TruForm Classic: Henry Schein Integration

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Instructions below ONLY apply to TruForm on MyPBHS.

In this section we will go over the following:

Oms, Endo, Perio Visions, DentalVision Group Practice Edition & Enterprise!

TruForm Integration Fields

This document includes ALL fields that integrate between TruForm and Henry Schein.  If your custom form is setup correctly, items listed 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!

PATIENT INFORMATION:

Prefix
First Name
Middle Initial
Last Name
Suffix
Nickname
Gender
Marital Status
Date of Birth
Age
Social Security Number
Phone Home
Phone Work
Work Ext
Phone Cell
Email
Driver’s License

*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
City
State or Province
Zip or Postal Code
Employer
Patient, Former Patient?
Payment Method
Employment Status
PPO or HMO?

*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

Nearest Relative First Name
Nearest Relative Last Name
Phone

DOES NOT INTEGRATE:
Orthodontist First Name
Orthodontist Last Name
SPOUSE OR OTHER GUARANTOR INFORMATION:
This entire section will not integrate.

SCHOOL INFORMATION:

School Status (FT, PT, NO)
School Name
Address Street Name
City
State or Province
Zip or Postal Code
Phone

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
Home Phone
Work Phone

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.

Relationship to Patient
Prefix
First Name
Last Name
Suffix
Social Security Number
Date of Birth
Home Phone
Address Street
Address Street 2
Address City 
Address State or Province
Address Zip or Postal Code
Employer Name
Employer Work Phone

DOES NOT INTEGRATE:
Age
Email Address

PRIMARY 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. 
  • All Address/ City/ State must be split out into its own fields in order to integrate correctly.
  • Insured Name on the form must be split out into first name last name in order to integrate correctly.

 *Please note:  If the patient does not type in exactspelling of insurance name that matches within your system- NO insurance will integrate!  In most cases the entire Insurance section WILL NOT INTEGRATE!

Insured Relationship 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 Phone Home
Insured Address Street Name
Insured Address Street Name 2
Insured City
Insured State or Province
Insured Zip or Postal Code
Insured Employer Name
Insured Employer Address Street
Insured Employer Address Street 2
Insured Employer City
Insured Employer State or Province
Insured Employer Zip or Postal Code
Insured Employer Work Phone
Insured Group Name
Insured 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

SECONDARY DENTAL / MEDICAL INSURANCE INFORMATION:

This entire section will not integrate.

Software Integration Re-cap:

This software integration integrates a set amount of fields for:

  • Patient Demographic (reviewed above)
  • Responsible Party fields.  (reviewed above)
  • Integration of the patients submitted form within the patient's account
  • HEALTH HISTORY INFORMATION DOES NOT INTEGRATE.  
    YOU CAN MANUALLY FILL IN THE NEEDED HEALTH HISTORY FIELDS BY LOCATING THE FORM IN THE PATIENTS RECORD. 

          

Entering TruForm Credentials into Henry Schein Software:

A Henry Schein representative will need to assist you in adding or modifying your TruForm Integration Credentials (PBHS does not have access to this).  Please contact Henry Schein Support using the information below.

Please contact Henry Schein for direct software support for the following items:

  • Adding your truform integration credentials for the first time through your software
  • If you are modifying, reviewing or removing your truform integration credentials through your software

 

Clear Your Software Queue:

If you are experiencing problems (software/computer is freezing and/or it takes a long period of time for you to pull in your patient truforms) 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"
  • Now go to your software and retry pulling your patient truforms.  You should notice a difference!

Re-poll TruForm back into Henry Schein:

Follow the instructions below 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 Henry Schein software, you should see the patient listed in your queue once you do a manual poll!

Henry Schein Software Support Information:

You can contact Henry Schein Support Below (for existing clients only):

OMSVision Support:

Phone: 800-323-3370
Hours: M-F 8am - 7pm EST
Email: Specialtytl@HenrySchein.com
Support Page: [Click Here]

_______________________________________

PerioVision Support:

Phone: 800-323-3370
Hours: M-F 8:15am - 7pm EST
Email: Specialtytl@HenrySchein.com
Support Page: [Click Here]

________________________________________

EndoVision Support:

Phone: 800-323-3370
Hours: M-F 8am - 7pm EST
Email: Specialtytl@HenrySchein.com
Support Page: [Click Here]

 

 

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