TruForm Classic: Software Integration

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Instructions below ONLY apply to TruForm on MyPBHS.

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.

*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.

Available software integration with current truForm Classic system

  1. Carestream (WinOMScs)
  2. Henry Schein 
  3. Windent OMS
  4. Medims
  5. DSN Oral/Perio Exec.
  6. PBS Endo
  7. Online Medsys
  8. Panda Perio

Software integration for truForm in development - coming soon!

  1. Mac Practice

CareStream (WinOMScs)


Henry Schein


WindentOMS


DSN Oral/Perio Exec.


Medims


PBS Endo


Online Medsys (The Practice Advisory Group |  OMSP)


Panda Perio


Mac Practice (Integration bridge still in development, no ETA currently)

  • Planned integration will include most Patient Demographic information, and some Insurance information

WinOMScs:

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 labeled with "DOES NOT INTEGRATE", is a field that exists on our standard form above, but does not automatically integrate.

PATIENT INFORMATION:

Prefix
First Name
Middle Initial
Last Name
Suffix
Nickname
Gender
Martial Description
Date of Birth
Age
Social Security Number
Home Phone
Work Phone
   Work Ext.
Cell Phone
Email


*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
Apt
City
State or Province
Zip or Postal Code
Employer Name
Driver’s License
Patient 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.


Dentist First Name
Dentist Last Name

Doctor First Name
Doctor Last Name

Referred By First Name
Referred By Last Name

DOES NOT INTEGRATE:
Orthodontist First Name
Orthodontist Last Name

Nearest Relative First Name
Nearest Relative Last Name
Nearest Relative Phone
Payment Method

SPOUSE OR OTHER GUARANTOR INFORMATION:
This entire section will not integrate.

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.


Prefix
First Name
Last Name
Suffix
Relationship to Patient
Social Security Number
Date of Birth

DOES NOT INTEGRATE:
Age
Middle Initial

Email Address

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


 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.


School Status (Full, Part, Not)
School Name
School Address Street Name
School Address Street Name 2
School City
School State or Province
School Zip or Postal Code
School Phone

Employer Status(Full, Part, Not)
PPO or HMO?


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
Phone Home
Phone Work

DOES NOT INTEGRATE:
Emergency contact relation

PRIMARY & SECONDARY
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. 


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


*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.


Insured Relation 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 Home Phone
Insured Home Address Street
Insured Home Address Street 2
Insured City
Insured State or Province
Insured Zip Code or Postal Code
Insured Employer Name
Insured Employer Address
Insured Employer Address 2
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 Address Street 2
Insured Insurance City
Insured Insurance State or Province
Insured Insurance Zip or Postal Code
Insured Insurance Phone Number

HEALTH HISTORY:

Weight
Height
1. Are you in good health
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

DOES NOT INTEGRATE:   
8. Have you, or a family member, had any unusual or serious reactions to general anesthesia?

9. Has a physician or previous dentist recommended that you take antibiotics prior to your dental treatment?


*IF YOU ARE USING A CUSTOM FORM:
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:


10. Rheumatic fever?
11. Damaged heart valves / mitral valve prolapse?
12. Heart murmur?
13. High blood pressure?
14. Low blood pressure?
15. Chest pain / angina?

(Comes over as angina)
16. Heart attack(s)?
17. Irregular heart beat?
18. Cardiac pacemaker?
19. Heart surgery?
20. Pneumonia, bronchitis, chronic cough?

(Comes over as bronchitis/chronic cough)
21. Asthma?
22. Hay fever / sinus problems?
23. Snoring / sleep apnea?
24. Difficult breathing / other lung trouble?

(Comes over as other lung trouble)
25. Tuberculosis?
26. Emphysema?
27. Do you smoke? 

DOES NOT INTEGRATE:
If so, number of packs a day

28. Do you use chewing tobacco?
29. Blood transfusion?
30. Blood disorder such as anemia?

(Comes over as anemia)
31. Bruise easily?
32. Bleeding tendency / abnormal bleed?

(Comes over as bleeding tendency)
33. Hepatitis, jaundice, or liver disease?
34. Infectious mononucleosis?
35. Gallbladder trouble?
36. Fainting spells?
37. Convulsions / epilepsy?
38. Stroke?
39. Thyroid trouble?
40. Diabetes?
41. Low blood sugar?
42. Kidney trouble?

DOES NOT INTEGRATE:
43. High cholesterol?

44. Are you on dialysis?
45. Swollen ankles / arthritis / joint disease?

(Comes over as arthritis)

DOES NOT INTEGRATE:  
46. Osteoporosis / osteopenia?
47. Osteonecrosis?

48. Stomach ulcers / acid reflux?
(Comes over as stomach ulcers)
49. Contagious diseases?
50. Sexually transmitted diseases?
51. Problems with immune system? Possibly from medication / surgery, etc.
52. Delay in healing?

53. A tumor or growth?
54. Cancer / radiation therapy / chemotherapy?
(Comes over as xray or chemo)
55. Chronic fatigue / night sweats?
56. Are you on a diet?

57. A history of alcohol abuse?
58. A history of drug abuse?
59. Contact lenses?
60. Eye disease / glaucoma?
61. Mental health problems / anxiety / depression?

(Comes over as mental health problems)
62. A removable dental appliance?
63. Pain or clicking of jaws when eating?
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?
HIV/AIDS
Malignant Hyperthermia


 WOMEN ONLY:

64. Is there a possibility of pregnancy?
65. Expected delivery date?
66. Are you nursing?
67. Are you taking birth control pills?


 MEDICATION:

72. Any kind of medication, drug, pills?
73. Blood thinners (Coumadin, Plavix, Aspirin, Vitamin E, Ginko biloba, Aggrenox, Pradaxa, Fish oil)?
74. Have you ever taken diet pills?
75. Any natural product, herbal supplement or homeopathic remedy?

DOES NOT INTEGRATE:   
76. Are you taking, or have you ever taken, bone density meds. or bisphosphonates such as Fosamax, Boniva, Actonel, IV– Zometa, Aredia, or Reclast in the past 12 years?

77. Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis? If so, please list:
78. Please list any medications you are currently taking:

**Please note each medication they free type will come over as either a ALERT or a PROGRESS NOTE, from here you will have to click the green plus sign to add/retype each medication manually within your patients chart in WinOMScs.


ALLERGIES:

79. Local anesthetic (numbing meds.)?
80. Penicillin?
81. Other antibiotics?
82. Sulfa drugs?
83. Sodium pentothal / Valium /other tranquilizers?
84. Aspirin?

DOES NOT INTEGRATE:   
85. Amoxicillin?

86. Codeine or other narcotics?
87. Other medications?
88. Latex?
89. Soy?
90. Eggs / yolk?
91. Sulfites?

DOES NOT INTEGRATE:   
92. Do you have any known allergies?

93. Please list any allergies other than drug allergies:


 FAMILY HISTORY:

Family History of Cancer
Family History of Diabetes
Family History of Heart Disease
Family History of Anesthetic Problems


 INJURY INFORMATION:

Date of injury
Type of accident- auto/work/other
Insurance Company Handling Claim
Claim Number
Attorney or Adjustor
Attorney Phone


HH PERSONAL INFORMATION:

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

Software Integration Re-cap:

This software integration integrates a set amount of fields for:

  • Patient Demographic Fields (reviewed above)
  • Responsible Party Fields (reviewed above)
  • Primary and Secondary Dental/Medical Insurance Fields (reviewed above)
  • Health History Fields (reviewed above)
  • Medication Fields (reviewed above)
  • Allergies Fields (reviewed above)
  • Integration of the patients submitted form within the patient's account

Re-poll TruForm back into WinOMScs

Follow the instructions attached 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 WinOMScs software, you should see the patient listed in your queue once you do a manual poll!

Manual Poll (to pull TruForm into Software- through WinOMScs)

  • Go to "Tables"
  • Go to "Patients"
  • Click on the "Convert Pre Registered Patients" to open
  • At the bottom left, click the "Poll" button
  • This should open a window that will start the manual poll process
  • That will poll any available patients.

Clear Your Software Queue through MyPBHS

If you are experiencing problems 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"

Clear Your Software Queue through WinOMScs

Through WinOMScs, there is no way to auto delete multiple patients within your queue.  

You can manually delete individual patients by:

  1. Navigate to your "Patient Registration Queue" and select the needed patient
  2. Once the patient is selected, click the delete button on your keyboard to remove them from this list.

Removing ALL Patients within the Patient Registration Queue:

If you need to remove all patients listed under your "Patient Registration Queue", please contact WinOMScs Support and they can wipe out that entire list.  Note this is a all or nothing, they can not keep certain patients listed here.

Converting TruForm into WinOMScs

  • The patient would schedule their appointment with your office over the phone. Your staff would direct the patient to your website and state they must register online BEFORE their scheduled appointment to save up to 40 minutes in office.
  • The patient would go onto your website, fill out the form and submit TruForm online.
  • The patients first/last name would automatically populate within WinOMScs Patient Registration Queue to start integration [see below]!
  • This WinOMScs “Wizard” walks your staff through the patient creation process:
  • Verify information and select "Next"
  • Verify information and select "Next"
  • Verify information and select "Next"

Adding Medications from TruForm into WinOMScs

For your medication Free Type List, usually asked in the form of this question where patients can manually write out there medication names used:

"Are you taking any kind of medication, drug, pills? (if YES, they would list them)...

Medical Alert for Medications:

The free type list, you can add as a medical alert. WinOMScs does not recommened this unless it is something specific, like allergic reactions or a serious medical condition. With the free type medication area, the client can retype whatever the patient completed and add as a alert...

How to Map an Existing Medication already in your Database:

Once the medication is pulled into the software, the proper protocol for with each medication:

  1. At the top of the Health History Window, click the 3 dots/ellipses
  2. Search for the medication listed. IE Aspirin, should be a common medication,
  3. Then you should select aspirin or that matching medication and it will attach to the patient’s medical history.

Items to Note:

The ONLY reason you should be using the plus sign is if the Medication/Medical History or Allergy IS NOT or has NEVER been entered into their health history database.

Once the medication has been added to the health history database, they should be using the 3 dots, or ellipses instead of the plus sign. 

If you have any further questions regarding this information presented above, please contact Carestream Support for further help.  

WinOMScs Software Purchase Details:

  • WinOMScs Cloud Purchase:
    • Carestream Side:  TruForm Integration Bridge comes with this "Cloud" package.  If you have ANY other (or older) package purchased from Carestream, they will charge a fee to integrate TruForm within your software.   Please contact WinOMScs for further details!!
    • PBHS Side:  TruForm Integration comes with the purchase of TruForm.

WinOMScs Software Digital Signatures

Click here for instructions on digital signatures for TruForm.  

WinOMScs CLOUD based Software Alert:

  • Topaz/Adobe cannot be used with WinOMScs Cloud version due to the licensing issues with Adobe.  Please contact WinOMScs to obtain further options for signing your submitted truform submissions.  

WinOMScs Software Support Information:

You can contact WinOMScs Support below (FOR EXISTING WinOMScs CLIENTS):

Phone: 800-275-4637
Hours: M-F 8am - 8:30pm EST
Email: oralsurgerysupport@carestream.com

Main WinOMScs Support Page:
http://www.carestreamdental.com/us/en/support/SupportInfo#ContactInfo

Henry Schein

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

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 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
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. 

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

Main Support Page for OMSVision:
http://www.omsvision.com/support/contact

________________________________________

PerioVision Support:

Phone: 800-323-3370
Hours: M-F 8:15am - 7pm EST
Email: Specialtytl@HenrySchein.com

Main Support Page for PerioVision:
http://periovision.com/support/index.asp

________________________________________

EndoVision Support:

Phone: 800-323-3370
Hours: M-F 8am - 7pm EST
Email: Specialtytl@HenrySchein.com

Main Support Website for EndoVision:
http://www.endovision.info/support/contact

 

PBS Endo

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

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
Hours: unknown hours...
Email: support@pbsendo.com

Main PBS Endo Support Page:
http://www.pbsendo.com/support.html

Windent

This document includes ALL fields that integrate between TruForm and Windent.  If your custom form is setup correctly, items listed below will populate within your software. 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!

If you use our standard form below, the sections listed below are already integrated!

PATIENT INFORMATION:

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

REFERRED BY INFORMATION:

  • First Name
  • Last Name


PRIMARY & SECONDARY DENTAL
INSURANCE INFORMATION:

  • Insured Insurance Company Name

Software Integration Re-cap:

This software integration integrates a set amount of fields for:

  • Basic Patient Demographic fields
  • Primary/Secondary Dental Insurance Company Name Fields

Main Screen of Information that will Integrate:

Windent Patient Web Registration:

  • If you are using the latest integration (check XML interface)
  • To remember your password, so you don't need to enter this every time you integrate  (check Remember my FTP Password)
  • Obtain username and password from PBHS Support

Windent Software Support Information:

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

Phone: 800-466-9661
Hours: M-F 8am - 6:30pm PST
Email: windentsupport@carestream.com

Main Windent Support Page:
http://www.carestreamdental.com/us/en/support/SupportInfo#ContactInfo

 

DSN

This document includes ALL fields that integrate between TruForm and DSN.  If your custom form is setup correctly, items listed below will populate within your software. 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!

If you use our standard form below, the sections listed below are already integrated!

*The data below will import directly into DSN creating a new account for that patient. Additionally all the information is merged into a customizable form and added to the patients attached documents within the software (including the below fields):

*note these fields below do not integrate directly...

PATIENT INFORMATION:

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

RESPONSIBLE PARTY INFORMATION:

  • Title (Mr., Mrs., Miss., Dr.)
  • First Name
  • Last Name
  • Middle Initial
  • Suffix
  • Address
  • City
  • State or Province 
  • Zip or Postal Code
  • Home Phone
  • Work Phone
    • Work Ext

PRIMARY & SECONDARY
INSURANCE INFORMATION:

  • Insured First Name
  • Insured Middle Initial
  • Insured Last Name
  • Insured Gender
  • Insured Social Security Number
  • Insured Date of Birth
  • Insurance Company Name
  • Insurance ID
  • Insured Employer Name
  • Insured Relationship

ADDITIONAL INFORMATION:

  • Previous Dentist
  • Physician Name
  • Relative Name
  • Relative Phone
  • Referral Name

EMERGENCY CONTACT
INFORMATION:

  • Emergency Contact Name
  • Emergency Phone
  • Referral Name

Software Integration Re-cap:

This software integration integrates a set amount of fields for:

  • Patient Demographic fields 

Also please note:

  • Returning patients that re-register online can be converted into DSN v14 unlimited times. The first time the patient is imported as a "new" patient. After that, the office would "update" that existing patient.
  • DSN software saves all imported truForm documents. It does not overwrite the originally imported truForm when an existing patient re-registers online.

Converting TruForm into DSN

  1. Within your DSN software, select the "Go" menu
  2. Select the "Online Patient Registration" Option


  3. This will show the screen directly below, selec the "Import" button
  4. The import routine will download any pending online registration/TruForms
  5. Registrations will appear like this below:
  6. At this point, you can decide if this is a new patient or an existing patient.

Importing a New Patient:

  1. Select the "Add" button seen directly below, this will take them to the new patient wizard with information from the online registration filled in.

  2. The DSN wizard will walk you through this process, here you can change or add to the information provided.
  3. Some of the information is not automatically added, and the user will need to select the appropriate item or add a new item.

    For example, the patient employer is not automatically added, you will need to decide if they have that employer on file or you need to add it in.  If it is on file, you can pick the employer from the dropdown box.  If you need to add it, just select the Plus icon.  This will start the add of the employer with the information from the online registration filled in.   We do it this way so the user does not end up with many copies of the same employer on file within the DSN system.
  4. New Patient Wizard Patient Information:
    (note:  this area below in red is to display what was entered in the online registration, so you know what it was if they change it.  This is a feature that is only partially implemented at this time and more is coming soon per DSN).

  5. New Patient Wizard Account Information:

  6. New Patient Wizard Contact and Referral Information:

  7. New Patient Wizard Dental Insurance Primary:
    The Dental Secondary, Medical Primary, and Medical Secondary entry look exactly the same

  8. Status Information, last page of wizard:

  9. Once you select "Finish" above, the patient will be added to the system.  

    The online registration PDF/truform will be added to the New Patient Attachments area.

 

DSN Software Support Information:

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

Phone: 800-871-9271
Hours: M-F 5am- 5pm PST
Email: support@dsnsoft.com

Main DSN Support Page:
http://www.oralsurgeryexec.com/oralsurgery-exec/support.aspx

Medims

This document includes ALL fields that integrate between TruForm and Medims. If your custom form is setup correctly, items listed below will populate within your software.  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!

If you use our standard form below, the sections listed below are already integrated!

PATIENT INFORMATION:

  • Title
  • First Name
  • Last name
  • Middle Initial
  • Nickname
  • Suffix
  • Gender
  • DOB
  • SSN
  • Work Phone
  • Work Ext
  • Home Phone
  • Cell Phone
  • Email Address
  • Address
  • Address 2
  • City
  • State or Province 
  • Zip or Postal Code
  • Drivers License
  • Marital Status
  • Employment Status
  • Employer Name
  • Employer Address
  • City, State Zipcode
  • School Status
  • School Name
  • School Address
  • School Address 2
  • City
  • State or Province 
  • Zip or Postal Code
  • School Phone

REFERRAL INFORMATION:

  • Title (Mr., Mrs., Miss., Dr.)
  • First Name
  • Last Name
  • Middle Initial
  • Address
  • Address 2
  • City
  • State or Province
  • Zip or Postal Code
  • Work Phone

PRIMARY DENTAL & MEDICAL
INSURANCE INFORMATION:

  • Insured First Name
  • Insured Last Name
  • Insured Middle Initial
  • Insured Title
  • Insured Gender
  • Insured SSN
  • Insured DOB
  • Insured Address
  • Insured Address 2
  • Insured City
  • Insured State or Province 
  • Insured Zip or Postal Code
  • Insured Home Phone
  • Insured Work Phone
  • Insured Work Ext.
  • Insurance Company Name
  • Insurance Address
  • Insurance Address 2
  • Insurance City
  • Insurance State or Province 
  • Insurance Zip or Postal Code
  • Insurance Phone
  • Insurance Ext
  • Insured Group Name
  • Insured Group Number
  • Insured Insurance ID
  • Employment Status
  • Insured Employer Name
  • Insured Relationship
  • Insured Employment Status
  • Insured Employer Name
  • Insured Employer Address
  • Insured Employer Address 2
  • Insured Employer City
  • Insured Employer State or Province 
  • Insured Employer Zip or Postal Code
  • Insured Employer Phone
  • Insured School
  • Insured School Address
  • Insured School Address 2
  • Insured School City
  • Insured School State or Province 
  • Insured School Zip or Postal Code
  • Insured School Phone
  • Insured School Ext.

Software Integration Re-cap:

This software integration integrates a set amount of fields for:

  • Patient Demographic fields
  • Primary Medical & Dental Insurance Fields 

Medims Software Support Information:

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

Phone: 800-498-8324
Hours: unknown hours
Email:  

Main Medims Support Page:
http://www.medims.com/contact.htm

 

Panda Perio

Panda Perio has a unique integration that can integrate everything from your online truform within your software.  Using either your custom form or any of our standard forms, we will ensure all fields are included in your software integration!!

Other Important Information:

  • Panda Perio (with TruForm Integration) is currently in BETA, although used in many offices.  Please contact Panda Perio to find out additional details regarding this BETA release.  
  • Panda Perio does have integration with DSN, although if you try and use both TruForm and DSN Bridging into panda, there will be duplicate patient accounts which is not recommended. Please contact Panda Perio for additional details regarding this matter. 

Panda Perio Software Support Information:

You can contact Panda Perio Support Below (for existing clients only):

Phone: 800-517-7716
Hours: unknown hours
Email:  

Main Panda Perio Support Page:
http://pandaperio.com/panda-support/

 

Online Medsys

For Online Medsys Integration, it is highly recommended by both Practice Advisory Group and PBHS that you use our PBHS Standard HTML 5.0 form in order to have EVERYTHING integrate from your form within the Online Medsys software.   If you do not use our PBHS Standard HTML 5.0 form, note some items WILL NOT integrate from your custom form within the software.  

Registration Process: 
  1. Click here for an online demonstration 
    (this link would be placed on your website for patient to fill-out and submit).
  2. Once the above form is submitted, your office would receive this completed PDF form [Click Here to review an example of this PDF
    • You cannot use your custom registration form for this option above

This form integrates ALL fields from our standard form below:

Online Medsys Software Support Information:

You can contact Online Medsys Support Below (for existing clients only):

Phone: 713-961-2723
Hours: unknown hours
Email: support@omsp.com

Main Online Medsys Support Page:
http://oms.onlinemedsys.com/

 

 

 

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