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YAPI Help Center

Your User Profile

In Yapi Leap, your Profile contains basic information about you - including your name and the email you use to log in - as well as other personalized settings. What you're able to view and edit on your Profile depends on whether you're a User or an Admin.

Tip

Not sure if your an Admin or a User? Click Settings in the left-hand menu. If you see "Profile," you're a User. If you see "Users," you're an Admin. 😊

Parts of the Non-Admin User Profile Page in Leap

To get to your Profile page, click Settings > Profile.

To get to the General Info tab of your Profile, click Settings > Profile. The General Info tab shows by default.

General Info tab on a user’s Profile page with several items numbered, described in the table to the right.

One.

First and Last Name

This is your first and last name as it appears on your Profile. Your first name and last initial also identify things you did in Leap, like texting or emailing a patient, and which patients you have scheduled on the homepage if you're a provider.

Two.

Mobile Phone

Your mobile phone is included here for use with future enhancements to Leap. We don't use this number to communicate with you.

Three.

Email Address

Your email is used only to log you into Leap, retrieve your password if you lost it, and for office management to invite you to use Leap at other office locations (if you have them).

Four.

Position

Here, you can set your position at the practice (or what's closest to the options in the list).

To get to the Notifications tab of your Profile, click Settings > Profile > Notifications.

Notifications tab on a user’s Profile page with several items numbered, described in the table to the right.

One.

Inbound texts

Enabling this toggle allows you to get notifications in the Notifications panel when a patient texts your practice. If you have browser notifications enabled, you'll also see a pop-up notification when your practice gets a text.

Two.

Mass texts sent

Enabling this toggle allows you to get a notification in the Notifications panel someone from your practice sends a mass text to patients. If you have browser notifications enabled, you'll also see a pop-up notification when someone sends a mass text.

Three.

Appointment booked via Online Scheduling

Enabling this toggle allows you to get a notification each time a patient books an appointment via Online Scheduling. If you have browser notifications enabled, you'll also see a pop-up notification each time a patient books online.

Parts of the Admin User Profile Page in Leap

To get to your Profile page, click Settings > Users and click your name in the list.

To get to the General Info tab of your Profile, click Settings > Users and click your name in the list. The General Info tab shows by default.

General Info tab on a user's Profile page with several items numbered, described in the table to the right.

One.

Deactivate Button

You'll see this button on all user Profiles but it's greyed out on yours because you can't deactivate your own account.

Two.

First and Last Name

This is your first and last name as it appears on your Profile. Your first name and last initial also identify things you did in Leap, like when you text or email a patient, edit a form in the Library, or update a text template. This also helps to identify which patients you have scheduled on the homepage if you're a provider.

Three.

Mobile Phone

Your mobile phone is included here for use with future enhancements to Leap. We don't use this number to communicate with you.

Four.

Email Address

Your email is used only to log you into Leap, retrieve your password if you lost it, and for office management to invite you to use Leap at other office locations (if you have them).

Five.

Position

Here, you can set your position at the practice (or what's closest to the options in the list).

To get to the General Info tab of your Profile, click Settings > Users and click the your name in the list. Then click User Info.

User Info tab on an admin's Profile page with several items numbered, described in the table to the right.

One.

Eaglesoft ID

If your Eaglesoft ID hasn't already been linked, select your ID from the dropdown menu to link your Leap account to your Eaglesoft ID (if you have one). This makes it easier to track your activity across both systems.

Two.

Preferred Name

Here, you can entered a preferred name that you usually goes by.

Three.

Color

Adding a color helps you easily find which actions you've completed in Leap (like texts to a patient or forms you've edited in the Library) and, if you're a provider, which patients on the schedule are assigned to you.

You can set this color to match the color assigned to your appointments in Eaglesoft or to just pick your favorite!

To get to the General Info tab of your Profile, click Settings > Users and click your name in the list. Then click Notifications.

Notification tab on an Admin's Profile page with several items numbered, described in the table to the right.

One.

Inbound texts

Enabling this toggle allows you to get notifications in the Notifications panel when a patient texts your practice. If you have browser notifications enabled, you'll also see a pop-up notification when your practice gets a text.

Two.

Mass texts sent

Enabling this toggle allows you to get a notification in the Notifications panel someone from your practice sends a mass text to patients. If you have browser notifications enabled, you'll also see a pop-up notification when someone sends a mass text.

Three.

Appointment booked via Online Scheduling

Enabling this toggle allows you to get a notification each time a patient books an appointment via Online Scheduling. If you have browser notifications enabled, you'll also see a pop-up notification each time a patient books online.