Paperless Dental Forms

Convert your time-consuming paper forms into online dental forms with Yapi. All signed digital forms and corresponding patient data will sync automatically with zero clicks to your practice management software, from new patient paperwork to health history updates and online consent forms.

Let Yapi online forms do the work for you

Our software lets you easily create online versions of all the patient forms your dental practice needs, letting you truly say goodbye to paper, scanning, and shredding routines. Once forms are completed, patient information and signed PDFs are instantly imported into your records.

Send any form via text

New patients can complete their intake forms online with Yapi, and you can text or email existing patients to complete all forms ahead of time.

Customizable forms

Our intuitive form builder lets you create any online form your dental office needs - in addition, you’ll also have access to over 30 pre-made standard forms to customize.

Instant import

All completed and signed digital forms are imported to your practice management software and patient's chart in seconds with no data entry

Integrated health history

All medical alerts, medications, and allergies that patients select in their medical history form are immediately synced between Yapi and your practice management software.

Spanish Forms

Provide a seamless experience for your Spanish-speaking patients with a language toggle to choose their preferred language to review and sign dental forms.

Form Automation

Speed things up with time-based recurring rules and auto-send forms to patients based on their procedure codes for their upcoming appointment.
 

Use any PDF

Upload the documents you already use, like treatment plans, financial agreements, and specialist consents, and send them for signature as-is. No need to rebuild them in the form builder.

One patient packet

Bundle PDFs with intake, medical history, and consent forms so patients get one link and one simple experience, whether they sign at home or on a tablet in the office.

Faster case acceptance

Send treatment plans home after the consult so patients can review and sign before their next visit. Treatment starts on time, without paperwork at the front desk.

New patient forms online, ahead of time

Skip the tedious paperwork and long wait times in the office by collecting all patient information before the first visit. New patients can submit online forms in advance from any device and in their preferred language. Data and digital forms sync seamlessly into your practice management software upon check-in, including Insurance/ID photos and medical history, with no manual entry.

Save time by automating consent forms

Patients whose appointments have procedure codes requiring consent forms can receive their forms automatically via text or email in advance. Once all forms are signed, they auto-import to your system, streamlining your workflow and saving hours of your time each week.

During office visits, eliminate the need for clunky signature pads, printing, and scanning by presenting consent forms on any tablet or by texting them to patients to fill out on their phones.

 

Get any PDF signed, including treatment plans

Upload any PDF, from treatment plans to financial agreements, and send it for signature with your intake and consent forms. There's no need to rebuild it in the form editor. Mark where the patient signs, choose where the signed copy is filed, and send the whole packet by text, email, or QR code.

Patients can review and sign from home before their visit, so case acceptance doesn't slow down check-in. Their signature and the signing date are stamped onto the PDF automatically, and the signed copy is saved to the patient's chart.

 

Yapi Digital Forms showing a treatment plan PDF with a patient signature field, the Assign Forms screen bundling it with consent forms to send by text, and a patient signing on their phone.

Frequently asked questions

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How do you go paperless in a dental office?

Transforming your practice to be completely paperless does not have to be a stressful or daunting task. With a copy of our eGuide, authored by practicing dentist and CEO of Yapi, Dr. Gina Dorfman, you will have all the tools you'll need to start your paperless journey.

Download a Copy of Your Journey to a Paperless Practice

Are paperless dental forms HIPAA compliant?

When searching for a paperless provider, it is crucial to use a service that protects and encrypts all patient data. By choosing a service like Yapi, you can rest assured that your digital forms will be safe, secure, and HIPAA compliant.

Speaking of HIPAA Compliance, if protecting patient data and remaining HIPAA compliant seem insurmountable, we have a great resource you can download by clicking on the link below.

HIPAA Regulations for Dental Offices: 5 Can't-Miss Tips

Do online forms create a better patient experience?

Yes. Using online forms is a big win for any dental practice. Online forms reduce appointment delays, lower your overhead, and create a seamless patient experience with reduced delays. For more information on the benefits of online forms, check out the article below.

Paperless Forms: The Future Of Dentistry Is Here!

Ready to build a modern paperless practice?