Yapi’s Fully Integrated Eaglesoft Medical History Form
With the 7/16/25 release, Yapi has created new Medical History Form that integrates directly with Eaglesoft. You'll need to decide whether you want to use the integrated Medical History form or continue using the Leap version. Click a link below to learn about each option.
The integrated Eaglesoft Medical History form is automatically available in your Forms Library. Since you don't want it, we recommend disabling the form so it doesn't accidentally get assigned to a patient. Use the instructions below to disable the form.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
In the Forms tab, find the integrated Eaglesoft medical history form. The name of the form will depend on what you've named it in Eaglesoft. Just look for a form that says it was last modified by Eaglesoft in the Modified by column.
The form is currently listed as Active in the Status column, click the 3-dot icon at the end of the row and select Inactivate.
Use the instructions below to update your Leap settings to use the new integrated Eaglesoft Medical History form.
Step 1: Review then Activate Your Medical History Form in Eaglesoft
The goal of this step is to make sure you've got Medical History forms ready so that you don't need to make edits once you start using the form with patients.
Review any active Medical History form(s) in Eaglesoft and deactivate any forms you don't want to use.
Log into Leap to preview the synced Medical History form(s).
Pay special attention to long lists of Medical Conditions/Allergies/Medications. The default question type for these is Yes/No radio buttons but checkboxes with multiple columns can also be set up in Eaglesoft.
Have the clinical team review the form. Since they will work most with the patient, it's important they understand how the form looks and works. Make sure they're confident in the form before starting to use it with patients.
Optional: If you need to make adjustments to the form, log into Eaglesoft and edit the form. Refer to Customizable Medical History and Patient Registration Forms
on the Patterson website for additional information. Don't forget it'll take about 5 minutes to see the changes in Leap, once the form syncs.
Step 2: Inactivate Any Other Active Medical History Forms
The integrated Eaglesoft Medical History form is automatically available in your Forms Library. Since you want to use it, we recommend disabling any other active Medical History forms in your library. Use the instructions below to disable the form.
Click Settings from the menu on the left and select Practice Settings.
Click Forms Library and Editor.
In the Forms tab, find your any old Eaglesoft Medical History form that you've used in the past, then click the 3-dot icon at the end of the row and select Inactivate. Click here if you need detailed instructions.
Repeat step 3 for every old Medical History version that shows as active. Once you're done, you should only see 1 active Medical History Form in your library. You'll know it's the integrated version if you see Eaglesoft in the Modified by column.
Step 3: Update Your Packages
Review any existing packages that include the old Medical History Form. You'll either want to replace the form in your packages or create new packages altogether
To update an existing package with the integrated Medical History form:
Remove the old forms from your new patient package(s) using these instructions.
Add the new integrated Medical History form to the package(s) using these instructions.
To create a new replacement package using the new forms:
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 (nice job for consolidating!), get those cleaned up by deleting your old packages.
Step 4: Update Your New Patient Welcome Text Appointment Reminder
Now let's make sure your new forms and packages are sent with your appointment reminders:
In the left-hand menu, click Settings, then Practice Settings, and select Patient Reminders.
New Patient Welcome - Text Message:
If you just updated your existing packages in the previous step, you're all done! (Nice job 😁)
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.