Patients Side | Uploading the Insurance Card:
1ST STEP:
Patient will submit the online truform, the below confirmation and additional options will appear:
2nd STEP:
The patient can click on the “here” button to upload any
insurance cards as an Image/Microsoft Word document.
The window to the RIGHT will appear, the patient can upload
needed insurance file here:*Instructions below the upload area
indicate what file extensions can be uploaded here
the
• Once the image is selected, they can now click the
“Submit” button
• The patient will get the below confirmation- they can
click the X in the bottom RIGHT hand corner to exit
• The image will attach as the LAST page of your PDF
form
Admin Side | Viewing /Saving the Insurance Card
3rd STEP:
Your office will be notified via email of the new submitted form. Once you login to:
https://www.mypbhs.com/ you will see your new form under the “View Registrations” page.
•
•
Click the “View”/PDF Icon to the LEFT of the patients name (red/white pdf icon)
Your truform will open in a new window
o
If you scroll to the very last page- you will notice the image uploaded by the patient is embedded as a PDF
image as the last page of the patients submitted form
o
You can choose to SAVE:
 While the form is open, click the “file” drop down menu
 Select the “Save As” option
 Now select where you would like to save this form on your computer
o
You can choose to PRINT:
 While the form is open, click the “file” drop down menu
 Select the “Print” option
You will also notice the [View] and [Download] options: *located to the RIGHT of the patient name
•
[View]: Once you click this, the patients insurance image would open by itself so you can
save/print this as needed:
If you find the patient has uploaded more than one image, the next button will become available for you to navigate to the
next image. () Next button () located in the bottom RIGHT hand corner to move to the next image/document uploaded.
*Click the red “HERE” to download/save this image- located in the LEFT upper hand corner.
Use this next button ()
move onto the next
image uploaded
Use this to Exit out of this
Window. (X)
The below window will open:
OPEN: This will open your image so you can PRINT
SAVE: Will give you the ability to choose a
location on your computer to save the image
directly
•
[Download] If you click the [Download] button- this will bring up a similar option:
OPEN: You can choose to OPEN, this will open
the file(s) saved temporarily to your computer to
view one time
SAVE: This will save the insurance image (or it
will save a group of insurance images as a zip file
on your computer where you specify)