YAPI automatically updates your Dentrix Office Journal in order to capture practice activity. This article shows how to access the Office Journal feature and provides examples of the YAPI features that update the journal. 

Table of Contents

• Accessing the Office Journal
• YAPI Features that Update the Office Journal
  • Smart Scheduling
  • YAPI Pay
• Related Articles

 

Accessing the Office Journal

1. Open the Dentrix Appointment Book.

2. Use the Family File  icon to open the Select Patient screen.

   

3. Find the patient you're wanting to see journal details for and click OK.

4. At the Family File screen, click the Office Journal icon.

5. The Office Journal window displays for you to see all entries related to the patient you selected.

   

 

YAPI Features that Update the Office Journal

Two of YAPI's features - Smart Scheduling and YAPI Pay - interact with the Office Journal, documenting activity for online scheduling and patient payments.  Your patient's Office Journal entries will vary based on patient activity and which of these YAPI features your office is using.

Smart Scheduling

Any time a patient books an appointment via Smart Scheduling, YAPI updates their Office Journal to note this activity:

 

YAPI Pay

If your practice uses YAPI Pay, YAPI updates a patient's Office Journal when a payment request is created, cancelled, or voided and when a payment is received or refunded. Each entry shows details associated with each activity including the date, amount, and any staff member associated with the activity (for example, who sent a request to the patient):

Note: If your server is ever offline, YAPI still captures payment activity and updates Patient Notes once your server is back online.

 

Related Articles 

• YAPI Pay Article Directory
• Smart Scheduling - Article Directory
• Dentrix Office Journal Overview (external link)