Patient List & Search Praxis Desk

The patient list shows all patients and customers in your company. From here you search, filter, and trigger actions directly per record.

Where do I find the patient list?

Go to Patienten (in Praxis) or Kunden (in Desk) in the main navigation. The label depends on the setting in your configuration.

Filters

• Suche (top): Search by name, number, or other master data.
• Filter next to the label Accounts: (button Alle): Filter the list by specific companies if you manage multiple.
• Filter next to the label Status: (button Aktive): Show active and/or archived records.

Fig. 1The patient list with search, filters, and column configuration.

1. 1Suche – search by name, number, or other master data.
2. 2Filter next to the label Accounts.
3. 3Filter next to the label Status.
4. 4Button Spalten konfigurieren.

Data table

The list shows one record per row with the configured columns. Default columns include name, number, and contact details. Which fields are visible depends on your column configuration.

offisy remembers your recently opened records and shows them at the top of the list for quick access.

Row actions

Click the actions menu (three dots) on an entry to access actions. The entries are labeled in German:

• Öffnen — View the record
• Bearbeiten — Open master data, see Edit Patient / Customer
• Zusammenführen — Merge with a duplicate, see Merge Duplicates
• Duplizieren — Create a copy, see Duplicate Patient / Customer
• Änderungsverlauf anzeigen — Log of data changes
• Patientenhistorie anzeigen — History of treatments/appointments
• Archivieren — Deactivate the record, see Archive and Restore Patient / Customer
• Löschen — Permanently remove the record, see Delete Patient / Customer

If a messaging gateway is configured, an additional Benachrichtigen action appears for sending SMS or email.

Fig. 2The row actions menu.

Column configuration

Click Spalten konfigurieren in the top right to customize the displayed columns. You can add fields, remove them, and change their order.

Use the dropdown menu next to Spalten konfigurieren to reach three entries. Each one only appears with the matching permission:

• Patientengruppen verwalten (in Desk: Kundengruppen verwalten) – permission Patient / Kunde: Gruppe: Bearbeiten
• Patientendaten exportieren (in Desk: Kundendaten exportieren) – permission Patient / Kunde: Exportieren
• Patienten zusammenführen (in Desk: Kunden zusammenführen) – permission Patient / Kunde: Zusammenführen

Patienten zusammenführen or Kunden zusammenführen opens the Duplicates page.