User Management
In Yapi Leap, what and who you can manage depends on your level of access (User or Admin). You'll see different options in Leap's Settings menu based on that access:
Users have access to perform everyday tasks like communicating with patients, viewing patient information and appointments, managing patient forms, and checking patients in and out. Users can also manage their own user Profile but can't view or change any other settings in Leap.
Admins have access to all the things Users do but can also manage other users, set up Leap features and edit settings, and create and edit forms.
Here's a more comprehensive list of what Users and Admins have access to do in Leap:
Access | Users | Admins |
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Viewing the practice's daily schedule on Leap's homepage |
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Viewing patient information |
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Checking patients in and out |
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Filling appointments |
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Verifying patients' insurance |
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Sending email campaigns and individual emails |
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Texting |
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Sending, filing, and signing forms |
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View notifications |
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Editing their own user profile |
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Editing other users' profiles |
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Editing practice information |
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Editing practice settings for Leap features like Online Scheduling, Appointment and Recall Reminders, Insurance Verification, and Reviews |
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Creating and editing forms, package, and templates |
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Tip
Need to change someone from a User to an Admin or vice versa? Check out Changing an Employee's Yapi Leap Settings (Contact Info, Color, etc.).