Using YAPI's ASAP List to Fill Last Minute Openings

When a patient schedules their next appointment with you, they may ask to be seen sooner if an appointment becomes available.   In that case, you can mark the appointment as ASAP (in Dentrix or Open Dental) or Sooner if Possible (in Eaglesoft) and that patient will show on your ASAP List within YAPI. You can then use the ASAP List to easily contact patients when you have a last-minute opening in your schedule.  Read our guide below to find out how.

Tip: You can also use your ASAP List to fill broken appointments using Smart Fill in YAPI's Practice Online Portal!  To learn more about using this feature see our article Practice Online Portal - Smart Fill.

Table of Contents

 

Adding a Patient to the ASAP List

For patients to appear on the ASAP List in YAPI, their appointment needs to be marked as ASAP or Sooner if Possible in your practice management software:

Dentrix Users

In Dentrix, double-click on the patient's appointment to open the Appointment Information window.  From the Schedule dropdown, select ASAP, then click OK:

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Open Dental  Users

In Open Dental, double-click on the patient's appointment to open the Appointment window.  Select the ASAP checkbox, then click OK:

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Eaglesoft Users

In Eaglesoft, double-click on the patient's appointment to open the Patient Appointment window. Select the Sooner if Possible checkbox, then click OK:

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Using Your ASAP List to Contact Patients

If you have a last-minute opening in your schedule, you can open the ASAP List to text or email your patients about the newly available appointment.  To open your ASAP List from the YAPI Dashboard, click Patients Patients.png and select ASAP List:

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Texting Patients

ASAP_Text.gif

To text a patient about the opening:

  1. Click on their phone number in the Mobile column.
  2. Enter your text and click Send.
Tip: Don't want to type out a new text for each patient?  You can create a Text Template in YAPI to use over and over again!  For more, check out Creating a Custom Text Template.

 

Emailing Patients

ASAP_Email.gif

To email a patient about the opening:

  1. Click on their email address in the Email column.
  2. Enter your Subject and text and click Send.
Tip: Don't want to type out a whole email each time?  You can create an email template in YAPI to save you time!  For full instructions, check out Creating an Email Template in the Dashboard.

 

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