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Enabling & Disabling Individual Online Forms

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Angela Ortner

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When using an online form that comes pre-installed with YAPI, the form needs to be enabled before you can add it to online packages or send it to a patient.  During YAPI installation, your installer enables the five forms you need for your New Patient Registration packages, but you can enable our other pre-installed online forms by following the instructions below.

Note: Any customized forms are automatically enabled when our team converts the iPad version of the form to an online version.  These steps are only needed for online forms that come pre-installed with YAPI.

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Recognizing Whether a Form Is Enabled

Within your Online tab in the Manage Documents & Templates window, forms with a green check mark Screen_Shot_2021-10-26_at_2.24.34_PM.png are enabled. 

Screen_Shot_2021-10-26_at_3.02.23_PM_2.png

Why aren't all forms already enabled?  Simply put, you probably won't use them all!  There are multiple versions of each form and some that most practices don't need.  We only enable the ones we think you'll use most to save you hard drive space.  

 

Enabling an Online 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 Online tab.

  4. Click Get. When the list of online forms populates into the window, locate the form you want to enable.

  5. Click on the name of the form and select Install locally and initialize for use.

    Screen_Shot_2021-10-26_at_3.15.53_PM.png

    Once the list reloads and you see a green check mark next the form,Screen_Shot_2021-10-26_at_2.24.34_PM.png it's enabled.  You can now add this form to an online package or send the form link to a patient for them to sign the individual form.

Note: If you want to send this form to a patient, see Finding the Web Link for Online Forms & Packages. To add the form to a package, see Adding & Removing Forms in Online Packages.

 

Disabling an Online Form

Warning! Only disable forms that you know haven't been use recently.  If a patient completes a disabled online form, their form may not appear in the Document Queue for you to file. 

  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 Online tab.

  4. Click Get. When the list of online forms populates into the window, locate the form you want to disable.

  5. Click on the name of the form and select Uninstall.

    Screen_Shot_2021-10-26_at_3.13.57_PM.png

    When asked if you want to uninstall, click Yes.

 

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