TruForm Classic: PBS Endo Integration

Follow

Instructions below ONLY apply to TruForm on MyPBHS.

In this section we will go over the following:


**There is currently no integration with PBS Endo Enterprise**

 

TruForm Integration Fields

The following fields below will integrate automatically right into your software once truform is submitted:

Note, if you have additional fields on your form that are NOT listed below, you can manually enter them into your patient's account once integration is completed!

PATIENT INFORMATION:

  • First Name
  • Middle Initial
  • Last Name
  • Nickname
  • Street Address Street Name
  • Street Address Street Name 2
  • City
  • State or Province
  • Zip or Postal Code
  • Gender
  • Social Security Number
  • Date of Birth
  • Home Phone
  • Work Phone
    • Work Ext.
  • Email

Software Integration Re-cap:

This software integration integrates a set amount of fields for:

  • Basic Patient Demographic fields ONLY (16 fields). This does not include heath history information.
  • The submitted PDF will NOT integrate within your patient's account automatically (see process below)

 

Importing TruForm into PBS Endo Software:

  1. Login to https://www.mypbhs.com/
  2. Select the "TruForm" tab
  3. Select "View Registrations" directly below the "TruForm" tab
  4. Select "View" on the same row, to the LEFT of the patients name:

DEPENDING ON THE BROWSER YOU ARE USING:

  1. Within Mozilla Firefox (once your form is open for review, completed in step 4 above):
    1. Select the "Download" icon:
    2. This will SAVE your submitted PDF to your computer (you will need to note where this file is saved to locate it for importing)
  2. Within Google Chrome (once your form is open for review, completed in step 4 above):

    **if you do not have a PDF reader plugin installed, Google Chrome will automatically download this PDF...

    1. The form will automatically download (you can choose to "show in folder" to see where it automatically downloads to locate later for importing):
  3. Once the form is saved to your computer... go to your PBS Endo Software
  4. Within PBS Endo, access the "Patient Information" window
  5. Click on the "Letters, E-mail, RX, PBS Images and Archived Documents" button
  6. Click on "Import a Document" button in the Control Panel at the bottom of the window
  7. Click on "Import an Adobe PDF"
  8. Key in a description for the document, click "OK"
  9. A window will pop-up to browse and find the PDF document you saved in steps 1 or 2 directly above
  10. Find and Double-Click on the PDF document (this process copies the PDF into PBS Endo)
  11. To view the Imported PDF, click on "Display the Archived Word Document"

 

PBS Endo Software Support Information:

You can contact PBS Endo Support Below (for existing clients only):

Phone: 800-535-0198
Email: support@pbsendo.com
Support Page [Click Here]

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk