Setting Automatic Filing for Before Appointment
Want patient forms to auto-file before they even arrive? Yapi Leap can take care of that for you! And you can turn this setting on in just a couple of clicks. Use the instructions below to auto-filing to Dentrix for forms that patients complete before their appointment.
Note
This excludes forms that need a provider signature. These still wait in the Pending Forms tab, then transfer over to the In Office Patients tab when the patient is checked in so a provider can review them.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
Click General Settings.
Select the Automatic Filing Before Appointment checkbox under the Global Form Automation Rules section. And that's it! Leap automatically saves this setting as soon as you check the box.