TruForm Classic: Carestream (WinOMScs) Integration

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Instructions below ONLY apply to TruForm on MyPBHS.

In this section we will go over the following:

MyPBHS:

• TruForm Integration Fields
• Manual Poll (to pull TruForm into Software)
• Re-poll TruForm back into WinOMScs from MyPBHS 
• Clear Your WinOMScs Software Queue from MyPBHS

WinOMScs:

• Clear Your Software Queue
• Converting TruForm into WinOMScs Software
• Adding TruForm Medications into WinOMScs - Software Steps
• Digital Signature Alert for WinOMScs Cloud Version
• Purchasing WinOMScs Software Details - Integration Pricing
• WinOMScs Software Support Contact Information

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TruForm Integration Fields

This includes ALL fields that integrate between TruForm and WinOMScs.  If your custom form is setup correctly, items below will populate within your software. Note, if you have additional fields that are NOT listed below, you can manual enter them into your patients account once integration is completed! If you use our standard form below, the sections listed below are already integrated! OMS STANDARD PBHS PATIENT REGISTRATION & HEALTH HISTORY Anything labeled with "DOES NOT INTEGRATE", is a field that exists on our standard form above, but does not automatically integrate.
PATIENT INFORMATION: Prefix First Name Middle Initial Last Name Suffix Nickname Gender Martial Description Date of Birth Age Social Security Number Home Phone Work Phone    Work Ext. Cell Phone Email *IF YOU ARE USING A CUSTOM FORM: Patient Address/ City/ State must be split out into its own fields in order to integrate correctly. Address Street Name Apt  City State or Province Zip or Postal Code Employer Name Driver’s License Patient former patient? *IF YOU ARE USING A CUSTOM FORM:  Dentist/Doctor/Referred By/Nearest Relative Names on the form must be split out into first name last name in order to integrate correctly. Dentist First Name Dentist Last Name Doctor First Name Doctor Last Name Referred By First Name Referred By Last Name DOES NOT INTEGRATE: Orthodontist First Name Orthodontist Last Name Nearest Relative First Name Nearest Relative Last Name Nearest Relative Phone Payment Method	SPOUSE OR OTHER GUARANTOR INFORMATION: This entire section will not integrate. RESPONSIBLE PARTY INFORMATION: *IF YOU ARE USING A CUSTOM FORM: Responsible Name on the form must be split out into first name last name in order to integrate correctly. Prefix First Name Last Name Suffix Relationship to Patient Social Security Number Date of Birth DOES NOT INTEGRATE: Age Middle Initial Email Address Address Street Name Address Street Name 2 City State or Province Zip or Postal Code Employer Name Phone Home Phone Work  SCHOOL AND INSURANCE INFORMATION: *IF YOU ARE USING A CUSTOM FORM: School Name/ Address/ City/ State must be split out into its own fields in order to integrate correctly. School Status (Full, Part, Not) School Name School Address Street Name School Address Street Name 2 School City School State or Province School Zip or Postal Code School Phone Employer Status(Full, Part, Not) PPO or HMO? EMERGENCY CONTACT INFORMATION: Emergency Name must be one field (can't be split into first name last name fields, or else it will not integrate). Emergency Full Name Phone Home Phone Work DOES NOT INTEGRATE: Emergency contact relation	PRIMARY & SECONDARY DENTAL / MEDICAL INSURANCE INFORMATION: *IF YOU ARE USING A CUSTOM FORM: Each insurance type (primary medical, primary dental, secondary medical, secondary dental must be separated into its own area for each question below in order to integrate correctly.  *IF YOU ARE USING A CUSTOM FORM: All Address/ City/ State must be split out into its own fields in order to integrate correctly. *IF YOU ARE USING A CUSTOM FORM: Insured Name on the form must be split out into first name last name in order to integrate correctly. Insured Relation to Patient Insured Prefix Insured First Name Insured Middle Initial Insured Last Name Insured Suffix Insured Gender Insured Date of Birth Insured Social Security  Number Insured Home Phone Insured Home Address Street Insured Home Address Street 2 Insured City Insured State or Province Insured Zip Code or Postal Code Insured Employer Name Insured Employer Address Insured Employer Address 2 Insured Employer City Insured Employer State or Province Insured Employer Zip or Postal Insured Employer Phone Number Insured Policy Group Name Insured Policy Group Number Insured Policy ID Insured Policy Plan Insured Insurance Company Name Insured Insurance Address Street Insured Insurance Address Street 2 Insured Insurance City Insured Insurance State or Province Insured Insurance Zip or Postal Code Insured Insurance Phone Number

HEALTH HISTORY: Weight Height 1. Are you in good health 2. Have there been any changes in your general health in the past year 3. Are you under the care of a physician / If so, for what are you being treated?  / Date of last visit 4. Have you had any illness, operation or been hospitalized in the past five years  /If so, describe 5. Do you have unhealed / recurrent injuries or inflamed areas, growths or sore spots in or around your mouth / If so, describe where 6. Do you have a prosthetic joint / implant / If so, describe where 7. Have you had a heart valve replacement or vascular graft DOES NOT INTEGRATE:     8. Have you, or a family member, had any unusual or serious reactions to general anesthesia? 9. Has a physician or previous dentist recommended that you take antibiotics prior to your dental treatment? *IF YOU ARE USING A CUSTOM FORM: If you have a group of problems/issues in one question- they will not integrate.  They must be laid out similar to the format given below. Some items we group together, will come over as one item, see below: 10. Rheumatic fever? 11. Damaged heart valves / mitral valve prolapse? 12. Heart murmur? 13. High blood pressure? 14. Low blood pressure? 15. Chest pain / angina?  (Comes over as angina) 16. Heart attack(s)? 17. Irregular heart beat? 18. Cardiac pacemaker? 19. Heart surgery? 20. Pneumonia, bronchitis, chronic cough?  (Comes over as bronchitis/chronic cough) 21. Asthma? 22. Hay fever / sinus problems? 23. Snoring / sleep apnea? 24. Difficult breathing / other lung trouble?  (Comes over as other lung trouble) 25. Tuberculosis? 26. Emphysema? 27. Do you smoke?  DOES NOT INTEGRATE: If so, number of packs a day 28. Do you use chewing tobacco? 29. Blood transfusion? 30. Blood disorder such as anemia?  (Comes over as anemia) 31. Bruise easily? 32. Bleeding tendency / abnormal bleed?  (Comes over as bleeding tendency) 33. Hepatitis, jaundice, or liver disease? 34. Infectious mononucleosis? 35. Gallbladder trouble? 36. Fainting spells? 37. Convulsions / epilepsy? 38. Stroke? 39. Thyroid trouble? 40. Diabetes? 41. Low blood sugar? 42. Kidney trouble? DOES NOT INTEGRATE: 43. High cholesterol? 44. Are you on dialysis? 45. Swollen ankles / arthritis / joint disease?  (Comes over as arthritis) DOES NOT INTEGRATE:   46. Osteoporosis / osteopenia? 47. Osteonecrosis? 48. Stomach ulcers / acid reflux?  (Comes over as stomach ulcers) 49. Contagious diseases? 50. Sexually transmitted diseases? 51. Problems with immune system? Possibly from medication / surgery, etc. 52. Delay in healing?

53. A tumor or growth? 54. Cancer / radiation therapy / chemotherapy?  (Comes over as xray or chemo) 55. Chronic fatigue / night sweats? 56. Are you on a diet? 57. A history of alcohol abuse? 58. A history of drug abuse? 59. Contact lenses? 60. Eye disease / glaucoma? 61. Mental health problems / anxiety / depression?  (Comes over as mental health problems) 62. A removable dental appliance? 63. Pain or clicking of jaws when eating? If you are having surgery today, have you had anything to eat or drink in the last 6 (six) hours? Who is driving you home? HIV/AIDS Malignant Hyperthermia  WOMEN ONLY: 64. Is there a possibility of pregnancy? 65. Expected delivery date? 66. Are you nursing? 67. Are you taking birth control pills?  MEDICATION: 72. Any kind of medication, drug, pills? 73. Blood thinners (Coumadin, Plavix, Aspirin, Vitamin E, Ginko biloba, Aggrenox, Pradaxa, Fish oil)? 74. Have you ever taken diet pills? 75. Any natural product, herbal supplement or homeopathic remedy? DOES NOT INTEGRATE:     76. Are you taking, or have you ever taken, bone density meds. or bisphosphonates such as Fosamax, Boniva, Actonel, IV– Zometa, Aredia, or Reclast in the past 12 years? 77. Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis? If so, please list: DOES NOT INTEGRATE:     78. Please list any medications you are currently taking: **Please note each medication they free type will come over as either a ALERT or a PROGRESS NOTE, from here you will have to click the green plus sign to add/retype each medication manually within your patients chart in WinOMScs. ALLERGIES: 79. Local anesthetic (numbing meds.)? 80. Penicillin? 81. Other antibiotics? 82. Sulfa drugs? 83. Sodium pentothal / Valium /other tranquilizers? 84. Aspirin? DOES NOT INTEGRATE:     85. Amoxicillin? 86. Codeine or other narcotics? 87. Other medications? 88. Latex? 89. Soy? 90. Eggs / yolk? 91. Sulfites? DOES NOT INTEGRATE:     92. Do you have any known allergies? 93. Please list any allergies other than drug allergies:  FAMILY HISTORY: Family History of Cancer Family History of Diabetes Family History of Heart Disease Family History of Anesthetic Problems  INJURY INFORMATION: Date of injury Type of accident- auto/work/other Insurance Company Handling Claim Claim Number Attorney or Adjustor Attorney Phone HH PERSONAL INFORMATION: Is there any condition concerning your health that the Doctor should be told about?        If Yes, why? Do you wish to speak to the Dr. privately about anything?

Software Integration Re-cap: This software integration integrates a set amount of fields for: Patient Demographic Fields (reviewed above) Responsible Party Fields (reviewed above) Primary and Secondary Dental/Medical Insurance Fields (reviewed above) Health History Fields (reviewed above) Medication Fields (reviewed above) Allergies Fields (reviewed above) Integration of the patients submitted form within the patient's account

Re-poll TruForm back into WinOMScs

Follow the instructions attached if you need to reconvert a truform through your software!

• LOGIN HERE: https://www.mypbhs.com/
• Click on the "TruForm" Tab towards the top of this screen in the green banner of MyPBHS
• Click on the "View Registrations" link located towards the top green banner of MyPBHS 
• You will now see the "Re-Poll" option below (LEFT of the patient names):
  
• A pop-up window will appear, click "OK" to confirm you would like to Re-poll this patient
• Within your WinOMScs software, you should see the patient listed in your queue once you do a manual poll!

Manual Poll (to pull TruForm into Software- through WinOMScs)

• Go to "Tables"
• Go to "Patients"
• Click on the "Convert Pre Registered Patients" to open
• At the bottom left, click the "Poll" button
• This should open a window that will start the manual poll process
• That will poll any available patients.

Clear Your Software Queue through MyPBHS

If you are experiencing problems pulling patient registrations into your practice software, there are a few steps you can take to resolve them. The best step to take first is to clear your software queue. This isn't the list of patients that appear within your software. This is the list of patients on our server that need to go to the list within your software.

If a patient is constantly coming back into your software even after you have converted them, it's because they are stuck in your software queue. To resolve this, follow these steps:

LOGIN HERE: https://www.mypbhs.com/

• Click on the “View Registrations” link located towards the top green banner of MyPBHS:
• Select the “Clear Software Queue” option below (right above patient names):
• A pop-up window will appear, click "OK" to confirm you would like to Clear the Queue *this will only delete forms within your software list/queue, forms within MyPBHS stay as-is unless you delete them individually.
• The queue will clear so you can now poll correctly- click "OK"

Clear Your Software Queue through WinOMScs

Through WinOMScs, there is no way to auto delete multiple patients within your queue.  

You can manually delete individual patients by:

1. Navigate to your "Patient Registration Queue" and select the needed patient
2. Once the patient is selected, click the delete button on your keyboard to remove them from this list.
   

Removing ALL Patients within the Patient Registration Queue:

If you need to remove all patients listed under your "Patient Registration Queue", please contact WinOMScs Support and they can wipe out that entire list.  Note this is a all or nothing, they can not keep certain patients listed here.

Converting TruForm into WinOMScs

• The patient would schedule their appointment with your office over the phone. Your staff would direct the patient to your website and state they must register online BEFORE their scheduled appointment to save up to 40 minutes in office.
• The patient would go onto your website, fill out the form and submit TruForm online.
• The patients first/last name would automatically populate within WinOMScs Patient Registration Queue to start integration [see below]!
• 
• This WinOMScs “Wizard” walks your staff through the patient creation process:
• Verify information and select "Next"
  
  
• Verify information and select "Next"
  
  
• Verify information and select "Next"
  
  
  

Adding Medications from TruForm into WinOMScs

For your medication Free Type List, usually asked in the form of this question where patients can manually write out there medication names used:

"Are you taking any kind of medication, drug, pills? (if YES, they would list them)...

Medical Alert for Medications:

The free type list, you can add as a medical alert. WinOMScs does not recommend this unless it is something specific, like allergic reactions or a serious medical condition. With the free type medication area, the client can retype whatever the patient completed and add as a alert...

How to Map an Existing Medication already in your Database:

Once the medication is pulled into the software, the proper protocol for with each medication:

1. At the top of the Health History Window, click the 3 dots/ellipses
2. Search for the medication listed. IE Aspirin, should be a common medication,
3. Then you should select aspirin or that matching medication and it will attach to the patient’s medical history.

Items to Note:

The ONLY reason you should be using the plus sign is if the Medication/Medical History or Allergy IS NOT or has NEVER been entered into their health history database.

Once the medication has been added to the health history database, they should be using the 3 dots, or ellipses instead of the plus sign. 

If you have any further questions regarding this information presented above, please contact Carestream Support for further help.  

WinOMScs Software Purchase Details:

• WinOMScs Cloud Purchase:
• Carestream Side:  TruForm Integration Bridge comes with this "Cloud" package.  If you have ANY other (or older) package purchased from Carestream, they will charge a fee to integrate TruForm within your software.   Please contact WinOMScs for further details!!
• PBHS Side:  TruForm Integration comes with the purchase of TruForm.

WinOMScs Software Digital Signatures

Click here for instructions on digital signatures for TruForm.  

WinOMScs CLOUD based Software Alert:

• Topaz/Adobe cannot be used with WinOMScs Cloud version due to the licensing issues with Adobe.  Please contact WinOMScs to obtain further options for signing your submitted truform submissions.  

WinOMScs Software Support Information:

You can contact WinOMScs Support below (FOR EXISTING WinOMScs CLIENTS):

Phone:	800-275-4637
Hours:	M-F 8am - 8:30pm EST
Email:	[e-mail]
Support Page	[Click Here]