number, date of birth, and insurance information are blank after duplicating and must be entered again.