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Overview
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 dateThis includes ALL fields that integrate between TruForm v6 and Henry Schein v15.0+. If your custom form is setup correctly, items listed in this section will populate within your software.
Note, if you have additional fields that are NOT listed in this section, you can manual enter them into your patients account once integration is set!
If you use one of our standard forms below, the sections listed here are already integrated!
- OMS STANDARD PBHS PATIENT REGISTRATION & HEALTH HISTORY
- GD STANDARD PBHS PATIENT REGISTRATION & HEALTH HISTORY
- ENDO/PERIO STANDARD PBHS PATIENT REGISTRATION & HEALTH HISTORY
**Any fields listed in red, exist on our standard forms and DO NOT integrate.
Integration Total Count: 187 Fields
This is the amount of fields from truForm that can integrate directly into the PMS of your patient's account.
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Patient Info
*IF YOU ARE USING A CUSTOM FORM:
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Patient Name on the form must be split out into first name last name in order to integrate correctly.
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Patient Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.
- Dentist/Doctor/Referred By/Nearest Relative Names on the form must be split out into first name last name in order to integrate correctly.
- Prefix
- First Name
- Middle Initial
- Last Name
- Gender (M/F)
- Martial Description
- Date of Birth
- Age
- Social Security Number
- Home Phone
- Cell Phone
- Email
- Driver’s License
- Employer Name
- Work Phone
- Address Street Name
- Apt
- City
- State or Province
- Zip or Postal Code
- Family member former patient?
*IF YOU ARE USING A CUSTOM FORM: Emergency Full Name should stay as one field for first and last name.
- Emergency Full Name
- Home Phone
- Relation
- 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
DOES NOT INTEGRATE:
- Did you find our practice online
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Responsible Party Info
*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.
- Responsible Party Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.
- First Name
- Last Name
- Relationship to Patient
- Social Security Number
- Date of Birth
- Age
- Phone Home
- Phone Other
- Address Street Name
- Apt
- City
- State or Province
- Zip or Postal Code
- Employer Name
- Phone Work
- Email
- Driver's License
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Spouse/Other Guarantor Info
*IF YOU ARE USING A CUSTOM FORM:
- Spouse or Other Guarantor name on the form must be split out into first name last name in order to integrate correctly.
- Spouse or Other Guarantor Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.
- First Name
- Last Name
- Relationship to Patient
- Relationship Description
- Date of Birth
- Social Security Number
- Address Street
- Apt
- City
- State or Province
- Zip Code or Postal Code
- Home Phone
- Employer Name
- Work Phone
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School/Insurance Info
*IF YOU ARE USING A CUSTOM FORM:
- School Name/ Address/ City/ State /Zip must be split out into its own fields in order to integrate correctly.
- School Name
- School Address
- School Street Name
- School City
- School State or Province
- School Zip or Postal Code
- School Status (Full, Part, Not)
- Employer Status(Full, Part, Not)
- PPO or HMO?
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Insurance Info
*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 / Zip must be split out into its own fields in order to integrate correctly.
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Insured Name on the form must be split out into first name last name in order to integrate correctly.
IF THE INSURANCE COMPANY NAME FROM THE SUBMITTED TRUFORM DOESN'T 100% MATCH THE COMPANY NAME LISTED IN YOUR SOFTWARE, THIS ENTIRE INSURANCE SECTION WILL NOT INTEGRATE!
Henry Schein stance: 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.PRIMARY DENTAL
- 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
SECONDARY DENTAL
- 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
PRIMARY MEDICAL
- 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
SECONDARY MEDICAL
- 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
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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:
- Reason for today's office visit
- Are you in good health
- Weight
- Height
- Have there been any changes in your general health in the past year
- Are you under the care of a physician
- If so, for what are you being treated?
- Date of last visit
- Have you had any illness, operation or been hospitalized in the past five years
- If so, describe
- Do you have unhealed / recurrent injuries or inflamed areas, growths or sore spots in or around your mouth
- If so, describe where
- Do you have a prosthetic joint / implant
- If so, describe where
- Have you had a heart valve replacement or vascular graft
- 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?
- Rheumatic fever?
- Damaged heart valves / mitral valve prolapse?
- Heart murmur?
- High blood pressure?
- Low blood pressure?
- 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 or vape?
- If so, how much 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?
- Stroke?
- Thyroid trouble?
- Diabetes?
- 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 x-ray or chemo - Chronic fatigue / night sweats?
- Are you on a diet?
- A history of alcohol abuse?
- A history of marijuana or other 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?
DOES NOT INTEGRATE:
- Have you ever had general anesthesia?
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Women Only
This entire section will not integrate:
- Is there a possibility of pregnancy?
- Expected delivery date?
- Are you nursing?
- Are you taking birth control pills?
- Is there a possibility of pregnancy?
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Medications
- Any kind of medication, drug, pills?
- 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, or Evista in the past 12 years?
- Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis? If so, please list:
- Please list any medication you are currently taking:
(1-20 list, including medication name, dosage and frequency)**
DOES NOT INTEGRATE:
- 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)
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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:**Maximum of 10 allergies for medications/antibiotics**
- Medication/Antibiotic #1
- Medication/Antibiotic #2
- Medication/Antibiotic #3
- Medication/Antibiotic #4
- Medication/Antibiotic #5
- Medication/Antibiotic #6
- Medication/Antibiotic #7
- Medication/Antibiotic #8
- Medication/Antibiotic #9
- Medication/Antibiotic #10
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Family History
- Family History of Cancer
- Family History of Diabetes
- Family History of Heart Disease
- Family History of Anesthetic Problems
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Injury Info
- Is visit related to an accident?
- Type of accident- auto/work/other
- Date of injury
- Insurance Company Handling Claim
- Claim Number
- Attorney or Adjustor
- Attorney Phone
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Personal Info
- 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?
- 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?
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