Grouping Forms Together for a Patient to Sign on the iPad
Using Forms in Yapi Leap (our new web app)? 🤔 In that case, looks like you're in the wrong place. Instead, go to the corresponding topic in our
Leap Help Center:
Need to a patient to sign multiple forms that aren't in a pre-made package? In the YAPI iPad app, you can group forms together for a patient like consents and office policies, so they can complete all their forms at once. This article will show you how to group a patient's forms together in an easy-to-complete package.
Table of Contents |
Prefer to watch a video? Click |
Â
Grouping Forms Together
-
In the YAPI iPad app, locate your patient in the Dashboard.
-
Swipe across their colored bar (left to right OR right to left).
-
In the Forms section, tap and hold on the name of each form that you want your patient to complete. This turns the form name orange.
Tip: To deselect a form, tap and hold on its name again.
-
Optional: In the Packages section, tap and hold on any packages (like new patient paperwork) that the patient also needs to complete.
-
Tap the orange More tab on the left-hand side of the screen and select Use. Â
- Hand the iPad over to your patient and ask them to return it when they're finished completing all the forms you've assigned to them.
Â
Related Articles
- Assigning iPad Forms to Patients
- Assigning Forms for Multiple Family Members
- Creating iPad Form Packages
Â