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YAPI Help Center

Creating a New Form from Scratch

While Yapi Leap has plenty of forms for you to get started out of the box, you can also create your own custom forms using the Form Editor. To get started, just use the instructions below.

Tip

Want a shortcut? Instead of starting from scratch, you can use an out-of-the-box Leap form as a starting point instead! Click here to learn more.

Note

Don't see a Save button? That's by design! Leap automatically saves your form at each step - no need to click a button.

Starting a New Form (Required)

To get your new custom form started, follow the steps below.

  1. Click Settings from the menu on the left and select Practice Settings.

  2. Click Forms Library and Editor.

  3. Click +New Form and select Create from Scratch to open the Form Editor.

  4. Enter a name for the form. Use a descriptive name that you'll remember, especially if you have other forms that are similar.

  5. Select a Form Type. This helps you organize your forms so when you're on the main Forms Library and Editor page, you can use filters to find them quicker.

  6. Select the Eaglesoft Import Category for this form. This tells Leap which folder in Eaglesoft to file the form to once a patient fills it out.

Adding Questions (Required)

To add questions to your form, use the instructions below.

  1. Depending on the type of form you're making, there are some required questions you need to add first. For the type of form you're making, just click each question type on the right and drag it onto the space labelled Drag and drop fields here...:

    • Patient information forms: Add the Patient Info and Contact Info questions.

      Note

      The parts of these questions can't be modified or reordered except for State and ZIP. You can change the names of these (for example, to Province and Postal Code if you're in Canada) by double-clicking on them and typing in a new name.

    • Medical history forms: Add the Medical Conditions, Allergies, and Medications questions. Optional: Click into each each question and toggle Yes/No Input to on (orange) if you want patients to answer Yes or No for having each condition/allergy/medication.

      Note

      These lists reflect the lists you have set up in Eaglesoft. If you need to make changes to your list of medical conditions, follow the steps in Editing the Medical Conditions on Your Form and the changes will be reflected on your form!

    • All other forms: No particular questions are required for other types of forms. Skip to the next step!

  2. Drag any question type or other element from the grey box on the right onto your form on the left. Then click on the questions on your form to modify them however you like! We recommend you experiment with each question and element to learn how it works but you can learn more by checking out Drag-and-Drop Questions in the Form Editor:

    Tip

    Whenever you drag, an orange bar will show you where the question will go once you drop it.

  3. Optional: Click +Add Tags on any question you'd like to turn into a data-integrated question. This means Leap automatically updates the patient's record in Eaglesoft when the form gets filed. You'll see a message in the lower left of the screen saying the page has been successfully updated once the tag is added. Refer to Question Tags to see a list of all tags available.

Adding Logic Rules to Questions (Optional)

Using Logic Rules, you can show or hide other questions on your form based on a patient's answer. For example, if you ask a patient whether they have insurance, you could use a Logic Rule to hide all the questions asking for insurance information if they answer "No." You can also use Logic Rules to make other questions required or optional.

Logic Rules can be added to these types of questions:

  • Text Box

  • Multiple Choice

  • Dropdown

  • Yes/No

  • Rate

To add a Logic Rule follow the steps below.

Tip

We recommend adding all of your questions to the form first before coming back and adding any Logic Rules. For an example of logic rules, refer to Using Groups, Grids, and Logic for Forms.

  1. Select the question you'd like to add a Logic Rule to (the question that the answer depends on).

  2. Click Add Logic Rule at the bottom of the question.

  3. In the WHEN box, you'll see the question you selected.

    1. From the Operation dropdown menu, choose one:

      • NOT EMPTY - Applies your rule once a patient has answered this question, regardless of what their answer is.

      • EQUAL - Applies your rule when a patient chooses a specific answer.

      • NOT EQUAL - Applies your rule when the patient does not choose the answer you specify.

    2. If you chose EQUAL or NOT EQUAL, in the Value dropdown menu, select the answer this rule applies to. For example, if you want to hide or show another question based on a "Yes" answer, choose "Yes" from the list.

    Tip

    If you want, you can add another condition for the same question by clicking the OR/AND dropdown. Select AND if you want your rule to apply in both cases. (For example, to show a question asking if a patient is interested in teeth whitening, a must patient answer that they're both a Smoker AND Coffee Drinker.) Select OR if only one if these things needs to be true.

  4. In the THEN box:

    1. In the Action dropdown, select the effect you want this patient's answer to have on another question (to hide it, show it, make it required, or make it optional).

    2. In the Add Question dropdown, select the question you want to affect based on the patient's answer (the question you want hidden, shown, made required, or made optional).

    Tip

    To add multiple effects (like hiding a question AND making it not required), click +AND and add another Action - and the question it applies to - in the THEN section.

  5. Click Done. You'll see a message at the bottom of the page confirming your rule was saved.

Adding a Header & Footer (Optional)

If you want, you can add a header, a footer, or both to your custom form by following the steps below.

  1. For a header, click the grey box labelled Click to add header title or, for a footer, click the grey box labelled Click to add footer title.

  2. Click the Add a header title box for the header, or click Add a footer title and start typing to add a title to the header or footer of your form.

  3. Optional: Add an image to the header by doing one of the following:

    • Drag & Drop - On your computer, locate the image you want to use, then drag and drop the file into the Upload image box.

    • Click to browse - Click the Upload image box. In the window that opens, locate the image file from your computer that you want to upload, select it, and click Open.

Changing the Form's Settings (Optional)

Use the instructions below to change your form's settings, like whether the form has separate pages, what languages it's available in, and the format for dates and times.

Important

These changes apply ONLY to the form you're currently working on.

  1. Click the Settings button.

    • Paging vs Scrolling - In the General tab, set the form to Paging if you want the form to have individual pages that a patient clicks through. Set it to Scrolling if you want the form to be one long scrollable page.

    • Date & Time Format - To change the format for dates and times (for example, if your practice is in a country other than the US), click the Date/Time tab and select your preferred formats.

    • Languages - To make this form available in other languages, toggle on Multi languages form in the Languages tab. Then select the available languages and the default language for the form. (You'll then translate your questions in Step 3 below.)

  2. Click Done.

  3. If you made your form available in languages other than English in Step 1:

    1. Close the Settings pop-up. Then click English at the top of the Form Editor and select another language.

    2. Type in the text of the questions in the selected language. (You may need to ask a translator or native speaker in your office to help you.)

    3. Repeat these steps for each language you want the form available in.

Previewing & Activating the Form

Use the instructions below to see what your form will look like and activate it so your team can give it to patients.

  1. Click the Preview button.

  2. Optional: By default, the preview shows what the form looks like on a computer desktop, but you can click the tablet Tablet preview icon. or phone Mobile preview icon. icon to see what the form will look like when filling it out on one of these devices.

  3. Click Activate.

    Note

    If you're not ready for your team to use this form with patients, you can skip this step and leave the form as Inactive. Just remember to return and activate it later!

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