What Does the YAPI Installation Process Entail?

Once you have purchased your YAPI software, your Customer Success Manager will set up a time for the software to be installed on your server computer by a YAPI Technical Support agent. The purpose of the installation process is not only to set up YAPI but to ensure that the YAPI software is properly tested and functioning on the office’s network. This thorough process is necessary to ensure a turnkey experience. 

What is required of my dental office during the installation process?

Your office will need to provide our Technical Support agent with admin access and enough privileges to install YAPI and sync the office’s practice management software database. If you have an IT company that handles most of your network and computer settings, it is often helpful to have them ready to assist with this process.  We also recommend you forward them the following articles prior to installation:


What are the steps taken and what will the installer do on my practice management software database?

The Installer will:

  1. Transfer the installation files required for YAPI installation onto your server.

  2. Synchronize YAPI with the your Practice Management software.

  3. Configure custom settings like adding in your practice's contact information.
  4. Test and verify the functionality of features included in your YAPI license.
  5. Contact the office staff to perform a quick overview and introduction of the software. This will also include how to install YAPI on a workstation.

  6. Let your Customer Success Manager know they've completed your install.

After this process, your Customer Success Manager will schedule appointments with YAPI Training staff to show your office team the ins and outs of our software.  


What can I do to make sure my server is ready for installation?

For the best experience, you'll want to make sure your server is ready for installation before your appointment with us.  Choose the article below that corresponds to your practice's practice management software and follow the steps to prep your server:


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