TruForm Classic: Archiving a TruForm Submission

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Instructions below ONLY apply to TruForm on MyPBHS.

In this section we will go over the following:


How to Archive a Registration Submission

  1. Login to the MyPBHS Portal  
  2. Scroll down and select the "Registrations" option (located towards the middle of this page).
    • Note the additional option located at the top under the "TruForm" tab labeled "View Registrations"- this will also lead you to your Registration submissions.
         
      registrations.png
  3. Find the patient submission you would like to archive within your "Patient Registrations" list
  4. Select "Archive" to the far RIGHT of the patient name
       
    rocovery-show.png
         
  5. The submission will be removed from this list and added to your archives under "Recovery Patient Registrations".  
    *From here you will have up to 90 days to recover the submission before it is permanently removed from our servers.

        

How to Archive a Referral Submission

  1. Login to the MyPBHS Portal  
  2. Scroll down and select the "Referrals" option (located towards the middle of this page).
    • Note the additional option located at the top under the "TruForm" tab labeled "View Referrals"- this will also lead you to your Referral submissions.   
         
      referrals.png
          
  3. Find the referral submission you would like to archive within your "Doctor Referrals" list
  4. Select "Archive" to the far RIGHT of the patient name
        
    referral-archive.png
         
  5. The submission will be removed from this list and added to your archives under "Recovery Doctor Referrals".  
    *From here you will have up to 90 days to recover the submission before it is permanently removed from our servers.
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