Checking Patients In to the YAPI Dashboard

The main part of the YAPI Dashboard shows which room each patient is in, giving a birds eye view of the office and there are four ways to check patients into the Dashboard: directly from your practice management software (Dentrix, Open Dental or Eaglesoft), from Today's Schedule and from the Patient Finder.  Below, you'll learn how to do each of these so you can use the method that works best for you.

Want to be more mobile?  You can also check patients in from an iPad!  Learn how in our article Checking a Patient In to YAPI from an iPad.

Table of Contents

 

Checking Patients In from Your Practice Management Software

Checking patients in from Dentrix, Open Dental, or Eaglesoft is the most popular option and saves clicks, since marking a patient as arrived in your practice management software automatically checks them in to the Dashboard. 

Dentrix Users

To check in a patient from Dentrix:

Important!  For YAPI to recognize a patient and check them into the Dashboard, the patient needs a Family File created in Dentrix first.

In the Appointment Book, right-click on the patient's appointment.  Select Status, then HERE:

Check_In_Dentrix.gif

OR, from the Appointment Book, double-click the patient's appointment to open their Appointment Information window.  Then change their Status to HERE:

Screen_Shot_2022-04-20_at_9.54.46_AM.png

Your patient will then appear in the Check-In Area of the YAPI Dashboard within 15 seconds.

Note: Most practices that use Dentrix use "HERE" to mark their patients as having arrived.  If your practice uses a different status, your YAPI installer likely adjusted this within YAPI and you can select that status instead.  If you have trouble checking patients in to the Dashboard, check out our article Why Aren’t Patients Checking In?

 

Open Dental Users

To check in a patient from Open Dental:

In the Appointments module, click on the patient's appointment, then click Arrived to the far right of the schedule:

Check_In_Open_Dental.gif

Your patient will then appear in the Check-In Area of the YAPI Dashboard.

 

Eaglesoft Users

To check in a patient from Eaglesoft:

In On Schedule, right-click on the patient's appointment and select Set Next Arrival Indicator.  If the dot on the patient's appointment doesn't immediately turn yellow, repeat until it does:

Check_In_Eaglesoft.gif

Your patient will then appear in the Check-In Area of the YAPI Dashboard.

 

Checking Patients In from Today's Schedule

Dentrix Users:  For YAPI to recognize a patient and check them into the Dashboard, the patient needs a Family File created in Dentrix first.

You can choose to check patients in from Today's Schedule directly in the YAPI Dashboard and this allows you to check in multiple patients at time.  To check patients in from here:

Check_In_Todays_Schedule.gif

  1. In the YAPI Dashboard toolbar, click Patients  Patients.png and select Today's Schedule.

  2. Select the checkbox next to each patient you need to check in.

  3. Click Check In.  Your patient will then appear in the Check-In Area of the YAPI Dashboard.

 

Checking Patients In from the Patient Finder

Dentrix Users:  For YAPI to recognize a patient and check them into the Dashboard, the patient needs a Family File created in Dentrix first.

You can also choose to check patients in from the Dashboard's Patient Finder.  This is uncommon to use regularly but has the added benefit of allowing you to check in patients that aren't on the schedule.  For example, if you need a patient to come back in to sign paperwork from a previous day, you can check them into the Dashboard so they can fill out their forms on and iPad.

To check patients in from the Patient Finder:

Check_In_Patient_Finder.gif

  1. In the YAPI Dashboard toolbar, click Patients  Patients.png and select Patient Finder.

  2. Enter the patient's last name and click Search.

  3. Right-click on the patient's name and select Check-In. Your patient will then appear in the Check-In Area of the YAPI Dashboard.

 

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