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Angela Ortner

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Activity overview

Latest activity by Angela Ortner
  • Angela Ortner created an article,

    Troubleshooting Errors When Creating Interest Lists

    If you're experiencing issues while creating an Interest List in YAPI, check out our troubleshooting steps below by clicking on the issue you're having or the error message you're seeing. Table of ...

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    • 1 follower
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    • 0 votes
  • Angela Ortner created an article,

    Troubleshooting Paperless Forms

    If you're experiencing any problems with YAPI's paperless forms, whether it's when a patient is completing their form, when your trying to create or edit a custom form, when you're filing forms awa...

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    • 1 follower
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    • 0 votes
  • Angela Ortner created an article,

    Updating YAPI

    In the past, YAPI required a manual update each time a new version was released but now, as long as you're using version 1.4.385 or higher, we do it for you automatically!  Below, you'll learn abou...

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    • 1 follower
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  • Angela Ortner created an article,

    Sending Forms to Patients

    With YAPI's online paperless forms, you can have patients complete all the paperwork they need to before they even get to your office!  While YAPI has an automated system for sending new patients t...

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    • 1 follower
    • 0 comments
    • -1 votes
  • Angela Ortner created an article,

    Troubleshooting: The Document Queue Stays Blue When It's Empty

    In YAPI's Dashboard toolbar, the Document Queue turns blue when patient online forms arrive and turns back to gray once all forms in the queue are filed into Dentrix, Open Dental, or Eaglesoft.  ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Angela Ortner created an article,

    Using Phone Assistant to Make a Call

    If you have Phone Assistant installed on your workstation, you can call a patient and automatically bring up their information in a Phone Assistant pop-up, just like when they call you!  To learn h...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Angela Ortner created an article,

    Adding & Removing Providers

    When providers join or leave your practice, you simply need to add or remove them from your practice management software for the change to reflect in YAPI.  To learn more about adding and removing ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Angela Ortner created an article,

    Using YAPI's Free Forms & Templates Library

    Your YAPI subscription comes with free access to additional paperless forms, email templates, and other resources that you can download and use with YAPI's features.  Use the links below to create ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Angela Ortner created an article,

    Adding a Treatment to Your Smart Scheduling Settings

    When scheduling online, patients must select a treatment type to book an appointment.  All major treatments are added in your Smart Scheduling settings by one of our Product Trainers during your Sm...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Angela Ortner created an article,

    Editing Provider Bios for Smart Scheduling

    When scheduling an appointment online, patients can click to read a provider's bio, helping them choose the provider they want to see.  You can add or edit the bio for each provider at your practic...

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    • 1 follower
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    • 0 votes