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truForm: Henry Schein Integration Fields

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 date

This includes ALL fields that integrate between TruForm v6 and Henry Schein v15.0+. 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 one of our standard forms below, the sections listed below are already integrated!

Integration Total Count:  187 Fields

 

PATIENT INFORMATION

*IF YOU ARE USING A CUSTOM FORM: Patient Name on the form must be split out into first name last name in order to integrate correctly.  [See Example]

*IF YOU ARE USING A CUSTOM FORM: Patient Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.   [See Example]

*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. [See Example]

  1. Prefix
  2. First Name
  3. Middle Initial
  4. Last Name
  5. Gender (M/F)
  6. Martial Description
  7. Date of Birth
  8. Age
  9. Social Security Number
  10. Home Phone
  11. Cell Phone
  12. Email
  13. Driver’s License
  14. Employer Name
  15. Work Phone
  1. Address Street Name
  2. Apt
  3. City
  4. State or Province
  5. Zip or Postal Code
  6. Family member former patient?

*IF YOU ARE USING A CUSTOM FORM: Emergency Full Name should stay as one field for first and last name.   [See Example]

  1. Emergency Full Name 
  2. Home Phone
  3. Relation
  1. Dentist First Name
  2. Dentist Last Name
  3. Orthodontist First Name
  4. Orthodontist Last Name
  5. Medical Doctor First Name
  6. Medical Doctor Last Name
  7. Referred By First Name
  8. Referred By Last Name
  9. Nearest Relative First Name
  10. Nearest Relative Last Name
  11. Nearest Relative Phone
  12. Payment Method

DOES NOT INTEGRATE:

  1. Did you find our practice online

 

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.  [See Example]

*IF YOU ARE USING A CUSTOM FORM: Responsible Party Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.   [See Example]
  1. First Name
  2. Last Name
  3. Relationship to Patient
  4. Social Security Number
  5. Date of Birth
  6. Age
  7. Phone Home
  8. Phone Other
  1. Address Street Name
  2. Apt
  3. City
  4. State or Province
  5. Zip or Postal Code
  6. Employer Name
  7. Phone Work
  8. Email
  9. Driver's License

 

SPOUSE OR OTHER GUARANTOR INFORMATION

*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.  [See Example] *IF YOU ARE USING A CUSTOM FORM: Spouse or Other Guarantor Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.   [See Example]
  1. First Name
  2. Last Name
  3. Relationship to Patient
  4. Relationship Description
  5. Date of Birth
  6. Social Security Number
  1. Address Street
  2. Apt
  3. City
  4. State or Province
  5. Zip Code or Postal Code
  6. Home Phone
  7. Employer Name
  8. Work Phone

 

SCHOOL AND INSURANCE INFORMATION

*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.  [See Example]

 
  1. School Name
  2. School Address
  3. School Street Name
  4. School City
  5. School State or Province
  6. School Zip or Postal Code
  1. School Status (Full, Part, Not)
  2. Employer Status(Full, Part, Not)
  3. PPO or HMO?

 

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 / Zip 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]


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 states: 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

  1. Insured Relation to Patient
  2. Insured First Name
  3. Insured Last Name
  4. Insured Gender (M/F)
  5. Insured Date of Birth
  6. Insured Social Security Number
  7. Insured Home Phone
  8. Insured Home Address Street
  9. Insured City
  10. Insured State or Province
  11. Insured Zip Code or Postal Code
  12. Insured Employer Name
  13. Insured Employer Address
  14. Insured Employer City
  15. Insured Employer State or Province
  16. Insured Employer Zip or Postal
  17. Insured Employer Phone Number
  18. Insured Policy Group Name
  19. Insured Policy Group Number
  20. Insured Policy ID
  21. Insured Policy Plan
  22. Insured Insurance Company Name
  23. Insured Insurance Address Street
  24. Insured Insurance City
  25. Insured Insurance State or Province
  26. Insured Insurance Zip/ Postal Code
  27. Insured Insurance Phone Number

 

SECONDARY DENTAL

  1. Insured Relation to Patient
  2. Insured First Name
  3. Insured Last Name
  4. Insured Gender (M/F)
  5. Insured Date of Birth
  6. Insured Social Security Number
  7. Insured Home Phone
  8. Insured Home Address Street
  9. Insured City
  10. Insured State or Province
  11. Insured Zip Code or Postal Code
  12. Insured Employer Name
  13. Insured Employer Address
  14. Insured Employer City
  15. Insured Employer State or Province
  16. Insured Employer Zip or Postal
  17. Insured Employer Phone Number
  18. Insured Policy Group Name
  19. Insured Policy Group Number
  20. Insured Policy ID
  21. Insured Policy Plan
  22. Insured Insurance Company Name
  23. Insured Insurance Address Street
  24. Insured Insurance City
  25. Insured Insurance State or Province
  26. Insured Insurance Zip/ Postal Code
  27. Insured Insurance Phone Number

PRIMARY MEDICAL

  1. Insured Relation to Patient
  2. Insured First Name
  3. Insured Last Name
  4. Insured Gender (M/F)
  5. Insured Date of Birth
  6. Insured Social Security Number
  7. Insured Home Phone
  8. Insured Home Address Street
  9. Insured City
  10. Insured State or Province
  11. Insured Zip Code or Postal Code
  12. Insured Employer Name
  13. Insured Employer Address
  14. Insured Employer City
  15. Insured Employer State or Province
  16. Insured Employer Zip or Postal
  17. Insured Employer Phone Number
  18. Insured Policy Group Name
  19. Insured Policy Group Number
  20. Insured Policy ID
  21. Insured Policy Plan
  22. Insured Insurance Company Name
  23. Insured Insurance Address Street
  24. Insured Insurance City
  25. Insured Insurance State or Province
  26. Insured Insurance Zip/ Postal Code
  27. Insured Insurance Phone Number

 

SECONDARY MEDICAL

  1. Insured Relation to Patient
  2. Insured First Name
  3. Insured Last Name
  4. Insured Gender (M/F)
  5. Insured Date of Birth
  6. Insured Social Security Number
  7. Insured Home Phone
  8. Insured Home Address Street
  9. Insured City
  10. Insured State or Province
  11. Insured Zip Code or Postal Code
  12. Insured Employer Name
  13. Insured Employer Address
  14. Insured Employer City
  15. Insured Employer State or Province
  16. Insured Employer Zip or Postal
  17. Insured Employer Phone Number
  18. Insured Policy Group Name
  19. Insured Policy Group Number
  20. Insured Policy ID
  21. Insured Policy Plan
  22. Insured Insurance Company Name
  23. Insured Insurance Address Street
  24. Insured Insurance City
  25. Insured Insurance State or Province
  26. Insured Insurance Zip/ Postal Code
  27. Insured Insurance Phone Number

 

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:

  1. Reason for today's office visit
  2. Are you in good health
  3. Weight
  4. Height
  5. Have there been any changes in your general health in the past year
  6. Are you under the care of a physician 
  7. If so, for what are you being treated?
  8. Date of last visit
  9. Have you had any illness, operation or been hospitalized in the past five years
  10. If so, describe
  11. Do you have unhealed / recurrent injuries or inflamed areas, growths or sore spots in or around your mouth 
  12. If so, describe where
  13. Do you have a prosthetic joint / implant  
  14. If so, describe where
  15. Have you had a heart valve replacement or vascular graft
  16. Have you, or a family member, had any unusual or serious reactions to general anesthesia?
  17. Has a physician or previous dentist recommended that you take antibiotics prior to your dental treatment?
  18. Rheumatic fever?
  19. Damaged heart valves / mitral valve prolapse?
  20. Heart murmur?
  21. High blood pressure?
  22. Low blood pressure?
  23. Chest pain / angina?
    *Comes over as angina
  24. Heart attack(s)?
  25. Irregular heart beat?
  26. Cardiac pacemaker?
  27. Heart surgery?
  28. Pneumonia, bronchitis, chronic cough? 
    *Comes over as bronchitis/chronic cough
  29. Asthma?
  30. Hay fever / sinus problems?
  31. Snoring
  32. Sleep apnea / CPAP?
  33. Difficult breathing / other lung trouble?
    *
    Comes over as other lung trouble
  34. Tuberculosis?
  35. Emphysema?
  1. Do you smoke or vape?
  2. If so, how much a day
  3. Do you use chewing tobacco?
  4. Blood transfusion?
  5. Blood disorder such as anemia?
    *Comes over as anemia
  6. Bruise easily?
  7. Bleeding tendency / abnormal bleed?
    *Comes over as bleeding tendency
  8. Hepatitis, jaundice, or liver disease?
  9. Infectious mononucleosis?
  10. Gallbladder trouble?
  11. Fainting spells?
  12. Convulsions / epilepsy?
  13. Stroke?
  14. Thyroid trouble?
  15. Diabetes?
  16. Low blood sugar?
  17. Kidney trouble?
  18. High cholesterol?
  19. Are you on dialysis?
  20. Swollen ankles / arthritis / joint disease?
    *Comes over as arthritis)
  21. Osteoporosis / osteopenia?
  22. Osteonecrosis?
  23. Stomach ulcers / acid reflux?
    *Comes over as stomach ulcers
  24. Contagious diseases?
  25. Sexually transmitted diseases?
  26. Problems with immune system? Possibly from medication / surgery, etc.
  27. Delay in healing?
  28. A tumor or growth?
  29. Cancer / radiation therapy / chemotherapy?
    *Comes over as x-ray or chemo
  30. Chronic fatigue / night sweats?
  31. Are you on a diet?
  32. A history of alcohol abuse?
  33. A history of marijuana or other drug abuse?
  34. Contact lenses?
  35. Eye disease / glaucoma?
  36. Mental health problems / anxiety / depression
    *Comes over as mental health problems)
  37. A removable dental appliance?
  38. Pain or clicking of jaws when eating?

DOES NOT INTEGRATE:

  1. Have you ever had general anesthesia?

 

This entire section will not integrate:

WOMEN ONLY

  1. Is there a possibility of pregnancy?
  2. Expected delivery date?
  3. Are you nursing?
  4. Are you taking birth control pills?

 

MEDICATIONS
  1. Any kind of medication, drug, pills?
  2. Blood thinners (Coumadin, Plavix, Aspirin, Vitamin E, Ginko biloba, Aggrenox, Pradaxa, Fish oil)?
  3. Have you ever taken diet pills?
  4. Any natural product, herbal supplement or homeopathic remedy?
  5. 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?
  1. Tranquilizers, sleeping pills, anti-depressants, and/or narcotics on a regular basis? If so, please list:
  2. Please list any medication you are currently taking:
    (1-20 list, including medication name, dosage and frequency)**

DOES NOT INTEGRATE:    

  1. 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)

 

ALLERGIES

  1. Local anesthetic (numbing meds.)?
  2. Penicillin?
  3. Other antibiotics?
  4. Sulfa drugs?
  5. Sodium pentothal / Valium /other tranquilizers?
  6. Aspirin?
  7. Amoxicillin?
  8. Codeine or other narcotics?
  9. Latex?
  10. Soy?
  11. Eggs / yolk?
  12. Sulfites?
  13. Do you have any known allergies?
  1. Please list any allergies other than drug allergies:
  2. Please list any other medication or antibiotic you are allergic to:**Maximum of 10 allergies for medications/antibiotics**
    1. Medication/Antibiotic #1
    2. Medication/Antibiotic #2
    3. Medication/Antibiotic #3
    4. Medication/Antibiotic #4
    5. Medication/Antibiotic #5
    6. Medication/Antibiotic #6
    7. Medication/Antibiotic #7
    8. Medication/Antibiotic #8
    9. Medication/Antibiotic #9
    10. Medication/Antibiotic #10

 

FAMILY HISTORY

  1. Family History of Cancer
  2. Family History of Diabetes
  1. Family History of Heart Disease
  2. Family History of Anesthetic Problems

 

INJURY INFORMATION

  1. Is visit related to an accident?
  2. Type of accident- auto/work/other
  3. Date of injury
  1. Insurance Company Handling Claim
  2. Claim Number
  3. Attorney or Adjustor
  4. Attorney Phone

 

HH PERSONAL INFORMATION

  1. If you are having surgery today, have you had anything to eat or drink in the last 6 (six) hours?
  2. Who is driving you home?
  1. Is there any condition concerning your health that the Doctor should be told about
  2. If Yes, why?
  3. Do you wish to speak to the Dr. privately about anything?