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YAPI Help Center

Forms Settings

Yapi Leap allows you to link in-office devices for use with forms, set automatic filing for forms patients complete before their appointment, and add automation to forms so they send automatically with appointment reminders.

Forms Settings Overview

Parts of the Forms General Settings Page in Leap

To get to the General Settings page for Forms, click Settings > Practice Settings > Forms Library and Editor and click the General Settings button.

Important

Only users with Admin privileges can access this page.

Forms General Settings page with several items labelled, described in the table to the right.

One.

In Office Devices

This section is where you can link and manage in-office devices you use for giving forms to your patients (like tablets and computer kiosks).

Two.

Device Name

All devices that your team has linked to Leap show here with the name they gave each device.

Three.

Enable

Here, you can enable or disable linked devices for use with Leap. For example, you may want to disable a device that's out for repair so your team doesn't accidentally assign forms to it.

Four.

Add Device Button

Click this button add a mobile device or a computer to your list.

Five.

Link Device

Click this to link a device once you've added it to your list.

Six.

Global Form Automation Rules

Select the Automatic Filing Before Appointment checkbox to have Leap automatically file forms into Eaglesoftthat patients have completed ahead of time. (This doesn't apply to forms that need a provider signature.)

Note

While forms automation is a Forms setting, it's not shown on the General Settings page. Instead, you can set forms automation in the context of other pages by following the instructions in Forms Automation.

In this section: