How-Tos

• Signing Treatment Plans on an iPad
• Sending Forms to Patients
• Assigning iPad Forms to Patients
• Grouping Forms Together for a Patient to Sign on the iPad
• Taking a Photo of a Patient
• Taking a Photo of a Patient's ID Card or Paperwork
• Adding a Signature to an iPad Form
• Assigning Forms for Multiple Family Members
• Reviewing & Signing Online Forms on an iPad
• Reviewing & Signing a Completed Patient Form on Your Desktop
• Finding the Web Link for Online Forms & Packages
• Filing Online Forms into Your Practice Management Software
• Filing iPad Forms into Your Practice Management Software
• Filing Forms from the Unfiled Documents Window
• Importing Pre-Made & Custom Forms
• Submitting a Custom Form Request to the YAPI Team
• Assigning Recurring & Pre-Added Forms to a Patient
• Adding Forms for Patients to Sign at a Future Appointment
• Adding Notes to a Completed Form Using Annotations
• Adding Notes to Patient Forms Using the Draw Feature
• Previewing Forms on an iPad
• Editing Existing Forms in the Form Builder
• Creating a Basic Custom Form
• Creating a Custom Patient Information Form
• Creating a Custom Medical History Form
• Creating Custom Spanish Forms
• Testing Your Custom Form on an iPad
• Personalizing Forms with Merge Tags
• Using HTML to Customize Forms
• Recognizing Fast Import Status Indicators