Share forms with patients Praxis Desk

You can send forms to your patients in several ways. They fill them out on their own device (smartphone, tablet, PC).

Required license

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

Prerequisites

• You created the form in Settings and enabled it for the patient record.
• For email delivery, you need a valid email address in the patient's record.

How to do it

Option 1: Via the patient record (individual send)

1. Open the desired patient record.
2. Select the Create forms tab.

Fig. 1The Create forms tab lists the three forms enabled for the record.

3. Click the form you want from the list.
4. In the following dialog, choose one of the two options:
   • Fill out form: The patient is in front of you. You or they fill out the form on the practice device.
   • Share form with patient: Opens another dialog with the Individual link (QR code plus a copyable link) and Send email tabs.

Option 2: Via Journaling (bulk send)

If you want to send a form to many recipients at once (e.g. a new GDPR consent form):

1. Go to Journaling > Forms.
2. Click the Send new form dropdown button in the top right and select the form you want.
3. Add recipients via the search field, enter them manually, or upload a CSV file.
4. Click Send.

Option 3: From the waiting list

You can also send forms directly from the waiting list:

1. Open the waiting list and click the action menu next to the desired patient.
2. Select Create document.
3. Choose the desired form from the list. Depending on your configuration, Offisy also lists other document types (e.g. doctor visit confirmation) alongside forms.
4. Offisy sends the form with the appointment context.

Note: Under Settings > Other modules > Email templates > Form delivery tab, you set the default email text. You also set the link validity period there.

Link a form to an appointment

If you choose a form at the appointment in the waiting room via Dokument erstellen, Offisy automatically links the form to that appointment. This applies when you share it with the patient or fill it out internally. The Formulare erstellen quick menu in the waiting room passes the appointment along as well.

The appointment link is kept when you:

• send a form to the patient again with Erneut senden.
• turn an internally filled-out document into a fill-out request via An Patient senden.

You see the appointment in the form view of the patient record, and the forms of an appointment in the calendar. For more, see Complete forms and View an appointment.