Customizing the Routing Slip

The Routing Slip is an essential tool for the patient's check-out process in order to identify what needs to be completed for the patient visit. A practice can have a different process when inducting patients and the importance of being flexible in this respect will allow for more successful experiences in appointment management and team cohesion. 


A quick explanation of the Routing Slip can be looked into with the  YAPI Training Lesson 1.3 video, however further examination in how to customize the Routing Slip will be discussed in this article. The following will show how to customize the Routing Slip for your patient check-out.

How to Access the Routing Slip Editor


  1. To access the Routing Slip editor, open the YAPI Dashboard.

  2. 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.

  3. Enter your password and click Ok.

  4. Within the Global Setup window, click on the Routing Slip tab.

Routing Slip Customization


The Routing Slip introduces a page sectioned into columns and rows to show the purpose, content, and order the Routing Slip will be shown. There are different ways to adjust the form such as editing preexisting rows and introducing additional rows for further options. 

  1. Type - The Type Column describes what the row in the Routing Slip is intended to fulfill, and will change the properties of how the information will be conveyed during Check-out Routing. To change the type, click on the Vertical Arrows 2019-09-19_08-13-09.png button on the right side of the row type and select one of four options from the dropdown.

    • Label - This changes the row type into a Label. When filling out the Note to the right of the type, this will turn the note into a noninteractive text intended to label the options following the selected row as a designated section. The section will continue to grow until a new label is introduced. This will also introduce the Dismiss Only option, which is discussed further in the Dismiss Only section.

    • Check - This changes the row type into a Checkbox. Best used when applying multiple-choice questions, this allows for an easy way to select frequently used choices or fulfilled steps and conditions. 

    • Text - This changes the row into a Text box. This open-ended box allows for further explanation of what may have been applied for the patient visit. This box can also be used to expand a "Other" option that may not have been available from a preexisting checkbox.  

    • List - This changes the row into a List box. List boxes expand into a list of preset choices that can be selected in an expanded list box. To introduce options for the list box, double click the Note Text or Value Name column for the row you are attempting to edit. This will introduce a new pop-up box where options can be introduced as a list.


  2. Note Text or Value Name - This column is intended to fill in content associated with the row type. Double click the field to type in content for the associated Label, Checkbox, or List type.

    NOTE: Entering content in a Text type will not be visible during Check-Out Routing.
  3. Dismiss OnlyThe Dismiss Only checkbox is introduced when a Label is added to a row in the Routing Slip editor. When a patient is about to be added to the check-out area, the initial Routing Slip will pop up. However, when the Dismiss Only option is activated for a specific section, the Routing Slip will return during the patient's dismissal with the selected section(s) being the only available option(s). A good use for this feature is to confirm important questions needed by the office before the patient leaves. To enable this feature, click the Dismiss Only checkbox associated with the selected Label row. 

  4. Insert New - Insert New creates a brand new blank row above a highlighted row in the editor. Click on a grey box for the row you are selecting, then click Insert New to add a new row on top of the selected row.

  5. Enable Routing Slip - The Enable Routing Slip enables or disables the Routing during check-out for the patient. Having this function active is completely up to the practice itself. To enable or disable the Routing Slip during check-out, check the box to Enable, and uncheck the box to Disable. This change will apply for the next checked in Patient. 

Deleting Rows

To delete a line that is not needed for the Routing Slip, click on the grey box on the left-hand side of the row you wish you to delete, then click the Delete key on the keyboard.

NOTE: Not to be confused with the Backspace key, the Delete key will usually be found above the arrow keys on the keyboard.

Once the Routing Slip adjustments are complete, click the Save button on the bottom-right corner of the screen. These changes will apply for the next patient checked into YAPI.


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