Table of Contents
Sway and Healthy Roster
Learn the in's and out's of our integration with Sway
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Updated
by Niki Budd
Sway and Healthy Roster
Setup: To begin the integration, you will need your HealthCare ID for the account; please reach out to help@healthyroster.com; once you have that, we will inform you of the next steps.
Benefit: This integration is intended to help streamline the process of linking testing results from Sway to Healthy Roster.
Quick Video Overview:
Integration Summary:
- This integration is offered free of charge through both platforms.
- This integration has to be approved by the Account Owner of the Healthy Roster account.
- This is a one-way integration; Sway will not have access to data within Healthy Roster nor will any data be exported out of Healthy Roster into Sway.
- Sway will be able to deliver documents into Healthy Roster.
- The integration will look to match the identifiers (Patient First Name, Last Name, and DOB); if a match is identified, the document will be saved to the patient profile. If no match is identified, the Account owner/Admin Providers will be notified and asked to match the document to a profile. Note: If an Admin Provider has problem email notifications disabled in their account, this will also disable the Sway ambiguous match emails.
HR Video Tutorial:
Step-By-Step Tutorial - Viewing a Document:
- Navigate to the patient profile
- Select Documents
- A list of completed documents will now show
- Select the three dots to the right of the Sway document; here, you can download, edit, or delete.
If you'd like to note/describe the document in question, select Edit - input a description - save
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Step-By-Step Tutorial - Matching a Document with a Patient Profile:
- If there is no match with patient identifiers, a notification will be delivered to the Account Owner. Select the Notification icon or Notifications Tab.
- Missing or Ambiguous Match of Incoming Message will indicate the need to download and match to a patient profile.
- Select the three dots to the right of the notification and select Download
Note: Selecting the notification will auto-download
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- Open the download to determine the patient
- Navigate to the notification page and select the three dots to the right again.
- Select Assign Patient
- Type the name of the patient or select from the listing.
- Your document will then be saved to the patient's document tab; you will then receive a notification that the document was imported to the patient profile.
Need Sway Help? Contact: Support@swaymedical.com
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