Instructions below ONLY apply to TruForm on MyPBHS.
In this section we will go over the following:
- TruForm Integration Fields
- Entering TruForm Credentials into your HS Software
- Clear Your Software Queue - via mypbhs.com
- Re-poll TruForm back into Software - via mypbhs.com
- Henry Schein Software Support Contact Information
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!
*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
*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
Doctor First Name
Referred By First Name
Nearest Relative First Name
DOES NOT INTEGRATE:
SPOUSE OR OTHER GUARANTOR INFORMATION:
This entire section will not integrate
School Status (FT, PT, NO)
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
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
DOES NOT INTEGRATE:
PRIMARY DENTAL / MEDICAL INSURANCE INFORMATION:
*IF YOU ARE USING A CUSTOM FORM:
*Please note: If the patient does not type in exact spelling 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
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:
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:
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/
Follow the instructions below if you need to reconvert a truform through your software!
You can contact Henry Schein Support Below (for existing clients only):