Introduction to the Document Viewer

Table of Contents

Why use the Document Viewer?

The Document Viewer is required to file forms the patient has completed on the iPad back to your clinic's practice management software (Open Dental, Dentrix, Eaglesoft or PracticeWorks). 

What is the Document Viewer?

The Document Viewer is a holding area for completed forms that are ready to be filed back to the practice management software.

What's the difference between the Document Viewer and Document Queue?

  • The Document Viewer is a holding area for completed forms that are ready to be sent back to the practice management software.
  • The Document Queue manages documents your patient submitted online (for example via an email link for pre-registration). You can also transfer PDFs (like treatment plans) to the Document Queue using YAPI writer and link them to a patient so that when the patient checks in, the document automatically attaches to the patient for signing on the iPad and later filing via the Document Viewer.

Can the Document Viewer file online forms?

Generally no. The Document Queue collects online forms submitted by patients and these forms can be filed directly into the practice management software from there. The Document Viewer is most often used to file forms completed on the iPad.  

  • Forms without data integration (such as HIPAA and Insurance Information) automatically transfer from the Document Queue to the Document Viewer if not filed by the time the patient is checked in on the YAPI Dashboard. These forms can be reviewed on the iPad if needed, or transferred directly into the practice management software via the Document Viewer.
  • Data-integrated forms (such as Medical History or Patient Information forms) remain in the Document Queue if the data hasn't been updated before the patient checks in. Refer to Filing Online Forms for more information about updating patient data. If a provider wants to review one of these documents (typically Medical History) chairside with the patient, the patient data should be updated when filing their other forms. Clicking No when asked to file the document will leave the form itself in the Document Queue and the form will transfer automatically to the Document Viewer upon patient check in. Once that chairside review from the iPad is complete, the document(s) can be filed into the practice management software via the Document Viewer.

Document Viewer Screen

mceclip0.png

Icons Quick Links

1.png Save 5.png Copy to Clipboard 9.png File into practice management software
2.png Open in Acrobat 6.png Email 10.png Update patient's records
3.png

Delete

7.png Add signature 11.png List of Documents
X.png Print 8.png Annotate 12.png Preview Area

Fields List Quick Links:

1.png Save

The Save button enables you to save the selected document in PDF format to your computer. Clicking the Save button first opens File Explorer, then select the destination to save the document to, enter a File Name, and make sure the Save As field is set to PDF format. Click the Save button in the bottom right corner of the File Explorer window to confirm the destination for the saved document.

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2.png Open in Acrobat

The Open in Acrobat button directly opens an instance of the document with Adobe Acrobat. This allows for the ability to examine the form within a full-screen format and can be saved and/or exported as additional file options. 

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3.png Delete

The Delete button removes the form from the queue within the Document Viewer. Clicking on the Delete button will prompt a confirmation window to confirm the deletion. 

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X.png Print

Warning! In order to stay truly paperless, this functionality has been removed and we do not recommend physically print documents. If the patient needs a copy of the document you can email it to them. If they insist on a physical print out, open the PDF and use the built-in Print functionality from the PDF file.

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5.png Copy to Clipboard

The Copy to Clipboard button copies a .pdf copy of the document within the clipboard, and can be pasted into a folder or the desktop in a saved format.

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6.png Email

The Email button utilizes the mail feature to send out copies of the completed forms to recipients such as the patient or authorized entities. The email is already populated with the attached .pdf and can use preset templates for the intended email. 

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7.png Add Signature

The Add Signature button opens a window that enables you to use the mouse to add a signature. Clicking on the Dropdown will introduce the list of Providers saved; otherwise typing into the box will allow for a custom name to be introduced. 

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8.png Annotate

The Annotate button introduces an annotation to the .pdf of the saved document. Clicking the button will introduce a window with an Author dropdown that can either introduce a list of saved providers or introduce a custom author by typing the name normally. In the Text box, introduce the message that will be annotated, then click the Spell Check button. This will confirm the message is spelled correctly and will allow the Ok button to be accessible. Clicking the Ok button will add the annotation to the .pdf file. 

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9.png File into practice management software

The File into button prompts the process to import the document into the Patient's folder within the practice management software. The window that displays next depends on the type of document being filed. 

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10.png Update patient's records

Similar to the File into button, the Update Patient's Record button imports a document that includes data integrated information for either Patient Information documents or Medical History documents.

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11.png List of Documents

Displays the list of documents that are ready to be filed back to the practice management system. mceclip1.png indicates that the form includes patient data that will be filed back to the practice management system. mceclip3.png indicates the document has no data-integration.

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12.png Preview Area

Displays a preview of the form selected. You can use the bottom < and > buttons to scroll through if the document has multiple pages.

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