Setting Up Fast Import

In this article, we will go over the steps needed to enable and configure Fast Import on the YAPI Dashboard. This feature will enable YAPI to automatically transfer documents, treatment plans, and patient photos to your Practice Management Software for you, saving you time.

Table of Contents

Enable Fast Import and Set iPad Photo Category

To access the Fast Import feature within the Global Setup, do the following:

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  1. Click the Setup and Manage icon 2019-09-03_11-44-13__1_.png at the top of the YAPI Dashboard and click the Global Setup option from the dropdown.

  2. Enter the YAPI administrator password when prompted.

  3. Click on the Documents tab within the Global Setup window.

  4. Click on the checkbox for Enable auto import/filing to activate Fast Import. This will be found on the left-hand side under Document Rules.

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  5. Click Yes in the following Auto Import/Filing pop-up. Don't worry about needing to do anything at this point. We'll circle back to address this in the next section.

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  6. Assign a default provider.

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  7. Assign a document category for pictures from the iPad and select the folder where Patient Pictures are saved. This can be either a provider created on the Practice Management Software you wish to use for all filing purposes or an existing provider. 

Configure Documents and Templates

Now we will need to set up the Practice Management Software categories and assign the documents that will be filed during Fast Import. To assign categories to documents, do the following: 

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  1. Click the Setup and Manage icon 2019-09-03_11-44-13__1_.png at the top of the YAPI Dashboard and click the Manage Documents and Templates option from the dropdown.

  2. Enter the administrative password when prompted. 

  3. Click on the iPad Forms tab within the Manage Documents and Templates window.

  4. Click on the document you wish to categorize, then click on the Categorize button on the right-hand side of the Manage Documents and Templates window.

  5. Select the category from the dropdown and click the Ok button. These categories correspond to the document folders within your practice management software. 

  6. Click the checkbox for the document you wish to activate or reactivate. Complete this for all documents that you want patients to be able to fill out on the iPad.

NOTE: If you do not see a category that best fits the document, create a new folder for that category within your Practice Management Software.

Test Fast Import

Once set up, open YAPI on an iPad and attempt to fill out a package or document for a test patient. Once each document is submitted, confirm the status of the documents on the Dashboard. Find out more about the results of Fast Import by visiting the Fast Import Document Status article. 

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