Configure email settings for forms Praxis Desk
Here you define how automatic form emails to your patients look and how long the links stay valid.
Where do I find the settings?
Go to Einstellungen (settings) > Weitere Module (other modules) > E-Mail Vorlagen (email templates) > Formularversand (form delivery) tab.
You can also get there directly: open Einstellungen > Formulare (forms) and click Einstellungen in the top right.
Prerequisites
Required license
This feature requires the Formulare add-on for Praxis and Desk.
Customize the email subject
In the Betreff (subject) field, you set the subject line of the form email.
You can insert the following placeholders by clicking them:
| Placeholder | Meaning |
|---|---|
{UNTERNEHMEN} | Name of the company or practice |
{DATUM} | Current date in DD.MM.YYYY format |
{FORMULARNAME} | Name of the form |
Default: {UNTERNEHMEN} - {FORMULARNAME}
Customize the email text template
The rich text editor determines the content of the form email. You can write the text freely and insert placeholders by clicking them:
| Placeholder | Meaning |
|---|---|
{ANREDE} | Personal salutation of the patient |
{UNTERNEHMEN} | Name of the company or practice |
{DATUM} | Current date in DD.MM.YYYY format |
{BUTTON} | Clickable button link to the form |
{ALLGEMEINER_LINK} | Generic link of the form |
{FORMULARNAME} | Name of the form |
Note: The
{BUTTON}placeholder must be present in the email text. Without it, the email contains no link to the form and patients can't open it.
Set the validity period
Under Gültigkeit (validity), enter a number (Anzahl) and a Zeiteinheit (time unit). The default is Anzahl 7 with the Zeiteinheit "Tag(e)".
After this period, the form link is no longer accessible. Patients who try to open the form after expiry will see an error message. Expired forms appear in the journaling with the status Abgelaufen (expired). You can resend them to generate a new link.
Customize the button text
In the Button-Text (button text) field, you set the label of the button or link patients click to open the form.
The default value is Formular ausfüllen. This field is required and needs at least one character.
The configured button text appears on the button that the {BUTTON} placeholder generates in the email text.
When you link forms to services, you can use the {LINK:Formularname} placeholder in the email text to set a custom link name. If you don't specify a name, the configured button text serves as the default text for the link.