iPad Recommended Setup - Back Office Staff

 The YAPI iPad app has a plethora of options that can be used to change how a Practice can use their iPads to better fit their office use. For this setup, the iPad will be used by designated Back Staff, or office assistants, Doctors and Hygienists that interact with patients and need access to the creation of consent forms. 

Configuring the YAPI iPad App

  1. Open the YAPI app on the iPad.

  2. Tap the Configuration option in the bottom-right corner of the screen.


  3. The Configuration page will appear and the options will be available as you scroll through the page.

Recommended Setup

  1. Scroll down to Security and Privacy and enable the following:

    • Password protection for Dashboard - Back staff may not require the password to utilize the functions since the iPad will not be given to patients. However, enabling this feature is up to the discretion of the office. 

    • Show Patient's Last Name on Dashboard - This will reveal the full name of the patient for easier identification. 

    • Show patient information - This will reveal additional information to the coordinator when reviewing the patient.


  2. Scroll further down to the Dashboard section and enable the following:

    • Dismiss patients - This allows for patients to be dismissed directly from the iPad.

    • Email patients - The email feature can be used to email the patient directly with updates, reminders, or copies of documents.


  3. Scroll further down to the Documents section and enable the following:

    • Enable AirprintIf the office has a printer that supports Airprint, documents can be sent directly to the printer for further physical printing.

    • Enable drawing - The drawing is used to highlight or help illustrate portions of the procedure for the patient. 


  4. Finally, scroll down to the Messenger section and enable the Message Filter:

    • Message FilterThis feature will make sure unnecessary messages are not sent to the iPad via global messages.


  5. After applying all the configuration changes, click the Save button on the top-right corner of the screen. 


  6. Tap the Home button on the iPad, then restart the YAPI app. 

Configuration List

Password protection for Dashboard Off
Show Patient's Last Name on Dashboard On
Show Appointment Details on Dashboard On
Show patient information Yes
Dismiss patients On
Email patients On
Enable Drawing On
Enable AirPrint On
Message Filter Essential
Show Document List  On
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