Preview Your Form on an iPad

To view your form on an iPad:

 

 1. Make the iPad form live (available for signing)

     a. Go to dashicon-wrench.png (wrench icon) Setup & Manage.

     b. Select the Manage Documents and Templates option.

     c. Select your form.

     d. Click the checkbox to the left of the form.


       iPad_forms_available_for_signing.jpg

     e. Click Yes when asked if you want to make the form available for signing.

 

2. Check-in a patient

     a. On YAPI Dashboard, Go to 9_a_Patient_icon.jpg (Patients)>> Patient Finder

     b. Search for a test patient by typing their last name in the Search field1 then click on              the Search2. Your results should be displayed in the patient list

     c. Right Click on the patient row then click Check-in3 from the drop-down menu

        91bc_Check_In-_w_callout.jpg

NOTE: If you don't have a test patient, you should create one. Use an obviously impossible name, like Test R. Patient, and that "patient" becomes a guinea pig.

 

3. View your form on your iPad

Now grab one of your practice iPads.

     a. On your iPad, open the YAPI app

     b. The YAPI Dashboard will appear with the patient you checked in in the CHECK-IN AREA.          Swipe right on the patient. A list of forms will be displayed.

 

     iPad_YAPI_Dashboard_w_callout.jpg

     c. Find your form from the list and tap on it. 

 

   iPad_Forms_and_Documents.jpg

 

The form will be displayed. Any field highlighted in yellow means the field is required and has to be filled in before they are saved.

Required.jpg

 

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