How to Change Required Rules in iPad and Online Documents

Both iPad and Online Documents can regulate whether specific questions can be requested for the patient. Specifically, these questions pertain to pertinent information to help identify and communicate with said patients and can be toggled off or on at any time. These options include but are not limited to:

  • Social Security Number
  • Driver's License
  • Mobile Phone
  • Home Phone

The following article will show how to enable and disable these required questions for both iPad and Online documents.

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  • To access Check-In Alerts, open the YAPi Dashboard.

  • Click the Setup and Manage icon 2019-09-03_11-44-13.png at the top of the YAPI Dashboard and click the Global Setup option from the dropdown.

  • When prompted for a password, the password by default should be set as "password" all lower case. 

  • Within the Global Setup window, click on the Document tab. The Required Rules will be available in the yellow Document Rules box.

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The Document Rules 

The document rules are split into two sections: the iPad rules can be adjusted in the pale yellow section, whereas the Online rules can be adjusted in the bright yellow section. Some of these options share similar functions for their associated section, with additional options available for both sections within the Document rules.

  • SSN is required - This checkbox will enable or disable the requirement for the patient to type in their Social Security Number in the form. 

    • Required SSN Age - This number next to the 'SSN is required' checkbox changes the minimum age a patient must be to type in their Social Security Number. 

  • DL is required - This checkbox will enable or disable the requirement for the patient to type in their Driver's License in the form.
    • Required DL Age - This number next to the 'DL is required' checkbox changes the minimum age a patient must be to type in their Driver's License.

  • Mobile phone is required -This checkbox will enable or disable the requirement for the patient to type in their Mobile phone in the form. See note below. 

  • Home phone is required - This checkbox will enable or disable the requirement for the patient to type in their Home phone in the form. 

  • Email is required -This checkbox will enable or disable the requirement for the patient to type in their email in the form. See note below.

  • Allow 'none' for email - Allows patients to declare they do not have an email in the email field.
  • Referred By - The following adjusts the rules the 'Referred By' question follows in the iPad and Online form.

    • Is Required - This checkbox will enable or disable the requirement for the patient to type in their referer in the form.

    • From PMS - The checkbox will enable or disable the option to auto-populate a setlist of referrals that are saved on the Practice Management Software for the patient to use.

NOTE: Fields such as Email and Mobile phone are essential to reliably send out Appointment Reminders and Recalls to patients. It is not recommended to disable the requirement rules for these options.

After adjusting which options to appear in YAPI, click the Save button on the bottom right corner of the window, then restart YAPI on the workstation to apply the changes. 

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