YAPI Help Center

Use these instructions to get the updated medical history and dental history from the Form Templates page. These new forms are called "Med History - Eaglesoft" and "Dental History".

Optional: If the legal age of a minor is over 18 in your state (for example, Alabama, Nebraska, or Mississippi), update the form you just brought over to edit the question and update change the age to the appropriate age for your state.

1. Click the blue View Duplicated Template link at the top of the Forms tab on the Templates library.

2. Open the form "Med History - Eaglesoft" or "Dental History form"

3. Click Edit to open the form.

4. Click on the "Is the patient 18 or older?" question.

5. Change the 18 to whatever number you'd like. You can even rephrase the question. Just make sure change it too much since the logic rules are intended to tell whether the patient is an adult or child.

If your old Medical and Dental History forms were automated, set automation on each of the new ones too.

Keep your existing medical and dental history forms active for a little while, just in case any patients are in the middle of completing them. Patients who already started the existing forms won't get the new ones automatically.

Optional Medical History Spanish Translation: If you want your Medical History form available in Spanish, you'll need to add translations for your practice's list of medical conditions and allergies:

1. Refer to our Spanish Translations for Medical Conditions & Allergies article to see a list of common medical conditions & allergies that have already been translated for you.

2. Now open the form from your Form Library to add the translations:

   1. Click the Translations button (it probably says "English" right now) and select the language you want to provide a translation for. Your form now shows placeholders for all the questions you've already added in English.

   2. Click on the Medical Condition or Allergies question to edit the question.

   3. For each medical condition or allergy, copy the translation from the translation article and paste the translated medical condition or allergy into the field. Each time you click away from a question, Leap will automatically save it and you'll see a message confirming this at the bottom of the page.

   4. Repeat steps ii and iii for each medical condition and allergy that you need to add Spanish translations for.

Remove the old forms from your new patient package(s) using these instructions.

Add the new Med History - Eaglesoft and Dental History forms using these instructions.

Create a package with with the new forms using these instructions.

To set automation for the new package, use these instructions.

If your new package replaces a couple old ones (good for you for consolidating!), get those cleaned up by deleting your old packages.

In the left-hand menu, click Settings, then Practice Settings, and select Patient Reminders.

New Patient Welcome - Text Message:

1. If you just updated your existing packages in the previous step, you're all done! (Nice job 😁)

2. If you created a new package, use these instructions starting at Step 3 to update your New Patient Welcome Text Message with the new package.

Use these instructions to get the updated medical history and dental history from the Form Templates page. These new forms are called "Med History - Eaglesoft" and "Dental History".

Now compare your customized form with the updated "Med History - Eaglesoft" and "Dental History" forms and make note of any questions you added to your customized form that you want to continue using.

Open Yapi's updated "Med History - Eaglesoft" or "Dental History" form that you brought over from the Templates library in step 1.

Add your customized questions to the form. Just drag and drop questions onto your form from the right panel based on the questions you made note of in step 2. Repeat this step for each question you'd like to add to the form.

Optional Medical History Spanish Translation: If you want your Medical History form available in Spanish, you'll need to add translations for your practice's list of medical conditions and allergies:

1. Refer to our Spanish Translations for Medical Conditions & Allergies article to see a list of common medical conditions & allergies that have already been translated for you.

2. Now add the translations to your form:

   1. Click the Translations button (it probably says "English" right now) and select the language you want to provide a translation for. Your form now shows placeholders for all the questions you've already added in English.

   2. Click on the Medical Condition or Allergies question to edit the question.

   3. For each medical condition or allergy, copy the translation from the translation article and paste the translated medical condition or allergy into the field. Each time you click away from a question, Leap will automatically save it and you'll see a message confirming this at the bottom of the page.

   4. Repeat steps ii and iii for each medical condition and allergy that you need to add Spanish translations for.

Preview and activate the form once you're done customizing it.

Remove the old forms from your new patient package(s) using these instructions.

Add the new Med History - Eaglesoft and Dental History forms using these instructions.

Create a package with with the new forms using these instructions.

To set automation for the new package, use these instructions.

If your new package replaces a couple old ones (good for you for consolidating!), get those cleaned up by deleting your old packages.

In the left-hand menu, click Settings, then Practice Settings, and select Patient Reminders.

New Patient Welcome - Text Message:

1. If you just updated your existing packages in the previous step, you're all done! (Nice job 😁)

2. If you created a new package, use these instructions starting at Step 3 to update your New Patient Welcome Text Message with the new package.