truForm: DSN

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 on 08/31/2018 and after.  This also includes DSN Cloud.  

1. Health Alerts
2. Allergies
3. Current Medications
4. Attachments

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. You can now decide if this truForm submission should be imported as 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, any submitted truForm(s) will be displayed here:
   
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
8. Select the Next button once done verifying information:
   
9. The New Patient Wizard Contact and Referral Information will appear
10. Select the Next button once done verifying information:
    
11. The New Patient Wizard Dental Insurance Primary will appear
12. Select the Next button once done verifying information:
    • The Dental Secondary, Medical Primary, and Medical Secondary entry look exactly the same
      
13. The New Patient Status Information will appear
14. Select the Finish button once done verifying information:
    
15. Once you select Finish above, the patient will be added to the system.

You can now view and sign the submitted truForm through DSN (LINK COMING SOON).

The online registration PDF/truform will be added to the DSN New Patient Attachments area.

When a submitted TruForm PDF is imported into DSN, it will be stored in DSN (for quick access) – and can be viewed but cannot be edited.  If you need to sign the submitted TruForm PDF after integration, you must export it out of DSN first.

Please follow the steps provided below:

1. Export/save submitted truform PDF from DSN, locally to your computer
2. Open the truForm PDF in the correct application for signing a PDF form
3. Once all signatures are complete, you can save the completed truForm locally to your computer again
4. Upload the updated signed TruForm PDF back into patients account (noting this will be a newly signed attachment and will not replace the original).

• How to check my DSN Software Version

  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!

  1. OMS PATIENT REGISTRATION & HEALTH HISTORY PBHS STANDARD TRUFORM
  2. ENDO/PERIO PATIENT REGISTRATION & HEALTH HISTORY PBHS STANDARD TRUFORM

  Anything labeled with "DOES NOT INTEGRATE", is a field that exists on our standard form above, but does not automatically integrate.

  Integration Field Count: 149 total fields integrate!

   

  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. Patient Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly. Referred By on the form must be split out into first name last name in order to integrate correctly.
  Prefix First Name Last name Middle Initial Gender Date of Birth Social Security Number Work Phone Home Phone Cell Phone Email Employer Name	Address Street Name Apt  City State or Province Zip or Postal Code Employer Name	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: Nickname Suffix Age Drivers License 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? Emergency Full Name Phone Home Phone Work Emergency Relation to Patient

   

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

   

  RESPONSIBLE PARTY INFORMATION
  *IF YOU ARE USING A CUSTOM FORM: Responsible Party Name on the form must be split out into first name last name in order to integrate correctly. Patient Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly.
  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)

   

  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.  All Address/ City/ State must be split out into its own fields in order to integrate correctly. Insured Name on the form must be split out into first name last name in order to integrate correctly.
  PRIMARY DENTAL 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 SECONDARY MEDICAL 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	PRIMARY MEDICAL 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 SECONDARY MEDICAL 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: 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:

  1. 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.
  2. This integration for v11.7, v14, v16 does not include health history
  3. When a submitted TruForm PDF is imported into DSN, it will be stored in DSN (for quick access) – and can be viewed but cannot be edited.  If you need to sign the submitted TruForm PDF after integration, you must export it out of DSN first:
     1. Export/save submitted Truform PDF locally to your computer
     2. Open in Adobe Acrobat and sign
     3. Save document locally to your computer
     4. Upload new signed submitted TruForm PDF back into patients account (noting this will be a newly signed attachment and will not replace the original).

• In order to import the additional items listed below, you must have v.18 installed 06/19/19 build or above. 

  1. Health Alerts
  2. Allergies
  3. Current Medications
  4. Attachments

  How to check my DSN Software Version

  This document includes ALL fields that integrate between TruForm and DSN v18 (06/19/19 build or above).  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!

  • OMS PATIENT REGISTRATION & HEALTH HISTORY PBHS STANDARD TRUFORM
  • ENDO/PERIO PATIENT REGISTRATION & HEALTH HISTORY PBHS STANDARD TRUFORM

  Anything labeled with "DOES NOT INTEGRATE", is a field that exists on our standard form above, but does not automatically integrate.

  Integration Field Count: 241 total fields integrate!

   

  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. Patient Address/ City/ State must be split out into its own fields in order to integrate correctly. Referred By on the form must be split out into first name last name in order to integrate correctly.
  Prefix First Name Last name Middle Initial Gender Date of Birth Social Security Number Work Phone Home Phone Cell Phone Email Employer Name	Address Street Name Apt  City State or Province Zip or Postal Code Employer Name	Referred By First Name Referred By Last Name
  DOES NOT INTEGRATE:
  Nickname Suffix Age Drivers License 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 Pharmacy Tel Personal Payment Type	Have you ever been a patient of our  practice? Has a family member ever been a patient of our practice? Emergency Full Name Phone Home Phone Work Emergency Relation to Patient

   

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

   

  RESPONSIBLE PARTY INFORMATION
  *IF YOU ARE USING A CUSTOM FORM: Responsible Party Name on the form must be split out into first name last name in order to integrate correctly. Patient Address/ City/ State must be split out into its own fields in order to integrate correctly.
  Relationship to Patient Prefix (ex. Mr., Mrs., Miss., Dr.) First Name Last Name Middle Initial Suffix Social Security Number Home Phone Work Phone Cell Phone Email	Address Street Name Address Apt # Address City Address State or Province Address Zip or Postal Code  DOES NOT INTEGRATE: Employer Name Age Date of Birth Drivers License Relationship description (if other)

   

  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)

   

  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.   All Address/ City/ State / Zip must be split out into its own fields in order to integrate correctly. Insured Name on the form must be split out into first name last name in order to integrate correctly.
  PRIMARY DENTAL 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 SECONDARY DENTAL 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	PRIMARY MEDICAL 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 SECONDARY MEDICAL 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

   

  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:
  Are you in good health Height Weight Have there been any changes in your general health in the pas year Are you under the care of a physician Date of last visit If so, for what are you being treated 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 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 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 DOES NOT INTEGRATE: If so, how much a day do you smoke/vape 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 xray or chemo Chronic fatigue / night sweats Are you on a diet A history of alcohol abuse A history of marijuana or other drug use 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: COVID-19 Autoimmune disease Alcohol intake?  If so, drinks per Day If so, drinks per Week

   

  This entire section will not integrate: WOMEN ONLY

   

  MEDICATION

  Any kind of medication, drug, pills Please list any medication you are currently taking: (1-20 list, including medication name, dosage and frequency) If you are using a CUSTOM FORM!!  This question must be accompanied by a YES/NO question in order to integrate into your software correctly.  Ex:  Are you taking any kind of medication, drug, pills?  YES / NO

  DOES NOT INTEGRATE: Blood thinners (coumadin, plavix, aspirin, vitamin E, Ginko biloba, aggrenox, Xarelto, Eliquis, 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 Prolia, Fosamax, Boniva, Actonel, IV-Zometa, Aredia, Reclast, Xgeva, 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: If you are using a CUSTOM FORM!!  This question must be accompanied by a YES/NO question in order to integrate into your software correctly.  Ex:   Do you have any known allergies?  YES / NO Please list any other medication or antibiotic you are allergic to: 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

   

  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: HEALTH HISTORY 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

  1. DSN software saves all imported truForm documents. It does not overwrite the originally imported truForm when an existing patient re-registers online.
  2. v18.x integration includes patient demographic and health history
  3. v18.x integration includes integration of truForm attachments (attached images or documents are imported into the DSN Attachment window for the specific patient).
  4. When a submitted TruForm PDF is imported into DSN, it will be stored in DSN (for quick access) – and can be viewed but cannot be edited.  If you need to sign the submitted TruForm PDF after integration, you must export it out of DSN first:
     1. Export/save submitted Truform PDF locally to your computer
     2. Open in Adobe Acrobat and sign
     3. Save document locally to your computer
     4. Upload new signed submitted TruForm PDF back into patients account (noting this will be a newly signed attachment and will not replace the original).