Sharing PHI: Step-By-Step
- Sharing Private Health Information - 2.0
- Video Tutorial: - Understanding PHI Sharing - Patient Creation (Bulk/Individual)
- Step-By-Step Tutorial - SHARING PHI WITH OTHER USERS DURING BULK IMPORT
- Step-By-Step Tutorial - SHARING PHI WITH OTHER USERS WHEN CREATING A PATIENTS
- Step-By-Step Tutorial - SHARING PHI WITH OTHER USERS FOR PATIENTS WHO ALREADY EXIST
- Video Tutorial - INVITING USERS TO MANAGE AN ORGANIZATION
- Step-By-Step Tutorial - INVITING USERS TO MANAGE AN ORGANIZATION
- Video Tutorial: INVITING USERS TO MANAGE A TEAM
- Step-By-Step Tutorial - INVITING USERS TO MANAGE A TEAM
- Sharing Private Health Information - Legacy
Sharing Private Health Information - 2.0
One of the great things about Healthy Roster is our ability to communicate with Athletic Trainers, Coaches, Athletes, and their Parents. Within the system, patients/primary users have the option of sharing their health information with Organization or Team level users.
NOTE - This process should only be followed if you have prior authorization from patients/primary users/legal guardians to share this info! This tutorial will show you how to share a patient's health information with Organization or Team level users.
Video Tutorial: - Understanding PHI Sharing - Patient Creation (Bulk/Individual)
Step-By-Step Tutorial - SHARING PHI WITH OTHER USERS DURING BULK IMPORT
- If you're uploading an Excel document for a bulk upload of patients, all you need to do is check the box stating I Have Received Prior Authorization to Share the Personal Health Information of these Patients via Healthy Roster during the upload process. After checking this box, all coaches and Athletic Directors attached to these athletes will instantly have access to their health information.
Step-By-Step Tutorial - SHARING PHI WITH OTHER USERS WHEN CREATING A PATIENTS
- When creating a new patient, click the check box for I Have Received Prior Authorization to Share the Personal Health Information of these Patients via Healthy Roster before creating the new patient. Any team or organizational level user connected to this patient after creation will now have access to their health information.
Step-By-Step Tutorial - SHARING PHI WITH OTHER USERS FOR PATIENTS WHO ALREADY EXIST
- If you've already created a patient and have now received permission to share their health information with the other users not covered under HIPAA, go to that patients profile
- On the patient's profile, click on Details
- At the bottom of the page you will see the checkbox: I Have Received Prior Authorization to Share the Personal Health Information of these Patients via Healthy Roster, click that and then Save. The health information for that patient will now be shared with their Organization and Team level users.
Video Tutorial - INVITING USERS TO MANAGE AN ORGANIZATION
Step-By-Step Tutorial - INVITING USERS TO MANAGE AN ORGANIZATION
- Select Organizations
- Select the desired organization
- Click on Manage Users
- You will now see who has Direct Access, Inherited Access, or Invitations
- Select Add
- Input desired information and select OK
Video Tutorial: INVITING USERS TO MANAGE A TEAM
Step-By-Step Tutorial - INVITING USERS TO MANAGE A TEAM
- From your Organization, select Teams
- Using the three dots to the right of the team, select Manage Users
- You will now see who has Direct Access, Inherited Access, or Invitations
- Click on Add
- Fill in the information and click OK
Sharing Private Health Information - Legacy
This is typically used for sports providers to share information with Coaches and Athletic Directors at the schools they work with.
Step-By-Step Tutorial - INVITING USERS TO MANAGE AN ORGANIZATION
- Sign in to your health roster account and go to ‘Organizations’
- Select an organization
- Click on ‘Manage Users’
- Click on ‘Invite User to Manage this Organization’
- Fill in the information and click ‘Send Invite’
Step-By-Step Tutorial - INVITING USERS TO MANAGE A TEAM
- Click on ‘Teams’ tab on the left side of your dashboard
- Select a team
- Click on ‘Manage Users’
- Click ‘invite user to manage this team’
- Fill in the information and click ‘Send Invite’