Use a generic link for a form Praxis Desk

A generic link is a permanent link with a QR code for a form. Any number of people can fill out the form through it, without you selecting a patient record beforehand. For example, you can display the QR code in your practice or link it on your website.

Prerequisites

Required license

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

• The form exists and is visible in the form list in Journaling.
• You have permission to create forms. Without it, the Generischer Link (generic link) dropdown does not appear.

How to do it

Create and share a link

1. Open Journaling > Formulare (forms).
2. Click the Generischer Link dropdown.
3. Select the form. Forms with an active link carry the Aktiv (active) badge.
4. The {form name} – Generischer Link window opens. If the form has no active link yet, Offisy creates one when you open it.
5. Share the link:
   • Öffnen (open): Opens the form in a new tab.
   • Drucken (print): Prints the QR code with the text "Scannen Sie diesen QR-Code, um das Formular auszufüllen".
   • The icon next to the Formular-Link (form link) field copies the link to the clipboard.

Fig. 1The Generischer Link window with QR code and Formular-Link (blurred here).

Replace or deactivate a link

1. Open the Generischer Link window of the form as described above.
2. Click Neuen Link erzeugen (create new link) to replace the link. Offisy deactivates the previous link and you can no longer use it.
3. Click Link deaktivieren (deactivate link) to turn the link off completely. The link can no longer be opened afterward.
4. Confirm the prompt.

Note: Printed QR codes and links you already sent stop working after you replace or deactivate the link. Swap them out afterward.

Assign received forms

Forms submitted through the generic link appear in the table with the origin Generischer Link. Without a patient record, they belong to the Nicht zugeordnet (unassigned) status filter.

1. Open Journaling > Formulare.
2. Select the Nicht zugeordnet status filter.
3. Open the row's action menu and click Patient zuordnen (assign patient).
4. Select the record in the Zuweisen an (assign to) field.
5. Confirm with OK.

When you complete a form, you can instead select the record in the Zuweisung (assignment) tab of the completion window.

Insert the link in email templates

Use the placeholder {ALLGEMEINER_LINK} to insert the generic link into an email text. It is the same for all recipients. All placeholders are listed in the email settings for forms and when you link forms with services.

Common errors

• The Generischer Link dropdown is missing. You lack permission to create forms. Ask an administrator to enable it.
• The link no longer works. Someone replaced it with Neuen Link erzeugen or turned it off with Link deaktivieren. Open the Generischer Link window and create a new link.
• A submitted form is missing from the record. It is waiting under the Nicht zugeordnet status filter. Assign it to a patient record.