Customizing Your Available Quick Messages

YAPI's Quick Messages are a list of pre-set messages your team can choose from when communicating in office. Instead of having to type out a full message every time, you can send Quick Messages with just a couple clicks, saving time for messages your team uses frequently.   While you can always use YAPI's pre-loaded list, you can also customize it to fit your practice's needs by following the steps below. 

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Customizing Your List of Quick Messages

To add, remove, or edit the list of Quick Messages your team can use:

  1. From the YAPI Dashboard, click the Quick Messages icon Quick_Messages.png and select Manage Quick Messages:

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  2. In the Quick Messages window that pops up, add, delete, or edit your Quick Messages:

    • Adding: Double-click into the empty space in the Message column and type your new message.  

      Screen_Shot_2022-06-03_at_3.36.49_PM_2.png

      Then in the To column, click the dropdown menu and select:

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      • ALL: Sets the Quick Message so it broadcasts to all workstations when sent

      • A staff member's code: Set the Quick Message so it broadcasts in the staff member's color.

      • REPLY: Makes the option available as a Quick Reply when clicking the bullhorn iconmegaphone.png on a received message.

    • Deleting: Select the Quick Message by clicking next to it in the left-hand column.  Then, tap the Delete key on your keyboard.

      Screen_Shot_2022-06-03_at_3.32.41_PM_2.png

    • Editing the Text of a Quick Message: Triple-click on the text of the Quick Message you want to change and type in your new text.  Then tap Enter on your keyboard.  

      Screen_Shot_2022-06-03_at_3.32.24_PM_2.png

    • Editing the Type or Recipient for a Quick Message: Quick Messages can be set to broadcast to all workstations (ALL), broadcast in a specific staff member's color, or be a reply option on all received messages.  

      • ALL: Sets the Quick Message so it broadcasts to all workstations when sent

      • A staff member's code: Set the Quick Message so it broadcasts in the staff member's color.

      • REPLY: Makes the option available as a Quick Reply when clicking the bullhorn icon megaphone.png on a received message.

  3. Click Save, then OK and close the window.

Note: The order of Quick Messages on your list can't be changed and all new Quick Messages will appear the bottom of the list.

 

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