Eaglesoft Patient Notes

YAPI automatically updates the Eaglesoft Patient Notes log in order to capture practice activity. This article shows how to access Patient Notes & provides examples of the YAPI features that update Patient Notes.

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Accessing Eaglesoft Patient Notes

Tip: This is just one way to access Eaglesoft Patient Notes, to learn other ways, use the link below to access Eaglesoft documentation.

  1. In Eaglesoft, click the Account button to find the patient you'd like to see notes for.


  2. At the patient account screen, use the Patient Notes mceclip1.png icon to see all of the note history for the patient.



YAPI Features that Update Patient Notes

Two of YAPI's features - Smart Scheduling and YAPI Pay - interact with Patient Notes in Eaglesoft, documenting activity for online scheduling and patient payments.  Your patient's Patient Notes entries will vary based on patient activity and which of these YAPI features your office is using.

Smart Scheduling

Any time a patient books an appointment via Smart Scheduling, YAPI updates their Patient Notes to log this activity.  You can recognize automated entries like this by the use of "[YAPI-BOT]" in the Note column:




If your practice uses YAPI Pay, YAPI updates a patient's Patient Notes when a payment request is created, cancelled, or voided and when a payment is received or refunded. Each entry shows details associated with each activity including the date, 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.


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