Forms — Journaling Praxis Desk

The forms journaling gives you an overview of all sent forms. You can filter, edit, and complete them from here.

Where do I find the forms journaling?

Go to Journaling > Forms.

Prerequisites

Required license

This feature requires the Forms add-on for Praxis and Desk.

Filters

Narrow down the view using these filters:

• Time period — filters by creation date (default: current month).
• Patient — filters by the recipient. The filter only appears once more than one entry exists.
• Form — filters by the form used. Also only appears once more than one entry exists.
• Status — filters by the current form status using buttons. Each button shows a result count.
  • All
  • Completed
  • Filled out
  • In progress
  • Open
  • Not assigned — shows forms that came in through the generic link and have no record yet.

Fig. 1The forms overview in journaling with four entries. Each status shows its result count.

Data table

Column	Content
Form	Name of the sent form
Patient	Name of the recipient
Recipient	Name or institution and email address of the actual recipient
Status	Current processing state
Created on	Date the form was sent
Filled out on	Date the patient submitted the form
Completed on	Date the practice completed the form

Status values

Status	Meaning
Open	Form was sent but not yet opened
In progress	Patient has opened the form
Filled out	Patient has submitted the form
Completed	Form has been completed by the practice
Expired	Validity period has expired

Actions per row

The action menu shows a different main entry depending on the status:

• Share — while the patient hasn't filled out the form yet: opens the link or QR code to resend it.
• Complete — once the status is Filled out and the data isn't in the patient record yet: starts the review and sync with the patient record.
• View — for forms whose data is already in the patient record, and for completed forms: shows the entered data.

Expired forms have no main entry.

Also available, depending on status:

• Send to patient — from status Filled out, Completed, or Expired: sends the form to the patient again.
  • You need the permission to edit forms.
  • Confirm the prompt Send form to patient with Send. The share window then opens with link, QR code, and email.
  • Existing signatures expire, so the patient has to sign again.
• View patient form — for completed forms.
• Assign patient — for forms that came in through the generic link and have no patient yet.
• Edit — for completed forms, if you have the permission to edit.
• Send by email — with As single document or Select multiple documents.
• Transmit via e-card system — for e-card forms with active DBAS.
• Show history
• Print and Download — once the form has been completed.
• Delete

Required license

The Send by email menu entry requires the Dokumentenversand add-on for Praxis and Desk.

Send a new form

Click the Send new form dropdown button in the top right and pick the form you want from the list. Then set the recipients and send the form. For the individual steps, see Share forms with patients.

Two more buttons appear at the top of the view:

• Generic link — forms that come in through it have no record at first.
• Thieme usage — visible only with the Thieme add-on.

Column configuration

Use Configure columns in the top right to choose which columns appear in the data table.