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

Active license for the Forms module.

Filters

Narrow down the view using these filters:

• Status — filter by current form status
• Patient — search for a specific person
• Form name — filter by the form used
• Time period — filter by send date

Data table

Column	Content
Form name	Name of the sent form
Patient	Name of the recipient
Status	Current processing state
Send date	Date the form was sent
Last opened	Last access by the patient

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

• View — shows the data entered by the patient.
• Resend — sends the form link again by email.
• Share — opens the link or QR code for manual delivery.
• Complete — starts the review and sync of the form data with the patient record. Only available when status is Filled out.

Create a new form

Click + Create in the top right, select the patient and the desired form, and confirm the send.