truForm: Software Integration | DSN

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Instructions below ONLY apply to truForm.

In this section we will go over the following:


TruForm Integration Fields for DSN v18.x

Please note, DSN v18.x will only work with the truForm integration shown below.  Version 18.x will only work if installed 08/31/2018 and after.

Click here to check your version

This document includes ALL fields that integrate between TruForm and DSN.  If your custom form is setup for integration 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!

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
  • Last name
  • Middle Initial
  • Gender
  • Date of Birth
  • Social Security Number
  • Work Phone
  • Home Phone
  • Cell Phone
  • Email
  • Employer Name
  • DOES NOT INTEGRATE:
    Nickname
  • DOES NOT INTEGRATE:
    Suffix
  • DOES NOT INTEGRATE:
    Age
  • DOES NOT INTEGRATE:
    Drivers 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.

[See Example]


  • Address Street Name
  • Apt 
  • City
  • State or Province
  • Zip or Postal Code
  • Employer Name

*IF YOU ARE USING A CUSTOM FORM:  Referred By on the form must be split out into first name last name in order to integrate correctly.

[See Example]


  • Referred By First Name
  • Referred By Last Name
  • or Referred By Name as one field (patient can type the answer on one line)
  • DOES NOT INTEGRATE:
    Dentist First Name
  • DOES NOT INTEGRATE:
    Dentist Last Name
  • DOES NOT INTEGRATE:
    Doctor First Name
  • DOES NOT INTEGRATE:
    Doctor Last Name
  • DOES NOT INTEGRATE:
    Orthodontist First Name
  • DOES NOT INTEGRATE:
    Orthodontist Last Name
  • DOES NOT INTEGRATE:
    Nearest Relative First Name
  • DOES NOT INTEGRATE:
    Nearest Relative Last Name
  • DOES NOT INTEGRATE:
    Nearest Relative Phone Number
  • DOES NOT INTEGRATE:
    Preferred Pharmacy
  • DOES NOT INTEGRATE:
    Preferred Pharmacy Phone
  • DOES NOT INTEGRATE:
    Personal Payment Type
  • DOES NOT INTEGRATE:
    Have you ever been a patient of our DOES NOT INTEGRATE:
    practice?
  • DOES NOT INTEGRATE:
    Has a family member ever been a patient of our practice?

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


RESPONSIBLE PARTY INFORMATION:

  • Relationship to Patient
  • Prefix (ex. Mr., Mrs., Miss., Dr.)
  • First Name
  • Last Name
  • Middle Initial
  • Suffix
  • Social Security Number
  • Address Street Name
  • Address Apt #
  • Address City
  • Address State or Province
  • Address Zip or Postal Code 
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email 
  • DOES NOT INTEGRATE:
    Employer Name
  • DOES NOT INTEGRATE:
    Age
  • DOES NOT INTEGRATE:
    Date of Birth
  • DOES NOT INTEGRATE:
    Drivers License
  • DOES NOT INTEGRATE:
    Relationship description (if other)


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. 

[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]


  • Primary/Secondary Insurance Type (Dental, Medical, Both)
  • Insured First Name
  • Insured Middle Initial
  • Insured Last Name
  • Insured Gender
  • Insured Social Security Number
  • Insured Date of Birth
  • Insured Home Phone Number
  • Insured Street Address
  • Insured Home Address Street
  • Insured Home Address City
  • Insured Home Address State or Province
  • Insured Home Address Zip or Postal Code
  • Insurance Company Name
  • Insurance Company Address Street
  • Insurance Company Address City
  • Insurance Company Address State or Province
  • Insurance Company Address Zip or Postal Code
  • Insurance Company Phone Number
  • Insured Insurance Policy Group Number
  • Insured Insurance Policy ID
  • Insured Employer Name
  • Insured Employer Address Street
  • Insured Employer Address City
  • Insured Employer Address State or Province
  • Insured Employer Address Zip or Postal Code
  • Insured Employer Phone Number
  • Insured Relationship

This entire section will not integrate:
EMERGENCY CONTACT INFORMATION:
  • Emergency Full Name
  • Phone Home
  • Phone Work
  • Emergency Relation to Patient

This entire section will not integrate:
SCHOOL AND INSURANCE INFORMATION:
  • School Name
  • School Address Street
  • School Address City
  • School Address State or Province
  • School Address Zip or Postal Code
  • Student Status (full/part/not)
  • Employment status (full/part/retired/not)
  • Marital Status (married/ divorced/ widow/ single/ legally separated)

 

HEALTH HISTORY (QUESTIONS 1 - 65)


*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:


  1. Are you in good health
    • Height
    • Weight
  2. Have there been any changes in your general health in the pas year
  3. Are you under the care of a physician
    • Date of last visit
    • If so, for what are you being treated
  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
  8. 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
    • DOES NOT INTEGRATE:
      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 use
  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

    WOMEN ONLY (QUESTIONS 66 - 69)
     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

    MEDICATION (QUESTIONS 70 - 77)
          
  70. Any kind of medication, drug, pills
  71. DOES NOT INTEGRATE:
    Blood thinners (coumadin, plavix, aspirin, vitamin E, ginko biloba, aggrenox, pradaxa, fish oil)
  72. DOES NOT INTEGRATE:
    Have you ever taken diet pills
  73. DOES NOT INTEGRATE:
    Any natural product, herbal supplement or homeopathic remedy
  74. DOES NOT INTEGRATE:
    Are you taking, or have you ever taken bone density meds, RANKL inhibitors or bisphosphonates such as denosumab, fosamax, boniva, actonel, iv-zometa, aredia, reclast, or evista in the past 12 years
  75. DOES NOT INTEGRATE:
    Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis 
    • If so, please list:
  76. DOES NOT INTEGRATE:
    If you are under the care of a physician for pain management, or recovering from drug addition please select the medication you are currently taking
    • Treating doctor first name
    • Treating doctor last name
  77. Please list any medication you are currently taking:
    (1-20 list, including medication name, dosage and frequency)


    ALLERGIES (QUESTIONS 78 - 92)
           
  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
    (1-10 list, including medication name).

     

 FAMILY HISTORY:

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

This entire section will not integrate:
 INJURY INFORMATION:

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

 This entire section will not integrate:
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

NOTE

  • DSN software saves all imported truForm documents. It does not overwrite the originally imported truForm when an existing patient re-registers online.
  • v18.x integration includes patient demographic and health history

   

DSN - Check your version and install date

  1. Within your DSN software, select the "Help" drop down menu located at the top
  2. Select "About" and a window will open
  3. You will see the version of the software you are on, and the date it was installed

Please note, DSN v18.x will only work with the truForm integration shown above.  Version 18.x will only work if installed 08/31/2018 and after.


Converting TruForm into Your DSN Software

  1. Within your DSN software, select the "Go" menu
  2. Select the "Online Patient Registration" Option
  3. This will show the screen directly below, select 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
  2. This will take you to the new patient wizard with information from the online registration filled in.

  3. The "New Patient" DSN wizard will walk you through this process, here you can change or add to the information provided.
  4. 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.
  5. 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).
  6. Select the "Next" button once done verifying information:

  7. The "New Patient" Wizard Account Information screen will appear, select the "Next" button once done verifying information:

  8. The "New Patient" Wizard Contact and Referral Information, select the "Next" button once done verifying information:

  9. The "New Patient" Wizard Dental Insurance Primary, select the "Next" button once done verifying information:
    The Dental Secondary, Medical Primary, and Medical Secondary entry look exactly the same

  10. The "New Patient" Status Information, select the "Finish" button once done verifying information:

  11. 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.


TruForm Integration Fields for DSN v11.7, v14 & v16

If you have DSN v.18.x, click here to review integration fields.

DSN v11.7, v14 & v16 does NOT include health history / medication integration.

This document includes ALL fields that integrate between TruForm and DSN (v11.7, v14 & v16).  If your custom form is setup for integration 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!

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
  • Last name
  • Middle Initial
  • Gender
  • Date of Birth
  • Social Security Number
  • Work Phone
  • Home Phone
  • Cell Phone
  • Email
  • Employer Name
  • DOES NOT INTEGRATE:
    • Nickname
    • Suffix
    • Age
    • Drivers 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.

[See Example]


  • Address Street Name
  • Apt 
  • City
  • State or Province
  • Zip or Postal Code
  • Employer Name

*IF YOU ARE USING A CUSTOM FORM:  Referred By on the form must be split out into first name last name in order to integrate correctly.

[See Example]


  • Referred By First Name
  • Referred By Last Name
  • or Referred By Name as one field (patient can type the answer on one line)
  • DOES NOT INTEGRATE:
    • Dentist First Name
    • Dentist Last Name
    • Doctor First Name
    • Doctor Last Name
    • Orthodontist First Name
    • Orthodontist Last Name
    • Nearest Relative First Name
    • Nearest Relative Last Name
    • Nearest Relative Phone Number
    • Preferred Pharmacy
    • Preferred Pharmacy Phone
    • Personal Payment Type
    • Have you ever been a patient of our practice?
    • Has a family member ever been a patient of our practice?

This entire section will not integrate:

SPOUSE OR OTHER GUARANTOR INFORMATION

RESPONSIBLE PARTY
RESPONSIBLE PARTY INFORMATION:

  • Relationship to Patient
  • Prefix (ex. Mr., Mrs., Miss., Dr.)
  • First Name
  • Last Name
  • Middle Initial
  • Suffix
  • Social Security Number
  • Address Street Name
  • Address Apt #
  • Address City
  • Address State or Province
  • Address Zip or Postal Code 
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email 
  • DOES NOT INTEGRATE:
    • Employer Name
    • Age
    • Date of Birth
    • Drivers License
    • Relationship description (if other)

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. 

[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]


  • Primary/Secondary Insurance Type (Dental, Medical, Both)
  • Insured First Name
  • Insured Middle Initial
  • Insured Last Name
  • Insured Gender
  • Insured Social Security Number
  • Insured Date of Birth
  • Insured Home Phone Number
  • Insured Street Address
  • Insured Home Address Street
  • Insured Home Address City
  • Insured Home Address State or Province
  • Insured Home Address Zip or Postal Code
  • Insurance Company Name
  • Insurance Company Address Street
  • Insurance Company Address City
  • Insurance Company Address State or Province
  • Insurance Company Address Zip or Postal Code
  • Insurance Company Phone Number
  • Insured Insurance Policy Group Number
  • Insured Insurance Policy ID
  • Insured Employer Name
  • Insured Employer Address Street
  • Insured Employer Address City
  • Insured Employer Address State or Province
  • Insured Employer Address Zip or Postal Code
  • Insured Employer Phone Number
  • Insured Relationship

This entire section will not integrate:
EMERGENCY CONTACT INFORMATION:
  • Emergency Full Name
  • Phone Home
  • Phone Work
  • Emergency Relation to Patient

This entire section will not integrate:
SCHOOL AND INSURANCE INFORMATION:
  • School Name
  • School Address Street
  • School Address City
  • School Address State or Province
  • School Address Zip or Postal Code
  • Student Status (full/part/not)
  • Employment status (full/part/retired/not)
  • Marital Status (married/ divorced/ widow/ single/ legally separated)

 This entire section will not integrate:
HEALTH HISTORY INFORMATION
MEDICATION
ALLERGIES
(pages 2-3 of our standard form).

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.
  • This integration for v11.7, v14, v16 does not include health history


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
Support Page: [Click Here]

 

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