Table of Contents

Creating a Problem

This tutorial will review how to create a problem on the web as well as the app.

Niki Budd
Updated by Niki Budd

Creating a Problem (Web) - 2.0

Please Note: Terminology is different based on your setting; for example, Occ Health uses Employer Locations as Organizations, Patient instead of Athlete, and Encounters instead of Treatments; lastly, Problems instead of Injuries, but the steps are still the same.
Video Tutorial:

00:00: Hi this is Niki from healthy roster and this tutorial is going to show you how to create a problem there are a few different ways throughout healthy roster to create a problem however I'm going to show you via the global search 00:12: You will Begin by opening your Global search you can do so by selecting the global search icon in the upper right hand corner or to remain on your keyboard key in backslash to open the global search 00:24: In the search bar type in your patient's name and select search or key in enter 00:30: Now select the three dots to the right of the patient 00:34: From the toolbar select create problem 00:38: Next input the problem details 00:41: Now select your problem date 00:45: Now it's time to set the Privacy level for this problem our default privacy level will be for the entire care Circle let's review what each privacy level means entire care Circle insinuates that everyone that has access to this patient profile is able to see this problem at their own specific level providers and primary insinuates that the providers assigned as well as the primary user that being typically the patient themselves or perhaps the legal guardian have access to this problem providers only insinuates that only providers are able to see this problem 01:20: Next select the status that's most appropriate for this problem 01:25: You are then required to input a brief description of the problem 01:29: Once creation of your problem is complete select save 01:34: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help@healthyroster.com

Step-By-Step Tutorial:
  1. Open the Global Search 
  2. Type in your patient's name and select "search" or key in "enter."
  3. Select Create Problem
  4. Enter the problem details
  5. Select the problem date
  6. Select the privacy level for the problem
  • Problem Privacy Level:
    • Entire Care Circle: Everyone who has access to the patient such as coaches, AD, the patient (or their parents if they’re under 18), and ATs will all be able to see the problem
    • Providers and Primary Users Only: If the problem is of a sensitive nature and you would like for only ATs, docs, and the patient or patient's legal guardian's to see the problem
    • Providers Only: If you only want healthcare providers such as ATs and docs to be able to view the problem
  1. Select the Status
  • Problem Status:
    • You have multiple status options to choose from. It is important to note that “Return to Play and Closed” will remove the patient from your Patient Status list, but selecting “Return to Play as Tolerated” will keep that patient in your patient status list for easy reference if you are still treating that patient and keeping an eye on their problem.
  1. Enter a description of the problem
  2. Select Save

Creating a Problem - 2.0 (App)

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. This tutorial is going to show you how to create a problem within the app. Let's review how to create a problem. You're able to create a problem on its own or within an instant report, which is typically what I would recommend for a provider in order to not have so many clicks. However, it is important to review how to create a problem on its own. Let's jump in. 00:21: From the patient profile select add new problem. 00:25: Now input the problem information such as affected area body part and problem or condition. These are the required fields. 00:34: Next select the status status is required for creating a problem open the drop-down and you will view the status options that we have available select the option. That is most appropriate. 00:45: Next select the privacy settings for this problem. This will dictate who can see what in regards to this problem. Let's review the options entire care Circle means the entire care Circle that is able to view. This patient profile will be able to see information at their own specific level in regards to this problem providers and primary users will limit this problem information to the providers assigned and the primary user that typically being the patient or the legal guardian providers only will dictate that only providers are able to view this problem. 01:18: It is also required to add a description when creating a problem to add a description select add description. Now, you will input your description. This can be as detailed as you wish you will note. You do have the option to input special tests as well as templates. If you select the appropriate icons, you're also able to preview your description. If you'd like to see the nvu select save to add your description. 01:40: If you'd like, you can also add in a diagnosis code as well as attachments select save to save and create this problem. 01:48: You will then be routed back to the patient profile. You will see the appropriate problem listed below problems. 01:54: Furthermore if you select the problem in question, you will then be navigated to the problem timeline where you can continue to add information specific to this problem. 02:03: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial:
  1. From the patient profile select Add New Problem
  2. Input the necessary problem details
  3. Set the status for this problem
    • Problem Status:
      • You have multiple status options to choose from. It is important to note that “Return to Play and Closed” will remove the patient from your Patient Status list, but selecting “Return to Play as Tolerated” will keep that patient in your patient status list for easy reference if you are still treating that patient and keeping an eye on their problem.
  4. Next set the privacy level of this problem
    • Problem Privacy Level:
      • Entire Care Circle: Everyone who has access to the patient such as coaches, AD, the patient (or their parents if they’re under 18), and ATs will all be able to see the problem
      • Providers and Primary Users Only: If the problem is of a sensitive nature and you would like for only ATs, docs, and the patient or patient's legal guardian's to see the problem
      • Providers Only: If you only want healthcare providers such as ATs and docs to be able to view the problem
  5. Input a description
  6. Continue to detail your problem, select save to save

Creating a Problem (Web)

Please Note: Terminology is different based on your setting; for example, Occ Health uses Employer Locations as Organizations, Patient instead of Athlete, and Encounters instead of Treatments; lastly, Problems instead of Injuries, but the steps are still the same.

Step-By-Step Tutorial:
  1. Log in to Healthy Roster, and locate the athlete profile through the Global Search or through the Organizations tab

  1. Click + Report a New Problem

  1. Choose the affected area, body part, problem/condition, side, and diagnosis code in the dropdowns.
  1. Enter the Problem Date
  2. Enter the injury privacy sharing level.
    • Injury Privacy Level:
      • Entire Care Circle: Everyone who has access to the athlete such as coaches, AD, the athlete (or their parents if they’re under 18), and ATs will all be able to see the injury
      • Providers and Primary Users Only: If the injury is of a sensitive nature and you would like for only ATs, docs, and the athlete or athlete’s parent to see the injury
      • Providers Only: If you only want healthcare providers such as ATs and docs to be able to view that injury
  3. Add the injury status.
  • Injury Status:
    • You have multiple status options to choose. It is important to note that “Return to Play and Closed” will remove the athlete from your Athlete Status list, but selecting “Return to Play as Tolerated” will keep that athlete in your athlete status list for easy reference if you are still treating that athlete and keeping an eye on their injury.
  1. Add any injury details you wish to share or any attachments associated with the problem.
  2. Save Problem

How did we do?

Active Problem Tab/Report

Adding Additional Notes To Current Incident Reports

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