truForm: Portal Instructions

Streamline the patient registration process with truForm™, a secure, HIPAA compliant forms solution enabling patients to transmit their Private Health Information (PHI) prior to initial visit. Secure, Online Patient Registration for your website.

A paperless office begins with a paperless chart. With truForm™ your patients can pre-register while visiting your website from their computer, tablet or mobile device. truForm™ integrates with Lexi-comp®, eliminating patient errors when inputting names of prescriptions, dosage and frequency of dosage. A more accurate form completion process saves time and money.

Submitted patient information directly integrates with your practice management software, including attachments such as insurance cards, x-rays and past dental records. This data can be verified by your front desk, accepted and converted into a new patient account, saving valuable time!

Use truForms™ for Patient Registrations, Health Histories, Referrals, Procedural Consents, COVID-19 Disclosures, Fees & Payments and much more. Easily collect e-signatures right through the forms and enjoy a completed chart prior to the patient visit.

Patients sign their forms from home using their PC, tablet or smart phone without the need for costly third party signature pads. Doctor and staff counter-signatures can be completed in the office or on the go.

"Our Office has over 75% of patients pre-register with truForm™.  We save about 15 minutes per chart or 7.5 hours a day in preparation and data entry.  Charts are prepared in less time!  Patients are happier because they can fill out our custom forms from the comfort of their own home.  We're happier because it's legible and they can't forget the forms at home.“ - S.L., Indianapolis.

Online demonstrations of patient registration and referral forms are available by clicking this link. Forms can be completely customized for your practice.

Please inquire about our Canadian and Spanish Registration Forms.

For example, the two forms below demonstrate our PBHS standard OMS form built into the new truForm system.

It is important to understand although the layout may be different, our Support team will program these forms to match word for word, with the exact same questions given on the PDF form provided (either PBHS standard or your custom forms).  

Some of the benefits of our truForm system include:

• truForm™ is a secure, HIPAA compliant system.
• Forms can be customized to match your current forms.
• Integrates with your practice management software.
• Integrates with Lexi-comp® clinical drug database for increased accuracy.
• An average of 70% of patients pre-register with PBHS truForm™.
• Patients sign their forms from home using their PC, tablet or smart phone without the need for costly third party signature pads. Doctor and staff counter-signatures can be completed in the office or on the go. 

PBHS recommends using either Google Chrome and/or Firefox as your preferred browser.

Digital signatures made easy!  Patients sign their forms from home using their PC, tablet or smart phone without the need for costly third party signature pads. Doctor and staff counter-signatures can be completed in the office or on the go.

WATCH THE VIDEO

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  • Over the phone, your practice would schedule the patients appointment
  • Your staff would direct the patient to pre-register from your website to save up to 40 minutes in office
    1. OR you can invite your patient through the MySecurePractice Portal (you will need the patient's email, and a cell phone if you want to send a SMS text invitation as well).
  • Either on our standard forms or your custom form, we can enable your signature areas to be completed by your patients BEFORE the form is submitted online to your office.
  1. Patients can only sign online BEFORE the form is submitted
     **All truForm signatures will be programmed, and can be signed on the submitted PDF using a topaz signature pad.
  2. Signature options for your form include:
     • Signatures OFF:
       
       • The patient signature section will be completely hidden, once the form is filled out they can submit their truForm online as normal without any signatures completed.  
     • Signatures ON & Optional:
       • The patient can choose to sign the truForm before they submit it, or they can submit it without signing (as signatures are not required).
     • Signatures ON & Required:
       
       • If signatures are required, the patient must sign ALL patient signatures before they can submit their truForm online.
       • We cannot set individual signatures fields to required, this is a ALL or nothing setting.
• Patient signatures can be captured in 3 ways:
  1. The signature fields can be turned on (either required or not), allowing the patient to sign before they submit their truForm online.    
  2. Through MySecurePractice once the form is submitted, your practice can open the submitted PDF truForm in Adobe Acrobat in order to sign using the topaz signature pad.
  3. Through MySecurePractice, you can print out the submitted PDF.  The patient can sign the physical submitted paper form, using pen.  Once done you can file in the needed folder, or scan back in to your system.

  Signing as a Patient (BEFORE SUBMITTING ONLINE)

  Similar to DocuSign, the patient signature will be saved once they complete their first signature before the form is submitted online.  Once the patient goes to complete any further active signature fields, their signature will auto appear and they be asked to select the Sign button to endorse their signature.   

  1. Patient would select the Click to Sign signature field
     
  2. The patient can choose to free sign with their mouse (from a non-touch computer) or finger (from a tablet/phone), by selecting the Draw It option in the upper right hand corner:
  3. OR, they can type their name as the completed signature, by selecting the Type It
     
           
  4. Once they finish their signature, select the Accept And Sign button
     
  5. Once the patient moves to the next signature, the patient will (if no signatures, skip to step #6):
     
     • Select the next Click to Sign signature field:
       
     • The signature modal will appear with the stored patient signature already added (this allows for faster signing process, as the patient will only have to sign once)
     • Select the Sign button to input your signature on the form:
       
  6. Once the form and signatures are complete, the patient would select the Complete and Send button to submit this form to your office.
     
  Repeat step 5 & 6 for each signature.
• This will walk you through signing your submitted patient forms through our portal (https://mysecurepractice.com) as a doctor.  If doctor signatures are turned on, the TruForm will need to be fully submitted by the patient before the practice/doctor can successfully sign and submit the form.

  Once the doctor/staff sign a truForm for the very first time, our system will store and use your signed (draw it) signature for a quicker signing process within the portal.

  Please note we do not store typed signatures, only signed signatures.

  1. Once you login
  2. Go to your TruForm Submission List
  3. Select the type of form you would like to sign (from your LEFT hand menu):
     *in this example, we are using the patient registration- ALL categories will work exactly the same!!
     
             
  4. Find the patient form you would like to sign, and select the Actions drop down to the far RIGHT
  5. Select the first option, Sign Form
     
            
  6. This will open your patients form and bring you directly to the first doctor signature field (if you've previously signed truForm under this login, skip to step #11)
  7. Click the area labeled Click to Sign as shown below:
     
           
  8. The below Signature window will appear, you can either select:
     1. Draw button: You can begin to draw your signature with your mouse (or finger/stylus on a phone, tablet or touch screen):
        
        
     2. Or you can select the Type It button:
        
        
        • Type your Signature in the text field that will appear directly below:
          
                
        • The font Homemade Apple will be selected by default, but you can change this at anytime before selecting the Accept And Sign button:
          
  9. Once done, select Accept And Sign to insert your signature and today's date onto the form
     
            
  10. The system will automatically take you to the next needed signature.
      1. Select the Click to Sign signature field:
               
      2. You will notice your signature is already inserted, which will be stored for any further truForm signatures needed. To endorse your signature on the form, select the Sign button:
         
                
      3. Repeat steps 7-8, for any other signatures needed.
  11. Once all signatures are completed, select the Complete and Send button to finalize this form:
      
               
  12. This will bring you back to your patient list of submitted forms.
      
             
  13. The completed PDF will have your patient/doctor signatures and dates on the form!!

• You can sign the submitted truForm, by downloading the completed PDF form from the MySecurePractice Portal.  

  If you will need to complete any digital signatures once the form is fully submitted within MySecurePractice, you can review the information below.

  MySecurePractice allows you to complete both patient (before the form is submitted) and doctor signatures through our online portal as described above.

  Additionally any signatures left unsigned once you finalize the submission through our portal will be programmed so you can complete signing at anytime using a Topaz Signature Pad and the PDF submitted and finalized.  Please review the below requirements in order to complete this.

  If truform is integrated into any of the following software companies (WinOMScs, Henry Schein, Medims), your software company may have a way to sign the completed PDF form through your software using a Topaz Signature Pad. 
  Please contact your software rep to review this first.

  Please note, WinOMScs 'CLOUD' versions DO NOT SUPPORT TOPAZ signature pads due to Adobe Acrobat Licensing.

  TRUFORM SIGNATURE APPLICATIONS OPTIONS

  STEP #1 Select an Application to use for signing PDFs

  There are currently two applications PBHS can recommend that can complete truForm signing.  Adobe acrobat (a paid for app) and pDoc Signer by Topaz (a free program via Topaz).

  1. pDoc Signer - Free Application  (https://www.topazsystems.com/pdocsigner.html):
     This is a free product that can be installed, created by Topaz for signing PDF forms using their topaz signature pad.  This product can complete signatures as well as annotation within the form as needed.

     1. Download the Topaz pDoc Signer 

     2. Additionally, please make sure you install the current version of SigPlus via Topaz:

        www.topazsystems.com/sigplusproactivex.html

  2. Adobe Acrobat - Paid Application (either standard or professional)  FULL VERSION IS NEEDED:

     1. E-bay:  Adobe Acrobat Professional or Adobe Acrobat Standard

     2. Amazon:  Adobe Acrobat Professional or Adobe Acrobat Standard

     3. Adobe:  Click Here
        **Standard would be a little less expensive, and can do everything you need regarding signatures**

  STEP #2 Select a Topaz Signature Pad for signing

  1. You can browse through their signature pads below:

     http://topazsystems.com/products/index.htm

  2. Here in support, we use this topaz signature pad for testing with TruForm. It is one of the less expensive signature pads and works perfectly for signing TruForm PDF's:

     http://topazsystems.com/products/siglite.asp (the USB option)

  3. *You will need to contact Topaz directly for pricing, click here for Topaz Support Information.

   

  Required Settings through Adobe Acrobat

  If you choose to sign through adobe, follow the below instructions:

  The settings below will connect your topaz signature pad to your adobe program from either a MAC or PC, so you can sign your practice's submitted truForms: 

  1. For use on a PC, download and install SigPlus before installing the plug-in below.  This step is not required for Mac use.

  2. Download the Adobe Acrobat Plug-In

  TruForm & Topaz Signing Overview

  To sign truForm correctly, please note the following:

  1. The TruForm must be submitted before signature can be completed using a Topaz Signature:
     1. Patient signatures can only be captured online before the form is submitted. 
     2. This signature setup would be used to capture any missing signatures after the form is submitted, signed by the doctor and finalized through our portal. 
     3. Once truForm is fully submitted through MySecurepractice, you cannot go back and sign via the portal online.  Your practice would need to have a signature solution using a topaz signature pad and Adobe or pDoc by Topaz.
  2. Open the submitted PDF truForm within either:
     1. Adobe Acrobat Standard
     2. Adobe Acrobat Professional
     3. pDoc Signer
  3. On the submitted truForm PDF, only one signature can be signed at a time (an automated date is given to that signature once signed)

  **WinOMScs Client Alert:  Please note, WinOMScs 'CLOUD' versions DO NOT SUPPORT TOPAZ signature pads due to Adobe Acrobat Licensing. 

•  

  1. Topaz Support
  2. Adobe Support
  3. PBHS Support

  *Please contact PBHS support if you would like the ability to sign your truForm(s) digitally!

• Please review with the appointed personnel who handles legal matters on behalf of your practice.

  • ESIGN Act

  • UETA Act

  • For information regarding the SHA1 algorithm and the Topaz Adobe Acrobat plug-in, view the FAQ Page.

Invite a Patient to TruForm

Through our truForm portal, you have the ability to invite patient's to any active truFrom(s) you have available through MySecurePractice.  The patient would complete a quick registration to verify themselves,  before filling out and completing the assigned forms online.  

1. Once you login
2. Select Access Forms
   
3. On the TruForm Dashboard, select the Invite Patient button (located in the upper right hand corner):
   
4. This will open a new patient invitation to fill out and send:
   
   
   1. You will have the below required fields that must be completed before you can send a invite: 
      1. First Name
      2. Last Name
      3. Email Address
      4. Confirm Email Address
      5. Form Selection
         • At least one form must be selected before you can invite a patient, noting you can select as many active forms as needed for the patient to fill out!
         • If you select any CONSENT forms, you will have additional form fields that MUST be filled out- see here for further instructions.
           
   2. Additionally, you will have further non-required field options which you can choose to fill-out:
      1. Is an Appointment Scheduled?  You can include the date and time of their appointment, which will be included in the email invitation to the patient as a reminder. 
         
   3. Under Set Lifespan of Quick Access Link section, you will find a drop down menu to set the number of days this link should stay active.
      
   4. We include two options for the patient to access their forms. 
      • One option included will ask them to complete a quick registration to login and access their assigned forms at anytime.  
      • The other option we include is a Quick Access link, which doesn't require the patient to register/create a login, and they can access the form directly from the email dependent on the amount of days you set here (from 1 day to 90 days).  We recommend you set this option to 90 days, so if the patient doesn't see this email right away, they will still have the option to use this Quick Access link when they do review your email!
        • The email invitation to the patient will also include the expiration date on this Quick Access link: 
          
   5. Under Form Invite and Reminders section, you will find additionally options to notify your patient: 
      1. 1. Send Reminder?:  If selected, this will send a similar reminder email (24hrs before their scheduled appointment, as a reminder to complete their online forms before their scheduled appointment.
            • If you select this option, you must fill in the appointment date/time labeled Is an appointment scheduled?:     
              
         2. No Notification to Patient (do not send Email or SMS) If selected, this will NOT send any Email or SMS notification to the patient. 
            
            • Note:  You can use this to quickly create a form submission, bypassing notification to the patient (if they are already in office, and will complete these forms from their phone or your practices computer/tablet).
            • Note:  If you select this No Notification option, all other Form Invite and Reminders options will become de-active.  
              
         3. Send SMS Invitation?: If selected, this will send a text notification to the patient along with the email invitation to register and fill out their forms.
            1. Once you select the option for Send SMS Invitation?, you will be required to fill in the Cell Phone of the patient, and confirm it again in the below text field:
               
            2. This will send a text message invitation to the patient's cell phone:
               
            3. An email invitation will always be sent, unless you select No Notification. 
               **Although email invitations can vary, the email example the patient will get is below:
               
      2. Email Template:  You can choose to send out a Custom or Default Email Invitation:
         • • Default:   If selected, this will send the PBHS Default Email Invitation (as-is), preview here.
             
           • Custom - If selected, you will be presented with the following two options: 
             • One Time Custom Email (*Will not be saved) - if selected, you will need to complete the following:
               1. Provide a Subject:
                  
               2. Add the body of your patient invitation in Content Area:
                  • Note:  The Patient Portal Registration Link *Required Macro must be added to the custom email template before you can complete this invitation:
                  • You can also Apply Macros:
             • Saved Custom Email - if selected, a table with your saved templates will appear for selection
               
               
               1. You can preview each email template, by selecting the Preview button (located to the RIGHT):
               2. A pop-up modal will give you a preview of the email your patient would see:
                  
               3. Once ready, select the X (located in the upper right hand corner) to close this window:
               4. Select the email template you would like to use to the LEFT:
                  
               5. Once the Invite is filled out, you may now select the Invite button located in the top/right hand corner of this section:
                  
               6. This will lead you back to your truForm submission page.  A black pop-up will give you confirmation that the invite was sent!!

Click here (COMING SOON) to review Portal Instructions for PATIENTS (a link to this instructional page is included in all default email invitations sent to patients, and can additionally be added to your custom invites using macros)!

Patient Invite Email Templates

You can now create, modify and manage your patient email invitation templates, selecting a custom or default email invite to send out with each Patient Invite you send!  

In this section, we will go over the following:

1. Email Templates Page
2. Add a New Template
3. Edit an Existing Template
4. Preview an Existing Template
5. Copy an Existing Template
6. Delete an Existing Template
7. Understanding Macros

Email Templates Page

1. Once you login
2. Select Update Profile from your dashboard (you may have to scroll down to see this option)
   
3. On your profile page, select the TruForm tab:
   
4. Select the Email Templates button:
5. This will bring you Email Templates Page
   

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template

Adding an Email Template

You can add a new Email Template at anytime by following the instructions below.

1. Once you are on the Email Templates Page
          
2. Select the + Add Template button to create a new email template:
   
3. This will bring you to a blank Email Template Editor (all fields below are required): 
   1. *Enter the Email Template Name, which will easily identify this template (this will only be seen by your practice, NOT by the patient)
      
   2. *Enter a Subject, that the patient will see before opening the email
      Subject lines should be to the point and kept short.  Why keep subject lines short? Mobile. Smartphones only display the first five or six words of a subject line. So shorter subject lines tend to capture mobile subscribers’ interest better.
      
      
   3. *Under Content, you can now add the body of your email - that the patient will use to register and complete their online forms!!
      • Before you can save your template, this email must have the Patient Portal Registration Link found in the Apply Macro drop down options.
        
4. Once all required fields are completed in step 3 above, select the Save button
   
5. Your new template will be saved to the My Email Templates section:
   

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template
      

Editing an Email Template

In order to edit an Email Template, you must have at least one saved email template under the section labeled My Email Templates.

1. Once you are on the Email Template Page
   
   
2. Scroll down (if needed) to the My Email Templates section
3. Select the Actions drop down for the selected template
4. Select the Edit option
5. Here you can edit the following:
   1. Template Name
   2. Subject
   3. Content
6. Once you are done editing, select the Save button to save your template.
7. This will bring you back to your Email Templates page.  

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template
      

Preview an Existing Template

In order to preview an Email Template, you must have at least one saved email template under the section labeled My Email Templates.

1. Once you are on the Email Templates Page
   
   
2. Scroll down (if needed) to the My Email Templates section
3. Select the Actions drop down for the selected template
4. Select the Preview option
5. A pop-up modal will give you a preview of the email your patient would see:
   
        
6. Once ready , select the X (located in the upper right hand corner) to close this window:
   
        
7. This will bring you back to your Email Templates page.  

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template
      

Copy an Existing Template

You can copy ANY saved templates, located under PBHS Default Email Templates and My Email Templates.  Once copied, you can edit the copied template further at anytime.  

In this section, we will go over the following:

1. Copy the PBHS Default TruForm Patient Invitation
2. Copy a Saved Template

Copy the PBHS Default TruForm Patient Invitation

You will always have the option to use the PBHS Default Email Template when sending out a patient invitation.  You can COPY this template, and modify as you see fit.  Once saved, this will show under your My Email Templates.

1. Once you are on the Email Templates Page
          
2. Under the PBHS Default Email Templates, you will find the PBHS Default TruForm Patient Invitation
   
          
3. Select the Actions drop down, (located to the right) of the PBHS Template
   
         
4. Select the Copy option
5. A pop-up will ask you to confirm this action, select OK to copy the Default template:
   
           
6. Back on the Email Templates page, you will find the copied default template under the My Email Templates section:
   
   
   • You can Edit the copied default template further to change the name, subject and/or content of the email.

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template
      

Copy the Saved Templates under My Email Templates

You will have the ability to COPY any saved templates, under My Email Templates section.  

1. Once you are on the Email Templates Page
   
   
2. Scroll down (if needed) to the section called My Email Templates
3. Select the Actions drop down of the Template you wish to Copy
4. Select the Copy option
5. A pop-up will ask you to confirm this action, select OK to copy the template:
   
6. Back on the Email Templates page, you will find the copied template under the My Email Templates section:
   
   
   • You can Edit the copied template further to change the name, subject and/or content of the email.

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template
      

Deleting an Email Template

In order to delete an Email Template, you must have at least one saved email template under the section labeled My Email Templates.

1. Once you are on the Email Template Page
   
2. Under the My Email Templates section, select the Actions drop down of the template you wish to remove
3. Select the Delete option
4. A pop-up will ask you to confirm this action, select OK to delete the template:
   
5. This will remove the selected template, and bring you back to the Email Templates page.  

From here you can complete the following:

1. 1. Add a New Template
   2. Edit an Existing Template
   3. Preview an Existing Template
   4. Copy an Existing Template
   5. Delete an Existing Template
      

Understanding Macros

Macros can be used as placeholders within your email template, once sent will reflect specific information about the patient and/or your practice.  

Macro Overview

1. Within the Email Template Editor, while either adding OR editing an email template
2. You will notice a drop down menu with a button labeled Apply Macro:
   
3. Within this drop down, you will find a number of placeholders that can be used in the Subject and/or Content of the New Template:
   
   
   
   1. Appointment Date/Time: This will display the selected patient's appointment date and time (if added during the patient invitation process).  If you do not include an appointment date/time, this sentence will not be included in the patient email:
      1. Template Editor view when the appointment date/time is added:
         
              
      2. Once the email is sent, this will create the unique apt date/time for that patient:
         
         
   2. Patient Portal Registration Link *Required:  This will display the patient's unique registration link, which will allow them to create a user and complete the forms assigned. This link MUST Be included with any invitation so they can register correctly.
      1. Template Editor view when adding the Portal Registration Link:
         
         
      2. Once the email is sent, this will create the unique registration link for that patient:
         
         
   3. Patient Portal Instructions Link: This will include patient instructions, step by step instructions on the invitation registration and form completion process.  
      1. Template Editor view when adding the Patient Instructions Link:
         
         
      2. Once the email is sent, this will display instructions and a static link:
         
         
   4. Practice Name:  This will display your Practice Name currently set within MySecurePractice.
      1. Template Editor view when adding your Practice Name:
         
         
      2. Once the email is sent, this will display your full practice name:
         
         
   5. Office Phone: This will display your Office Phone currently set within MySecurePractice.
      1. Template Editor view when adding your Office Phone:
         
         
      2. Once the email is sent, this will display your Office Phone:
         
         

Applying Macros

1. Within the Email Template Editor, which you would see if you are:
   1. Adding a New Template
   2. Editing a Saved Template
   3. Creating a One Time Custom Email 
2. Put your active cursor down within the subject OR content area (where you would like to add the macro)
3. Now select the Apply Macro drop down
4. Select the Macro you would like to use
5. Once selected, click the Apply Macro button

In this section, we will review:

1. Consent Invitation with Doctor Input
2. Consent Invitation Using Patient Mode

Please see the below demo on Consent Invitations and using Patient Mode.  

CONSENT INVITATION WITH DOCTOR INPUT

truForm Consent ™ is now available! truForm Consent enables patients to complete informed consent from their home, or digitally in your office. Go paperless with your informed consent process and all other practice forms! Contact PBHS today for more information at 800-840-5383.

1. Once you login
2. Select Access Forms
   
3. Select the Consent option, under Forms:
   **Please note, you can use the Invite a Patient from the Registrations, Consent or Miscellaneous truForm pages below.
   
4. Select Invite a Patient
   **Please note, you can locate the Invite Patient button within the following sections of TruForm if they are active:  Consent, Registrations or Miscellaneous.
   
5. Here they can fill out the Patient First Name, Last Name and Email
   
6. Additionally, you will have further non-required field options which you can choose to fill-out:
   1. Is an Appointment Scheduled?  You can include the date and time of their appointment, which will be included in the email/sms invitation to the patient as a reminder.
      
   2. Under Form Invite and Reminders section, you will find additionally options to notify your patient if needed: 
      1. Send Reminder?:  If selected, this will send a similar reminder email (24hrs before their scheduled appointment, as a reminder to complete their online forms before their scheduled appointment.
         • If you select this option, you must fill in the appointment date/time labeled Is an appointment scheduled?:
           
      2. No Notification to Patient (do not send Email or SMS) If selected, this will NOT send any Email or SMS notification to the patient.
         • Note:  You can use this to quickly create a form submission, bypassing notification to the patient (if they are already in office, and will complete these forms from their phone or your practices computer/tablet).
         • Note:  If you select this No Notification option, all other Form Invite and Reminders options will become de-active.
           
      3. Send SMS Invitation?: If selected, this will send a text notification to the patient along with the email invitation to register and fill out their forms.
         • • Once you select the option for Send SMS Invitation?, you will be required to fill in the Cell Phone of the patient, and confirm it again in the below text field:
             
           • This will send a two part text message invitation to the patient's cell phone:
             
7. Now under Which form would you like the patient to complete?, once you select the Consent Forms needed,  you will notice directly below the doctor required fields to fill out on the selected form BEFORE inviting the patient.
   • You will need to select an answer for each question/field presented (required)
   • If you select multiple Consent forms, you can scroll down to answer each set of questions per Form
   • The First Name and Last Name fields completed at the top of this invitation will be entered on the form wherever it asks for the Patient Name.
     
8. Once everything is filled out, you can now invite the patient to this form, select the Invite button:
   
9. The patient will receive an invitation email to register from notify@mysecurepractice.com, example below:
   
10. Once the patient registers through MySecurePractice, they will login and select each form assigned to fill out and complete:
    • The provided doctor/staff answers will remain locked on the form for patient review, and cannot be altered in anyway by the patient:
      
11. The patient can complete any patient end fields that are remaining (including signatures), and submit the form to your office for further review!
    
12. Once each form is completed by the patient, the doctor/witness can complete any active doctor signatures through MySecurePractice (Click here to see how Doctor signatures can be added to your Informed Consent Process). 
    • OR, you may have doctor signatures turned off which you can now quickly integrate these completed forms directly through your practice software!

CONSENT INVITATION - USING PATIENT MODE

If the patient hasn't completed their assigned consent form(s) prior to their appointment, Patient Mode gives you the ability to open their forms for completion in office on the practices computer or tablet.

You must first Invite the Patient, and then you can utilize the Patient Mode feature below:

1. Once you've invited the patient above, completing steps 1-7 below, their form submission will be at the top of your Consent submission list with a status of "Not Completed".
   
2. Select the Actions button of the patients first non-completed form
   *noting patient mode will take the patient through all assigned, non-submitted forms.
   
3. Select the Patient Mode option:
   
4. A pop-up will ask you to confirm this action, select the OK button to continue:
   
   
   • As a security precaution, the MySecurePractice system will auto log your practice out of their current session
5. The assigned patient forms will open in the same browser/tab, for the patient to complete: 
   1. 1. If the patient isn't registered with MySecurePractice, they will need to accept the Terms of Use page before they can continue on to complete their assigned forms.
         
      2. Once reviewed, scroll down on this page and select the I Accept button to continue.
         
      3. If the patient has previously registered with MySecurePractice, the forms will open directly to the first assigned truForm:
         
6. If the patient has multiple assigned forms; once they submit their first form, they can select the Go To Next TruForm button.
   
   • This will open the next assigned form to be filled out and completed by the patient.  The patient can repeat step 7.
7. Once the patient has submitted their last assigned form, they will see a final confirmation with a logout button.  
   1. Either the patient or your practice can select the Log Out button to get back to the https://mysecurepractice.com/ login page.
      

A reminder can be sent to any patient who has not completed at least one form assigned within your truForm Submission list.  The Send Reminder can be used within almost all non-completed form types (Registration, Miscellaneous and Consent truForm), aside from the Referral truForm section.

1. Once you login
2. Select Access Forms
   
             
3. Select the form type submission list you would like to view, located to the menu on the LEFT:
   
           
4. Locate the  form for that patient, and select the Actions drop down:
   
   
   • HINT:  You can either filter by Not Completed, to find the correct patient below:
     
     
     OR, you can search for the patient name in the Search Forms field below:
     
5. Select the Send Reminder option:
   
          
6. A Send Reminder pop-up will ask you to fill out the form fields to send an email reminder to the patient.
   
          
7. (not required) If you would like to include an additional SMS text reminder using the patient's cell phone, select the Include SMS Invitation checkbox:
   
   
   
   1. Cell Phone fields will appear at the bottom, complete both required fields for the patient's Cell Phone and Confirm Cell Phone:
      (HINT:  You can uncheck the Include SMS Invitation box, and the cell phone fields will be removed)
      
               
   2. If the patient has their cell phone number already on file, it will display their cell phone as read only in both fields:
      
              
   3. If requested by the patient, you can change the cell phone number on file by selecting the Change Phone Number checkbox:
      
               
   4. Enter the new cell phone in both the Cell Phone and Confirm Cell Phone text fields:
      
            
   5. Now you can set the Set Lifespan of Quick Access Link dropdown, by default this will be set to 1 day:
      
      **Each truForm invitation will include a one-time Quick Access link, which allows patients to access their assigned forms without needing to register an account with MySecurePractice.  The Quick Access link will expire if not used within the set period of time (which you can set above). 
             
   6. Once set, select the Invite button to send your reminder to the patient:
      

PATIENT VIEW

Once you send the reminder, here is what your patient will see.  *Note: email invitation wording is subject to change, depeningt on what template you send out.

1. The patient will get the following invitation (wording subject to change if  you have custom email templates):
   • Email:
     
   • SMS Text Message (only if you opted to include SMS invitation):
     

PATIENT MODE OVERVIEW

Patient mode will give your practice the ability to allow a previously invited patient to complete their non-completed assigned truForm(s), in office at the time of their appointment from your computer or tablet.

BEST PRACTICES FOR PATIENT MODE

While using Patient Mode on your computer or tablet, please ensure you follow the security precautions presented below:

• Ensure there is no direct access to any of your practices PHI information
• Ensure the browser AutoComplete and/or Autofill features is disabled
• Disable any features or settings that store passwords, by default some browsers will have this turned on.
• When a patient has completed all forms, ensure either the patient or office staff select the log-out button to end the patient's session. (see step 9 below)
  

USING PATIENT MODE

Patient mode will give your practice the ability to allow the patient to complete their non-completed assigned truForm(s), in office at the time of their appointment from your computer or tablet.

Patient Mode can be utilized with all TruForm types aside from Referral Forms.

1. Once you login
2. Select Access Forms
   
   
   1. Once off the main welcome page, you will also see Forms on your far LEFT hand side navigation.
      
      
   2. Selecting either option will bring you right to your online form submission list
3. Under Patient Registrations, select the Actions drop down of any non-completed patient form:
   
4. Select the Patient Mode option:
   
5. A pop-up will ask you to confirm this action, select the OK button to continue:
   
   
   • • As a security precaution, the MySecurePractice system will auto log your practice out of their current session
6. The assigned patient forms will open in the same browser/tab, for the patient to complete: 
   • • If the patient isn't registered with MySecurePractice, they will need to accept the Terms of Use page before they can continue on to complete their assigned forms. 
       

       Terms of Use page, that will be presented if the user isn't registered: *Click image to enlarge.

       Once reviewed, scroll down on this page and select the I Accept button to continue. *Click image to enlarge.

     • If the patient has previously registered with MySecurePractice, the forms will open directly for them to complete.
       
7. If the patient has multiple non-completed forms assigned; once they submit their fist form, they can select the Next Form button. 
   
   
   1. This will open the next form to be filled out and completed by the patient.  The patient can repeat step 7.
8. Once the patient has submitted their last assigned form, they will see a final confirmation with a logout button.  
9. Either the patient or your practice can select the Log Out button to get back to the https://mysecurepractice.com/ login page.