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 ImPACT to Healthy Roster.
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; ImPACT will not have access to data within Healthy Roster, nor will any data be exported from Healthy Roster into ImPACT.
ImPACT will be able to deliver documents to 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.
While this integration may be set up in ImPACT at the overall HealthCare account or the subcategories, the integration set up will remain the same at the HealthCare provider account level within Healthy Roster.
Note: If an Admin Provider has problem email notifications disabled in their account, this will also disable the ImPACT ambiguous match emails.
Video Tutorial:
00:00: Hi, this is Niki from healthy roster. Today. 00:02: I'm going to walk you through our integration with impact testing. 00:05: This training will walk you through the setup process for both platforms and the 00:09: step by step to review document Transmissions. 00:11: Please note you will need the healthcare ID for the healthy roster account. 00:15: In order to set this up. The account owner. 00:17: Ultimately will need to approve from the healthy roster side. 00:20: And the system manager will need to set this up on the impact side. 00:23: This integration is offered free of charge for healthy roster and 00:27: impact customers alike in order to help make documentation seamless between platforms. 00:33: This integration is a one-way transmission from Impact where healthy roster will match 00:37: patient identifiers if healthy roster does not match patient identifiers 00:41: the account owner or admin providers will receive a notification to match the data. 00:45: It is important to note that there is no sharing of data across platforms healthy 00:49: roster internally will do the matching of data and impact does not have access to any 00:53: information within healthy roster. 00:57: To begin the integration you will need your Healthcare ID for the overall account. 01:01: We have to provide that information to you. 01:04: Please reach out to help at healthier.com or submit 01:08: a ticket via the help tab on the left navigation. 01:10: Once you have that information, we will inform you on the next steps. 01:16: Once you have been provided with the healthcare provider id from healthy roster, 01:20: you will next log in to your impact testing account as the system 01:24: manager. 01:26: Now select system management 01:29: And now you will select the organization within healthy roster 01:33: this component. We classify as the healthcare provider. 01:39: Once you've navigated to the next page, you will see that within your 01:43: organization. The subcategories are now showing you can then 01:47: select the subcategories and resume the following steps. 01:50: If necessary. I however in this training video I'm going to 01:54: show you how to set up your integration via the 01:58: overarching healthcare organization in my instance HR 02:02: demo. 02:06: Once you've selected your organization, you will then select manage or 02:10: settings. 02:13: You will now see share clinical records with external EMR platform. 02:17: You will want to select configure. 02:20: Select the drop-down to select your EMR platform. 02:25: We will select healthy roster as our platform. 02:29: Then you will need to read through the acknowledgment of the link from Impact 02:33: into healthy roster. 02:42: Once you have read through and understand the acknowledgment listed above select 02:46: share records. 02:49: Now input the provider id that has been shared with you. 02:53: Lastly to complete the link select save if you are 02:57: having issues with the setup of your impact testing and healthy roster 03:02: integration. You can contact support at impact test.com. 03:08: Once the system manager within impact has saved the integration impact 03:12: will then deliver a test file into your Healthy roster account to 03:16: ensure that the integration is working appropriately. 03:19: Let's review how to view the test file in the notification 03:23: within your Healthy roster platform. 03:26: Begin by logging into your account 03:30: Select the notifications icon on your left navigation. 03:34: You will see here. I have a missing or ambiguous match for an 03:38: impact test with a generic date of birth. 03:42: Selecting this 03:44: A PDF rendering of the test file will now generate on your screen. 03:48: Once you've received this test file, you can understand that the integration link 03:52: between healthy roster and impact is working appropriately as a 03:56: reminder. I'll sue notifications will deliver in healthy roster to admin 04:00: provider users within the account. 04:04: Now let's review a successful match. 04:07: Admin provider users will receive a notification that there 04:11: has been a new file imported. 04:14: Again, we will select the notifications tab on the left navigation. 04:19: You will see here. My patient Bill doe has completed an 04:23: impact test. This transmission has been automatically sent into my 04:27: healthy roster account. And I have a notification of a new file import 04:32: we can select this import directly. 04:36: You will then be navigated directly to the document on the patient profile you're 04:41: able to edit the document type or view it. 04:43: If this is a repeat test, you will see the history of testing 04:47: with the previous four tests included within this report. 04:52: Now let's review if there is a missing or ambiguous match meaning the 04:56: patient identifiers. First name last name and date of birth are not 05:00: exact matches between the two systems. 05:04: He will see here. I have a notification again on my notifications tab. 05:09: You will see here. I have a missing or ambiguous match for my patient Joshua 05:13: Berry date of birth 41 2010 this signifies that my patient does 05:17: not exist in healthy roster or one of the patient identifiers that being the 05:21: first name last name and date of birth does not match exactly between systems. 05:26: Let's presume in my instance. It's the latter I will need to assign 05:30: the document to the patient to do so select the menu icon. 05:34: And now select assign patient. 05:37: You will then search for your patient within this modal box. 05:40: You will see here my patient and healthy roster is actually named Josh and 05:44: not Joshua. This is the reason for my missing or ambiguous match select 05:48: the profile. 05:50: You will then be navigated back to your notifications tab? A 05:54: new file import will now be listed as your new notification to further 05:58: remedy this issue so that you do not continue to receive missing or ambiguous 06:02: matches. You will want to ensure the patient identifiers match between 06:06: platforms. 06:09: If you have questions or need more help, please visit the help tab on the 06:13: left navigation or reach us directly at help at healthy roster.com.
Step-By-Step Tutorial: Enabling the integration in ImPACT
If you need help enabling your integration in ImPACT please reach out to: support@impacttest.com
Note: You must be a System Manager within ImPACT to enable the integration.
Upon logging in as the system manager, select System Management
Select your Organization
Select Manage Org Settings
You will now see Share clinical records with external EMR platform. Select Configure
Select Healthy Roster
Read the terms
Check the box to Share records
Input the Provider ID for the Healthy Roster account
Select Save
ImPACT will now deliver a test file into your Healthy Roster account, in Healthy Roster select the notifications tab
Your notification will read as a Missing or Ambiguous Match for Impact Test, 01/01/2000
Clicking on the notification will download a PDF rendering of the test file for view
Once you have confirmed the receipt of your test file, your integration between Healthy Roster and ImPACT is complete.
Step-By-Step Tutorial: New File Import
Once a patient completes a test in ImPACT, the results will be delivered to Healthy Roster. Receipt can be confirmed by a New File Import notification.
In most instances, the file should be transmitted almost instantly. If your file is not delivered, please wait 24 hours. If the document has not been delivered within 24 hours, contact support@impacttest.com for further help.
Select the notifications tab
The notification will read that a new file has been imported and list the patient identifiers that were matched. Select the notification to navigate to the patient's document tab
View the document accordingly. At this time, you can edit the document type if you choose.
Step-By-Step Tutorial: Missing or Ambiguous Match
Once a test is completed in ImPACT, the report will be delivered to Healthy Roster. This push into Healthy Roster looks to match patient identifiers, patient first name, last name, and DOB. If there is no exact match between the two systems, you will receive a Missing or Ambiguous Match notification and must match the document to the correct patient profile in Healthy Roster.
In most instances, the file should be transmitted almost instantly. If your file is not delivered, please wait 24 hours. If the document has not been delivered within 24 hours, contact support@impacttest.com for further help.
Select the notification icon
View the notification and open the file in order to ensure which profile to attach the document to
To assign your document to the right patient, select the menu icon to the right of the notification
Select Assign Patient
Select the appropriate patient
Once you've matched the patient profile, you will receive a new file import notifications
Note: It's suggested that you ensure you either change the patient name in ImPACT or Healthy Roster to avoid a missing or ambiguous match in the future.
