YAPI Help Center

Form Builder: Medical Conditions, Allergies, and Medications can now be configured as dropdown fields, significantly reducing scrolling and shortening your Medical History forms. Existing patients can easily review the previous selections. Only the patient selections will display on the PDF.

Dentrix Form Filing Reliability: Resolved an issue where patient forms appeared to transfer successfully in Leap but failed to import into Dentrix. Forms now file reliably to your Dentrix system, ensuring all patient documentation is properly stored and accessible.

Patient Forms Duplicate Prevention: Resolved an issue where patients receiving both Save the Date and other reminders at the same time created duplicate form assignments. Now, only one patient card appears per appointment, streamlining your forms workflow and preventing confusion.

Dentrix Appointment Status Protection: We've implemented safeguards to preserve completed appointment statuses. Previously, when patients clicked 'Confirm' in email reminders after their appointment was already marked complete in Dentrix, the status would incorrectly revert to the confirmed status. Now, the system validates appointment status to maintain data integrity and prevent completed appointments from being overwritten.

Your Leap session now stays active for up to 8 hours of inactivity, reducing the need for frequent re-logins during your workday.

When Form Automation is enabled, Save the Date reminders now automatically include patient form links for appointments scheduled within 30 days, giving patients more time to complete their paperwork before their visit.

When patients reschedule their appointments, Leap now sends fresh Confirmation, Premedication, and Same Day reminders (if configured) based on the new appointment date and time—ensuring patients receive timely notifications even after rescheduling.

Enhanced reliability for Dentrix plugin connections, improving stability when accessing Dentrix data from Leap across different system configurations.

Fixed an issue where the Forms merge tag in New Patient Welcome text message templates would convert to plain text if a template exceeded the max character count.

Text message support for prospective patients and other contacts in Text Messages

Applicable Tooth Number(s) and Quadrants now automatically prefill for patients to review when completing a Consent form with a new Question Tag: sys.toothnum available in the Form Editor. This new Question tag has been applied automatically to any forms with Tooth Number(s) and Quadrant(s) questions. To complete the Tooth Number prefill setup, add relevant procedure codes in form automation settings.

Enhanced the reminder system's performance and reliability by optimizing how reminders are processed and sent. This improvement ensures more consistent and reliable delivery of appointment reminders, especially during peak sending times, while maintaining system stability.

Fixed an issue where form automation wasn't properly tracking patient submissions across different form versions. Previously, if you edited a form template after a patient submitted it, the system might send the form again too soon. Now, the automation correctly checks the most recent submission date regardless of form version changes, ensuring patients receive forms only at the intervals you've configured.

Fixed Reminder Time Display: Corrected display issues in appointment reminder settings where "1 hour" would incorrectly show as "1 hours". Removed duplicate periods in reminder configuration screens for a cleaner configuration page.

Added 4 new campaign templates to help you better engage with your patients, including specialized templates for Veneers, Thanksgiving promotions, "We've Moved" announcements, and seasonal campaigns.

When the Yes/No Input field is enabled for the Medical Conditions, Allergies, or Medications question, Leap now pre-fills an existing patient’s “No” response on the form. New patients will still be required to answer Yes or No to these questions.

Enhanced the system's ability to handle larger insurance amount values from Dentrix, eliminating sync errors and ensuring all insurance data is captured accurately.

Text conversations were missing a scroll bar, preventing the patient’s last message from displaying. As a result, you could only view part of the text history instead of the full 30-day record. This issue has been fixed.

Text alignment issues appeared when previewing reminder templates in Practice Settings. The overlay now properly handles longer templates and displays them with improved alignment and consistency.

After-hours notifications weren't displaying at initial login. Notifications now appear promptly at login without interacting with the notifications panel.

Leap has been updated so that when forms file automatically at midnight, we'll also attempt to refile any forms marked "Refile Required" so you have less work to do in the morning.

Assigning forms from your office tablet was taking longer than expected. This issue has been resolved.

Patients with inactive, archived, or deleted family members in Dentrix who submit forms that include the patient information question get stuck, requiring the form to be refiled. This issue has been resolved.

When a new patient completes forms for their first appointment and Leap creates a Dentrix family file, we’ll now use the Default Primary Provider from the Practice Settings page when filing those forms. If no default is set, Leap will use the first active provider in your list. This update helps prevent issues that occur when the appointment only has a secondary provider attached and enables us to automatically file completed forms to the Dentrix Document Center.

Leap Form updates:

The issue where patients were incorrectly removed from the In Office tab and their appointment status was mistakenly set back to Unconfirmed.

The Multiple Choice question on a form forces the patient to enter information into the Other field, even when it's not selected.

We've made behind-the-scenes changes to improve how Leap recognizes and syncs multi-codes that have been edited.

Logic rules for the "Is the patient 18 or older" question on the Medical History form have been fixed. Patients can now see follow-up questions as intended when answering this question.

We fixed the issue that caused users to be logged out before the 2-hour mark.

Any patient forms attached to a broken appointment are now filed to Dentrix (without a provider signature) instead of being moved to Forms Outstanding Tasks Tab.

A new Default Primary Provider field has been added to the Practice Information screen (Dentrix Integration tab). This field supports Dentrix's updated new patient workflow in version 24.10 or higher, which requires all new patients (or new Family Files) to have a primary provider. Once this field is set, if an appointment lists only a secondary provider, Leap will assign the default provider automatically.

Leap text message notification bubbles no longer reappear after you've read the text message.

The Smart Signature field shows providers that are not active.

The email field on patient forms was erroneously being case sensitive, which caused an error when a patient entered capital letters in their email address.

Items on the Outstanding Tasks tab not displaying in the correct order have been fixed. Outstanding tasks are now properly sorted with the oldest Appointment Date and start time at the top of the list.

Online Scheduling appointment notifications now display the correct appointment time in both the notification panel and pop-up. Previously, the times were 7 hours late.

Text messages using templates longer than 480 characters were previously getting cut off. You can now send texts up to 1,200 characters without issues.

Communication Error notifications now show when using "Show all filters" in the Notifications panel. Previously, these notifications were only visible when manually selecting Communication Error in the Filters list.

When sending a fill appointment text, you can now use a text template without seeing the "There's a Problem" error message.

Notifications for Patient Text Replies to Short Code Numbers were not displaying

When a multiple-choice question uses checkboxes on a patient form, Leap now allows patients to deselect previously selected answers.

Inbound text notifications have been updated to show a paperclip icon when a patient's text includes one or more images.

A new Family appointments merge tag is now available! This merge tag enables you to include each family member's name along with their appointment time in Confirmation and Same Day reminders when multiple family members have an appointment on the same day. We recommend updating your Confirmation and Same Day text templates to ensure your text isn't too long.

When resending a text, Leap was showing the message status as "Failed" instead of "Delivered", when successful.

When creating a new form and adding the Contact Info question into the form, the "Use this address for all family members?" question is no longer missing.

You can now search for forms in the Pending Forms tab by patient name.

Closing and reopening the Text Messages tab now clears the previous search.

Filtering Notifications by New now shows all new notifications, no matter what page of the Notifications panel you're on.

We received reports that when a patient accepted a same-day recall appointment (by responding "Yes" to a Fill Appointment text), the appointment didn't automatically schedule in Dentrix. This has been fixed.

Same Day Reminders now send at the times configured in reminders settings instead of all Same Day Reminders sending at the configured time the day prior to an appointment.

We discovered that patient and appointment information were not syncing Dentrix for some practices. This has been fixed.

Patients no longer see a "Link Has Expired" error when trying to access their forms through a valid link.

We’ve improved the performance of Leap's automated form filing by limiting the number of signatures you can add to a form in the Form Editor. You can now add up to 4 signature boxes, and for Smart Signatures, only 1 can be a provider signature.

We received reports that when forms sent via the New Patient Welcome message were updated later in the Form Editor, patients were also sent the second version if they moved their appointment, resulting in duplicates. This has been fixed.

Previously, patients who tried to open forms from an expired link received a "Problem with Device" error message, which caused some confusion. This has been corrected so that anyone who uses an expired link now receives the appropriate "Expired Link" error message instead.

We received reports that patients who had previously confirmed an appointment and then rescheduled it could not confirm their new appointment time via text. This has been fixed.

Patients are now able to confirm their appointment from any Confirmation Reminder they receive, and we've improved how Leap processes appointment confirmations to make confirmations more reliable.

Some practices reported that texts were sent from a short code number even though they'd set up a Text Message Number in Leap. This has been fixed.

We've added new consolidated adult/child forms to our Form Templates. These new Medical and Dental History forms now show different questions based on a patient's age and can be used for both adults and children. To get these new forms, follow our instructions Using Yapi’s Consolidated Dental History & Medical History Forms.

For families with appointments on the same day:

When selecting how far out to send a confirmation reminder in Appointment Reminders, the dropdown now only shows 10 options at a time in a scrollable list, so it can be more easily viewed on all screen sizes.

We had some reports that form links were disappearing from the New Patient Welcome text template. This has been fixed.

We received reports that when one family member confirmed their appointment via reminder, this incorrectly confirmed the appointment for another family member instead. This has been fixed.

The "Visit Us" link that shows once a patient has confirmed their appointment via email or text now correctly routes to your practice's website.

Existing patients now receive a new Save the Date reminder, and new patients receive an updated New Patient Welcome message if they reschedule their appointment.

You can now set recall reminders to send 1, 7, 14, 21, 30, 45, 60, 75, or 90 days before a patient is due.

The Leap homepage now always defaults to today's schedule upon login.

Some practices reported seeing an error when assigning forms to one family member via QR Code and another family member via a Linked Device. This has been fixed.

Some practices reported that trying to access the Insurance tab in a patient's Profile caused Leap to show a blank white screen. This has been fixed.

Some practices reported that certain menu items, like Forms and Campaigns, would intermittently disappear from the side navigation menu. This has been fixed.

Patients can now send you images in texts (.JPG, .PNG, and .GIF) like insurance cards and identification. You can view a larger version of the image by clicking on its thumbnail in your text thread, and you can download each image to your computer.

Save the Dates now and send for all new appointments. (Previously, these were only sent for appointments more than 15 days away.)

We've improved sync between Leap and Eaglesoft so data updates more efficiently between the two.

When assigning forms to a patient in the office, the Send To method defaults to "QR Code" if your practice doesn't have any linked devices available.

All new appointments scheduled through Online Scheduling now show in Notifications.

New Patient Welcome messages no longer require the Save the Date option to be enabled in Appointment Reminders.

When using the Provider filter on the homepage or when filling an appointment and selecting Provider as a filter, only active providers now show in the list.

You now have the option to scan a QR code to assign forms to in-office patients without having to link your tablet in Forms Settings