Advanced App - Tips & Tricks

00:01: Hi, this is Nikki from healthy roster. 00:03: This tutorial is going to walk you through the advanced capabilities on the app for the provider 00:07: user. If you have not done so already we do recommend viewing our initial training 00:11: for the provider user. 00:14: First let's review how to filter by an organization within the app. 00:18: This will be helpful. If you're assigned to more than one organization and you'd like to view one 00:22: specific subset of patients. 00:25: To apply a filter select the filter button in the upper right hand corner, then select 00:29: organizations. You can further filter them by team as well. 00:34: Select save You will now view your subset of patients to 00:38: clear this filter select the X icons you will then be able to reapply the filter 00:42: as necessary. 00:45: Now, let's review messaging a directory within the chat feature. 00:50: To begin select the messages tab Now once you're on the messages 00:54: tab, you can select groups here. 00:56: You will see a listing of all the groups that you've already have created within your account to add 01:00: a new group select the plus button. 01:04: Now you can create a group name as well as a group description then decide 01:08: what permissions you like set for this group. Select save. 01:13: Now you will need to add group members to your chat group. 01:16: To do so select directories and select add directory. 01:21: A modal box will now populate where you can select which directories you'd like to include select 01:25: save. Once your directories have been added appropriately select save 01:29: with the group members. 01:33: You will now be able to message your group select the group and begin to type your message 01:37: as a tip. We do recommend using the microphone for talk to text to get you 01:41: in and out a little bit quicker. But keying in the message will also work. 01:44: Send your message once complete. 01:54: If at any point after you've created this group chat, you need to edit the permissions 01:58: you can do. So by selecting the three dots in the upper right-hand corner where 02:02: you can then edit the group details view group members edit 02:06: group permissions or archive the group as a whole. 02:11: Now let's review how to send a direct message as a provider within the chat 02:15: feature. 02:17: Once logged into the app select the message tab. 02:21: You will now see a list of contacts and directories. 02:24: You can select the directory that the patient belongs to and then you will locate the patient. 02:28: You will also see listed above contacts. 02:31: These are those that I have already messaged Justin Cook as you can see as 02:35: well as Hank Hill are listed as athletic trainers. 02:38: They are providers that I can directly message. 02:42: He will see here. I am now able to select my patient. 02:44: Then the options will populate from the bottom of your screen. 02:48: I'm going to select to directly message this patient. 02:53: Now send your message as you see here. I'm using talk to text select send 02:57: to send your message to your patient. 03:05: Now let's review how to schedule an event or an encounter on the app. 03:10: Once logged in on your mobile device select the schedules tab on the bottom navigation. 03:16: Now to add an item select the plus button in the upper right hand corner. 03:21: First let's add a scheduled event. 03:26: He will now need to input the event details such as the organization Associated 03:30: the name description and additional information as necessary select 03:34: edit teams to add the associated teams. Once you hit save you'll be running back to the 03:39: schedule. If you'd like to edit attendance select the event and select edit attendance 03:43: now Mark all those have the attended this event solect save. 03:48: So let's save again. 03:51: Now navigating from the schedule's table. 03:53: Let's review how to enter and encounter from this scheduled tab. 03:58: Once you've selected to add your encounter, you will then be prompted to select the patient 04:02: profile. Now you will input the encounters 04:06: information. I'm going to associate a problem. 04:11: As well as add a service. When 04:17: you're adding a service, you will get one unit automatically. 04:19: If you need to add more units swipe left hit edit add the units 04:24: and now save to save your encounter. 04:28: Next let's walk through notifications. 04:31: A few things to understand about notifications before we jump in first notifications 04:36: are considered part of the patient's chart. Therefore, they are time stamped and must be opened 04:40: by the recipient in order to clear their alert. The next thing to note is that the notifications 04:45: on the app will be triggered by an added problem a change in the patient's status a 04:49: comment that's made on the problem timeline. All three of these items are triggered by additional 04:53: provider users that are commenting on patients your assigned to 04:59: To view notifications select the notifications tab on your app. 05:03: You'll then be taken to the history of your notifications on read notifications will 05:07: show with a red dot clicking on the notification will navigate you to the item 05:11: itself. 05:19: Now we will review how to duplicate encounters on the app. 05:23: To begin navigate to a patient profile 05:26: Now select encounters 05:29: Now you will see a list of the encounters for this patient to duplicate swipe left of the encounter you wish to do duplicate then select duplicate 05:39: You can then edit the information for this encounter once complete select save 05:45: Now let's walk through the settings tab. There are a few features that we'd like to walk 05:49: through here. 05:52: One of the first settings to note on the settings tab is dark mode toggle on 05:56: the dark mode setting if you'd like to have your app in dark mode toggle off if you'd 06:00: like to reverse. 06:03: The next tab will be my courses selecting. 06:06: My courses will navigate you to the courses that have been assigned to you as the provider you 06:11: can navigate through these on your own time. This is intended to teach you how to use 06:15: healthy roster. You will have many more courses assigned to you than the ones you see listed 06:19: here. 06:23: Selecting resources will navigate you to the assigned resources within your account. 06:26: If you click on the title of the resource, it will navigate you to that resource. 06:31: If you select the share icon, you can share this item out. 06:46: The next item on the settings tab is the encounter kiosk. 06:49: This will be the location you navigate to in order to launch the kiosk itself. 06:53: There are a few steps that need to take place. 06:55: Let's review them. 06:58: The first thing that you will need to do is ensure that you've enabled guided access on your mobile device. 07:04: Navigate to the settings tab search for accessibility. Once you've selected accessibility scroll to the bottom of that page select guided access now passcode setting and set your passcode enter a four-digit code and re-enter it for confirmation. 07:23: First Step 2. Let's launch kiosk mode navigate back to the healthy roster app. 07:28: Now select settings next encounter kiosk triple click on your device to launch guided access. Your kiosk is now enabled. 07:41: Now, let's review your patient entering their encounter. 07:44: Your patience will now need to check in. They can check in with their first name last name and date of birth or the unique ID as appropriate for your setting. Once our system finds a match they will continue on with the process. They will input the affected area the body part as well as the side then select the services that were rendered and done. This will then navigate that patient back to the patient check-in page where consecutive patients are able to complete the same flow as necessary. 08:16: Now let's review how to exit out of kiosk mode on your mobile device. 08:21: To exit triple click on your mobile device enter your passcode and select end then select exit kiosk mode. You will now exit kiosk mode completely. 08:34: Now that you understand the encounter kiosk table. 08:37: The next tab is pending encounters. 08:39: You will need to select pending encounters to review and improve the 08:43: encounters that your patients have created. 08:47: The provider that launched kiosk mode will need to be the provider that reviews and improves the encounters to do so log into the app and select settings. 08:57: Now select pending encounters 09:01: You will now see a listing of all encounters that need to be reviewed and approved below each patient encounter. You will see the details such as location body part and the encounter that they've selected. 09:14: To quickly approve swipe the patient encounter to the left and select approve. 09:21: To quickly reject swipe the patient encounter to the left and select reject. 09:28: Now you will swipe right and select edit. It will be brought to the encounter itself. You can edit the information such as the details the background questions as well as associate a problem or change or add the different body part. I'm going to associate an existing problem. You then can edit services and add in a note. I'm going to add in that. This is a progress note for my patient and add in my specific progress note. select save once complete 10:05: If you have questions or need more help, please visit the help tab on the left navigation 10:09: or reach us directly at help at healthy roster.com.