Creating a Problem

Updated by Niki Budd

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

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. 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


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