10 YAPI Hacks You Need to Know

There are often two ways to perform a task: a simple way and an even easier way. These 10 tricks will help you navigate YAPI with ease!

  1. Draw on documents with your finger or a stylus. Use your finger or a stylus to mark important areas or notes on any document. You can even provide a stylus for patients to sign documents if you wish.10 YAPI Hacks You Need to Know
  2. Protect sensitive patient information with the privacy feature. The orange bar on the left side of the dashboard activates the privacy screen. The screen will turn orange when you click the bar, hiding your YAPI screen. Simply click the bar again to return to normal view. This will not alter or remove anything in YAPI. Use this feature if you need to set down your iPad for a moment or if you talking to a patient.
  3. Prevent users from accidentally switching from YAPI or shutting it down. Multitasking gestures available on the iPad allow users to switch to the home screen to the multitasking bar and swipe right or left between apps. Patients can accidentally invoke these gestures, unexpectedly closing YAPI. To prevent users from switching out of YAPI by mistake, go to your settings tab. Swipe multitasking gestures off. 10 YAPI Hacks You Need to KnowAlternately, use the iPad guided access feature to completely lock the iPad so users do not accidentally shut down or switch from YAPI. To enable guided access, go to the home screen and follow this sequence: Settings > General > Accessibility > Guided Access. Turn guided access on. For further direction, see this post.
  4. Prevent iPad from automatically connecting to a guest or foreign wireless network. When you connect to your preferred Wi-Fi network, iPad remembers its credentials and automatically connects the next time. If the connection gets lost, it will attempt to automatically join another known network by selecting the first working Wi-Fi connection it can access. Sometimes the next known network is a guest or foreign network – one that you do not want to connect to. The solution is to tell your iPad to forget all Wi-Fi networks you don’t want to automatically connect to. Go to settings from your home screen. Tap Wi-Fi at the top left corner. There will be a list of all Wi-Fi networks in your vicinity. Find the network you want the iPad to forget, tap the blue blue i.png next to its name. Tap Forget Wi-Fi Network and iPad will no longer connect to it.forget wifi
  5. Master gestures for easier navigation.
    • Tap is the most common and basic gesture. It is like clicking with the left mouse button on a desktop computer. Tap to change tabs, select an item or select a date from the calendar.Screen Shot 2016-03-28 at 8.34.30 AM
    • Long touch can be used to invoke context sensitive popup menus. Tap and hold your finger on the screen for a few moments (1/2 second or more).Screen Shot 2016-03-28 at 8.34.47 AM
    • Pinch to zoom in. Place your thumb and index finger, pinched together, on the screen and spread them apart without loosing contact with the screen. You typically use this gesture to open a document.Screen Shot 2016-03-28 at 8.34.58 AM
    • Pinch to zoom out. Perform “pinch to zoom in” in reverse.Screen Shot 2016-03-28 at 8.35.06 AM
    • Swipe to flip through document pages, scroll through a document, the dashboard or schedule in huddle. Lightly drag your finger across the screen in any direction. Tip: use left or right swipe inside patient’s operatory or area to sign a document or fill a form.Screen Shot 2016-03-28 at 8.35.16 AM
    • Drag is typically used to move a patient from one area to another. Tap, hold, and while holding down, drag your finger. Release your finger when the patient’s avatar or object lands where you would like it.Screen Shot 2016-03-28 at 8.35.38 AM
    • Now, use these gestures to better navigate your YAPI dashboard:
      • Patient menu – invoked via long touch on patient’s avatar.
      • Document menu – invoked via long touch on or around clipboard icon.
      • Patient alert menu – invoked via long touch on patient’s alert area.
      • Area menu – invoked via long touch anywhere inside operatory or area.
      • Patient menu in huddle – invoked via long touch on patient’s avatar.
      • Document menu – invoked via long touch on document image.
  6. AirPrint documents from the iPad to your office printer. To enable printing in mobile YAPI, switch to the configuration tab and set enable AirPrint option to on.airprint.pngTo send a document to an air-print enabled printer, long touch the document and select print from the popup menu. Select your preferred printer and print! Your AirPrint enabled printer must be connected to the same Wi-Fi network as the iPad. This link provides you with a list of AirPrint-enabled printers.
  7. Take patient photos with the iPad. Find a patient on the dashboard and pull up the patient’s menu (long touch on patient’s avatar). Select the picture option and YAPI pops up with a camera view. Aim and take the photo. To zoom, tap the camera view and drag the slider at the bottom to zoom in or out. Accept the picture by tapping the use button or tap retake. There you go! The patient’s file has been automatically updated with the new image. You can set up the camera view so that it takes up only ¼ of the screen or keep it at full-screen size. Tap the configuration tab, scroll down to documents group and select camera size view. Then choose your preference.camera view.png
  8. Schedule training with a specialist straight from your dashboard. Choose the lifesaver icon from the dashboard and click schedule training. Fill out the form to complete your appointment details and schedule it for an available time that works for you. You will be given the option to add it to your Google calendar or iCal/Outlook from the app. Or, choose the lifesaver icon to schedule support. blob1455152053807
  9. Customize an operatory on the practice dashboard. You can add, delete or rename operatories on your practice dashboard. Click the setup and manage button on the top of the dashboard and select global setup. Select the operatories tab on the global setup screen. Make sure you do not have current patients on the YAPI dashboard or you will not be able to modify. Now you are able to delete, rename or add an operatory. Make sure to save any adjustments. Select another operatory on the list to indicate that you are done. Click save again and close the global setup screen. If you have added a new operatory, it will appear on the top left corner above the check-in area. Simply move the new operatory into the space you would like. Save the new dashboard layout by following this sequence: right-click the grey area between operatories and select Dashboard Layout > Store Layout. Share the new dashboard layout with other workstations by selecting share layout.
  10. Take a photo of a patient’s document and never scan again! YAPI is meant to be a true paperless software. You can’t control whether your patients are paperless at home. But if they present you with a piece of paper, you can take a photo of it instead of scanning. This also prevents you from having to leave the desk to go to the scanner. Use the iPad to snap a photo of a patient’s paperwork from another office or an insurance card or driver’s license – anything you would typically need to scan. On your YAPI app, hold your finger on the document area and select “add from camera.” Take a photo and choose “use photo.” To see the patient’s document photo, swipe your finger over the patient’s area to select the “image from camera” document. The document can then be found in the document viewer.

Be on the lookout for follow-up articles with more little-known tips and secrets that we want to share with you! Have you discovered any YAPI hacks of your own?

Related: Streamline Office Flow with Custom Patient Alerts

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