truForm: Submission List

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Instructions below ONLY apply to truForm.

  1. Once you login
  2. Select "Access Forms"
    • Once off the main welcome page, you will also see "Forms" on your far LEFT hand side navigation.
    • Selecting either option will bring you right to your online form submission list
  3. Depending on what forms you have programmed through PBHS Support, you may see one of the below 3 options: (note: you will only see the option(s) below if your form(s) are setup for this category):
    • Registrations:  
      Would store all Patient Registration submissions
    • Referrals:  
      Would store all Doctor Referral submissions
    • Miscellaneous:  
      Would store all Consent and non-registration/referral submissions
  4. Select the form category you would like to review from above, which will lead you to your submission page below:
    **in this example, we are using the patient registration- ALL categories will work exactly the same!!
  5. On the same line as each submission, you will find a status column.  Each status will help identify the state of this patients form
    • Not Completed- 2 options to achieve this status:  
      • [Patient Invitation]  Your office can invite the patient via email to complete their truform.  As soon as you invite them, you will see their name in your list as "Not Completed" until they submit their form.  
      • [Save & Exit]  If your form includes a patient first name, patient last name, patient phone, patient email; once this information if filled out, any patient will have the ability to SAVE their form to complete at another time. 
    • Completed:  This form and all signatures has been completed
    • Signature Needed:  This form has been completed, and is ready for the office to sign.

Each submission will have a "Actions" drop down on the same line, once selected you will have the below options depending on the "Status" of that form: 

Status - Signature Needed:

  • Sign Form:
    This will open your form in a HTML view, and allow you to sign any doctor related signatures needed.
  • Download Attachments: 
    The patient or doctor filling out this form will have the option to upload a document/image once they submit their form.  If they have completed this step, you will see this option.  It will give you the ability to download the attachment(s) in a zip file.  
  • Archive:
    This will "Archive" your form, usually used once you have processed this form into your practice management software.  Once you archive a form, you will no longer see this in your "Active" submission list.
  • View:
    Once you select "View", a small preview window will display the submitted form with 4 options:

      • Print:
        This will open your print options, to print to any printer you are connected to.
      • Open PDF:
        This will open the PDF submission within a new tab, from here you can view the formal submission.  Depending on the browser, you can print and/or save the PDF from this view as well.
      • Download:
        This will automatically download the PDF submission to your computer
      • Close:
        This will close your preview window so you can view other TruForm submissions.

Status - Completed:

  • Download Attachments:  The patient or doctor filling out this form will have the option to upload a document/image once they submit their form.  If they have completed this step, you will see this option.  It will give you the ability to download the attachment(s) in a zip file.  
  • Archive:
    This will "Archive" your form, usually used once you have processed this form into your practice management software.  Once you archive a form, you will no longer see this in your "Active" submission list.
  • View:
    Once you select "View", a small preview window will display the submitted form with 4 options:
      • Print:
        This will open your print options, to print to any printer you are connected to.
      • Open PDF:
        This will open the PDF submission within a new tab, from here you can view the formal submission.  Depending on the browser, you can print and/or save the PDF from this view as well.
      • Download:
        This will automatically download the PDF submission to your computer
      • Close:
        This will close your preview window so you can view other TruForm submissions.

Status - Not Completed:

    • Submit Form:  
      You can manually submit the patients form even if the form is NOT submitted by the patient
    • Send Reminder:  
      This will email a reminder to the patient of the selected form they need to fill out before their appointment
    • Archive:  
      This will "Archive" your form and the patient will no longer be able to use this form.  Once you archive a form, you will no longer see this in your "Active" submission list.
    • View:  
      Once you select "View", a small preview window will display the submitted form with 4 options:
      • Print:
        This will open your print options, to print to any printer you are connected to.
      • Open PDF:
        This will open the PDF submission within a new tab, from here you can view the formal submission.  Depending on the browser, you can print and/or save the PDF from this view as well.
      • Download:
        This will automatically download the PDF submission to your computer
      • Close:
        This will close your preview window so you can view other TruForm submissions.

 

 

 

 

 

 

 

 

 

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