Patient Record Praxis Desk

The patient record is the central view for all information about an individual patient or customer. From here you create and manage all documents, appointments, invoices, and other data.

Opening a record

1. Open the Customer list.
2. Click on the name of the person you want.

The patient record opens with an overview of the available sections.

Available sections

The sections shown depend on your license and the modules you have enabled.

General (Praxis & Desk)

Section	Description
Overview	Key information at a glance
Appointments	All past and upcoming appointments
Invoices	Invoices and line items
Forms	Digital forms and outputs (module required)
Documents	Uploaded files (PDFs, images, videos)
Custom Fields	Your own measurement fields and values
Notes	Internal notes
Tasks	Linked to-dos
History	Complete change log
Notifications	Sent SMS/emails
Video	Start a video consultation

Medical (Praxis only)

Section	Description
Diagnoses	ICD-coded diagnoses
Doctor's letters	Medical letters and external correspondence
Prescriptions	Prescriptions
Lab results	Laboratory results and evaluation charts
Referrals	Referrals to other physicians
Sick notes	Sick leave and health notices
Transport vouchers	Transport authorizations
Billing services	Record and bill services (module required)
DVP vouchers	DVP billing (module required)
WAHonline	Service records (module required)

eCard (Praxis only)

Section	Description
e-Prescription	Electronic prescriptions
e-Vaccination record	Vaccination history from the eCard system
e-Findings	Electronic findings
KOS / e-Referral	Contact services
Transaction history	eCard transaction log

Further reading

• Forms – Create and send digital forms
• Billing services – Record and bill services
• WAHonline – Service records for health insurers
• DVP billing – Manage DVP vouchers
• e-Card – eCard features in the practice software