Oops I Did it Again. Where are Documents Stored?

I forgot to dismiss my patient in YAPI and didn’t move signed documents to my PMS. They are gone by now.

Yes it happen occasionally. Not to worry. YAPI keeps signed documents for at least 30 days allowing you to move documents to your PMS in case you forgot to do it during the patient’s visit.

Here is how: Click on Tools button and select Administrative Tools then Retrieve Today’s Documents.

Select the document you want to restore and copy it to any location on your computer. Finally, import it into your PMS.

If you want to keep documents longer than 30 days, open Global Setup, select Documents tab, and change Keep documents property.

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