Each online forms must be initialized for use and associated with Medication, Allergy, Problem, and Referral lists used in your practice.
Before you initialize online form you will need to review Medication, Allergy, Problem, and Referral lists used in OpenDental as described here.
You will also need to upload Medication, Allergy, Problem, and Referral lists to YAPI server that hosts online forms.
To upload your lists, click Tools button on the top of YAPI Dashboard, select Administrative Tools, select List, then each of the lists.
YAPI will present a list allowing you to exclude (hide) undesirable items (details are here).
Click Save button to upload the list. YAPI confirms the upload. Click Ok button to continue.
Click Ok button to continue.
Now go to your public online documents to initialize and install online form.
Click Setup and Manage button on the top of YAPI Dashboard, select Manage Documents and Templates.
Go to Online tab and click Get button to download the list of available online forms.
Select a form with the left mouse button down and select Install locally and initialize for use option.
Green check-box indicates that the form is initialized and is ready for use
Online forms display your office logo on the top of each page. The logo is an image PNG or JPG file, with the size 640px x 100px, and must be less that 40K in size. Please make sure that your logo is uploaded before you start using online forms.