Whenever you create a custom form in the Form Builder or make edits to an existing form, it's best practice to test the form before you assign it to patients. Below, you'll find instructions for testing your form on an iPad and checking the end result once the form is filed.
Table of Contents
- Checking in a Test Patient
- Viewing Your Form on an iPad
- Completing and Filing the Form
- Replacing Forms in iPad & Online Packages
- Related Articles
Checking in a Test Patient
To test your form, you'll need a patient checked into the YAPI Dashboard. While you can do a quick check of your form using any patient, we recommend using a test patient if you plan to fill out your form or file it into your practice management software (Dentrix, Open Dental, or Eaglesoft). To check in a test patient without making an appointment:
From the YAPI Dashboard, click Patients and select Patient Finder.
In the Patient Finder window that pops up, enter the name of a test patient from your practice management software and click Search. Most practices have a test patient named Test Test, YAPI Test, or Test YAPI.
Click the name of the test patient and select Check-in.
Viewing Your Form on an iPad
From the YAPI iPad App Dashboard, swipe across your patient.
When the Forms and Documents page opens, scroll down to the Forms section.
Locate the form you want to view and tap on its name to open it.
Checking the Form for Errors
With your custom form open, complete it as if you were the test patient, checking for errors and text overlapping.
If you see any errors or formatting issues, return to the Form Builder to make adjustments using the Questions & Formatting Elements in the Form Builder article as a guide. Then, reopen the form on the iPad to check it again.
Tip: If you see overlapping text like the example above, try adding Filler between the two elements that are overlapping.
Once you've filled out the form, file it into your practice management software (Dentrix, Open Dental, or Eaglesoft) for the test patient.
Open your practice management software and locate the form within the the patient's file. Check the completed form to make sure there are no answers cut off, that text doesn't overlap, and that no code shows up in place of a question, answer, or formatting element:
If you see errors or formatting issues, refer to our Questions & Formatting Elements in the Form Builder article for guidance on the question or formatting element that is causing the issue and return to the Form Builder to make adjustments.
If you're working with any form that's not a Patient Information or Medical History form and you find no errors, you're done!
If you're working with a Patient Information form, check the patient's demographic information in your practice management software to make sure your changes integrated properly. If they didn't, refer to Creating a Custom Patient Information Form. Some of your questions may not be in the correct order.
If you're working with a Medical History form, check the patient's health history in your practice management software to make sure your changes integrated properly. If they didn't, refer to Creating a Custom Medical History Form. Some of your questions may not be in the correct order. Dentrix and Open Dental users, you may also need to refer to these articles to make sure your lists are updated in YAPI:
- Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Dentrix G7+
- Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Dentrix G5-G6
- Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Open Dental
Replacing Forms in iPad & Online Packages
Not all forms are part of iPad and online packages, but most new patient and update forms are. If you created a completely new form from scratch and want to add it to a package, see:
You must also update your packages using the instructions linked above if:
- You edited the Name of a form that is currently in an iPad forms package (this creates a new copy with the new name).
- Your form is in an online package and you reached out to our Customer Support team to make your newly edited form online for you (this creates a new online copy).
- Introduction to the Form Builder
- Introduction to Data-Integrated Forms: Patient Information & Medical History
- Creating a Custom Patient Information Form
- Creating a Custom Medical History Form