In addition to customizing YAPI's Dashboard layout, you can also customize the toolstrip at the bottom of the Dashboard rooms, making more features available with just a click:

To change the features available in this toolstrip, follow the steps below.

Note: Depending on the size of your Dashboard rooms and the amount of icons you select, some of these icons may be hidden within a dropdown menu that you can access by clicking the menu icon    on the right side of the toolstrip.

Table of Contents

• Changing the Toolstrip
• Related Articles

 

Changing the Toolstrip

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

2. In the Local Configuration window that appears, navigate to the Toolstrip section and click Configure:

   

3. On the two Deprecated Feature warnings that pop up, click Ok:

   

4. In the Configure Toolstrip window that pops up, select the checkboxes for each icon you'd like available at the bottom of the rooms in your Dashboard, then click OK:

   

   	Summon Provider	Sends an in-office provider message to all workstations summoning the provider to the selected room.
   	Send message to this area	Sends an in-office message to the selected room.
   	Set area alert	Sets an Operatory Alert or, in the Check-In and Check-Out Areas, sets a red alert for general assistance.
   	Toggle in-service/out-of-service	Toggles an operatory to Out-of-Service and back to In-Service.
   	Check-in provider	Opens a dropdown menu to check a provider into a room so your team knows where providers are in the practice:
   	Set patient alert	Opens a window to add a Patient Alert to selected patient.
   	Toggle patient ready/Not ready	Toggles a patient to Ready (for treatment) or back to Not Ready.
   	Treatment/checkout/dismiss	Moves a patient to the next room during their visit.  If clicked in the Check-In Area, a dropdown appears to select an operatory to move the patient to.  If clicked in an operatory, the Routing Slip appears and then the patient is moved to the Check-Out Area.  If clicked in the Check-Out Area, the Routing Slip appears and the patient is dismissed and removed from the Dashboard.
   	Sign form	This option is no longer supported.
   	Scan document	This option is no longer supported.
   	Patient documents	Opens the patient's Document Folder to view any forms that haven't been filed into Dentrix, Open Dental, or Eaglesoft yet.
   	Diagnodent Exam	Opens up a tooth chart to enter a Diagnodent reading for each individual tooth: Clicking Save converts the chart into a PDF document that can be filed from the patient's Document folder. Tip: This can also be used for simple periodontal charting.
   	Document center	This option is no longer supported.
   	Add to interest list	Opens a window to add the selected patient to an Interest List.
   	Patient notes	This option is no longer supported.
   	Send email	Opens a window to send an email to the selected patient.

   Note: The Reveal Photo and Search icons are not removable, which is why they aren't available in the Configure Toolstrip window or shown in the table above.  Also, the InstaReview icon appears in the toolstrip automatically when the Automatic option in InstaReview is enabled.  In addition, toolstrip icons can't be reordered. 

5. Click Save.

 

Related Articles

• Customizing the Dashboard Layout
• Adding a Patient Alert to a Patient
• Using Operatory Alerts to Get Help from Your Team
• Creating an Email Template in the Dashboard