Adding a Mobile Device (Tablet or Phone) for Forms
For your patients to be able to complete forms on a mobile device (tablet or phone) you first need to add the device in Yapi Leap. For instructions to get your mobile device connected, start by selecting the type of device you have below.
Note
These steps are only needed for practice-owned iPads, tablets, or phones. If a patient wants to complete their forms on their own personal device, just email or text them the forms instead!
Also, instructions for programs outside of Yapi Leap (like browser or device settings) may vary slightly as Apple, Microsoft, and Android make changes over time. Yapi has included instructions for making changes in these programs as a courtesy. If you have any problems with setup, your office's IT representative should be able to help you out.
Select the internet browser you use on this device.
Let's get your device set up to use forms!
First, you'll need to disable bookmark syncing on your device:
Important
Why is this important? When you link a device for forms (which you'll do in Step 4 below), Leap creates a URL for that specific device. If you have bookmark syncing enabled in your web browser, it can sync that link to other devices, causing the link to fail (and we don't want that!). Disabling bookmark syncing prevents this.
Open the Chrome app on your device.
Next:
Tablets: Tap the three-dot icon in the upper-right and tap Settings.
Phones: Tap your profile photo in the top right.
Tap your account name at the top of the screen. If you're not already signed into your account, sign in now.
Slide the Bookmarks toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Now enable cross-site tracking:
Close Chrome and open the Settings app on your device.
Scroll down and tap on Chrome from the list of options.
Move the Allow Cross-Website Tracking toggle to the right so it's green.
Now link your device in Leap:
Important
Only users with Admin privileges can perform this task.
On any computer, log into Leap.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
Click General Settings.
On the General Settings page, click Edit Configurations under In Office Devices.
Click +Device.
Enter a unique name for the device. Use a name that's descriptive enough to remember, especially if you use more than one device in your office (like Front Office 1, Back Office 2, or Treatment Coordinator). Then click Accept.
Find the device listed on the page and click Link Device next to it.
Open the camera on your mobile device and use it to scan the QR Code that's on your computer screen.
Accept any popups on the screen asking if you want to open mydentistapp.com in your web browser. Once you open that page, you'll see a confirmation on the webpage saying your device is ready for you and that you can start assigning forms to a patient.
Tip
If your camera doesn't automatically scan the code and prompt you to open a link, zoom in or move your camera closer to the screen.
Very important: Bookmark the page before closing it. This is the page you'll see patient forms on once you assign them in Leap. For each device you link, the page address is unique, so you definitely don't want to lose this page!
If you need help bookmarking the page, follow the instructions on Google Chrome's help site
.Your device is now ready to use and you can assign forms to it from Leap! 🎉 To make sure your Leap forms experience runs smoothly, make a habit of closing the bookmarked page on your device at the end of each work day and reopening it again every morning.
Let's get your device set up to use forms!
First, you'll need to disable bookmark syncing on your device:
Important
Why is this important? When you link a device for forms (which you'll do in Step 4 below), Leap creates a URL for that specific device. If you have bookmark syncing enabled in your web browser, it can sync that link to other devices, causing the link to fail (and we don't want that!). Disabling bookmark syncing prevents this.
On the device, open the Settings app.
Tap your Apple ID profile.
Tap iCloud.
Find Safari in the list. You may have to select Show All under Apps using iCloud if you don't see it.
Slide the Safari toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Now enable cross-site tracking:
Still in the Settings app on your device, scroll down on the left-hand side and find Safari in the list.
Scroll down to find Prevent Cross-Site Tracking and toggle it to the left so it's grey.
Next, disable cookie blocking on your device:
Just below Prevent Cross-Site Tracking, find Block All Cookies.
Then:
Tablets: Slide the Block All Cookies toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Phones: Tap Advanced. Then slide the Block All Cookies toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Now link your device in Leap:
Important
Only users with Admin privileges can perform this task.
On any computer, log into Leap.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
Click General Settings.
On the General Settings page, click Edit Configurations under In Office Devices.
Click +Device.
Enter a unique name for the device. Use a name that's descriptive enough to remember, especially if you use more than one device in your office (like Front Office 1, Back Office 2, or Treatment Coordinator). Then click Accept.
Find the device listed on the page and click Link Device next to it.
Open the camera on your mobile device and use it to scan the QR Code that's on your computer screen.
Accept any popups on the screen asking if you want to open mydentistapp.com in your web browser. Once you open that page, you'll see a confirmation on the webpage saying your device is ready for you and that you can start assigning forms to a patient.
Tip
If your camera doesn't automatically scan the code and prompt you to open a link, zoom in or move your camera closer to the screen.
Very important: Bookmark the page before closing it. This is the page you'll see patient forms on once you assign them in Leap. For each device you link, the page address is unique, so you definitely don't want to lose this page!
To bookmark the page, tap the Share icon
in the menu bar and select Add Bookmark.Your device is now ready to use and you can assign forms to it from Leap! 🎉 To make sure your Leap forms experience runs smoothly, make a habit of closing the bookmarked page on your device at the end of each work day and reopening it again every morning.
Select the internet browser you use on this device.
Let's get your device set up to use forms!
First, you'll need to disable bookmark syncing on your device:
Important
Why is this important? When you link a device for forms (which you'll do in Step 4 below), Leap creates a URL for that specific device. If you have bookmark syncing enabled in your web browser, it can sync that link to other devices, causing the link to fail (and we don't want that!). Disabling bookmark syncing prevents this.
Open the Chrome app on your device.
Tap the three-dot icon in the top-right corner of the screen and select Settings.
Tap Sync.
Slide the Sync everything toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Deselect the Bookmarks checkbox.
Next, disable cookie blocking on your device:
Still in Chrome, tap the back arrow to go back to the previous screen.
Select Privacy and Security.
Select Third-party Cookies.
Select Allow third-party cookies.
Now enable cross-site tracking:
Still in Chrome, tap the back arrow to go back to the previous screen.
Tap Send a "Do Not Track" request.
Set the toggle to left so it reads "Off."
Now link your device in Leap:
Important
Only users with Admin privileges can perform this task.
On any computer, log into Leap.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
Click General Settings.
On the General Settings page, click Edit Configurations under In Office Devices.
Click +Device.
Enter a unique name for the device. Use a name that's descriptive enough to remember, especially if you use more than one device in your office (like Front Office 1, Back Office 2, or Treatment Coordinator). Then click Accept.
Find the device listed on the page and click Link Device next to it.
Open the camera on your mobile device and use it to scan the QR Code that's on your computer screen.
Accept any popups on the screen asking if you want to open mydentistapp.com in your web browser. Once you open that page, you'll see a confirmation on the webpage saying your device is ready for you and that you can start assigning forms to a patient.
Tip
If your camera doesn't automatically scan the code and prompt you to open a link, zoom in or move your camera closer to the screen.
Very important: Bookmark the page before closing it. This is the page you'll see patient forms on once you assign them in Leap. For each device you link, the page address is unique, so you definitely don't want to lose this page!
To bookmark the page, to the right of the address bar, tap the 3-dot icon
and select Bookmark or simply tap the star in the address bar 
to turn it blue 
.Your device is now ready to use and you can assign forms to it from Leap! 🎉 To make sure your Leap forms experience runs smoothly, make a habit of closing the bookmarked page on your device at the end of each work day and reopening it again every morning.
Let's get your device set up to use forms!
First, you'll need to disable bookmark syncing on your device:
Important
Why is this important? When you link a device for forms (which you'll do in Step 4 below), Leap creates a URL for that specific device. If you have bookmark syncing enabled in your web browser, it can sync that link to other devices, causing the link to fail (and we don't want that!). Disabling bookmark syncing prevents this.
Open Microsoft Edge on your Android device.
Tap the three-line menu icon in the bottom-right corner of the screen and select Settings.
Tap your profile.
Tap Sync.
Slide the Favorites toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Slide the Addresses and more toggle to the left to disable it. You'll know it's disabled when the toggle is grey.
Next, disable cookie blocking on your device:
Still in Edge, tap the back arrow to go back to the previous screen.
Tap the back arrow again.
Tap Privacy, security, and services.
Tap Site settings.
Tap Third-party cookies. (You may have to scroll down to find it.)
Select Allow third-party cookies.
Now enable cross-site tracking:
Still in Edge, tap the back arrow to go back to the previous screen.
Tap the back arrow again.
Tap Tracking Prevention.
Move the toggle next to Tracking prevention to the left so it’s grey.
Now link your device in Leap:
Important
Only users with Admin privileges can perform this task.
On any computer, log into Leap.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
Click General Settings.
On the General Settings page, click Edit Configurations under In Office Devices.
Click +Device.
Enter a unique name for the device. Use a name that's descriptive enough to remember, especially if you use more than one device in your office (like Front Office 1, Back Office 2, or Treatment Coordinator). Then click Accept.
Find the device listed on the page and click Link Device next to it.
Open the camera on your mobile device and use it to scan the QR Code that's on your computer screen.
Accept any popups on the screen asking if you want to open mydentistapp.com in your web browser. Once you open that page, you'll see a confirmation on the webpage saying your device is ready for you and that you can start assigning forms to a patient.
Tip
If your camera doesn't automatically scan the code and prompt you to open a link, zoom in or move your camera closer to the screen.
Very important: Bookmark the page before closing it. This is the page you'll see patient forms on once you assign them in Leap. For each device you link, the page address is unique, so you definitely don't want to lose this page!
To bookmark the page, tap the 3-dot menu in Edge and select Add to favorites.
Your device is now ready to use and you can assign forms to it from Leap! 🎉 To make sure your Leap forms experience runs smoothly, make a habit of closing the bookmarked page on your device at the end of each work day and reopening it again every morning.