Follow

Instructions below ONLY apply to truForm.

In this section we will go over the following:

• TruForm Submission List Overview
• TruForm Storage Overview

 

TruForm Submission List Overview

1. Once you login
2. Select Access Forms
   
   • OR - Once off the main welcome dashboard, you will select Forms on your far LEFT hand side menu.
     
3. Depending on what truForms you have programmed and active through PBHS Support, you may see any of the below 4 options below: 
   • Registrations:  
     Would store all Patient Registration truForm submissions
   • Referrals:  
     Would store all Doctor Referral truForm submissions
   • Miscellaneous:  
     Would store all Patient Miscellaneous truForm submissions
   • Consent:
     Would store all Patient Consent truForm submissions
4. On the left hand menu under Forms, select the truForm type you would like to review submissions for:
   
   *The options above will only show if you have at least one active truForm in that form type.
            
5. This will take you to the associated submission page for that truForm type:
   **in this example, we are using the patient registration.
   
            
6. On the same line as each submission, you will find a status column.  Each status will help identify the state of that particular patient truForm(s):
   
         
7. Within this list, you may see the following status labels:
   1. Signature Needed:  This form has been completed, and is ready for the office to sign.
   2. Completed:  This form and possibly signatures have been completed
   3. Not Completed:  This form has NOT been completed by the patient, this can happen in two ways:  
      • [Patient Invitation]  Your office has invited the patient via email/SMS to complete their truform.  As soon as you invite them, you will see their name in your list as Not Completed until they submit their form.  
      • [Save & Exit]  If the patient includes a patient first name, patient last name, patient phone, patient email on any form, they will have the ability to Save & Exit.  Following the email instructions they will receive, they can register and complete their truForm(s) at anytime. 

Each submission will have a Actions drop down on the same line, once selected you will have the below options depending on the Status of that form: 

Status - Signature Needed

• Sign Form:
  This will open your form in a HTML view, and allow you to sign any doctor/witness related signatures needed.
• View:
  Once you select View, this will open the truForm PDF within a new tab of your internet browser.  From here you can save or print the truForm in it's current state:
  
  **How the PDF is opened, is dependent on your internet browser settings!
• Download: 
  The patient or doctor filling out this form will have the option to upload a document/image once they submit their form.  If they have completed this step, you will see this option.  It will give you the ability to download the attachment(s) in a zip file.  
• Print:
  This will open your print options, to print to any printer you are connected to.
  
• View Attachments:
  This will open a pop-up window to view any x-rays uploaded by the patient or the doctor (note only common image types like jpg, png, tiff can be viewed online).  This option will only show if the patient has uploaded additionally documents along with their submitted truForm.
• Download Attachments:
  The patient or doctor filling out this form will have the option to upload a document/image once they submit their form.  If they have completed this step, you will see this option.  It will give you the ability to download the attachment(s) in a zip file.
  
• Archive:
  This will Archive your form, usually used once you have processed this form into your practice management software.  Once you archive a form, you will no longer see this in your Active submission list.
  **For clients integrating truForm through their software:  you can archive your submission through the portal at anytime.  This has no connection to the form copy and data that will still be available to poll into your software (if the form is fully completed and no further signatures are needed within the doctors portal).

Status - Completed

• View:
  Once you select View, this will open the truForm PDF within a new tab of your internet browser.  From here you can save or print the truForm in it's current state:
  
  **How the PDF is opened, is dependent on your internet browser settings!
• Download:
  The patient or doctor filling out this form will have the option to upload a document/image once they submit their form.  If they have completed this step, you will see this option.  It will give you the ability to download the attachment(s) in a zip file.  
  
• Print:
  This will open your print options, to print to any printer you are connected to.
• View Attachments:
  
• This will open a pop-up window to view any x-rays uploaded by the patient or the doctor (note only common image types like jpg, png, tiff can be viewed online).  This option will only show if the patient has uploaded additionally documents along with their submitted truForm.
• Download Attachments:
  The patient or doctor filling out this form will have the option to upload a document/image once they submit their form.  If they have completed this step, you will see this option.  It will give you the ability to download the attachment(s) in a zip file.
  
• Archive:
  This will Archive your form, usually used once you have processed this form into your practice management software.  Once you archive a form, you will no longer see this in your Active submission list.
  **For clients integrating truForm through their software:  you can archive your submission through the portal at anytime.  This has no connection to the form copy and data that will still be available to poll into your software (if the form is fully completed and no further signatures are needed within the doctors portal).

Status - Not Completed

• • Patient Mode
    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.
    
  • Submit Form:  
    You can manually submit the patients form even if the form is NOT completed or submitted by the patient
  • Send Reminder:  
    This will email reminder (along with a SMS text message if selected), to the patient if they have one or more non completed forms.
  • View:
    Once you select View, this will open the truForm PDF within a new tab of your internet browser.  From here you can save or print the truForm in it's current state:
    
    **How the PDF is opened, is dependent on your internet browser settings!
  • Download:
    This will automatically download the PDF submission to your computer
  • Print:
    This will open your print options, to print to any printer you are connected to.
    
  • Archive:  
    This will Archive your form and the patient will no longer be able to use this form.  Once you archive a form, you will no longer see this in your Active submission list.
    **For clients integrating truForm through their software:  you can archive your submission through the portal at anytime.  This has no connection to the form copy and data that will still be available to poll into your software (if the form is fully completed and no further signatures are needed within the doctors portal).

TruForm Storage Limit

As of now we include unlimited storage of all submitted TruForms, if you have an active TruForm account with PBHS.  This also includes Archived forms.  

**Please note this is subject to change.