When you've assigned forms to a patient but a form won't open for them to complete it, this be caused by one of two things:

• The form was created with an old version of YAPI's Form Builder that was phased out in 2018 and YAPI can no longer read it. 
  
  
• When the form was created or edited in the Form Builder, punctuation was added within the footer of a Signature field, causing the form to malfunction.

Either way, this means the form is no longer usable and needs to be replaced.  Luckily, if we have it in our free Forms library, you can simply download a fresh copy and import it into YAPI, replacing the existing one.  If it's a custom form, though, the only fix is to rebuild a new copy of the form in the Form Builder and delete the one that isn't working.  For details about creating your own form or submitting a request for YAPI to build it for you, click below:

• Creating a Basic Custom Form
• Creating a Custom Patient Information Form
• Creating a Custom Medical History Form
• Submitting a Custom Form Request to the YAPI Team

 

When a patient has completed their form on an iPad but isn't able to finish by saving it, this can be caused by one of two things:

• When the form was created or edited in the Form Builder, a space was accidentally added to the end of the form's Name field.
  
  
• The form was created with an old version of YAPI's Form Builder that was phased out in 2018 and YAPI can no longer process it. 

To troubleshoot:

1. From the YAPI Dashboard, click Setup and Manage   and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Then scroll down in the list to find the form that isn't working:
   
   
   • If the form name in the list displays in all capitals: Proceed directly to the next step.
     
     
     
     
   • If the form name in the list DOES NOT display in all capitals: This form was built in YAPI's old Form Builder and needs to be rebuilt.  See Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import for full instructions on replacing this broken form.
     
     
     
     
4. Click on the form's name to select it, then click Edit.
   
   
5. When the Form Builder opens, locate the Name field and highlight the entire name to see if there is a space at the end of it.  
   
   
   • If there IS a space after the end of the Name: Remove the space and click Save.  
     
     
     
     
   • If there IS NOT a space at the end of the Name: Contact our Customer Support team for further troubleshooting. 

 

If a patient has completed their form on an iPad but sees an error message or a greyed out box in the space where they need to sign the form, this is caused by a known issue in the YAPI iPad app:

To troubleshoot:

1. Force quit the iPad app.
   
   
2. Reopen the app and test the form to see if the signature box now appears.
   
   
   • If the signature box appears and allows for a signature: Great!  You've fixed the issue.  Just ask the patient to complete their form again and sign it.
     
     
   • If the signature box still shows an error: Delete the app from your iPad.  Then download it from the app store and reinstall it.
     
     

     Warning!  Before deleting the app, make sure you have the Apple ID for the iPad you're using so you can access the App Store.

 

Due to changes in iPad iOS 14 and up, date selection is a little different on iPad forms than it used to be.  When selecting a date on a paperless form in YAPI (like a birthdate on a Patient Information form), patients sometimes have trouble finding where they should tap. 

To select a date on an iPad form:

1. Tap the field that needs a date entered.
   
   

2. In the bottom left corner, tap the date.
   
   

3. In the calendar that pops up, tap the month and year in the top left corner and select a month and year from the scrollable list. Then tap the month and year in the top left corner again.
   
   

4. Tap the day of the month to select it, then tap away from the calendar to close it.

 

When a patient isn't able to move forward on their form to complete it, this indicates that a setting within the form itself needs to be adjusted.  Specifically, the form includes Page Break fields but also has Single Scrollable Page selected, which can't work together on the same form.

To troubleshoot:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Then scroll down in the list to select the form that isn't working and click Edit:
   
   
   
   
4. Either the Single Scrollable Page option must be removed or you must remove all the Page Breaks on the form:
   
   
   • If you want patients to SCROLL DOWN THROUGH ONE PAGE to complete their entire form: Select each Page Break field in the Questions area and click Delete.  Once you've removed all Page Breaks, click Save and close the window.
     
     
     
     
   • If you want patients to VIEW PARTS OF THE FORM ON SEPARATE PAGES: At the top of the Form Builder window, deselect Single Scrollable Page and click Save. Then, close the window.
     
     

 

If a patient can't see or complete part of their form because the iPad keyboard is in the way, you may need to dock the keyboard on that iPad so it doesn't "float" up into the middle of the screen.  To do this, follow the instructions in Docking the Keyboard on your iPad.  

If the keyboard is already docked, the patient may just need to hide the keyboard from view while they're reading the form.  To do this, they can tap Hide Keyboard.  The keyboard will then pop up the next time they tap on an answer box that requires it.

 

When a patient completes multiple forms on an iPad, a green checkmark should appear next to each form they've completed in their list of assigned forms:

If a patient has completed their form on an iPad but doesn't see a green checkmark next to their form's name, this indicates the form was created with an old version of YAPI's Form Builder that was phased out in 2018 and YAPI can't read it properly.  If you see this, we recommend you file the form into Dentrix, Open Dental, or Eaglesoft and preview it there to make sure it files and appears correctly. 

• If the form files correctly and the filed copy looks correct:  Your patient's copy of the form is fine but for future patients, we strongly recommend you replace this form in YAPI as soon as you have a chance.  While it's working now, YAPI will eventually be unable to open in for patients on an iPad.  For more details about replacing old versions of YAPI's forms, check out Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import.
  
  
• If you're unable to file the form or the filed copy doesn't look correct (this is not common): See our article Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import to replace the form in YAPI.  If you're unable to replace it immediately, you may need to have your patients complete this form online or on paper until you can.  To send patients an online version of the form to complete instead, see Sending Forms to Patients.
  

   

If you see text overlapping on a form, this just means that when the form was created in YAPI's form builder, the question was too long for the space allotted, so it needs spacing added after it to compensate. 

To fix this on your form:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Then scroll down in the list to select the form and click Edit:
   
   
   
   
4. Once the Form Builder opens, in the Question area, find the two questions that are overlapping and select the top one:
   
   
   
   
5. At the bottom of the Form Builder window, click Add and select Filler.  Then click Add again.
   
   
   
   
6. Change the Height to 50.  Then click Ok, then Save.
   
   
   
   
7. Reopen the form on your iPad (make sure to close it completely and open it again).  If text is still overlapping, return to the Form Builder and double-click the word Filler in the right-hand column of the Question area:
   
   
   
   Increase the height by 25, then click Ok and Save.  Continue this until the text no longer overlaps.

 

When viewing a form on an iPad, if a header seems garbled or contains odd characters, this indicates that a special character (usually an accented Spanish letter) was added to the header when building the form and it needs to be removed since YAPI can't read special characters in headers.



To remove the special character from the header on the form:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Then scroll down in the list to select the form and click Edit:
   
   
   
   
4. In the Question area, find the header whose text isn't appearing correctly on the iPad and double-click it.
   
   
   
   
5. In the Header window that opens, remove any punctuation and replace any accented characters with their unaccented equivalent:
   
   
   
   
6. Click Ok, then Save and close the window.

 

When a form is created in YAPI, images can be added to it in the Form Builder in two different ways:  one that works for iPad forms and one that works for online forms.  For images to display for patients on online forms, they have to be added into a Paragraph within the Form Builder.  If an image is displaying for patients on the iPad version of a form but not the online version, you can fix this in the Form Builder:

Warning!  Images that display online will not display on the completed form when filed into Dentrix, Open Dental, or Eaglesoft.  If you want the image to display on the filed version of the form, you must have your patient complete the form on an iPad.

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Then scroll down in the list to select the form and click Edit:
   
   
   
   
4. In the Question area, find the image that isn't appearing on the iPad form and double-click it:
   
   
   
   
5. In the Image window that opens, highlight and copy the Image URL, then close the pop-up:
   
   
   
   
6. At the bottom of the Form Builder, click Add, select Paragraph, then click Add again.
   
   
   
   
7. In the Paragraph window that opens, type <img src="URL HERE">.  Then highlight URL HERE and paste the image link you copied in its place:
   
   
   
   
8. At the bottom of the window, select Online in the Destination section and select the Has HTML checkbox.  Then click Ok. 
   
   
   
   
9. Click Save and close the window.
   
   
10. Next, contact our Customer Support team to make the form available for online use. (This requires YAPI agent privileges.)  Once we connect to your computer, making your fixed form available online should only take about five minutes. 

 

If “ERROR: No form for id...[FORM NAME] found” shows on an iPad when trying to select or save a form, this indicates that when the form was created or edited in YAPI's Form Builder, there was an extra space added at the end of the form's Name field.



To fix this:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Select the form that isn't working from the list and click Edit.
   
   
   
   
4. When the Form Builder opens, locate the Name field AND delete the extra space at the end of it.  Then click Save and close the window. 
   
   
   
   

   Note: If the form was open on your iPad, return to the iPad app's Dashboard to select the patient and then select the form again.

 

If “ERROR: Not able to process document” shows on an iPad when trying to select or save a form, this indicates that when the form was made, punctuation was added to the footer of a Signature field. 



For example, the Signature item in the form below is labelled "Doctor's Signature" with an apostrophe (which causes the form to malfunction) instead of "Doctor Signature."

Unfortunately, this makes the form unusable and it needs to be replaced.  But if we have it in our free Forms library, you can simply download a fresh copy and import it into YAPI, replacing the existing one.  If it's a custom form, though, the only fix is to rebuild a new copy of the form in the Form Builder and delete the one that isn't working.  For details about creating your own form or submitting a request for YAPI to build it for you, click below:

• Creating a Basic Custom Form
• Creating a Custom Patient Information Form
• Creating a Custom Medical History Form
• Submitting a Custom Form Request to the YAPI Team

 

If you've clicked the green arrow to file an iPad form from the Document Viewer but nothing happens, this indicates that when the form was created or edited, a specific setting was selected that shouldn't have been.  The PMS Integrated setting in the Form Builder is reserved for Medical History and Patient Information forms only, so if it's enabled on any other type of form, it can prevent the form from filing. 

To file the patient's form:

1. Click the Save icon at the top of the Document Viewer to save the form to your computer.
   
   
   
   
2. File the form directly into Dentrix, Open Dental, or Eaglesoft from your computer (not through YAPI).  For full instructions on filing a form from your computer, see the appropriate resource below:
   
   
   • Dentrix Users: Import PDF Files Into The Document Center (on the Dentrix website) 
     
     
   • Open Dental Users: Imaging Module - see the Moving Files into the Images Module section (on Open Dental's Manual site)
     
     
   • Eaglesoft Users:  Import Items into SmartDoc (on Patterson's support site)

To fix the form for use with future patients:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  From the list, select the form that isn't working and click Edit.
   
   
   
   
4. When the Form Builder opens, locate the PMS Integrated checkbox and deselect it.  Then click Save and close the window. 
   
   

 

If your practice has Fast Import enabled but a form isn't auto-filing, this could be caused by several things: 

• The form requires a provider signature before auto-filing.
• The form hasn't been assigned a category in Manage Documents & Templates.
• The form was created with an old version of YAPI's Form Builder that was phased out in 2018 and YAPI can no longer file it automatically. 

To troubleshoot: 

1. Try adding a provider's signature to the form.  For full instructions, see Adding a Signature to an iPad Form.
   
   
   • If the form FILES AUTOMATICALLY once the signature has been saved to it: This form requires a provider signature to auto-file.  (This is common for most consent forms.) 
     
     
   • If the form still DOESN'T AUTO-FILE: Proceed to the next step.
     
     
2. Follow the instructions in Categorizing iPad Forms to make sure the form has an assigned category.
   
   
   • If the form DID NOT have a category assigned: Categorize it now.  The form will auto-file for any patients that complete their form from this point on.  For any patients who have already completed the form, file it manually.  
     
     
   • If the form already HAD a category assigned:  The form was created with an old version of the Form Builder and is starting to malfunction.  File the form manually, then see Troubleshooting: Forms Can't Be Saved or Opened on an iPad or Don't Auto-File via Fast Import for details about replacing the form for use with future patients.
     

      

If you see online forms arriving in the Document Queue with no patient name like the example below...

...this could have a couple different causes, both having to do with how the form was made in the Form Builder:

• The form doesn't have a Patient Name field.  
• The form's Patient Name field isn't set as a required item and the patient didn't enter their name.

To file the form:

1. Start as you usually would in the Document Queue by clicking the form and selecting File document.
   
   
2. In the the Select Patient window, delete "Unknown, Unknown" and type in the patient's last name and first name, separated by a comma.  Then click Search:
   
   
   
   
3. Select the patient from your search results and continue filing as normal.
   
   

To fix the form for future patients:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  From the list, select the form and click Edit.
   
   
   
   
4. When the Form Builder opens, look for a question labelled Patient Name in the right-hand column of the Question area:
   
   
   
   
   • If you see a question labelled Patient Name: Double-click it.  In the pop-up, select Is Required, then click Ok and Save.  Then close the window.  You fixed the issue and can stop here!
     
     
     
     
   • If you don't a see question labelled Patient Name but DO see a question asking for the patient's name that's labelled as a Text type question: Proceed to the next step.
     
     
     
     
   • If you see a question labelled Patient Header: Stop here and contact our Customer Support team for troubleshooting.  This is a Patient Information form and is very sensitive, so it's best if we help you directly.
     
     
     
     
5. Click the question to select it. Then click Delete.
   
   
   
   
6. Click Add at the bottom of the Form Builder window.  Select Patient Name, then click Add again.
   
   
   
   
7. In the pop-up, select Is Required and click Ok.
   
   
   
   
8. In the Question area, click and drag the Patient Name question to the place you want it to appear on the form (usually at the top or just below the Header if there is one).
   
   
9. Then click Save and close the window. 

 

When filing forms, if a patient's information isn't transferring to Dentrix, Open Dental, or Eaglesoft from their Patient Information or Medical History form (the only types of forms that integrate), this could be caused by several things:

• The PMS Integrated setting was accidentally deselected in the Form Builder when creating or editing the form.
  
  
• When creating or editing the form, the data-integrated questions at the top were rearranged. (These forms are sensitive and require that several items at the top of the form never be moved or changed to ensure integration.)
  
  
• Your list of medical conditions in Dentrix, Open Dental, or Eaglesoft doesn't match the list on your form.

To troubleshoot:

Warning! These steps should only be taken for Patient Information and Medical History forms.  Other types of forms in YAPI do not integrate data into Dentrix, Open Dental, or Eaglesoft. 

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  From the list, select the form and click Edit.
   
   
   
   
4. When the Form Builder opens, locate the PMS Integrated setting at the top of the window:
   
   
   
   
   • If this setting is ALREADY SELECTED and your form is a Medical History form: Proceed to the next step.
     
     
   • If this setting is ALREADY SELECTED and your form is a Patient Information form: Contact our Customer Support team for further troubleshooting.
     
     
   • If this setting is NOT SELECTED: Contact our Customer Support team to enable the PMS integration.
     
     
5. Make sure the medical conditions on your form match the list in your practice management software.  If the lists don't match:
   
   
   • Dentrix G7 or Above Users: Follow the instructions in Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Dentrix G7+.
     
     
   • Dentrix G5-G6 Users: Follow the instructions in Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Dentrix G5-G6.
     
     
   • Open Dental Users: Follow the instructions in Updating the Lists of Medical Conditions, Allergies, & Medications That Show on Your Medical History Form: Open Dental.
     
     
   • Eaglesoft Users: Follow the instructions in Importing Eaglesoft Medical History Forms into YAPI to import the most recent version of your form from Eaglesoft.
     
     
   If the lists do match, Contact our Customer Support team for further troubleshooting.

 

YAPI's Patient Information forms use the information entered by a patient to automatically update the patient's file in Dentrix, Open Dental, or Eaglesoft.  If you're finding that patient information is erased or rewritten in their file after completing paperless forms, this could be caused by:

• Returning patients submitting their Patient Information form online and leaving questions blank.
  
  
• The PMS Integrated setting being selected on a form other than a Medical History or Patient Information form.
  
  
• Edits to the top set of questions in the Patient Information form in the Form Builder.  Because these questions that integrate data into your practice management software are very sensitive, moving them, deleting them, editing them, or adding a question in between them can cause the form to overwrite the wrong patient data.  For example, an address may end up in the phone number field or a blank space may overwrite the patient's birthdate. 

To troubleshoot: 

1. For a patient whose information was overwritten, check Dentrix, Open Dental, or Eaglesoft to find out if the most recent Patient Information form they submitted was completed online. (If your practice always asks patients to update their Patient Information and Medical History online, it's likely they did, but you may need to ask around your office to find out who may have filed the forms.)
   
   
   • If the patient DID complete their most recent Patient Information form online:  It's likely that they left a question blank on their online form.  The form was then filed without removing the blank space, which emptied that field in Dentrix, Open Dental, or Eaglesoft.  This is avoidable though!  To keep this from happening, look out for warning triangles  when filing online forms (especially for existing patients) and click on them if you see them. 
     
     
     
     These indicate that a patient left the question blank but information currently exists for that field in your practice management software; clicking the field will reveal that information instead of overwriting with a blank space.   We also recommend you review our video Filing Medical History and Patient Information Online Forms with your team so everyone's on the same page.
     
     
   • If the patient DID NOT complete their most recent Patient Information form online:  Contact our Customer Support team for further troubleshooting.
     
     
   • If the most recent forms a patient completed DID NOT INCLUDE a Patient Information form: Contact our Customer Support team for further troubleshooting.

 

Since a new security feature of Eaglesoft was released several years ago, some practices find that part of their patient's Social Security Numbers (SSNs) are being overwritten by asterisks after updating their information using an iPad form.  Here's the cause: Eaglesoft's security measure writes asterisks over the first 5 digits of the SSN in Eaglesoft so that they're not visible, but YAPI then can't read the full SSN, only the asterisks.  When YAPI then pulls the patient's SSN into a Patient Information form on an iPad, it reads the first 5 numbers as asterisks:



These asterisks are then written back to Eaglesoft again, without the ability to reveal the real numbers underneath.

To fix this: 

For any patients updating their information using a Patient Information form on an iPad for the first time, ask them to re-enter their Social Security Number rather than leaving the asterisks.  Then, make sure to preview the form before filing it into Eaglesoft, confirming that you can see the full number.  Returning patients only need to do this the first time they update the form on an iPad and YAPI will remember the SSN for future updates.

If a patient's response to a question is getting cut off on the completed copy of the form, this just means that question doesn't provide enough space for longer answers.



To recover a patient's cut-off answer: If the form hasn't been filed yet, you can discuss it with the patient and add a note with their answer on the form using annotations or by drawing on the form. If the form has already been filed:

1. Click the answer box on the filed form in your practice management software (Dentrix, Open Dental, or Eaglesoft).
   
   
2. Tap Ctrl + A on your keyboard.  This selects all of the text in the box, even the part you can't see.
   
   
   
   
3. Tap Ctrl + C to copy the text to your computer's clipboard. 
   
   
4. Find and click on the place within your practice management software that you'd like to paste the text.  Depending on your software, this might be in the patient's notes or as a note attached to the filed form.  
   
   
5. Tap Ctrl + V to paste the text.

To fix the form for future patients:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Select the form that isn't working from the list and click Edit.
   
   
   
   
4. When the Form Builder opens, locate the question in the Question area and double-click the word "Text" in the right-hand column:
   
   
   
   
5. In the Input window that opens, highlight and copy the text in the Question box and note whether or not the Answer Is Required checkbox is selected.  Then click Ok.
   
   
   
   
6. Select the question in the Question area again, then click Add at the bottom of the Form Builder window.  Select Multi-line Text, then click Add again.
   
   
   
   
7. In the Multi-Line Text window that opens, take the text of the question that you copied and paste it into the Question box.  If the original question had Answer Is Required selected, also select the Answer Is Required checkbox for this question.  Then click Ok.
   
   
   
   
8. In the Question area, click the original question (the one that's labelled Text in the right-hand column) to select it. Then click Delete:
   
   
   
   
9. Click Save and close the window. 

 

If you see odd characters on the final, filed copy of a patient's form, especially in the middle of words (as shown below), this indicates that when the form was created or edited, text with punctuation was pasted into a question or paragraph (rather than typed in) and YAPI is unable to read it properly when saving it as a PDF.

To fix this so these characters don't appear on future forms:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Click to select the form from the list and click Edit:
   
   
   
   
4. When the Form Builder opens, locate the question that was showing the incorrect text and double-click it:
   
   
   
   
5. In the window that opens, delete and retype the word(s) where the issue was occurring. (DO NOT copy and paste the words or punctuation from anywhere else.)
   
   
   
   
6. Click Ok, then Save.

 

If you see HTML code or strange combinations of letters and punctuation on the final, filed copy of a patient's form (like the examples below), this indicates that when the form was created or edited, HTML code was included that shouldn't have been or it was added in a place that it shouldn't have been.

• Example: HTML was added to a question other than a Paragraph
  
  
  
  
• Example: HTML that YAPI doesn't support was added to the form
  
  
  

YAPI forms only accept specific HTML code and only in Paragraphs for the following things:

• Bolding text
• Italicizing text
• Underlining text
• Changing the text's size
• Changing the text's color
• Aligning text right or center
• Adding bullets
• Adding numbering
• Adding special characters

YAPI forms also never accept HTML code on Patient Information or Medical History forms or any kind of code that includes a <div> tag.  For details on what type of HTML you can use when creating paperless forms, see Using HTML to Customize Forms.

If you want to remove this code so it doesn't appear on future filed forms:

1. From the YAPI Dashboard, click Setup and Manage  and select Manage Documents and Templates.
   
   
2. When prompted, enter your YAPI password and click OK.
   
   
3. In the Manage Documents and Templates window that opens, navigate to the iPad Forms tab.  Click to select the form from the list and click Edit:
   
   
   
   
4. When the Form Builder opens, locate the question or Paragraph that was showing the HTML code and double-click it:
   
   
   
   
5. In the window that opens, delete any HTML code that is not covered in our article Using HTML to Customize Forms:
   
   
   
   
6. Click Ok, then Save.

 

If a filed form doesn't show a question you know is on that form, this means the patient simply didn't answer that question.  This saves space on your final, filed copy. 

If there's a question you always need patients to answer and don't want them to leave blank, use the instructions in Editing Existing Forms in the Form Builder to open the form in the Form Builder, double-click the question to edit it, and select "Is Required," "Answer Is Required," or "Acknowledgement Is Required."

 

Online Forms: If a patient completed their form online, images will only display online for them as they fill out the form.  These images will not display on the completed form when filed into Dentrix, Open Dental, or Eaglesoft; YAPI simply doesn't support this.  If you want images to display on the filed version of the form, you must have your patient complete the form on an iPad. 

iPad Forms: If a patient completed their form on an iPad and the images from the form don't display on the final, filed copy, please contact our Customer Support team for troubleshooting.

 

If your form won't open in the Form Builder, this indicates that when the form was created or edited in the Form Builder, punctuation was added within the footer of a Signature field, causing the form to malfunction.

This means the form is no longer usable and needs to be replaced.  Luckily, if we have it in our free Forms library, you can simply download a fresh copy and import it into YAPI, replacing the existing one.  If it's a custom form, though, the only fix is to rebuild a new copy of the form in the Form Builder and delete the one that isn't working.  For details about creating your own form or submitting a request for YAPI to build it for you, click below:

• Creating a Basic Custom Form
• Creating a Custom Patient Information Form
• Creating a Custom Medical History Form
• Submitting a Custom Form Request to the YAPI Team

 

When creating or editing a form in the Form Builder, if you see an "Information is missing or invalid" error like the one below, this indicates that there is punctuation in the form's Title or Name fields that must be removed (YAPI isn't able to read titles and names with punctuation in them):

To fix this, simply remove any punctuation from the Title and Name of the form, then click Save: