Adding & Removing Forms in iPad Packages

Within YAPI, you can create pre-set packages of forms for your patients to fill out on an iPad, making assigning frequently-used sets of forms faster and easier. If you need to add or remove forms in an existing package or need to change the order those forms display for patients, you can do so by following the instructions below.

Table of Contents

 

Adding, Removing, & Changing the Order of Forms

EditiPadPackage.gif

  1. From the YAPI Dashboard, click Setup & Manage Setup_and_Manage.png and select Manage Documents and Templates.

  2. When prompted, enter your YAPI password.

  3. In the Global Setup window that pops up, navigate to the iPad Packages tab.

  4. Select the form package you want to edit, then click the Edit button.

    • Adding a Form to Your Package: Select the form you want to add in the blue All Forms list, then click the > arrow button to move it to the yellow Package Content list.

      Screen_Shot_2022-02-22_at_11.21.55_AM_2.png

    • Removing a Form from Your Package: Select the form you want to remove in the yellow Package Content list, then click the < arrow button to remove it from the package.

      Screen_Shot_2022-02-22_at_11.22.17_AM_2.png

    • Changing the Order of Forms: Click the form you want to move within the yellow Package Content section and drag it to where you want it to go in the list.

    • Changing the Package Name: Edit the text within the Package Name box.

  5. Click OK, then close the Manage Documents and Templates window.

 

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