Patterson EagleSoft integration module installs several EagleSoft specific forms. Unlike YAPI generic forms, those forms are tailored to fit tightly into EagleSoft data model and workflow. In other words, those forms collect data that EagleSoft is looking for allowing update EagleSoft  database with just few mouse clicks and without leaving YAPI.

This article provides step by step instructions on how to use Medical History Update Form and how to transfer collected data to EagleSoft database.

Find a patient on Dashboard, invoke patient’s document menu – tap and hold on or around clipboard icon (more on gestures here), select Sign Document option.

Shortcut: swipe left or right inside patient’s operatory or area.


Select Medical History Update Es form


Once the form is presented let your patient have the iPad to continue with the form.

Medical History Update form has three pages. The patient navigates from one page to another by tapping Next or Back orange buttons at the bottom of each page or simply swiping left or right with a finger. Note that YAPI won’t allow moving to the next page if the current page is not complete or contains erroneous data.  Data fields and controls that require patient’s input or selection are highlighted  with yellow.

The first page contains non-editable patient’s first and last name and the list of Medical ConditionsYAPI fills Medical Conditions based on the patient’s data in Patterson EagleSoft. Patient should verify whether all appropriate boxes are checked and tap I checked all that apply button at the bottom before leaving the page.

If EagleSoft recognizes more than 64 conditions the list will be larger than the page and the patient is required to scroll list down till the end of the list before leaving the page. The following error message will alert the patient if not all medical conditions were visible.


Let’s assume that the patient selected new condition – Rheumatism , confirmed that he/she checked all that apply conditions, and moved to the next page.


Form’s second page allows patient to enter his/her additional health conditionst, answer several questions, and enter allergies and medications. Note that YAPI fills all fields based on the current  information available in EagleSoft.

Let’s assume that the patient added few medications and added doctor’s name.


The last page contains few more questions and the signature box. Patient should finish required fields, sign at the bottom, and tap Save button.

If the patient misses the signature field or the signature doesn’t contain enough “ink”, an error message will popup and the signature field will wiggle.


Once form is submitted it will show up on the Dashboard. Note that the Virtual Document Folder’s icon will change to  documentalert2 indicating that the folder has a document that contains patient’s data (more on Virtual Document Folder icon).


The next step would be to open newly created document, review data, update EagleSoft, and move signed document to SmartDocs. Note that YAPI will automatically reflect all changes.

On the Desktop, select Virtual Document Folder with the right mouse button down to open folder’s context menu and select Show Documents.  Alternatively, you can click on the area’s toolbar button documentalert.


Document Viewer will show up. Note that document’s entry at the left will have +Data indicating that the document contains patient’s data.

Select  the document at the left with the right mouse button down, then select Import Data from context menu.


Data Viewer presents data entered by the patient. Note that field in yellow indicate that the changes were made.

Resting mouse pointer on top of Medical Conditions presents a bubble that lists all selected items. Please note Rheumatism  which was added by the patient,esmc

You need to verify data, update if necessary, select your provider/staff id from the list, and click Import button to store data in EagleSoft.


Finaly, send signed document to EagleSoft SmartDocs.


Later you can open patient’s Medical History to confirm that patient’s record was updated successfully.



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