Signing Treatment Plans on an iPad

If you need a patient to sign a treatment plan, you can make it paperless with YAPI! Using YAPI Writer - our easy to install digital printer - you can transfer any treatment plans you create in Dentrix, Open Dental or Eaglesoft to the iPad for a patient to sign.  You can even prepare treatment plans in advance and have them ready for when the patient arrives.  Follow the instructions below to transfer prepared treatment plans to YAPI so they can review and sign them or watch our video Signing a Treatment Plan on an iPad (Video).

STOP!  Do you have YAPI Writer installed on your workstation? If not (or if you're not sure), follow the instructions in our article Installing & Testing YAPI Writer before proceeding.

Table of Contents

Prefer to watch a video?
Click below:

Click  Expand_Icon_2.png  to view full screen.

 

Step 1: Transferring Treatment Plans to YAPI

To transfer a treatment plan over to YAPI, all you need to do is print it, choosing YAPI Writer as your printer: 

Dentrix Users

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  1. With your treatment plan selected in Dentrix, click the Printer icon Screen_Shot_2022-01-21_at_8.07.31_AM.png and select Print Treatment Case.

  2. In the Print Treatment Case window, select the options you want to appear on the report, just as you would if you were printing it on paper. Then, click Ok.

  3. Once the treatment plan loads, click the Printer icon Screen_Shot_2022-01-21_at_8.07.31_AM.png in the Print Preview window.

  4. Select YAPI Writer as your printer, then click Ok.

  5. Click back to YAPI.  In the Document from YAPI Writer window, select the patient's name from the Move to pulldown menu, the click Ok.  

    Tip: If you want to get treatment plans ready for patients before they arrive, select Add to Document Queue instead and type in the patient's name.  When the patient arrives and is checked into the YAPI Dashboard, the plan automatically transfers from the Document Queue Document_Queue.png to their Document Folder documentalert.png.
  6. Give the treatment plan a Name by typing one in or selecting Treatment Plan from the pulldown menu.  Then select an appropriate Category and click Ok.  This transfers the treatment plan immediately to the patient's Document Folder documentalert.png in the Dashboard.

  7. Continue to Signing a Treatment Plan below to open and sign the treatment plan on an iPad.

 

Open Dental Users

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  1. With your treatment plan selected in Open Dental, click Print.

  2. Select YAPI Writer as your printer, then click Print.

  3. Click back to YAPI.  In the Document from YAPI Writer window, select the patient's name from the Move to pulldown menu, the click Ok.  

    Tip: If you want to get treatment plans ready for patients before they arrive, select Add to Document Queue instead and type in the patient's name.  When the patient arrives and is checked into the YAPI Dashboard, the plan automatically transfers from the Document Queue Document_Queue.png to their Document Folder documentalert.png.
  4. Give the treatment plan a Name by typing one in or selecting Treatment Plan from the pulldown menu.  Then select an appropriate Category and click Ok.  This transfers the treatment plan immediately to the patient's Document Folder documentalert.png in the Dashboard.

  5. Continue to Signing a Treatment Plan below to open and sign the treatment plan on an iPad.

 

Eaglesoft Users

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  1. With your treatment plan selected in Eaglesoft, click the Process button.

  2. In the Treatment Plan Processing window, select the Print Treatment Plan Estimate checkbox and select the treatment plan you want to use.

  3. From the Printer Setup pulldown menu, select Treatment Plan Printer.

  4. Select YAPI Writer as your printer, then click Ok.  Then click OK again in the Treatment Plan Processing window.

  5. Click back to YAPI.  In the Document from YAPI Writer window, select the patient's name from the Move to pulldown menu, the click Ok.  

    Tip: If you want to get treatment plans ready for patients before they arrive, select Add to Document Queue instead and type in the patient's name.  When the patient arrives and is checked into the YAPI Dashboard, the plan automatically transfers from the Document Queue Document_Queue.png to their Document Folder documentalert.png.
  6. Give the treatment plan a Name by typing one in or selecting Treatment Plan from the pulldown menu.  Then select an appropriate Category and click Ok.  This transfers the treatment plan immediately to the patient's Document Folder documentalert.png in the Dashboard.

  7. Continue to Signing the Treatment Plan below to open and sign the treatment plan on an iPad.

 

Step 2: Signing the Treatment Plan on an iPad

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  1. Open the YAPI app on your iPad.  Swipe across on a patient to get to their Forms & Documents section.

  2. Tap the Treatment Plan in the Current Documents section to open it.

  3. Tap and hold on the plan where you want the signature to go.

  4. In the signature box that pops up, add your signature and name or instruct the patient to do so.  Then tap Use.

  5. Optional: Add additional signatures using the same steps.

  6. Tap the orange More tab on the left and choose Save.

 

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