Create and manage forms Praxis Desk

With the form editor, you tailor digital forms exactly to your needs. You can combine different elements to collect structured information from your patients.

Prerequisites

• Active license for the Forms module.

How to do it

1. Go to Settings and open Forms.
2. Click Create.
3. Drag the elements you need from the left column into the form area in the middle using drag-and-drop.
4. Click an element in the form area to adjust its General settings and Design on the right side.
5. Use the Save button (top or bottom right) to save your changes regularly.

Available elements

• Layout: Group (for fields in one row), Divider, Spacer, Image (e.g. logo), QR code.
• Text: Heading, Text (for explanations), Link.
• Input fields: Text field (short), Text area (long), Number field, Email, Phone.
• Selection: Radio buttons (single choice), Dropdown, Multi-select (checkboxes), Checkbox (confirmation).
• Special: Date picker, Signature (digital), File upload, BMI calculator.

Form settings

Each form has general settings in addition to its content (fields/elements). You'll find them in the editor under the Settings tab (next to "Editor").

• Form name — Used in the form list and as {FORMULARNAME} in the email subject. Required.
• Color — Color of the form in the patient record. Helps distinguish multiple forms.
• Text color — Text color of the form in the patient record (contrast to the color).
• Page margin — Padding of the form content from the edges (top, bottom, left, right).

Common errors

• Unsaved changes: If you leave the editor without clicking Save, your changes are lost. Make it a habit to save after each major block.
• License not active: If the Forms menu item doesn't appear, check your license area to see whether the module is activated.