Set up forms in the patient record Praxis Desk

To open or send your created forms directly from a patient's record, you need to enable them in the configuration once.

Prerequisites

Required license

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

• You have already created at least one form under Einstellungen (settings) > Formulare (forms).

How to do it

1. Go to Einstellungen > Erweiterte Einstellungen (advanced settings).
2. Click Patientenakte konfigurieren (configure patient record).
3. In the tab bar of the record widgets, select the Formulare erstellen (create forms) tab.
4. Check the boxes next to the forms you want to use in the record.
5. Click Speichern (save) at the bottom of the page.

Fig. 1In the Formulare erstellen tab, you choose which forms are available in the record. Here, all three forms are checked.

Note: The Formulare erstellen tab must already be present in the tab bar of the record widgets. If it's missing, add it via Hinzufügen (add).