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YAPI Help Center

Creating a New Forms Package

To create a new package of forms that your team can assign to patients, use the instructions below.

Tip

Packages are great for new patient intake forms, patient information and medical history updates, and consents for procedures that are often done together.

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

  2. Click Forms Library and Editor.

  3. Click +New Package.

  4. Enter the name of your new package and click Next.

  5. Click on each form you'd like to add to the package.

    Note

    This window shows only active forms in your Library.

    • Optional: To find your forms quickly, use the filter Filter icon. at the top to narrow down your list of forms to only certain types like Consent, Intake, Patient Information, or Medical History.

  6. Click Save. In the Packages tab, you'll now see the package you created in your list and can click the down arrow Down arrow icon. next to it to view its contents.

  7. To activate the package so your team can assign it to patients, make sure you're on the Packages tab. Click the 3-dot icon 3-dot icon. next to your package and select Activate. You'll then see a message at the bottom of the page confirming your package was set to Active. You'll also see the package's status change to Active in the Status column.

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