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YAPI Help Center

Downloading a Patient's Form

If you need to download a form for a patient, follow the steps below to download the form to your computer as a PDF.

Note

If a form was already filed automatically into Eaglesoft, you won't be able to download it from Yapi Leap. Download it from Eaglesoft instead.

Downloading a Patient's Completed Form Before Their Appointment

Use the instructions below to download a completed form prior to a patient's appointment.

  1. Click Forms in the menu on the left.

  2. Find your patient in the Pending Forms tab either by scrolling down or search for them using the search bar.

  3. Click on the down arrow Down arrow icon. to expand the row.

  4. Find the form you'd like to download.

  5. Click the 3-dot icon 3-dot icon. at the end of the row and select Download. The form then downloads as a PDF.

Downloading a Completed Form for a Patient Checked In

Use the instructions below to download a completed form for a patient that's currently checked in.

  1. Click Forms in the menu on the left.

  2. Find your patient in the In Office Patients tab.

  3. Click on the down arrow Down arrow icon. to expand the row.

  4. Find the form you'd like to download.

  5. Click the 3-dot icon 3-dot icon. at the end of the row and select Download. The form then downloads as a PDF.

Downloading a Completed Form for a Checked Out Patient

Use the instructions below to download a completed form for a patient that's already been checked out.

  1. Click Forms from the menu on the left.

  2. In the Outstanding Tasks tab, find the patient's form that you want to download.

    1. Optional: Use the Tasks or Provider filter to narrow down the list of forms that display on the screen.

  3. Click the 3-dot icon 3-dot icon. at the end of the row and select Download. The form then downloads as a PDF.

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