Welcome to YAPI! We hope you're as excited to install YAPI as we are. We've been doing this for a little while and wanted to share a few keys to success that will help us give you the best service possible during your YAPI Installation and beyond.
If you have any questions prior to your upcoming installation, don't hesitate to get in touch with your Customer Success Manager who can relay all pertinent information to your Installer.
Table of Contents
Preparing Your Server & Network
Prior to your upcoming installation appointment, please:
Have a conversation with your IT Representative about the current state of your practice’s server and make sure it meets the minimum operating system and hardware requirements.
Reboot your server to provide the best environment possible for successful installation and to ensure full functionality of your YAPI Service. If there's no time for a reboot, we simply recommend making sure sure the server has been rebooted in the last 30 days prior to your installation. If you need help finding your server, see Finding Your Server below.
- Let your IT Representative know that at the time of installation:
- Our YAPI Installer needs access to the incoming and outgoing ports necessary to run YAPI.
- The Installer also needs to install YAPI on same server that your Open Dental or Practice Web database is installed on
- Your WiFi must be on the same subnet as your server.
- If your practice uses NIC teaming, your MAC address must be static.
Preparing Open Dental
To ensure a smooth installation and onboarding process, you'll need to do a little prep in Open Dental prior to your installation date. Just follow the instructions in the linked articles below!
Update Your Medical History Lists: Complete the instructions in Step 1 of Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Open Dental
Update Your Referrals List: Complete the instructions in Step 1 of Integrating Your Referrals List into Your Patient Information Form
Finding Your Server
At the time of your installation appointment, your YAPI Installer will be calling you to remotely connect to the practice’s server. The server is typically located on site at your practice or is set up on a designated workstation through remote access. If you're not sure if a computer is the server:
In Open Dental, navigate to the top toolbar and choose Setup, then Data Paths. Your server name will be listed in the first box, highlighted below:
In Windows, locate your computer name.
Cross-reference your computer name with the Server Name you found in Step 1. If the names are the same, this computer is your server! You'll want to connect your YAPI Installer to this workstation at your installation appointment.
Note: If the names are not the same, this computer is not the server and you'll want to check another workstation at your practice. If you're unsure which one to try, we recommend consulting your IT.
- What Does the YAPI Installation Process Entail?
- Configuring Your Practice's Network for YAPI Installation
- Configuring SonicWall Devices for YAPI