Paperless Forms Article Directory
YAPI's Paperless forms help your patients complete and submit their paperwork electronically, saving time and trees! 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.
Article Directory
How Paperless Forms Work
- Introduction to Paperless Forms
- 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
- 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
