Duplicates Praxis Desk

The Duplicates page shows you patient or customer records that probably describe the same person – for the company you currently have selected. From there you merge them or mark them as reviewed.

Where do I find the duplicates?

Open the patient list (Patients in Praxis, Customers in Desk). Next to Spalten konfigurieren (configure columns), click the dropdown menu and choose Patienten zusammenführen (merge patients) or Kunden zusammenführen (merge customers).

Fig. 1The entry point to the Duplicates page in the patient list.

1. 1The Patienten zusammenführen entry.

The entire Duplicates page appears in German, regardless of your interface language. This article quotes the labels as they appear on screen and explains them in parentheses on first use.

Requirements

• You are logged in with the Patient / Kunde: Zusammenführen permission.

The same permission covers both actions: merging a group and ignoring one.

Note: The page only shows duplicates for the company you currently have selected. Merging is only possible within the same company.

If you use the Tenants module, a pair only appears if you have access to both records.

Filters

Open and ignored duplicates

Next to the page title, you switch between two views:

• Offen (open) – duplicates that still need a decision.
• Ignoriert (ignored) – groups you have already marked as not a duplicate.

Searching for duplicates

Above the list, in the same row as the filter chips, you find the Suchen (search) field.

The search works the same in both views. Offisy updates the list after a 300 ms delay.

The search covers first name, last name, and company name. Social security number, email, customer number, address, and phone number are not part of the search. A pair only appears if both records match the search term.

Filtering by match strength

Three filter chips sit above the list, each with a group count in parentheses:

• Alle (all)
• Sehr wahrscheinlich (very likely)
• Wahrscheinlich (likely)

Note: When you open the page, Sehr wahrscheinlich is preselected.

Weaker matches only appear under Alle – the count on Alle includes them.

Data table

Fig. 2The Duplicates page with three open groups. The Alle filter chip is active here.

1. 1Toggle between Offen (open) and Ignoriert (ignored).
2. 2The Suchen (search) field.
3. 3Filter chips Alle (all), Sehr wahrscheinlich (very likely), and Wahrscheinlich (likely) with the number of groups.
4. 4Selected rows, highlighted in light turquoise. Both records of a group are preselected.
5. 5The Gruppe ignorieren (ignore group) and Zusammenführen (merge) buttons.
6. 6Legend for gray and dark values.

What a row shows

Each group appears as a table in a card. Every record is one row. The first column holds the checkbox for selecting. Columns with these headers follow, in this order:

1. Name
2. Geburtsdatum (date of birth)
3. SV-Nr. (social security number)
4. E-Mail
5. Kundennummer (customer number)
6. Adresse (address)
7. Telefon (phone)
8. Versicherung (insurance)

Versicherung shows the abbreviation, or the insurance name if there is no abbreviation. Every other column shows the full value. If a value is too long for its column, hover over the cell to see the full value.

If a record is archived, a red badge with an archive icon appears in front of the name (tooltip Archiviert, archived).

Reading gray and dark values

A legend below the list explains the coloring:

• Gray – this value appears more than once in the group.
• Dark – this value is unique or missing.

Missing values show a dash (–). Groups with the highest match come first. Offisy never marks the insurance column gray.

Pagination

The list shows 10 groups per page. The controls for it sit above and below the list.

When not all duplicates are shown

Offisy loads at most 100 duplicate pairs at a time. If there are more, a notice appears above the list: „Es werden die ersten {count} von {total} Paaren angezeigt. Die Suche grenzt die Liste ein.“ (Showing the first {count} of {total} pairs. Use the search to narrow the list.) Narrow the list with the Suchen field. The counts on the filter chips only refer to the loaded pairs.

When the list fails to load

If loading fails, Offisy shows: „Die Dublettenliste konnte nicht geladen werden. Die angezeigten Gruppen können unvollständig sein, Aktionen sind bis zum erfolgreichen Laden gesperrt.“ (The duplicate list could not be loaded. The groups shown may be incomplete, and actions are locked until loading succeeds.) Click Erneut laden (reload) to try again. While the error persists, all group actions stay locked.

When the list is empty

• Offen, with no matches: „Keine offenen Dubletten gefunden.“ (No open duplicates found.)
• Ignoriert, with no entries: „Keine ignorierten Dubletten vorhanden.“ (No ignored duplicates.)
• A search with no matches: „Keine Dubletten zu dieser Suche gefunden.“ (No duplicates found for this search.)

Row actions

The menu on an individual record gives you:

• Patientenakte öffnen (open patient record)
• Änderungsverlauf anzeigen (show change history)

Selecting records

The top two records of a card (the oldest one first) are already selected. To select a record, click the checkbox in the first column or click the row. Offisy highlights selected rows in light turquoise.

You can select at most two records at once. If you select a third one, the oldest selection drops out.

Once you have a selection, the card's footer shows: „{X} von {Y} ausgewählt — der obere bleibt erhalten, der zweite wandert hinein.“ (X of Y selected – the top record is kept, the second one is merged into it.)

Merging records

Click Zusammenführen (merge) in the card. The button is only active when exactly two records are selected.

The Zusammenführen (merge) dialog opens. For the details, see Merge Duplicates.

Ignoring a group

If a card holds two different people, click Gruppe ignorieren (ignore group). Offisy asks you to confirm before ignoring and names the affected people.

The group moves to the Ignoriert view.

offisy · Patienten · Dubletten

Fig. 3How to ignore a group and restore it.

Restoring an ignored group

1. Switch to the Ignoriert view at the top.
2. Click Gruppe wiederherstellen (restore group) on the group you want.
3. Confirm the prompt, which names the affected people.

The group is back in the Offen view afterwards. You can also merge a group directly from the Ignoriert view.