Skip to main content

YAPI Help Center

How Patient Profiles Integrate with Dentrix

Yapi Leap pulls patient data from Dentrix and also writes data to Dentrix, making it easier for you to see information at a glance in Leap while keeping your patient records up to date. For Patient Profiles, the tables below show which information Leap pulls from Dentrix and which information Leap writes to it:

Table 14. Basic information in Leap that that does and doesn't integrate with Dentrix

Information

Pulls from Dentrix into Leap

Writes Info from Leap into Dentrix

Patient Name

Green checkmark.

Red X.

Preferred name

Green checkmark.

Red X.

Date of Birth & Age

Green checkmark.

Red X.

Chart ID

Green checkmark.

Red X.



Summary Tab

Information

Pulls from Dentrix into Leap

Writes Info from Leap into Dentrix

Patient Status

Green checkmark.

Red X.

Patient Since Date

Green checkmark.

Red X.

Patient Phone Numbers

Green checkmark.

Red X.

Email

Green checkmark.

Red X.

Marital Status

Green checkmark.

Red X.

Gender

Green checkmark.

Red X.

Health Information

Green checkmark.

Red X.

Emergency Contact

Green checkmark.

Red X.

Physician

Green checkmark.

Red X.

Preferred Pharmacy

Green checkmark.

Red X.

Family Members

Green checkmark.

Red X.

Head of Household Status (when applicable)

Green checkmark.

Red X.

Appointments Tab

Information

Pulls from Dentrix into Leap

Writes Info from Leap into Dentrix

Upcoming Appointments

Green checkmark.

Red X.

Past Appointments

Green checkmark.

Red X.

Broken Appointments

Green checkmark.

Red X.

Family Members' Appointments (when applicable)

Green checkmark.

Red X.

Insurance Tab

Information

Pulls from Dentrix into Leap

Writes Info from Leap into Dentrix

Insurance Name

Green checkmark.

Red X.

Payer ID

Green checkmark.

Red X.

Subscriber Name

Green checkmark.

Red X.

Subscriber ID

Green checkmark.

Red X.

Insurance Phone Number

Green checkmark.

Red X.

Group Name

Green checkmark.

Red X.

Employer

Green checkmark.

Red X.

Coverage

Green checkmark.

Red X.

Deductible

Green checkmark.

Red X.

Amount Used

Green checkmark.

Red X.

Amount Remaining

Green checkmark.

Red X.

Email & Text Tabs

Information

Pulls from Dentrix into Leap

Writes Info from Leap into Dentrix

Message Content, including images

Red X.

Red X.

Sender

Red X.

Red X.

Recipient

Red X.

Red X.

Send Date & Time

Red X.

Red X.

Delivery Status

Red X.

Red X.