While we always recommend setting basic security features when setting up YAPI's iPad app, there are additional settings you can edit based on your practice's preferences.  Check out each section below to learn about advanced security options and how you can edit them.

Note: You must set the security options for each iPad separately.  Adding security settings to one iPad does not transfer these settings to all the iPads used in your office.

Table of Contents

• Enabling Password Protection for Patient Alerts
• Adding a Shared Secret
• Hiding a Patient's Last Name on the Dashboard
• Hiding a Patient's Appointment Details on Dashboard
• Hiding or Password Protecting Detailed Patient Information

 

Enabling Password Protection for Patient Alerts

Within the iPad app, you can tap on a patient's alert icons to view the details of those alerts (like medical information and outstanding balances). 

To password-protect this information and requiring users to enter the YAPI app password you set in Basic Security to view patient alerts:

1. Tap Configuration in the bottom right of the app.

2. Locate Password Protection for Alerts and push the toggle to right so that it's green (enabled).

   

3. Tap Save and when a pop-up shows that your changes have been saved, tap OK.

4. Force quit the YAPI app and reopen it. 

 

Adding a Shared Secret

A Shared Secret is a specific word of your choice (similar to a password) entered in both YAPI's Global Setup on your desktop and in the iPad app to provide an extra layer of security between the two. Unlike a password, a Shared Secret only needs to be set up once on a single desktop and once on each iPad.  To set up a Shared Secret:

1. From the YAPI Dashboard on your desktop, click Setup & Manage and select Global Setup.

2. When prompted, enter your YAPI password (not your iPad password).

3. In the Global Setup window that pops up, click the Options tab.

4. Locate the Mobile YAPI section and enter the Shared Secret you're like to use (similar to a password, with letter, numbers, or both, and no spaces).

   

5. Open the YAPI app on your iPad.  If the app wasn't already open, you'll see the message below.  Tap Dismiss.

   

6. Tap Configuration in the bottom right and scroll down to the Security and Privacy section.

7. In the box next to Shared Secret, enter the same word you entered in Global Setup in Step 4.

   

8. Tap Save and when a pop-up shows that your changes have been saved, tap OK.

9. Force quit the YAPI app and reopen it. 

10.  

Hiding a Patient’s Last Name on the Dashboard

If patient last names are showing on the Dashboard and you want to display only the first initial:

1. Tap Configuration in the bottom right of the app.

2. Locate Show Patient's Last Name on Dashboard and push the toggle to left so that it's gray (disabled).

   

3. Tap Save and when a pop-up shows that your changes have been saved, tap OK.

4. Force quit the YAPI app and reopen it. 

 

Hiding Appointment Details on the Dashboard

Within the iPad app, you can hide or display a patient's appointment details:

Hidden (Disabled)

Vs

Showing (Enabled)

If you want to hide patient appointment details from the the app Dashboard:

1. Tap Configuration in the bottom right of the app.

2. Locate Show Appointment Details on Dashboard and push the toggle to left so that it's gray (disabled).

   

3. Tap Save and when a pop-up shows that your changes have been saved, tap OK.

4. Force quit the YAPI app and reopen it. 

 

Hiding or Password-Protecting Detailed Patient Information

Within the app, you can also make a patient's detailed information (like phone number, address, and SSN) accessible from the Dashboard:

If you don't want patient detailed information to be accessible from the app Dashboard:

1. Tap Configuration in the bottom right of the app.

2. Locate Show Patient Information and tap No to disable access entirely or Password to require your password to access patient information. (Setting this to No removes the Details options from the menu entirely.)

   

3. Tap Save and when a pop-up shows that your changes have been saved, tap OK.

4. Force quit the YAPI app and reopen it. 

 

Related Articles

• Setting Up Basic Security for the YAPI iPad App
• Recommended App Configuration - Front Office iPads
• Recommended App Configuration - Back Office iPads
• Installing & Connecting YAPI on an iPad
• Troubleshooting Your iPad's Connection to YAPI