Create Appointment status that indicates patient arrival
YAPI monitors patient’s appointment status in OpenDental and shows arrived patient on YAPI Dashboard. Please make sure that your OpenDental configuration defines an “Appt Confirmed status“ that indicated patient arrival event (typically Arrived).
Create Custom patient fields
YAPI forms collect Emergency Contact information and, optionally, Driver License number. To let YAPI storing collected information in OpenDental you will need to create two custom patient fields: “emergency contact” and “driver license”. Please follow this link for instructions on how to a add custom patient field to OpenDental.
Clean up your Medication, Allergy, and Problem lists
YAPI presents Problem, Allergy, and Medication lists you defined in OpenDental on all online and iPad forms so a patient can select his/her current medical conditions, allergies, and medications allowing YAPI to import patient's input and update patient's record in OpenDental with a few mouse clicks.
It is important that your Medication, Allergy, and Problem lists don’t contain duplicate, misspelled, erroneous or confusing items. Please also make sure that your lists include all problems/medications/allergies that you want to know about so you don’t need frequently update your lists.
Since problems and allergies that are attached to patients cannot be deleted, please hide them in OpenDental so they are no longer visible on YAPI forms. If, for whatever reason, you cannot hide a problem or an allergy in OpenDental please hide it YAPI (see below).
OpenDental doesn’t allow removing, renaming, or hiding medications, therefore you will need to hide those in YAPI if necessary.
Once in a while, patients won't be able to find their medications, allergies, or medical problems in your lists. So YAPI forms allow a patient to add a medical problem , allergy, or a medication that is not currently in OpenDental. In this case YAPI won’t be able to automatically import updates. In such a case, when you update patient record you will need to manually map those into existing problems/allergies/medications or create new in OpenDental.
When you manually map patient’s input into an existing problem/allergy/medication you can preserve patient's input into a note associated with a problem/allergy/medication so it will be visible in OpenDental Chart module. Additionally, you can create a generic category in OpenDental that is not available for the selection on a form (since is hidden in YAPI) but allows you to map unmatched problem/allergy/medication nicely while preserving patient input.
To simplify this process, we recommend creating an item “Other” in each list. When updating OpenDental you may map all unmatched problems/allergies/medications into “Other” with a single mouse click while storing patient’s input in a note. Moreover, your can configure YAPI to automatically map all unmatched items into “Other” while storing patient input into notes.
Remember that “Other” item must be hidden in YAPI (and visible in OpenDental) so it won't show up on an iPad or online form.
Clean up Referral list
Since YAPI presents “Non Person” referral sources from OpenDental on iPad and online forms for a patient to select a referral source, please make sure that Referral list entries have proper spelling and make sense to your patients. Please note that you can remove a referral source from YAPI by making it hidden in OpenDental. Additionally you can hide a referral source in YAPI even if it is not hidden in OpenDental.
For YAPI online forms to accept a patient as a referral source, please add "Other Patient" to OpenDental Referrals list. In OpenDental, go Lists, Referrals, click Add button.
Please make sure that Not Person checkbox is checked.
Let YAPI know your Problems/Allergies/Medications/Referrals lists
To present a list of Problems/Allergies/Medications/Referrals that YAPI will use, to make lists available to online forms, and to, optionally, remove unwanted items from iPad and online forms, click on Tools icon on the top of YAPI Dashboard and select Administrative Tools, Lists, select one of the lists.
To hide an item on a list from YAPI, uncheck the box on the left. Please make sure that “Other” problem/allergy/medication or any items that you don't want to show up on YAPI forms are hidden.
When you finish, click Save button.