Edit Patient / Customer Praxis Desk

Edit the master data of an existing record at any time via the customer list.

Requirements

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

How to do it

1. Open the customer list (Kundenliste).
2. Click the actions menu (three dots) on the desired record.
3. Select Bearbeiten.
4. Change the desired fields on the tabs (all fields from Create Patient / Customer are editable).
5. Click Speichern.

Fig. 1Editing uses the same tabs as creating, here shown with the existing values.

Settings on the Settings tab

Fig. 2Tenant assignment, groups, and online booking settings.

Tenant

Controls which tenant (Mandant) the record is assigned to: Vollzugriff (full access) or Benutzerdefiniert (custom).

Patient groups

Assign the person to one or more patient groups (Patientengruppen). You manage the available groups under Einstellungen → Patienten-/Kundenverwaltung → Gruppen (Settings → Patient / Customer Management → Groups).

Account for accounting export

Required license

This setting is only available if the Buchhaltungsexport (accounting export) module is included in your license.

Store the account number used for this person during accounting exports (Konto für Buchhaltungsexport).

Different invoice recipient

Enable the toggle Abweichender Rechnungsempfänger (different invoice recipient) to store a separate billing address.

Online appointment booking & messages

Controls this person's behavior for online booking and automated message delivery (Online Terminbuchung & Nachrichten, online appointment booking & messages):

Setting	Meaning
Zur Online Terminbuchung zulassen (allow online appointment booking)	Defines whether the person can book appointments via the online booking portal (Standardeinstellung (default), Zulassen (allow), Nicht zulassen (do not allow))
Standardversand bei Terminänderungen (default delivery for appointment changes)	Notification channel (e.g. SMS, email) for appointment changes
Standardversand bei Terminerinnerungen (default delivery for appointment reminders)	Notification channel for automatic appointment reminders
Verwendete Telefonnummer bei SMS Versand (phone number used for SMS delivery)	Primary or secondary phone number for SMS

Additional settings

Prescription fee exemption & WAHOnline consent

On the Versicherung (insurance) tab, you set the prescription fee exemption (Rezeptgebührenbefreiung) and the consent to transmission to WAHOnline (Zustimmung zur Übermittlung an WAHOnline) – whether the person has consented to electronic transmission.

ELGA Opt-Out

Availability

Only available in offisy Praxis.

On the Sonstiges (other) tab, use ELGA Opt-Out to disable eCard access to specific data categories. Currently available: e-Medikation (e-medication).

Newsletter

On the Sonstiges tab, enable or disable the newsletter subscription (Newsletter) for this record.

Referral

On the Sonstiges tab, record in the Empfehlung (referral) field how the person found out about the practice. You configure the options in the settings. The field is freely editable.

Treating user

Availability

Only available in offisy Praxis with the medical software enabled, and only visible when more than one treating user is configured.

Select the default treating practitioner (Behandelnder Benutzer, treating user) for this person. Offisy pre-fills the selection when you create new appointments.

Booking profile tab

If the person has a linked online booking profile, Offisy shows an additional Terminbucher (booking profile) tab. It displays the master data from the booking profile (name, address, email) alongside the current record data. Use Übernehmen (apply) to transfer individual differing fields into the record.