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YAPI Help Center

Editing a Form

If you ever need to make edits to your forms, follow the instructions below.

Note

When you make edits, changes won't be reflected on forms that patients have completed in the past or forms that patients currently have open and are working on. But if a patient was sent forms and they haven't starting filling them out yet, they'll see the latest version.

Tip

Want to customize a form Yapi Leap has provided out of the box? Just duplicate the form first, then start at Changing the Questions.

Opening the Form to Edit It

To open your form in the Form Editor so you can make changes:

  1. In the left-hand menu, click Settings and select Practice Settings.

  2. Click Forms Library and Editor.

  3. Scroll down to find your form and click on its name.

    • Optional: If your library has a lot of forms, use the search bar to search forms by name or click the filter icon Filter icon. to filter your list of forms by language or form status.

  4. Click Edit. If you don't see the Edit button, click Inactivate first, then the Edit button will appear so you can click it. This opens the form in the Form Editor so you can make changes.

    Note

    Why do I need to click Inactivate to see the Edit button? Inactivating a form is a safeguard to make sure that patients can use the form without seeing changes or errors as you edit.   Once the form is set back to Active, any patients assigned the form after that will see the updated version.

Changing the Questions

Use the instructions below to change the questions on your form.

  1. To edit existing questions, just click each question and make your changes.

    Note

    Need to edit the conditions, allergies, or medications that appear on your Medical History form? Just follow the steps in Editing the Medical Conditions on Your Form and the changes will be reflected on your form!

  2. To add questions, drag any question type (or other element you like) from the grey box on the right onto your form on the left. Then click on the questions on your form to modify them.

    Tip

    Want to learn more about the types of questions you can use in a form? Check out our topic Drag-and-Drop Questions in the Form Editor.

  3. To reorder questions, just click a question and drag it up or down on the form.

  4. To delete a question, just hover over the question and click the orange Delete icon Orange trashcan delete icon..

Changing a Form's Name and Category

Use the instructions below to change a form's name and/or category.

  1. While the form is open for editing, change one or all of the following fields:

    • Form Name - Type in a new form name.

    • Form Category - Select a new category for your form.

    • Eaglesoft Import Category - Select the folder in Eaglesoft where you want the form to file to when a patient completes it.

  2. That's it! Leap auto-saves your changes.

Editing the Header & Footer

Use the instructions below to edit your form's header and/or footer.

  1. Hover over the header or footer, and click the grey box that appears, labelled Click to Edit Header (or Click to Edit Footer).

  2. To edit:

    • Just the title: Click on it and change the text or use the formatting bar that pops up to change its size, style, or alignment.

    • The image and title:

      1. Click the trash can icon. The deletes the entire header or footer so you can add a new image and title.

      2. Click Yes when asked if you want to clear the page. (Don't worry; this only deletes the header or footer, not the whole form page.)

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

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

        2. 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.

      4. Click the Add header title or Add footer title box and start typing to add a title in the header or footer of your form. Use the formatting bar that pops up to change its size, style, or alignment.

    Note

    A header or footer image can't be changed without also removing the header/footer title. The entire header or footer needs to be deleted to add a new one.

Changing the Form's Settings

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.

    • 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.)

    • 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.

  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.)

      Note

      For Medical History Forms, you won't be able to translate medical conditions, allergies, or medications just yet. We're working on adding that option in a future release.

    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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