Patients / Customer Management – Settings Praxis Desk
Under Patients / Customer Management you configure how your patients or customers are managed in offisy — from the label and defaults to colors for document types.
You'll find these settings under: Settings → Account Management → Patients / Customer Management
General settings
Defaults for new records
| Field | Description |
|---|---|
| Default country | Pre-filled automatically when creating new patients / customers. |
| Default area code | The default country calling code for phone numbers. |
| Default newsletter | Sets whether the newsletter entry is enabled by default for new records. |
Referrals
Store commonly used referral sources (e.g. "General practitioner", "Google", "Recommendation"). These are available as quick-select options when creating new patients / customers.
Sequential numbering
Automatically assign a unique number to each patient / customer.
| Field | Description |
|---|---|
| Automatic numbering | Enables automatic assignment of a sequential number. |
| Number prefix | An optional abbreviation before the number, e.g. PAT- or CUS-. |
| Number length | The minimum length of the generated number (with leading zeros). |
| Next number | The starting number for the next automatically assigned number. |
Labels
Customize how patients or customers are referred to in offisy — adapted to your industry.
| Field | Description |
|---|---|
| Singular | The singular label, e.g. "Patient", "Customer", or "Client". |
| Plural | The plural label, e.g. "Patients", "Customers", or "Clients". |
Note fields
offisy provides four freely named note fields in the patient / customer record. Assign your own labels that fit your day-to-day workflow.
| Field | Default label |
|---|---|
| Note field 1 | Note |
| Note field 2 | Additional note |
| Note field 3 | Supplementary note field |
| Note field 4 | Cave |
Colors
Availability
These settings are only available in offisy Praxis.
Assign an individual color to each document type so you can tell at a glance in the patient record what type of document it is.
Configurable document types include: appointments, invoices, diagnoses, medical letters, lab results, referrals, prescriptions, forms, and more.