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YAPI Help Center

Forms Settings

Leap enables you to take control of your form settings. From here you can:

  • Set a PIN so your employees can assign forms from a tablet

  • Set automatic filing for forms patients complete before their appointment

  • Add automation to forms so they send automatically with appointment reminders

  • Link in office devices so patients can access forms from a tablet

Parts of the Forms General Settings Page in Leap

To get to the General Settings page for Forms, click Settings > Practice Settings > Forms Library and Editor and click the General Settings button.

Important

Only users with Admin privileges can access this page.

Forms General Settings page with several items labelled, described in the table to the right.

One.

Assign Forms from a Tablet

This lets you set up a PIN so that staff can use the PIN to assign forms to a patient directly from your office tablet.

Two.

In Office Devices

This section is where you can link and manage in-office devices you use for giving forms to your patients (like tablets and computer kiosks).

Three.

Device Name

All devices that your team has linked to Leap show here with the name they gave each device.

Four.

Enable

Here, you can enable or disable linked devices for use with Leap. For example, you may want to disable a device that's out for repair so your team doesn't accidentally assign forms to it.

Five.

Add Device Button

Click this button add a mobile device or a computer to your list.

Six.

Link Device

If you've added a device but not linked it yet, you'll see Link Device in blue here.

Seven.

Global Form Automation Rules

Select the Automatic Filing Before Appointment checkbox to have Leap automatically file forms into Dentrixthat patients have completed ahead of time. (This doesn't apply to forms that need a provider signature.)

Note

While forms automation is a Forms setting, it's not shown on the General Settings page. Instead, you can set forms automation in the context of other pages by following the instructions in Forms Automation.

Some Things You Should Know About Forms General Settings

  • The In Office Devices and Assign Forms from a Tablet settings are different. We recommend using one or the other, not both:

    • Assign Forms from a Tablet lets you set up a PIN your team members can use to assign forms from any tablet they want, without having to link it in Leap.

    • In Office Devices lets you link tablets to Leap so you can assign forms to them from your Desktop.

  • Some things to keep in mind when deciding whether to reset your Leap PIN or generate a new QR Code:

    • Resetting your Leap PIN :

      • There's no need to rescan the QR Code or update your bookmarks when resetting your PIN because your Yapi link is still valid and stays the same.

      • We recommend resetting your PIN if you think the PIN has been compromised. For example a patient guessed your PIN.

      • Be diligent with IT policies and update your PIN as part of the employee offboarding process. Just don't forget to share the new PIN with your team.

    • Generating a new QR Code :

      • Generating a new QR Code creates a new link for you to access Leap forms. This means the old link is no longer valid and any old saved links on your tablet's Home Page should be deleted.

      • You'll need to scan the new QR Code with each office owned tablet.

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