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

Please note, v.18.0 and up will only work with this truForm integration if this version was 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
    • 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)

 

HEALTH HISTORY


*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:


  • Rheumatic fever?
  • Do you have a prosthetic joint / implant / If so, describe where
  • Have you had a heart valve replacement or vascular graft
  • Have you ever had general anesthesia?
  • Have you, or a family member, had any unusual or serious reactions to general anesthesia?
  • Has a physician or previous dentist recommended that you take antibiotics prior to your dental treatment?
  • 10. Rheumatic fever?
  • Damaged heart valves / mitral valve prolapse?
  • Heart murmur?
  • High blood pressure?
  • Low blood pressure?
  • Low blood sugar?
  • Kidney trouble?
  • High cholesterol?
  • Are you on dialysis?
  • Swollen ankles / arthritis / joint disease? 
    (Comes over as arthritis)
  • Osteoporosis / osteopenia?
  • Osteonecrosis?
  • Stomach ulcers / acid reflux? 
    (Comes over as stomach ulcers)
  • Contagious diseases?
  • Sexually transmitted diseases?
  • Problems with immune system? Possibly from medication / surgery, etc.
  • Delay in healing?
  • A tumor or growth?Cancer / radiation therapy / chemotherapy? 
    (Comes over as xray or chemo)
  • Chronic fatigue / night sweats?
  • Are you on a diet?
  • A history of alcohol abuse?
  • A history of drug abuse?
  • Contact lenses?
  • Eye disease / glaucoma?
  • Mental health problems / anxiety / depression? 
    (Comes over as mental health problems)
  • A removable dental appliance?
  • Pain or clicking of jaws when eating?
  • Stroke?
  • Thyroid trouble?
  • Diabetes?
  • Chest pain / angina? 
    (Comes over as angina)
  • Heart attack(s)?
  • Irregular heart beat?
  • Cardiac pacemaker?
  • Heart surgery?
  • Pneumonia, bronchitis, chronic cough? 
    (Comes over as bronchitis/chronic cough)
  • Asthma?
  • Hay fever / sinus problems?
  • Snoring?
  • Sleep apnea / CPAP?
  • Difficult breathing / other lung trouble? 
    (Comes over as other lung trouble)
  • Tuberculosis?
  • Emphysema?
  • Do you smoke?
         
    DOES NOT INTEGRATE:
    If so, number of packs a day
        
  • Do you use chewing tobacco?
  • Blood transfusion?
  • Blood disorder such as anemia? (Comes over as anemia)
  • Bruise easily?
  • Bleeding tendency / abnormal bleed? (Comes over as bleeding tendency)
  • Hepatitis, jaundice, or liver disease?
  • Infectious mononucleosis?
  • Gallbladder trouble?
  • Fainting spells?
  • Convulsions / epilepsy?

     

 FAMILY HISTORY:

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

 MEDICATION:

  • Any kind of medication, drug, pills?
  • Please list any medication you are currently taking:
    (1-20 list, including medication name, dosage and frequency)
  • DOES NOT INTEGRATE:
    • Blood thinners (coumadin, plavix, aspirin, vitamin E, ginko biloba, aggrenox, pradaxa, fish oil)?
      Have you ever taken diet pills?
    • Any natural product, herbal supplement or homeopathic remedy?
    • 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?
    • Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis?  If so, please list:
    • 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

ALLERGIES:

  • Local anesthetic (numbing meds.)?
  • Penicillin?
  • Other antibiotics?
  • Sulfa drugs?
  • Sodium pentothal / Valium /other tranquilizers?
  • Aspirin?
  • Amoxicillin?
  • Codeine or other narcotics?
  • Latex?
  • Soy?
  • Eggs / yolk?
  • Sulfites?
  • Do you have any known allergies?
  • Please list any allergies other than drug allergies:
  • Please list any other medication or antibiotic you are allergic to
    (1-10 list, including medication name).

 This entire section will not integrate:
WOMEN ONLY:

  • Is there a possibility of pregnancy?
  • Expected delivery date?
  • Are you nursing?
  • Are you taking birth control pills?

 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?

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

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.
  • TruForm integrates DSN v11.7, v14 & v16 ONLY!  If you have any other software version with DSN, it will not support TruForm Integration.

   

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

You must have the version 18.0 and the install date must be 08/31/18 or after for integration to work correctly.


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.


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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