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Adding & Removing Forms in Online Packages

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Angela Ortner

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Within YAPI, you can create pre-set packages of forms for your patients to fill out online.  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

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  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 Online tab and click the Get button. 

  4. Once your list of online forms loads, click Packages and select Single Patient.

    Screen_Shot_2022-02-22_at_10.24.05_AM_2.png

  5. In the Document Package window that pops up, select Open Existing Package, then from the dropdown select the form package you want to edit.

    • Adding a Form to Your Package: Select the form you want to add in the pink Online Documents list, then click the > arrow button to move it to the yellow This Package list.

      Screen_Shot_2022-02-22_at_10.46.22_AM_2.png

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

      Screen_Shot_2022-02-22_at_10.46.37_AM_2.png

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

  6. Click Save.

  7. Optional: Once the package saves, an Online Package Link window appears with the link to this package.  Select:

    • To Clipboard to copy the link for this package. Paste it into an email template or text template to send to your patients or send it to your web developer so they can add it to your practice website.
    • Launch to open the online form and preview it.
    • Email to send an email with the link to this package.

      Screen_Shot_2022-02-22_at_10.47.27_AM_2.png

  8. Close the Online Package Link window, then close the Online Document Package window and the Manage Documents and Templates window.

 

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