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