Open Dental Commlog (Patient Communications Log)
YAPI automatically updates your Open Dental Communications Log (Commlog) in order to capture practice activity. This article shows how to access the Commlog & provides examples of the YAPI features that update the log.
Table of Contents
- Accessing the Commlog
- YAPI Features That Update the Commlog
- Related Articles
Accessing the Commlog
In Open Dental, use the Select Patient button to find the patient whose activity you'd like to see.
Click Account to open the patient's account and view their Communications Log.
YAPI Features That Update the Commlog
Several of YAPI's features interact with a patient's Commlog, documenting activity for patient forms, online scheduling, and YAPI Pay. Your patient's Commlog entries will vary based on patient activity and which of these YAPI features your office is using.
Patient Form Updates
Any time a form with patient information is imported into Open Dental an entry is made in the Commlog to note this activity:
Any time a patient books an appointment via Smart Scheduling, YAPI updates their Commlog to note this activity. You can recognize automated entries like this by the use of "[YAPI-BOT]" in the Description column:
If your practice uses YAPI Pay, YAPI updates a patient's Commlog when a payment request is created, cancelled, or voided and when a payment is received or refunded. The Note column in the Commlog shows the detail associated with each activity including the date, time, amount, and any staff member associated with the activity (for example, who sent a request to the patient):
Note: If your server is ever offline, YAPI still captures payment activity and updates Patient Notes once your server is back online.