Setup

• Replacing Preferred Names with First Names in Email Templates
• Replacing Preferred Names with First Names in Text Templates
• Importing Frequently Used PDFs for Attaching to Emails
• Setting Up Emails to Automatically Send at Checkout
• Adding, Editing, and Deleting Canned Text Messages
• Adding Contacts to YAPI
• Enabling Automated Birthday Emails
• Enabling Your Automated New Patient Welcome Email
• Setting Your Workstation to Receive Patient Texts
• Connecting an Encrypted Email Service to YAPI
• Editing the After-Hours Text Alert Setup
• Setting Up After-Hours Text Forwarding