Dashboard Article Directory
YAPI's Dashboard gives you a birds-eye view of your office and is the main desktop hub for all tasks in YAPI. This page provides links to all of the articles related to the YAPI Dashboard.
Article Directory
Dashboard Features
- Practice Dashboard Quick Guide
- Introduction to the Patient Finder
- Introduction to Patient Alerts
- Introduction to the Dashboard Routing Slip
- Introduction to the Daily Huddle
- Introduction to the Daily Activity Report
- Introduction to the Quick KPI Report
- Introduction to the Getting It Done Task Manager
- Have you seen Santa? - FAQ
Setup & Configuration
- Customizing the Dashboard Layout
- Modifying Operatories or Areas
- Patient Avatars
- How to Change Check-In Alerts
- Changing Sound and Color Alerts
- Provider List
- Customizing the Routing Slip
- Enabling & Disabling the Routing Slip
- Configuring Available Patient Alerts in Global Setup
- Local Setting Options
- Changing a Workstation's Name in YAPI
- Scheduling Daily Service Shutdown & Startup
- Setting Your Care Call List to Send Daily to Your Email
Everyday Tasks
- Checking Patients In to the YAPI Dashboard
- Marking a Patient as Ready for Treatment in the YAPI Dashboard
- Moving a Patient to an Operatory in the YAPI Dashboard
- Checking a Patient Out in the YAPI Dashboard
- Dismissing a Patient from the Dashboard
- Adding a To-Do to Getting It Done
- Marking a To-Do Task as Complete in Getting It Done
- Adding Patients to Your Care Call List
- Using YAPI's Care Call List
- Adding a Patient Alert to a Patient
- Changing The Provider For a Patient Within YAPI
Troubleshooting
- Messages to an Operatory Not Appearing
- Red Bar Across the Top of the Dashboard
- Red Bar Across the Bottom of the Dashboard
- Why Aren’t Patients Checking In?
- YAPI Opens, but I Can't Find or Locate YAPI
- Finding and Ejecting Patients on the Dashboard
- YAPI/Dentrix Slow or Failing
