Before you install Patient Information online form you will need to upload medical conditions used in your PMS.

Click Tools button on the top of YAPI Dashboard, Select Administrative Tools, Medical Condition List.

1

YAPI presents the list of medical conditions defined in your PMS. If the list is empty or to refresh the list click From PMS button.

2

Click Save button to upload the list. When YAPI confirms upload, click Ok button to continue.

4

Now go to your public online documents to install Patient Information online form.

Click Setup and Manage button on the top of YAPI Dashboard, select Manage Documents and Templates.

5

Go to Public tab and click Get button to download the list of available public forms.

6

Select Patient Information online form with the left mouse button down and select Install locally and initialize for use option.

7

Green check-box indicates that the form is initialized and is ready for use

8

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