YAPI

My favorite aspect of the software currently is patient recall and online scheduling. The integration when they get a reminder that they are due and can just schedule immediately right from their phone is undeniably convenient and that’s what our patients want. Email campaigns are a huge help. It saves you valuable marketing dollars.

The few things that are missing are Knick knacks. The ability to upload pdf documents of patient treatment plans and send them recall reminders that they have pending treatment with an attached and signed document by them is essential. While hygiene visits are important treatment is where all the money is made. Integrating YAPI pay into that scheduling feature would also be highly beneficial. The office would decide how much of the co-pay would be required to make the appointment and the deposit could made directly from the patients phone in order to schedule. More customized email lists through POP. Filters that separate inactive, non-patient, and archived patients. Patients without insurance and maybe even specific insurances. Collections through YAPI. Like with recall. Patients get a reminder or a notification their claim has closed and they have an outstanding balance. Filters like standard billing and non-completed therapy or payment plans would have to be available. You don’t want a patient on a payment plan getting a reminder their full balance is due when you’ve already drafted autopay.

Yapi is very customizable for our specific office needs. Most often I can customize the product myself and if I need help, Yapi support is always very helpful. We have been using the software for several years now and other software has come and gone over the years but Yapi will always be our go to!

I would like it if they made online forms editable without having to use support.

We have yapi installed on our ipads for the patients to complete their new patient and updated patient forms when they arrive. It's a simple as selecting a box and the paperwork can be completed quickly.

You have to create the fillable version of all your forms to have it done the way you want it as the support staff doesn't have the ability to change a word document into a fillable version. I've spent countless hours recreating forms to make it compatible with the software. Ideally the support team would have the mans to do this for the customer.

Yapi is a great communication tool. Not only are we able to text and email patients individually or a full day or everyone in the practice using Yapi, we can keep the admin team and the clinical team on the same page. The clinical team can alert the doctor they need an exam, and alert the admin team of a change in treatment. The admin team can alert clinical that the patient has a request, is here or running late. It also allows us to let the patient know if the financial estimate will change because the treatment has changed.

We have not had any complaints. We have not yet utilized the schedule online feature at this time, we hear it is very easy to have the web-site administrator set up the link. We will maybe try it in the future.

We absolutely love how the software allows are new patients to fill out the new patient forms from their own smart device or in office on the iPad. Not only does it make it more convenient to patients, but it also allows are schedule more efficiently since the the forms auto-populate into Open Dental so the whole team can see the forms as they entered. This also reduces clerical error on our part while entering.

I would like to be able to add more appointment reminders and for the save the dates to go out sooner.