ImPACT and Healthy Roster

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.