Paperless Forms Article Directory
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YAPI's Paperless forms help your patients complete and submit their paperwork electronically, saving time and trees! Â With our iPad app, you also can assign forms to patients, take their picture, and review forms chair-side. This page provides links to all of the articles related to using and creating paperless forms and utilizing our iPad app.
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Article Directory
How Paperless Forms Work
- Introduction to Paperless Forms
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Introduction to Data-Integrated Forms: Patient Information & Medical History
Initial Paperless Setup (Desktop)
- Categorizing iPad Forms
- Categorizing Online Forms
- Creating iPad Form Packages
- Creating Online Form Packages
- Adding & Removing Forms in iPad Packages
- Adding & Removing Forms in Online Packages
- Installing & Testing YAPI Writer
- Importing Pre-Made & Custom Forms
- Setting Up Recurring Forms
- Editing the Instructions Page for Online Form Packages
- Creating an Online Link for the Teledentistry Consent Form
- Setting Up Spanish Forms
- Translating Medical Conditions & Allergies into Spanish
- Recommended List of Medical Conditions & Allergies in Spanish
- Setting YAPI to Track Form Activity for Longer than 99 Days
- Setting YAPI to Keep Copies of iPad Forms for Longer than 99 Days
- Setting YAPI to Keep Copies of Unfiled Online Forms for Longer than 99 Days
Initial iPad Setup
- iPads Compatible With YAPI's iPad App
- Installing & Connecting YAPI on an iPad
- Enabling & Disabling Tutorial Mode in the iPad App
- Setting Up Basic Security for the YAPI iPad App
- Setting Up Advanced Security for the YAPI iPad App
- Setting Up & Using iPad Guided Access
- Previewing Forms on an iPad
- Recommended App Configuration - Front Office iPads
- Recommended App Configuration - Back Office iPads
Fast Import
- Introduction to Fast Import
- Setting Up Fast Import
- Recognizing Fast Import Status Indicators
- Fast Import Tips
- Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import
Everyday Tasks: Filing Forms
- Filing Online Forms into Your Practice Management Software
- Filing iPad Forms into Your Practice Management Software
- Filing Forms from the Unfiled Documents Window
Everyday Tasks: Using YAPI on an iPad
- Mastering iPad Gestures
- Introduction to Menus in the iPad App Dashboard
- Checking a Patient Into YAPI from an iPad
- Marking a Patient as Ready for Treatment from an iPad
- Moving a Patient to an Operatory from an iPad
- Checking a Patient Out on an iPad
- Dismissing a Patient from YAPI on an iPad
- Viewing Your Day's Schedule from an iPad
- Taking a Photo of a Patient
- Taking a Photo of a Patient's ID Card or Paperwork
- Assigning iPad Forms to Patients
- Assigning Recurring & Pre-Added Forms to a Patient
- Grouping Forms Together for a Patient to Sign on the iPad
- Adding a Signature to an iPad Form
- Reviewing & Signing Online Forms on an iPad
- Signing Treatment Plans on an iPad
- Printing Completed Forms from the iPad App
- Adding Notes to Patient Forms Using the Draw Feature
- Adding Notes to a Completed Form Using Annotations
- Sending Messages to Your Team in the iPad App
- Changing Your YAPI iPad App Password
Everyday Tasks: Other
- Finding the Web Link for Online Forms & Packages
- Adding Forms for Patients to Sign at a Future Appointment
- Merging Multiple Completed Forms Together
- Reviewing & Signing a Completed Patient Form on Your Desktop
Creating Custom Forms
- Importing Pre-Made & Custom Forms
- Introduction to the Form Builder
- Questions & Formatting Elements in the Form Builder
- Editing Existing Forms in the Form Builder
- Creating a Basic Custom Form
- Creating a Custom Patient Information Form
- Creating a Custom Medical History Form (Dentrix & Open Dental Only)
- Importing Custom Eaglesoft Medical History Forms into YAPI
- Creating Custom Spanish Forms
- Testing Your Custom Form on an iPad
- Using HTML to Customize Forms
- Personalizing Forms with Merge Tags
- Merge Tags for Forms
- Submitting a Custom Form Request to the YAPI Team
Editing Forms and Form Settings
- Editing Existing Forms in the Form Builder
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Renaming & Creating Copies of Forms
- Integrating Your Referrals List into Your Patient Information Form
- 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
- Recommended List of Medical Conditions, Allergies, & Medications
- Recommended List of Medical Conditions & Allergies in Spanish
- Changing Question Requirements Across All Forms
- Enabling & Disabling Individual iPad Forms
- Enabling & Disabling Individual Online Forms
- Deleting Unused Forms from YAPI
Troubleshooting: iPad
- Troubleshooting Your iPad's Connection to YAPI
- Troubleshooting: Keeping iPads Connected to the Right WiFi Network
- Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import
- Troubleshooting: Patient Photo Taken in YAPI Doesn't Show in Open Dental
- Troubleshooting: iPad App's Configuration Doesn't Save
- Docking the Keyboard on your iPad
Troubleshooting: Finding & Filing Forms
- Troubleshooting: Finding Missing Forms
- Troubleshooting: Tracking Missing Forms Using the Document Events Log
- Troubleshooting: Error [E121] - Acrobat Reader 9 or Higher Is Missing
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