Dentrix integration module installs several Dentrix specific forms. Unlike YAPI generic forms, those forms are tailored to fit tightly into Dentrix data model and workflow. In other words, those forms collect medical history data that Dentrix is looking for allowing update Dentrix 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 Dentrix 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 Dx form


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

To abandon form and return back to form selection tap Forms and Documents button at the top left corner.

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 Conditions currently defined in Dentrix. YAPI fills Medical Conditions based on the patient’s data in Dentrix. Patient should verify whether all appropriate boxes are checked and tap I checked all that apply button at the bottom before leaving the page


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


Let’s assume that the patient added new allergy – Penicillin, new medication – Prozac, and moved to the last page.

The last page contains few more questions, a free form comment field, 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 Dentrix, and move signed document to Document Center. Note that YAPI Dashboard 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.


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 View Data from context menu.


Data Viewer presents Medical Problems, Allergies,Medications, etc allowing you to check selections made by the patient.

Fields in yellow are those that were changed by the patient. Mouse over a yellow field to reveal old values/selections.


Click Import button to proceed.

Finally, if you selected Send to Document Center check-box on above screen, YAPI will prompt you for the location of the document in Dentrix Document Center and for a short note. Note that Type list contains all Categories used in Dentrix Document Center.


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