truForm: Software Integration | Henry Schein


Instructions below ONLY apply to truForm.

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.

Integration with our truForm v6 system is available for v15.0 and above of:

Please note, v.15.0 and up will only work with this truForm integration if this version was installed 09/23/2016 and after.

Click here to check your version and date

This includes ALL fields that integrate between TruForm v6 and Henry Schein v15.0+. 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 one of our standard forms below, the sections listed below are already integrated!


First Name
Middle Initial
Last Name
Gender (M/F)
Martial Description
Date of Birth
Social Security Number
Home Phone
Cell Phone
Driver’s License
Employer Name
Work Phone

*IF YOU ARE USING A CUSTOM FORM: Patient Address/ City/ State fields must be split out into its own in order to integrate correctly.

[See Example]

Address Street Name
State or Province
Zip or Postal Code

Family member 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.

[See Example]

Dentist First Name
Dentist Last Name

Orthodontist First Name
Orthodontist Last Name

Medical Doctor First Name
Medical Doctor Last Name

Referred By First Name
Referred By Last Name

Nearest Relative First Name
Nearest Relative Last Name
Nearest Relative Phone

Payment Method

Did you find our practice online


*IF YOU ARE USING A CUSTOM FORM: Emergency Full Name should stay as one field for first and last name. 

[See Example]

Emergency Full Name 
Home Phone

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


*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]

First Name
Last Name
Relationship to Patient
Social Security Number
Date of Birth
Phone Home
Phone Other
Driver's License

Address Street Name

State or Province
Zip or Postal Code

Employer Name
Phone Work


*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)
School Name
School Address Street Name
School City
School State or Province
School Zip or Postal Code

Employer Status(Full, Part, Not)


*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]

HS Reason being this: There are so many variations on the insurance company names – if it isn’t an exact match, it could cause for multiple entries and a big mess.

Insured Relation to Patient
Insured First Name
Insured Last Name
Insured Gender (M/F)
Insured Date of Birth
Insured Social Security Number
Insured Home Phone
Insured Home Address Street
Insured City
Insured State or Province
Insured Zip Code or Postal Code

Insured Employer Name
Insured Employer Address
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 City
Insured Insurance State or Province
Insured Insurance Zip/ Postal Code
Insured Insurance Phone Number


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:

Reason for today's office visit

  1. Are you in good health
    • Weight
    • Height
  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
    Have you ever had general anesthesia?
  9. Have you, or a family member, had any unusual or serious reactions to general anesthesia?
  10. Has a physician or previous dentist recommended that you take antibiotics prior to your dental treatment?
  11. Rheumatic fever?
  12. Damaged heart valves / mitral valve prolapse?
  13. Heart murmur?
  14. High blood pressure?
  15. Low blood pressure?
  16. Chest pain / angina?
    • Comes over as angina
  17. Heart attack(s)?
  18. Irregular heart beat?
  19. Cardiac pacemaker?
  20. Heart surgery?
  21. Pneumonia, bronchitis, chronic cough? 
    • Comes over as bronchitis/chronic cough
  22. Asthma?
  23. Hay fever / sinus problems?
  24. Snoring
  25. Sleep apnea / CPAP?
  26. Difficult breathing / other lung trouble?
    • Comes over as other lung trouble
  27. Tuberculosis?
  28. Emphysema?
  29. Do you smoke or vape?
    • If so, how much a day
  30. Do you use chewing tobacco?
  31. Blood transfusion?
  32. Blood disorder such as anemia?
    • Comes over as anemia
  33. Bruise easily?
  34. Bleeding tendency / abnormal bleed?
    • Comes over as bleeding tendency
  35. Hepatitis, jaundice, or liver disease?
  36. Infectious mononucleosis?
  37. Gallbladder trouble?
  38. Fainting spells?
  39. Convulsions / epilepsy?
  40. Stroke?
  41. Thyroid trouble?
  42. Diabetes?
  43. Low blood sugar?
  44. Kidney trouble?
  45. High cholesterol?
  46. Are you on dialysis?
  47. Swollen ankles / arthritis / joint disease?
    • Comes over as arthritis)
  48. Osteoporosis / osteopenia?
  49. Osteonecrosis?
  50. Stomach ulcers / acid reflux?
    • Comes over as stomach ulcers
  51. Contagious diseases?
  52. Sexually transmitted diseases?
  53. Problems with immune system? Possibly from medication / surgery, etc.
  54. Delay in healing?
  55. A tumor or growth?
  56. Cancer / radiation therapy / chemotherapy?
    • Comes over as xray or chemo
  57. Chronic fatigue / night sweats?
  58. Are you on a diet?
  59. A history of alcohol abuse?
  60. A history of marijuana or other drug abuse?
  61. Contact lenses?
  62. Eye disease / glaucoma?
  63. Mental health problems / anxiety / depression
    • Comes over as mental health problems)
  64. A removable dental appliance?
  65. Pain or clicking of jaws when eating?

    This entire section will not integrate:
  66. Is there a possibility of pregnancy?
  67. Expected delivery date?
  68. Are you nursing?
  69. Are you taking birth control pills?

  70. Any kind of medication, drug, pills?
  71. Blood thinners (Coumadin, Plavix, Aspirin, Vitamin E, Ginko biloba, Aggrenox, Pradaxa, Fish oil)?
  72. Have you ever taken diet pills?
  73. Any natural product, herbal supplement or homeopathic remedy?
  74. Are you taking, or have you ever taken,
    bone density meds., RANKL inhibitors or bisphosphonates
    such as Denosumab, Fosamax, Boniva, Actonel, IV–
    Zometa, Aredia, or Evista in the past 12 years?
  75. Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis? If so, please list:
    76. If you are under the care of a physician for pain management, or recovering from drug addiction please select the medication you are currently taking: (other description & treating doctor first name/last name)
  77. Please list any medication you are currently taking:
    (1-20 list, including medication name, dosage and frequency)**

  78. Local anesthetic (numbing meds.)?
  79. Penicillin?
  80. Other antibiotics?
  81. Sulfa drugs?
  82. Sodium pentothal / Valium /other tranquilizers?
  83. Aspirin?
  84. Amoxicillin?
  85. Codeine or other narcotics?
  86. Latex?
  87. Soy?
  88. Eggs / yolk?
  89. Sulfites?
  90. Do you have any known allergies?
  91. Please list any allergies other than drug allergies:
  92. Please list any other medication or antibiotic you are allergic to:**Maximum of 10 allergies for medications/antibiotics**


  1. Family History of Cancer
  2. Family History of Diabetes
  3. Family History of Heart Disease
  4. Family History of Anesthetic Problems


  1. Is visit related to an accident?
  2. Type of accident- auto/work/other
  3. Date of injury
  4. Insurance Company Handling Claim
  5. Claim Number
  6. Attorney or Adjustor
  7. Attorney Phone


  1. 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?
  2. Is there any condition concerning your health that the Doctor should be told about
    • If Yes, why?
  3. Do you wish to speak to the Dr. privately about anything?


Henry Schein - Check your version and install date

  1. Within your Henry Schein software, select the "Help" drop down menu
  2. Select "About" and a small window will open (as shown below)
  3. You will see the version of the software you are on, and the date it was installed at the bottom of this window (centered)- see below, highlighted in yellow
  4. You must have the version 15.0 and the install date must be 9/23/2016 or after for integration to work correctly.  

 Henry Schein - Software Version Differences

  • "Use new API“ would need to be checked within the HS software
    **A Henry Schein rep will need to configure this setting within your software.

    You can call the customer support line at (800) 323-3370 Option 2. Support hours are Monday through Friday, 8:15 A.M. - 7:00 P.M. Eastern Time.

    use-new-api.png TruForm can only be used with HS software v.15.0 and up (and this software version has to be installed 9/23/16 and after for integration to work).

(most clients will jump from 15.0 to 15.1, skipping 15.0 PST)

Software Version

DV v15.0
installed 9/23/16 or after

DV v15.0 PST
installed 9/23/16 or after

DV v15.1 &
v15.1 PST 
installed 9/23/16
or after

DV v15.2
installed 9/23/16
or after

Platform Used 

  • Same as DV v15.0
  • Same as DV v15.0
  • Same as DV v15.0

TF Integration

  • Same as DV v15.0
  • Same as DV v15.0
  • Same as DV v15.0

Additional Features






  • Integration for new patients only
  • Multi-office:  If you share one Henry Schein software database, you can only have one truForm login for all offices to share
  • Allergies displayed
  • Medical History Surveys created in EHR for new (pre-reg) patient when those patients are registered
  • Same as DV v15.0,
  • Integration for new and existing patients (preference setting in DV)
  • Download Multiple Forms for one patient (new or existing within HS Software)
  • Multi-office:  If you share one HS database, you can now have a truForm login for each office. PBHS will need your Henry Schein Location ID and fees will apply for mutli-office setup.
  • Everything in 15.0 & 15.0 PST


  • Everything in 15.0 & 15.0 PST


 Henry Schein - Identifying your Location ID

Within your Henry Schein Software:

  1. Select the "File" drop down option
  2. Select the option labeled "Locations"

  3. Please let PBHS Support know the following information for each location:
    1. Office Name
    2. Associated Number to the left under the "#" column for that Office Name


If requested, please send this information directly to OR reply back to the email request from support.  

Generated Integration Credentials

  1. Once you have your saved generated username and password from MySecurePractice
  2. From the Henry Schein Software "File" drop down, select "Pre-Registration"
    • The Pre-Registration table window will appear below
    • Note:  Any newly pre-registered patients will have a green box in the web/HL7 column
  3. Within your Henry Schein Software, select the "Pre-Register Patients" option located in your top banner:
  4. Select the "Download Forms" on your right hand side

  5. The "Download Forms" dialog box will appear, insert your generated integration username and password to connect and download any truForm submissions.
    • Under Messages, a status message may appear, letting you know that the download may take a few moments
    • Once you insert your user/password within the window above, they will be saved and stored for future integration use.

  6. When the download is complete, click the "Close" button
    Once the truForms are downloaded, you can access them in the Pre-Registration Table.

Henry Schein Notes:

  • If the patient's first name, last name, and date of birth match an existing patient, the patient information is automatically combined. If the new patient form is for an existing patient but these three fields do not match (due to a misspelling or different first name--Steve vs. Steven), you can manually combine the duplicate patients.
  • If the patient's first name, last name, and date of birth match an existing patient, the referrer and insurance profile information is also downloaded.


  1. Once you generate your user credentials here
  2. Review your username, if it is less than 40 characters you will be able to connect correctly using the above steps (ignore the below steps).
  3. If you find that your generated email is more than 40 characters long (which will not work within Henry Schein Software) you will need to:
    • OPTION 1: 
    • OPTION 2: 
      • You can use your normal credentials (which you use to login directly to Note: every 90 days this password will expire and you will need to update your password within your software once you reset it.
      • Additionally anytime you update your password (either forgot password or change password) through mysecurepractice, you will have to update your new password within your software.


Combining Duplicate Pre-Registered Patients

You can combine two pre-registered patients' records that you have determined are duplicates. For example, an office staff member enters a record for Chris in the pre-registration table. Then, Chris fills out a truForm on the office's website, but he uses the name Christopher on that form. When the office staff member imports that form into the pre-registration table, he or she can combine the record entered by the staff and the one entered by the patient.

Note: For truForm downloads to automatically merge a patient’s information successfully and not create duplicate patients, these fields must be exactly the same:

  • Patient’s first name
  • Patient’s last name
  • DOB (Date of birth)

To combine a pre-registered patient

  1. From the File menu, click Pre-Registration.
    **The Pre-Registration Table window appears.

  2. Click Combine.
    The Combine Pre-Registration Patients> dialog box appears.

  3. Under Combine, select the record that you want to move. (You will be given the option later to delete this record or not.)
  4. Under Into, select the record that you want to keep. Any missing information in this record will be added from the other record if that record has had that information entered. Any information in this record that does not match or is the same as what has been entered in the other record will be ignored.

  5. Click OK.
    A confirmation message appears.

  6. Click Yes.
    A message appears and asks if you want to delete the record being moved.

  7. Click Yes to delete the record or No to leave the record (you will be able to view the unused record from the Pre-Registration Table window).

Note: Whether or not the record that was moved was deleted, the joining of the pre-registered patients is stored in the Security Log but with limited details.


Accessing truForms in the Pre-Registration Table

Tip for pre-registering patients: Some offices direct all their patients to their website to pre-register. Some offices add patients to the pre-registration table, and then have the patients go on their website to pre-register so they can create a truForm. Both of these processes work, and it is up to your office to decide which process works best.

After the truForms are downloaded and imported, you can access them in the following ways:

  • From the Pre-Registration Table window
  • From the Patient Information Center Control Panel
  • From the Documents window
  • From the Objective - History in the EHR

To access truForms from the Pre-Registration Table window

  1. From the File menu, click Pre-Registration.
    The Pre-Registration Table window appears.
    Note: Any newly pre-registered patients will have a green box in the web/HL7 column.

  2. Select the patient's name whose forms you want to access.
  3. Click Form, and select truForm from the menu.
    This form is transferred to the patient’s account when the patient is registered and can also be viewed in EHR.

To access truForms from the Patient Information Center Control Panel

  1. Select the patient and open the Patient Information Center.
  2. In the Patients "Control Panel":

  3. Navigate below to the "Actions" section:

  4. Select the "Print/View" option:

  5. From the menu, select the "truForm Medical Form" option:

  6. This will open the submitted TruForm in whatever application you have set as your Default PDF viewer:


To access truForms from the Documents window

  1. Select the patient and open the Patient Information Center.
  2. In the Control Panel, under Clinical, click Documents.
  3. Navigate to and open the patient and then the truForms (or Online Forms) folder.
    Note: The truForms folder cannot be deleted or modified.

To access truForms from the Objective - History in the EHR

  1. Select the patient and open the Patient Information Center.
  2. Click Electronic Health Record to open the patient's EHR.
  3. Under Objective - History, click the Medical Forms tab (this will only be present if you've purchased the Pre-Registration Connection add-on).
  4. Click the truForm button at the bottom of the section.


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
Support Page: [Click Here]


PerioVision Support:

Phone: 800-323-3370
Hours: M-F 8:15am - 7pm EST
Support Page: [Click Here]


EndoVision Support:

Phone: 800-323-3370
Hours: M-F 8am - 7pm EST
Support Page: [Click Here]







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