The sanity check is designed to prevent the sharing of PHI with unauthorized individuals. Our system will assess your bulk import, and if it finds that more than 50% of the emergency contact's last names do not match the patient’s last name, you will be notified of the discrepancy. It is essential for the provider to carefully review the import for any errors and make necessary corrections. If, after reviewing the import, you confirm that the name discrepancies are accurate, you may choose to bypass the sanity check.
Video Tutorial:
00:00: Hi, this is Nikki from healthy roster. This tutorial is going to discuss 00:05: with you. Our sanity check and how to bypass it is necessary. 00:08: Our sanity check is intended to hold sharing of Phi Thanh authorized 00:12: users. If your patients are under 18 years of age and you intend to send 00:16: invitations to their emergency contact, our system will scan your bulk. 00:20: Upload. This sanity check looks to see if at least 50% of the roast 00:24: and its import had the last name of an emergency contact. 00:26: That does not match the last name of your patient. 00:29: Normally, this indicates incorrect data and we encourage you to check your 00:33: import and try again. 00:37: We will begin from the bulk upload location within your organization here. 00:42: You will see. I have him put my upload selected to send invites and I selected 00:46: that I've been granted access to share Phi as a note sharing Phi 00:51: is not an item that you should select unless you are certain that you have been granted access. 00:55: I will now select okay to take my important to the Q. 01:00: Here you will see the sanity check has caught. 01:03: At least 50% of the rose on my import. 01:06: Have a last name of an emergency contact. 01:08: Does not match the last name of my patient. 01:11: This indicates that I need to review the import myself. 01:17: Now, let's review the import, as there may be a few different things that are happening. 01:21: The first being that perhaps, there was a shift in names. 01:24: You'll see here on my import, my last names are all shifted by one 01:28: to address this. I will place the last names in the correct location. 01:32: Dave, the import and upload again, this time, the Cindy check 01:36: will, of course, run in the background, but you will not see a trigger for it. 01:41: Here is another scenario that you may see on your bulk import, obviously 01:46: more than 50% of the last names of the emergency contact were caught. 01:49: And they do not match the last name of the patient. 01:52: This very well may be true but you should still carefully check through 01:56: the list to ensure that your data is correct. 01:58: Let's assume my import is correct and in my situation, emergency 02:02: contact names, do not match. My patient last name, I will need to bypass the 02:06: sanity check. 02:09: From the important details page, select the download drop down. 02:14: Now, select bypass sanity check. 02:18: You will then see the status of your import. 02:22: If we navigate now to the import history on the left navigation, for this organization, 02:28: You will then see the status of your upload if it was completed or Not 02:32: by who. And when, as well as the details here, you will 02:36: see. This is the upload that I bypass the sanity check. 02:41: If your import is caught by the sanity check, it is crucial that you take the time 02:46: to review your import before bypassing the sanity check. 02:48: If you have questions or need more help, please visit the help tab 02:53: on the left navigation. Are we just directly at help at healthy roster.com?
Step-By-Step Tutorial:
Upload your Bulk Import
If at least 50% of the rows in the import have a last name of an emergency contact that do not match that of the patient, the sanity check will show for this import
Review your import and ensure that all emergency contacts are correct. If necessary, you can correct the import and upload it again. If your import does not need to be corrected and the import is correct, you can bypass the sanity check. From the import details, select the download dropdown arrow and select Bypass Sanity Check.
Import details will now show.
If you'd like to revert or review the import history, you can do so by selecting Import History.
Here you will see that this is the import that sanity was bypassed.
