Preparing to Convert to Yapi Leap (Existing Users)
We're excited for you to use Yapi's new web app: Yapi Leap! Below, you'll learn what you need to do to get access and to help your team get started too.
Consultation Appointment
Before you can use the new web app, you'll need to meet with your Customer Success Manager to discuss what the app offers and determine the best plan of action for your practice. During this consultation appointment your Customer Success Manager will:
Walk you through features available in Yapi Leap and answer questions about how Leap may impact your practice's workflow.
Discuss whether your office uses Eaglesoft's OnSchedule Templates feature and how Yapi Leap supports the use of this feature.
Schedule time for our Technical Support team to update and configure your service for Leap.
Determine whether you'd like additional training for your staff and schedule any training sessions you need.
Post Consultation Tasks
After your initial consultation, there's some work needed to move on to the next step of this conversion process:
Your Next Steps | Our Next Steps |
|---|---|
Log into Eaglesoft and check:
| We'll capture the following information:
|
Remote Installation
At your scheduled appointment time, a member of Yapi's Technical Support team will call to remotely connect with your practice's server and install the files needed to use Yapi Leap.
During this time, your office will experience a short disruption to your Yapi service (just a few minutes) while the technician reboots it. Otherwise, you'll have full access to both Yapi and Eaglesoft during the appointment.
Product Walk-Through and Optional Training Sessions
Once we've installed Leap, your Customer Success Manager will walk you through how to use the new platform and schedule an additional 30-minute Yapi Leap Training session if you need it.