Instructions below ONLY apply to truForm.
Instructions Within MySecurePractice Portal:
Instructions Within WinOMScs Software:
- Adding Credentials into WinOMScs v9.2
- Removing V1 Log On Credentials
- Converting a Registration TruForm
- Converting a Referral TruForm
- Mapping TruForm Medications
- Clear your Software Queue
- WinOMScs Support
The TruForm integration requires no additional charge from PBHS, and can be setup at anytime with your PBHS TruForm order. Please contact PBHS Support further if you are ready to start this process.
Once the integration settings are added to your form(s) and truForm account, you will need to set your own integration credentials through your new truForm account's profile settings and provide this information to your software representative directly (PBHS does not have access to this information).
- Instructions on setting your integration credentials through the portal can be found HERE.
*Please note, you will need to contact your software provider to obtain more information about the pricing for their TruForm bridge, as there may be additional fees.
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!
Anything below labeled with "DOES NOT INTEGRATE", is a field that exists on our standard form above, but does not automatically integrate.
*IF YOU ARE USING A CUSTOM FORM: Patient Address/ City/ State must be split out into its own fields in order to integrate correctly. [See Example]
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. [See Example]
Dentist First Name
Doctor First Name
Referred By First Name
DOES NOT INTEGRATE:
Nearest Relative First Name
This entire section will not integrate:SPOUSE OR OTHER GUARANTOR INFORMATION
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. [See Example]
DOES NOT INTEGRATE:
Address Street Name
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. [See Example]
School Status (Full, Part, Not)
Employer Status(Full, Part, Not)
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). [See Example]
Emergency Full Name
DOES NOT INTEGRATE:
PRIMARY & SECONDARY
*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. [See Example]
*IF YOU ARE USING A CUSTOM FORM: All Address/ City/ State must be split out into its own fields in order to integrate correctly. [See Example]
*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. [See Example]
Insured Relation to Patient
HEALTH HISTORY (QUESTIONS 1 - 65)
*IF YOU ARE USING A CUSTOM FORM:
Some items we group together, will come over as one item, see below:
Reason for today's office visit
HH PERSONAL INFORMATION
Setting Integration Credentials in WinOMScs v9.2 (or higher)
Within your WinOMScs Software:
Now you can poll your v.6 submissions!
Converting TruForm into WinOMScs
DOCTOR SIGNATURES: If you have doctor signatures turned on, you cannot integrate this form into WinOMScs until you sign and complete the form within your MySecurePractice Portal.
TRUFORM INTEGRATION PROCESS
Patient Registration Integration
To process the pre-registration data, you need to access the Pre-Registration Patients Queue, update the queue, and follow the instructions in the Process Patient Registration wizard.
To access the Pre-Registered Patients Queue:
The Process Patient Registration wizard contains these windows:
To begin converting pre-registration data into a patient account:
The Dental Insurance window of the wizard are displayed with the Patient Registration Details on the left side and the editable fields on the right.
The Medical Insurance window of the wizard are displayed with the Patient Registration Details on the left side and the editable fields on the right.
If you have a referral form setup for integration, please use these instructions as a reference to what you will see when you integrate a referral form first! Although WinOMScs is only setup to take in Patient Registrations, we can send over your submitted referral forms in the same exact way.
Adding Medications from TruForm into WinOMScs
Note this section will not automatically integrate, you can manually do the following for each medication that is free typed. See below:
For your medication Free Type List, usually asked in the form of this question where patients can manually write out there medication names used (or select from a Lexi Comp pick list of medications):
"Are you taking any kind of medication, drug, pills? (if YES, they would list them)...
Medical Alert for Medications items to Note:
Once the medication is pulled into the software, you will see the medications typed in the above form within the "Other Medications"
Clear Your TruForm Queue through WinOMScs
Through WinOMScs, there is no way to auto delete multiple patients within your queue.
You can manually delete individual patients by:
WinOMScs Software Support Information
You can contact WinOMScs Support below (FOR EXISTING WinOMScs CLIENTS):