Link forms with services Praxis Desk

You automate form delivery by linking forms to specific individual services. For example, a patient booking an initial consultation automatically receives the anamnesis form. This saves time and ensures all necessary information is available before the appointment.

Prerequisites

Required license

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

How to do it

1. Go to Services > Individual services.
2. Find the service and open the action menu (icon on the right side of the row).
3. Select Link forms.

Fig. 1Each link is its own block with Formular, Benachrichtigungstyp, Häufigkeit des Versands, and Textvorlage.

4. In the Form field, select the form to send automatically (e.g. "Anamnesebogen").
5. Set the Notification type. Available options: Booking, Change, Cancellation, Reminder, Acceptance, Rejection. Select at least one option.
6. Choose the Send frequency:
   • Once only — Offisy sends the form only for the first matching appointment per patient.
   • Every appointment — Offisy sends the form for every appointment with this reason.
7. In the Text template for email notification field, customize the text in the form email. Available placeholders:
   • {ANREDE} — Personal salutation of the patient
   • {FORMULARNAME} — Name of the linked form
   • {LINK} — Direct link to the form (as text)
   • {LINK:Linktext} — Link with custom display text, e.g. {LINK:Click here}
   • {ALLGEMEINER_LINK} — Generic link to the form, the same for all recipients
8. To link additional forms to the same service, click Add form and repeat steps 4–7 for the new block.
9. Click Save.