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YAPI Help Center

Forms Templates

Yapi Leap provides dozens of pre-made forms templates you can use so you can start sending forms to patients right away! This in-app lists allows you to browse our full offering and send the forms you want to your library any time you want. And if you've made edits to a pre-made form but want to start over, there's a clean copy always waiting here for you.

Important

While these are standard forms used across the dental industry, you should always consult an attorney before using any forms with patients.

Parts of the Forms Tab on the Templates Page

To get to the Forms tab of the Templates page, click Settings > Practice Settings > Templates. The Templates page defaults to the Forms tab.

Important

Only users with Admin privileges can access this page.

Forms tab of the Templates page with several items labelled, described in the table to the right.

One.

Search and Filter

Type into the search box to find the form you're looking for or filter by language and category.

Two.

Language

Shows the languages each pre-made form is available in. When you send a form to your library, the form will be available to patients in each of these languages.

Three.

3-Dot Icon

This icon opens a menu of quick actions including:

  • Duplicate - Creates a copy of the template and sends it to your Forms Library.

  • Export - Downloads the form to your computer as a ZIP file that you can import to Leap at another practice location.