Creating a Visit Confirmation Praxis Desk

The visit confirmation confirms that a person visited the practice on a specific date. The document serves as proof for an employer or school, for example.

Benötigte Lizenz

The visit confirmation is part of the medical software and is available in Praxis and Desk (not in Kasse). Creating it also requires the permission to create visit confirmations.

Where to find the visit confirmation in the patient record

1. Open the record for the person in the customer list.
2. Click the document name in the document creation widget (default: Visit Confirmation).

Alternatively, open the Create Document modal and click Create in the Visit Confirmation row. This modal is also reachable from the waiting list.

Requirements

• The medical software is active for your business.
• You have permission to create visit confirmations.
• Editing, duplicating, deleting, or viewing history each require the matching permission.

Creating a visit confirmation

1. Open the creation form from the document creation widget or the Create Document modal.
2. If needed, turn on the Issue visit confirmation for another person switch when the confirmation isn't for the person in the current record.
3. Optionally click Copy data from [customer] to copy the last name and address from the customer record.
4. Check the Date field and adjust it if needed.
5. Enter From and To, or keep the prefilled times.
6. Turn the Show time on confirmation checkbox on or off, depending on whether the times should appear on the printed document.
7. Save your entry.

The visit confirmation then appears in the History section of the record. From there you can view, print, or download it.

Note: If you create the confirmation from an appointment, From and To are already prefilled with the appointment times.

Editing a visit confirmation

1. Open the action menu for the visit confirmation in the history.
2. Select Edit.
3. Adjust the details and save.

The edited version appears as a new version in the history. The original confirmation stays visible there too.

Duplicating a visit confirmation

1. Open the action menu for the visit confirmation in the history.
2. Select Duplicate.

Offisy copies the times and options from the original into the new document.

Deleting a visit confirmation

1. Open the action menu for the visit confirmation in the history.
2. Select Delete.
3. Confirm the prompt.

Offisy removes the confirmation from the record's active view.