Adding Notes to Patient Forms Using the Draw Feature
If you ever need to add notes to a patient's completed form, you can use YAPI's Draw feature on the iPad. Draw allows you to make edits, highlight specific areas, add a tooth number, or add any other additional remarks. Follow the instructions below to enable the Draw feature and use it on an iPad form.
Note: If you want to type in notes, we recommend using Annotations on the iPad instead. To learn how, see our article Adding Notes to a Completed Form Using Annotations.
Table of Contents
Enabling the Draw Feature
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Open the YAPI app on your iPad and tap Configuration in the bottom right corner.
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Scroll down to the Documents section and locate Enable Drawing.
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Push the toggle to the right so that it's green.
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Tap Save in the top right corner.
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Force quit the app and reopen it to save the configuration changes.
Drawing on a Completed Form
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From the YAPI iPad Dashboard, swipe across on a patient to get to their Forms & Documents section.
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Tap the form you want in the Current Documents section.
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When the form opens, tap Draw in the top right corner, then tap to select a pen color on the right.
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Add notes or drawings on your form with your finger or a stylus. If you need to erase a mark, select the Eraser tool next to the pen options on the right.
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When you're finished, tap Sign in the top right corner.
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Tap the orange More tab on the left and choose Save.
Related Articles
- Adding Notes to a Completed Form Using Annotations
- Adding a Signature to an iPad Form
- Signing Treatment Plans on an iPad