Setting Which Types of Messages Show on Your Workstation

While YAPI can display in-office messages, texts from patients, and notifications of patient movement in the Dashboard, we know that each team member's role is different - so your message settings should be different too!  In YAPI's Local Setup, you can easily customize each workstation so it receives only the messages that are relevant to the team members working there.  To configure which types of messages each workstation receives, follow the steps below.

Note: By default, workstations are configured to receive all types of messages except patient texts and YAPI system messages.  If these are the settings you want and you've just installed YAPI on your workstation, you don't need to make any changes.

Table of Contents

 

Setting the Message Filter

For each workstation, you can choose from four message filter settings to change which types of messages you receive:

Filter Option Messages You'll Receive
All Messages
  • Broadcast messages
  • Check-In Notifications
  • Patient Ready Notifications
  • Messages to staff and providers
  • Direct messages to your workstation
  • New Appointment & Appointment Cancellation Notifications

Essential Messages

  • Broadcast messages
  • Check-In Notifications
  • Messages to staff and providers
  • Direct messages to your workstation

Messages to This Computer
and Staff Listed Below

  • Direct messages to your workstation
  • Messages to specific staff you've selected.

Do Not Disturb

  • No messages

To set your message filter:

Set_Message_Type.gif

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Local Setup.

  2. In the blue Filter section, select an option from the dropdown menu:

    • All Messages
    • Essential Messages
    • Messages to This Computer and Staff Listed Below
    • Do Not Disturb

    Screen_Shot_2022-05-27_at_4.16.52_PM.png

    If you selected Messages to This Computer and Staff Listed Below: Click the double arrow >> button below the dropdown menu.  In the Providers pop-up, select the names of the providers and staff whose messages you do want to see on your workstation.  Then click Ok:

    Screen_Shot_2022-05-27_at_4.27.52_PM_2.png

  3. Click Save.

Tip: Even if you choose to filter your workstation's messages, you can always see a full history of your practice's messages for the day by clicking Communication.png  and selecting Message Board:

Screen_Shot_2022-05-27_at_4.34.22_PM_2.png

 

Excluding Messages for Specific Providers & Staff 

If you chose the All Messages or Essential Messages filtering option, you can exclude messages for specific staff and providers if you don't need to see them on your workstation:

Exclude_Providers.gif

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Local Setup.

  2. Click the double arrow >> button next to Exclude staff:

    Screen_Shot_2022-05-27_at_4.21.28_PM_2.png

  3. In the Providers pop-up, select the names of the providers and staff whose messages you don't want to see on your workstation. 

    Screen_Shot_2022-05-27_at_4.18.02_PM_2.png

  4. Click Ok, then click Save.

 

Setting Your Workstation to Receive Patient Texts 

If your want to receive and respond to patient texts on your workstation: 

Receive_Patient_Texts.gif

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Local Setup.

  2. Select the Receive mobile text and patient communication checkbox:

    Screen_Shot_2022-05-27_at_4.18.37_PM_3.png

  3. Optional: Select Show processed mobile text if you also want to receive appointment confirmation texts (recommended).

  4. Click Ok, then click Save.

 

Setting Your Workstation to Receive YAPI System Messages

On rare occasion, YAPI may show a message from the system, usually alerting you to an update in the medical conditions list from your practice management software or confirming that an email blast was sent successfully:

Screen_Shot_2022-05-27_at_2.07.54_PM_2.png       Screen_Shot_2022-05-27_at_3.54.24_PM_2.png

If you want to receive these messages on your workstation: 

Set_Admin_Messages.gif

  1. From the YAPI Dashboard, click Setup and Manage Setup_and_Manage.png and select Local Setup.

  2. Select Receive administrative messages.

    Screen_Shot_2022-05-27_at_4.18.52_PM_2.png

  3. Click Ok, then click Save.

 

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