Analyze and export customer appointments Praxis Kasse Desk

Shows a flexible appointment list per customer, with filters, configurable columns, and Excel export.

Required license

The filters and columns Insurance, Private supplementary insurance, Insurance type, and Supplementary insurances require the Medical add-on.

Where do I find customer appointments?

Go to Journaling → Customer appointments.

In offisy Praxis, the page is called Patiententermine. Filters and columns use Patient instead of Kunde there, for example Patientenname.

The displayed period defaults to the current month when you open the page.

Fig. 1The filter bar with the available filters above it, and the appointment list below.

Requirements

• You have the Journaling: Kundentermine permission in your user profile.

Filters

The following filters are available at the top of the page:

• Account/client — Only visible if you use multiple accounts or cooperations.
• Time period — Freely selectable date range, including past presets.
• Status — Filters by appointment status: Active, Requested, Denied, Canceled, Archived, or Unregistered.
• Billing — Filters by billing status: Open, Invoiced, or Do not bill.
• Location — Filters by location.
• Employee — Filters by the responsible employee.
• Type — Filters by Single appointment, Group appointment, or Course.
• Customer — Filters by one or more customers.
• Service — Filters by the linked service.

With the Medical add-on, the filters Insurance, Private supplementary insurance, Insurance type, and Supplementary insurances are also available.

No filter is set when you open the page. The table shows every entry in the period, including unregistered course attendances.

For multi-select filters like Status, use Select all and Select none to toggle the entire selection instead of clicking each value individually.

Fig. 2The open Status filter with Select all and Select none.

Data table

The table lists all appointments and course attendances for the selected period, one row per customer and appointment. You can choose which columns to display (see Column configuration). By default, the columns Customer name, Service, Date, Type, Status, Billing, and Account are active.

The available columns are grouped:

Appointment group:

Column	Content
Service	Name of the linked service
Date	Appointment date(s)
Gross	Gross amount
Net	Net amount
Type	Single appointment, group appointment, or course
Status	Appointment status
Billing	Billing status
Appointment series	Number of appointments in the series
Created at	Creation date

Customer group:

Column	Content
Customer name	Name of the customer
First name	Customer's first name
Last name	Customer's last name
Salutation	Customer's salutation
Address	Customer's address
Street	Customer's street
ZIP	Customer's ZIP code
Phone	Customer's phone number
Email	Customer's email address
Social security number	Customer's social security number
Customer number	Customer number
Identification number	Customer's identification number

With the Medical add-on, the columns Insurance, Private supplementary insurance, Insurance type, and Supplementary insurances are added.

Other group:

Column	Content
Location	Location of the appointment
Employee	Responsible employee
Account	Associated account

Actions per row

Depending on the entry type and your permissions, the row menu offers:

• View appointment (single appointment), Go to course overview (course), or Go to group appointment overview (group appointment)
• Open customer — opens the customer record in a new tab
• Edit appointment and Follow-up appointment — only for single appointments
• Bill and Do not bill, or Enable billing — depending on the billing status
• Appointment history and Cancel — only for single appointments
• Unregister or Register — only for course attendances and group appointments

Statistics / Metrics

Below the table, offisy shows for the filtered rows:

• Count — number of entries
• Net total — sum of net amounts
• Gross total — sum of gross amounts
• Booked time — total appointment duration

Fig. 3The four tiles summarize the filtered rows.

Column configuration

1. Click Optionen → Spaltenkonfiguration.
2. Pick the column you want in each row's Feld field. Hinzufügen adds another row, the trash icon removes one.
3. Set the order with the handles on the left.
4. Pick a sort direction in the Sortierung field if you need one.
5. Click Speichern.

The Feld field lists columns grouped (Appointment, Customer, Other) so you can find them more easily in the selection menu. Use the search field in the selection menu to find a column directly.

offisy · Journaling · Customer Appointments · Optionen

Fig. 4How to add the Kasse (insurance) column. Click Speichern to apply the change.

Export

Use the export button in the table to open a menu with the options Print, Excel, and CSV for the filtered list.

Export is only available if you have the Termin: Exportieren permission in every active account.

Permissions

Permission	Function
Journaling: Kundentermine	Access to the page
Termin: Anzeigen	Show single appointments in the list
Kurs & Gruppenleistung: Anzeigen	Show course attendances and group appointments in the list
Termin: Bearbeiten	Edit appointment, follow-up appointment, register/unregister
Termin: Verrechnen	Bill, do not bill, enable billing
Termin: Exportieren	Export the list (print, Excel, CSV)

Note: The list only shows entries you're also allowed to see in the calendar. If your Termin: Anzeigen permission is limited to certain locations, employees, or clients, appointments outside that limit don't appear in the report.