Create a DVP Form Praxis Desk

Create a DVP form (electronic billing form) for a patient and a billing period.

Requirements

• DVP Billing is set up.
• You have the DVP Create permission.
• A consultation has been recorded for the treatment. The e-card is used to verify the patient's entitlement to services and establishes the basis for billing with the health insurance carrier. If a consultation cannot be created, manual entry of treatment data is also possible.

Automatically after a consultation

When the Automatically create a form on consultation setting is active, offisy creates a DVP form automatically after each consultation is created.

The automatically created form only contains data from the consultation (insurance carrier, location, insurance, specialty, treatment date). You must manually add services and diagnoses afterwards on the DVP Forms page.

Create manually

You have two options for creating a DVP form manually:

Option 1: Via the DVP Forms page

1. Open the DVP Forms page.
2. Click New DVP form.

Option 2: From the patient record

1. Open the patient's record.
2. Click the action menu and select Create DVP form.

In both cases the form opens in full screen. Fill in the following sections:

Select patient

Search for the patient by name and select them.

General

• Form type: Select the appropriate form type (e.g. Krankenschein). See What is DVP Billing? for an explanation of all nine form types.
• Billing period: Select monthly or quarterly — depending on your agreement with the insurance carrier.
• Billing year and month/quarter: Enter the period you are billing for.

Treatment/consultation

Link a treatment to the form. You have two options:

• E-Card (tab, Praxis customers with e-card only): Select an existing consultation. The consultation serves as proof to the health insurance carrier that the patient was present at the practice — this link is therefore recommended.
• Manual (tab): Enter treatment data manually if no consultation can be created. Select either an O-Card (Praxis customers with e-card) or a DVP contract partner (Desk customers without e-card) as the basis. At least one of the two must be provided.

Line items

Add the billable services. Each line item contains: item number, name, date, duration, quantity, and amount.

Diagnoses

Add at least one diagnosis.

• ICD-10 code: Standardized diagnosis code (e.g. J00 for common cold)
• Free text: Free-text description of the diagnosis (max. 25 characters)
• At least one diagnosis must be marked as the primary diagnosis.

Note: From July 1, 2026, ICD-10 coding for primary diagnoses is mandatory — with exceptions for certain specialties such as dentistry, physiotherapy, and psychotherapy.

Common errors

• No primary diagnosis: At least one diagnosis must be marked as the primary diagnosis.
• Invalid billing period: Month must be between 1–12, quarter between 1–4.
• Invalid item quantity: Quantity per line item must be between 1 and 999.
• Negative amount: Line item amounts must not be negative.
• Patient data mismatch: The patient data in the form does not match the stored data.
• Missing referral date: For referral forms (Überweisungsschein), a referral date must be provided.
• No O-Card and no contract partner: In the manual tab, either an O-Card (Praxis) or a DVP contract partner (Desk) must be selected — otherwise validation will fail.