Always restart YAPI Service after your Practice Management Software update. Since YAPI Service may have database files opened which may interfere with PMS update, stop YAPI service before the update.
Dentrix Mail Merge feature allows you to generate lists of patients who meet specific criteria. Those lists can be easily imported into YAPI as Interest Lists to be used in your e-mail campaigns.
In this article we will show how to export the list of patients with remaining insurance benefits from Dentrix, import it into YAPI, and create end-of-year Use It or Lose It e-mail campaign.
Export Data from Dentrix
Open Dentrix Office Manager, click on Letters and select Misc in Letters Continue reading → Create Interest Lists using Dentrix Mail Merge Feature
YAPI Service requires nightly shutdown and restart when running with Dentrix G5. Please make sure that you schedule YAPI Service shutdown 20 minutes after YAPI housekeeping and prior to Dentrix G5 data export. Start YAPI Service at least 60 minutes prior to opening hour.
Here is how to schedule YAPI Service Shutdown/Restart..