Getting Started

Sending Documents to Be Made As An IPad Form
If you need to have any consent forms or policies made available on your IPad. Send them in to YAPI technical support using the steps above, and we...
Mon, 9 Nov, 2015 at 12:47 PM
Remove A Patient From A Communication List
If a patient asks to stop receiving text or email communication; you can remove them from the communication list by right clicking on the patient a...
Mon, 9 Nov, 2015 at 12:56 PM
How To View Documents On The IPad
Have Patient checked in Swipe finger across patient's avatar from right to left Select form you wish to view ...
Mon, 9 Nov, 2015 at 4:44 PM
Customizing An Email Template
Select MANAGE DOCUMENTS AND TEMPLATES from the OPTIONS tab Select the template you want to make changes to and click it Select the EDIT but...
Tue, 10 Nov, 2015 at 8:17 AM
Making A New Email Template
Select MANAGE DOCUMENTS AND TEMPLATES from the OPTIONS tab Select the NEW button on the right hand side of the menu Select prefered options ...
Tue, 10 Nov, 2015 at 8:23 AM
Uploading Patient Reviews
Select ONLINE SURVEYS AND REVIEWS from the ONLINE icon  Check the box of any reviews you would like uploaded to Facebook or practice website ...
Tue, 10 Nov, 2015 at 8:31 AM
Retrieve Missing Documents
Select the TOOLS icon Select ADMINISTRATIVE TOOLS Select RETRIEVE RECENT DOCUMENTS from the DOCUMENTS tab Select the number of days you...
Tue, 10 Nov, 2015 at 8:52 AM
Find YAPI
If YAPI seems to be open but you cannot find it on the screen, find the Y icon on the system tray, right click and select locate YAPI. This will au...
Tue, 10 Nov, 2015 at 10:17 AM
Sharing Layout
Organize layout as desired. Right-click on Dashboard, select Dashboard Layout then Share Layout to share current Dashboard layout to all workstatio...
Tue, 10 Nov, 2015 at 10:20 AM
Storing Layout
Organize layout as desired. Right-click on Dashboard, select Dashboard Layout then Store Layout to store current Dashboard layout as a default. 
Tue, 10 Nov, 2015 at 10:22 AM