Record structure Praxis Desk
The record is made of widgets. A widget is a building block with one job, for example appointments, notes, or the lab results chart. You decide which widgets appear in the record and how each one is set up.
The screens use German labels. This article shows them in bold and adds the English meaning where it helps.
Definition
The record has two columns. The narrow left column suits short blocks such as master data and note fields. The wide right column holds larger blocks such as entry fields, history, and appointments.
Each column contains cards. A card holds one widget, or several widgets as tabs. With several tabs, you see one of them at a time.
Which widgets you see depends on three things: the configuration of your record, your license, and your permissions. If a permission or license is missing, offisy hides the widget.
Note: Tabs can be renamed in the configuration. On your screen they may therefore have different names than in this article.
Widgets of the record
Person and master data
| Widget | What it shows |
|---|---|
| Stammdaten (master data) | The person's core data, freely selectable |
| Hausarzt (general practitioner) | The person's general practitioner. Pick one from the search or enter one yourself, then click Speichern |
| Notizen (notes) | Free-text note fields, see below |
| Zusammenführen (merge) | Hints about possible duplicates. Available with the permission to merge records |
For Stammdaten you can set Profilbild anzeigen, the Datum anzeigen option under Werte, and a freely sortable list of the fields shown.
Note: You set whether and how the age appears next to the date of birth once for the Stammdaten widget and the header of the record. Open Settings → Account Management → Patient Management → General → General settings and choose the option you want under Display.
Notes and hints
The Notizen widget shows up to five note fields, each of which you switch on or off separately:
- the field for the person itself (Patient or Kunde)
- Zusätzliche Notiz (additional note)
- Ergänzendes Notizfeld (supplementary note field, only with medical modules)
- Cave (only with medical modules). Use it for important warnings.
- Termin. This is the note for the appointment that is currently open.
Every field has its own Speichern button. There is also the switch Warnung anzeigen, wenn am heutigen Tag kein Termin vorhanden ist. (show a warning if there is no appointment today). When it is on, the widget shows the text "Am heutigen Tag ist kein Termin vorhanden."
Where you change the field labels is described in Notes.
Appointments
| Widget | What it shows |
|---|---|
| Termine | All of the person's appointments, this is the appointment history |
| Terminserie | The person's appointment series, see Appointment series |
In the Termine widget, Neuer Termin creates an appointment. The filters Aktiv, Angefragt, Abgelehnt, and Storniert narrow the list. A filter only appears if appointments of that kind exist. A search field helps you find entries.
The widget can optionally show statistics with Anzahl (count), Kurse & Gruppen (courses and groups), and Brutto Gesamt (total gross). Turn them on or off in the configuration with Statistik anzeigen (Anzahl, Brutto).
For the Terminserie widget, set Terminserie ausblenden sobald (hide appointment series once) in the configuration: Terminserie verrechnet wurde (billed, the default), Letzter Termin abgeschlossen ist (last appointment completed), or Manuell ausblenden (hide manually). The Erstelldatum anzeigen switch shows the series' creation date. For details, see Appointment series.
History
The Historie widget lists all entries of the record, either as a list or as a calendar. The section "Document types" below shows which types can appear. For more, see History.
You can set the following:
- Ansicht (view): Liste or Kalender.
- Höhe (height): The height of the history in pixels, at least 200.
- Mandant anzeigen: only for licenses with several tenants.
- Behandler anzeigen (show treating provider)
- Ersteller anzeigen and Ersteller Abkürzung anzeigen (unterhalb des Titels) (show creator and creator initials below the title)
- Gesamtsumme aller Rechnungen anzeigen and Gesamtsumme offener Rechnungen anzeigen (total of all invoices and of open invoices)
Alle aktivieren and Alle deaktivieren set all entry types at once. For each entry type you choose one of three states:
| State | Effect |
|---|---|
| Aktiviert | The entry type appears in the history. |
| Ausgeblendet | The entry type does not appear at first. You can show it with the history filter. |
| Deaktiviert | The entry type is not available in the history. |
- 1Entry type Terminserie with the state selection.
For some types you also set the Vorschau (preview): Ausblenden, Kurzversion (200 Zeichen), or Gänzlich anzeigen. Invoices have the option Positionen anzeigen. For files, Vorschau and Große Vorschau anzeigen control whether and how large an image appears in the history. The Thumbnails switch follows right after them and is off by default. When you turn it on, the history shows a small preview for images. Click it to open the image full size. It only affects images. PDFs, videos, and other files still follow the Vorschau switch.
Creating documents
| Widget | What it shows |
|---|---|
| Dokument erstellen (create document) | Entry fields for documents such as anamnesis, findings, or prescriptions. One widget can hold a single document type or a list |
| Datei (file) | Upload a file to the record |
| Formulare erstellen (create forms) | Forms you can create for the person |
| Formulare (forms) | The person's forms |
In the Dokument erstellen widget, you pick the document types in the configuration, sort them with the drag handle, and use the paragraph icon to add a separator after a type. Alle auswählen and Keine auswählen select all types at once. A type opens as a Dialogfenster (dialog) or on its own page. Depending on the type, there are more options, for example for doctor and patient letters.
Set up forms as described in Set up forms in the patient record.
Invoicing and billing
| Widget | What it shows |
|---|---|
| Rechnungspositionen (invoice items) | The person's invoice items |
| Leistungen (billing services) | The person's billing services |
Values
Values are measurements such as blood pressure or weight. You create the value types yourself, see Manage field types.
| Widget | What it shows |
|---|---|
| Werte erstellen (create values) | Capture new values directly in the record |
| Wertediagramm (values chart) | The course of values per value type as a chart |
For Werte erstellen, you select and sort the value types in the configuration. Ansichtstyp decides whether a click opens a dialog (Dialogfenster) or the form sits directly in the record (Formular). Without an enabled value type, the widget shows "Es wurde kein Wertetyp aktiviert."
For Wertediagramm, you enable a chart per value type and choose a line or bar chart. With several active value types, each gets its own tab.
Lab results chart
The Laborbefundediagramm shows lab values from the record's lab results as a trend. Every lab value gets its own tab. Pure text results do not appear.
Lab results only reach the record through interfaces, for example through Offisy Connect or GDT. You do not enter them by hand.
In the configuration you choose the Diagrammtyp: line or bar. The widget only appears if lab results are part of your license.
Goods consumption
Required license
This feature requires the Lagerverwaltung (inventory management) add-on.
| Widget | What it shows |
|---|---|
| Warenverbrauch (in the configuration: Warenverbrauch hinzufügen) | Record goods used for the person |
| Verbrauchsliste (in the configuration: Warenverbrauchsliste) | Previously recorded consumption as a table |
In the Warenverbrauch widget you pick one of the views Aus einer Leistung (from a service) or Nach Waren suchen (search for goods). If an appointment is open, a third view named after the appointment is added. The selected goods appear under Ausgewählte Waren. Speichern books the consumption, Verwerfen clears the selection.
- 1Switch between Aus einer Leistung and Nach Waren suchen.
- 2Selected goods with consumer and quantity.
- 3Speichern books the consumption.
The Verbrauchsliste has the columns Warenname, ArtikelNr., EAN, Verbrauch, Verbraucher, and Beschreibung. You can export it.
Neither widget has settings of its own. For stock management, see Inventory.
More widgets
| Widget | What it shows |
|---|---|
| Diagnosen (diagnoses) | The person's diagnoses. Under Einträge anzeigen, choose Alle Einträge, Diagnosen, Dauerdiagnosen, or Externe Diagnosen. Suche anzeigen and Datumsfilter anzeigen turn search and filter on |
| Eltern-Kind-Pass | Entries for the parent-child pass, see Parent-Child Pass |
| Aufgaben (tasks) | Tasks linked to the person |
| Nachrichten (messages) | Messages sent to the person |
| E-Mails | Emails linked to the person |
| e-card Transaktionen | e-card transactions (Praxis only) |
| e-Wahlpartner | Data on the e-Wahlpartner (Praxis only) |
| Galerie (gallery) | The record's files as tiles, see Gallery |
| Bodycharts | The person's BodyCharts, see Configure BodyChart in the patient record |
Document types
Every history entry has a document type. These types exist. Which ones you see depends on license and permissions.
| Area | Document types |
|---|---|
| General | Notiz, Termin, Terminserie, Datei, Rechnung, Formular, E-Mail, Nachricht, Aufgabe, Wert |
| Medical | Anamnese, Diagnose, Rezept, Verordnung, Überweisung, Eingehende Überweisung, Transportschein, Arbeitsunfähigkeit, Gesundmeldung, Arztbrief, Patientenbrief, Externer Befund, Laborbefund, Psychotherapie-Bestätigung, Sportbefreiung, Arztbesuchsbestätigung, Eltern-Kind-Pass |
| Billing | Leistung or Abrechnungsleistung, Leistungsnachweis, DVP-Meldungen |
| Telemedicine | Telemedizin |
| e-card | e-Impfpass, e-KOS, e-Wahlpartner |
You can change the names of Arztbrief, Patientenbrief, Überweisung, and Arztbesuchsbestätigung in the settings for medical documents. Your record then shows the changed name.
Configure the record
Where do I find the record configuration?
- Open Einstellungen → Erweiterte Einstellungen.
- Click Patientenakte konfigurieren. In Desk the entry is called Kundenakte konfigurieren.
Prerequisites
- You have the Patient: Konfiguration bearbeiten permission. In Desk it is called Kunde: Konfiguration bearbeiten.
How to configure the record
- At the top, choose the account whose record you want to set up under Account. The configuration applies per account.
- Click the tab of the widget you want to set up in a card. Its settings appear below.
- Change the settings.
- Click Speichern. The button appears at the top and at the bottom of the page.
Zurücksetzen reloads the saved configuration and discards your unsaved changes.
Add, move, and remove widgets
- Create a new card: Click Hinzufügen below a column and choose a widget.
- Add a widget to a card: Click the plus icon in the tab bar and choose a widget. For widgets with presets (for example Dokument erstellen), use the arrow next to the entry to choose a document type.
- Rename a tab: Click the tab name and type a new name.
- Move a tab: Drag it by the drag handle. You can also drag tabs to another card.
- Move a card: Open the Aktionen menu at the right of the card bar and choose Nach oben verschieben (move up) or Nach unten verschieben (move down).
- Remove a widget: Click the cross on the tab.
A tab with a warning icon belongs to a widget your license does not include. It shows the note "Sie haben nicht die benötigte Lizenz um dieses Widget zu benutzen." and is not visible in the record.
Note: The Terminserie, Laborbefundediagramm, and Warenverbrauch widgets only appear in the list if your license includes them.
Permissions
| Permission | Purpose |
|---|---|
| Patient: Konfiguration bearbeiten | Configure the record (in Desk: Kunde: Konfiguration bearbeiten) |
Whether an individual widget appears in the record also depends on the permission for its content, such as appointments, invoices, or diagnoses.