Setting Up Fast Import

Fast Import allows YAPI to automatically transfer completed forms, treatment plans, and photos of patient paperwork directly from your iPads to your practice management software, saving you time.In this article, we'll go over the steps for setting up Fast Import at your practice. 

Table of Contents

Prefer to watch a video?
Click below:

Click  Expand_Icon_2.png  to view full screen.

 

Step 1: Configuring Settings

Configure_Fast_Import.gif

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Global Setup.

  2. When prompted, enter your YAPI password.

  3. In the Configuration window that pops up, click the Documents tab.

  4. In the yellow Documents Rules section, select the Enable auto import/filing checkbox. 

    Screen_Shot_2022-03-01_at_11.48.31_AM_2.png

    Open Dental users only: Also select the OD: Quick Import checkbox:

    Screen_Shot_2022-02-16_at_3.26.52_PM_2.png

  5. Click Yes when the following Auto Import/Filing pop-up displays.  We'll circle back to address this further in the next section.

    2021-06-30_15-10-46.png

  6. In the blue Save documents in PMS section, select a Default provider from the dropdown menu (this is usually your practice's primary provider).

    Screen_Shot_2022-02-16_at_3.36.05_PM.png

  7. In the Document category for pictures from iPad pulldown, select a category from your practice management software that all document photos and patient photos will auto-file to.  Open Dental users: always select the Patient Picture option. 

    Screen_Shot_2022-02-16_at_3.36.30_PM.png

  8. Click Save, then OK, and OK again. Then close the Global Setup window.

 

Step 2: Categorizing Forms

Now that you've enabled Fast Import, you need to categorize your forms so YAPI knows where to auto-file them in your practice management software (Dentrix, Open Dental, or Eaglesoft):

Categorize_Forms.gif

  1. Click Setup and Manage Setup_and_Manage.png in the YAPI Dashboard and select Manage Documents and Templates.

  2. When prompted, enter your YAPI password.

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

  4. Click on the name of the first form, then click Categorize.  

  5. From the dropdown that pops up, select the most appropriate category for the form, then click Ok button.

  6. Double-click the form name and when asked if you want to make the form available for signing, click Yes

  7. Repeat Steps 4-6 for each remaining form that you want patients to be able to sign on an iPad, then close the Manage Documents and Templates window.

 

Step 3: Testing Fast Import

  1. Check in a test patient to your YAPI Dashboard

  2. Open the YAPI app on an iPad and complete a Notice of Privacy Practices (HIPAA or PIPEDA) form for the test patient, signing and saving it at the end. 

  3. Check your desktop Dashboard.  If Fast Import is properly enabled, you'll see a Successful Import Fast_Import_Green.png icon display next to the patient:

    Screen_Shot_2022-02-16_at_4.11.04_PM.png

    If not, retry the steps for setup above.

Note: If you use a consent form for your test, you may see an Incomplete Import Fast_Import_Red.png icon next to the patient instead.  This is normal!  Consent forms must be signed by a provider before they auto-file.  For more information about these status icons and what they mean, see Recognizing Fast Import Status Indicators.

 

Related Articles

 

Was this article helpful?
0 out of 0 found this helpful