Fast Import Tips

If you've already set up Fast Import to have YAPI auto-file iPad forms, you can optimize how your practice uses it by utilizing the tips below.  

Table of Contents


Pausing Fast Import for Specific Forms

If providers need to review a particular type of form (like medical histories or consents) before they're filed, you can customize the form by adding a non-required provider signature field to it.  This pauses Fast Import for that form until it's reviewed and signed by a provider on an iPad

Eaglesoft Users: Eaglesoft Medical Histories can't include this second signature feature because of how YAPI integrates with this specific form.  

Luckily, most of YAPI's pre-made consent forms already have a this non-required second signature, but if you need to add it to any other form:

  1. From the YAPI Dashboard, click Setup & Manage Setup_and_Manage.png and select Manage Documents and Templates.

  2. When prompted, enter your YAPI password.

  3. In the Manage Documents and Templates window that pops up, click the iPad Forms tab.

  4. In the list of forms, click the name of the form you want to add the provider signature to and click Edit.

  5. Click Add and select Signature.  

  6. In the Footer box, enter "Provider Signature." Leave Is Required unchecked.  Then click OK.


  7. Click Save and then close the Form Builder window.

To trigger a completed form to auto-file once it's been reviewed by a provider, simply have the provider add their signature to the form using the steps in Adding a Signature to an iPad Form.


Keeping Specific Forms from Auto-Filing

To stop a specific form from ever being auto-filed with Fast Import, a member of our Customer Support team needs to uncategorize it (so that it's not assigned to any category in Manage Documents and Templates).  For this, you need to contact YAPI Customer Support. Just ask our team to uncategorize the forms you don't want to auto-file.


Replacing Older Forms


Our older forms created before 2018 (what we call "legacy forms") often can't file with Fast Import.  If your practice uses these older forms, you'll need to replace them with newer versions so they auto-file consistently.  You have several options for this:

  • Download and import our stock forms
  • Convert custom forms on your own
  • Gather custom forms for the YAPI team to rebuild

For complete instructions on replacing your old legacy forms with new ones, see Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import.


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