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Welcome!
Let’s get started!
v
b
Click here to learn more!
Hi! I am Christina,
your
customer success coach.
Designed by a Dentist,
loved by dental office managers,
dental assistants and dental hygienists just like you!
Yes, there is an “I” in YAPI,
It was designed for everyone on your team!
v
b
Click here to learn more!
Features:
True Paperless
Practice Dashboard
Digital Routing Slip
Intra-Office Messenger
Virtual Huddle
KPI
Even More Features:
Automated Recall
Appointment Reminders
Patient Engagement
Patient Surveys
Online Review Generation
Awesome Live Support
Benefits:
 Streamlines patient check-in and appointment time
 Eliminates unnecessary printing and shredding
 Reduces data-entry mistakes
 Reminds of important actionable steps
 Improves team communication and collaboration
 Automates daily repetitive tasks
 Saves valuable time
v
b
Of course, just like with anything new, there is a
Learning Curve!
Introduction to
Dashboard
Dashboard is like your control tower and
communication hub!
• Switch between Normal View and Compact View
• Activate Privacy Screen
• Find Help Button
• Find Search Button
• Find Communications Tower
• Find Huddle
• Find Document Queue
Let’s Practice
Patient Flow
Management
As you move patients, you instantly share
information about patient’s readiness for
treatment, important alerts and other vital
information with the rest of your team – with just
one drag of the mouse. Cool!
• Check-in Patient
• Locate Patient Avatar and review Appointment Info
• Locate Appointment Provider Avatar
• Right Click to change Provider
• Locate and mouse over Patient Alerts
• Create a new Patient Alert
• Mark patient ready/not ready to be seated
• Move patient into any operatory
Let’s Practice
Digital Routing
Slip
Stop Printing Routing Slips!
Digital Routing Slip
keeps your back office and your front office
connected and ensures that today’s treatment and
doctor’s recommendations for the next visit are
communicated from back to front.
• Locate and click on Check-Out Button
• Fill out Routing Slip by checking off boxes
• Make Check-Out Notes
• Add to Care Call
• Locate and click on dismiss button
• Mark room ready for the next patient
• Make final notes
• Dismiss Patient
Let’s Practice
Getting Started
with an iPad
YAPI App is easy to use.
Remember - practice makes perfect!
You will become an expert after using YAPI on an
iPad a few times.
• Locate Check-In; Check-Out; and Ops
• Tap and Hold on Patient’s Avatar – View Pop-Up Options
• Tap and Hold on Appointment Area – View Pop-Up Options
• Tap and Hold on Patient’s Alerts – View Pop-Up Options
• Tab and Hold on Documents area – Take a picture
• Swipe across Patient’s Area – Open iPad Forms
• Tap and Hold the 3Bars – Slide patient into OP1
Let’s Practice
v
b
Questions?
How to Get Help
Request on Dashboard
YAPI HelpDesk
Blog
Live Support
Thank you for watching!
See
More
Awesome
Training
Videos

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First training with video

  • 2. Hi! I am Christina, your customer success coach.
  • 3. Designed by a Dentist, loved by dental office managers, dental assistants and dental hygienists just like you!
  • 4. Yes, there is an “I” in YAPI, It was designed for everyone on your team! v b Click here to learn more!
  • 5. Features: True Paperless Practice Dashboard Digital Routing Slip Intra-Office Messenger Virtual Huddle KPI
  • 6. Even More Features: Automated Recall Appointment Reminders Patient Engagement Patient Surveys Online Review Generation Awesome Live Support
  • 7. Benefits:  Streamlines patient check-in and appointment time  Eliminates unnecessary printing and shredding  Reduces data-entry mistakes  Reminds of important actionable steps  Improves team communication and collaboration  Automates daily repetitive tasks  Saves valuable time v b
  • 8. Of course, just like with anything new, there is a Learning Curve!
  • 9. Introduction to Dashboard Dashboard is like your control tower and communication hub!
  • 10. • Switch between Normal View and Compact View • Activate Privacy Screen • Find Help Button • Find Search Button • Find Communications Tower • Find Huddle • Find Document Queue Let’s Practice
  • 11. Patient Flow Management As you move patients, you instantly share information about patient’s readiness for treatment, important alerts and other vital information with the rest of your team – with just one drag of the mouse. Cool!
  • 12. • Check-in Patient • Locate Patient Avatar and review Appointment Info • Locate Appointment Provider Avatar • Right Click to change Provider • Locate and mouse over Patient Alerts • Create a new Patient Alert • Mark patient ready/not ready to be seated • Move patient into any operatory Let’s Practice
  • 13. Digital Routing Slip Stop Printing Routing Slips! Digital Routing Slip keeps your back office and your front office connected and ensures that today’s treatment and doctor’s recommendations for the next visit are communicated from back to front.
  • 14. • Locate and click on Check-Out Button • Fill out Routing Slip by checking off boxes • Make Check-Out Notes • Add to Care Call • Locate and click on dismiss button • Mark room ready for the next patient • Make final notes • Dismiss Patient Let’s Practice
  • 15. Getting Started with an iPad YAPI App is easy to use. Remember - practice makes perfect! You will become an expert after using YAPI on an iPad a few times.
  • 16. • Locate Check-In; Check-Out; and Ops • Tap and Hold on Patient’s Avatar – View Pop-Up Options • Tap and Hold on Appointment Area – View Pop-Up Options • Tap and Hold on Patient’s Alerts – View Pop-Up Options • Tab and Hold on Documents area – Take a picture • Swipe across Patient’s Area – Open iPad Forms • Tap and Hold the 3Bars – Slide patient into OP1 Let’s Practice
  • 18. How to Get Help Request on Dashboard YAPI HelpDesk Blog Live Support
  • 19. Thank you for watching! See More Awesome Training Videos