Patient / Parent / Representative Walkthrough

00:00: Hi, this is Nikki from healthy roster. 00:02: I'll be guiding you through the purpose and benefits of healthy roster along 00:06: with a step, by step overview on getting started and making the most of the app 00:11: as a primary user. 00:13: You might be wondering why your provider has invited you to join healthy roster. 00:17: While the specific benefits can vary depending on the group's needs healthy 00:22: rosters. Primary goal is to provide streamline access to medical records and 00:26: history real-time injury updates and enhanced communication between users 00:30: and providers. All of this takes place in a secure hipaa-compliant environment. 00:34: That ensures sensitive information is shared only with authorized individuals 00:39: healthy roster is accessible through both the mobile app and web platform 00:43: with push notifications. Keep everyone informed and up to date. 00:49: Now that you understand the purpose behind healthy roster, let's walk through setting up your 00:53: account to get started, look for an invitation email from your provider user. 00:57: If you haven't received one yet, reach out to the provider user and ask to be added to the 01:02: manage users tab on your patient profile. Your invitation will look similar to 01:06: the example here, you'll see options to download the healthy roster app from the IOS 01:10: app store or Google Play store, or you can also accept the invitation directly 01:14: on the web. Most importantly, your invitation will include a unique code. 01:18: This code is specific to you and is used to accept the invitation and Link 01:22: you to your patient profile. 01:25: Once you have downloaded the application, you will select on the login screen. 01:29: Sign up. 01:32: Now input your excess code exactly as it appears on your invitation. 01:38: Now input the email for your Healthy roster account, this email should 01:42: match the email that your invitation was delivered to 01:47: You will now input information to create your account. 01:50: When creating your password, you will need to have 8 plus characters and 01:54: uppercase and lowercase, as well as a special character or number Then 01:58: select your security questions. These questions are used, should you 02:02: need to reset your password or other entities within the application? Now 02:06: select next 02:09: Now read through the terms and the Privacy policies, this is essential 02:13: because it allows you the ability to understand your rights, the platform guidelines, and how 02:17: your data will be handled this ensures transparency and protects you from 02:22: unexpected issues related to privacy and data, sharing select, accept 02:26: terms to move forward. 02:29: Now that your account is set up, let's explore. 02:31: All the features available to you. The first page you'll see displays the patient 02:35: profiles. You have access to if you're a parent or legal guardian with multiple 02:39: patient profiles, each profile will appear separately here. 02:43: This page also allows you to contact the provider directly. 02:47: This is something we'll cover shortly to view. 02:50: Patient details, simply select view next to their name and navigate 02:54: to their profile. 02:56: Now that we're within a patient profile, let's walk through each feature and discuss 03:00: its functions and capabilities. Let's first select patient details. 03:07: The patient details tab is where you can update information for this patient such 03:11: as a photo. So the provider can place a face to the name, insurance information and 03:16: important medical details. 03:19: Now, let's review the care Circle table in healthy roster, that care Circle refers to a 03:23: group of individuals authorized to access and participate in patient's care and health 03:27: updates. Members of The Care, Circle can view relevant health information, receive 03:32: real-time updates on problems and communicate securely within the platform to 03:36: ensure coordinated comprehensive care for the patient. 03:48: Once you've selected the care Circle, you may add users to the care Circle by selecting the 03:52: plus icon and inputting their information, you will need to attest if 03:56: this user is going to be a primary user or not. 03:59: Once they have accepted their invitation, they will then show on 04:03: the table for care Circle. 04:16: Now, let's review the documents tab documents within healthy 04:20: roster. Can mean many things, you may have a signed documents that you need to complete have 04:25: documents that your provider has uploaded and you need to view or maybe you have a document 04:29: that you want to share with your provider. The document tab will streamline 04:33: and centralize document collection in one secure location. 04:36: This supports a HIPAA compliant data management system for 04:40: electronic forms. 04:43: You will see here in my example, my patient has many missing required 04:47: documents. I'm able to select one. 04:51: Set the document permissions and select how I'd like to complete the document 04:55: itself. Once the document populates on your screen, you 05:00: can read the information and complete the document as necessary. 05:03: Once completed select submit and the document in its completed 05:07: state will now save to the patient profile. 05:18: The next tab to review is referrals in healthy roster, referrals 05:22: are a process that allows the athletic trainer or healthcare provider to 05:26: direct a patient to a specialist or another Healthcare professional for 05:30: evaluation or treatment referrals can include details, such as 05:34: the reason for the referral necessary, medical history and Specific Instructions 05:38: or recommendations by using referrals healthy roster. 05:42: Enhances coordination of care, improves patient outcomes and can streamline 05:46: the overall health care experience. 05:48: You will see in my example, my provider has scheduled a referral for the patient. 05:52: This referral will show any relevant information to the primary user 05:56: about the referral and even allow them to add the details to their personal calendar. 06:02: A large benefit to healthy roster is that you as the primary user have 06:06: the ability to directly message your provider user overall messaging 06:11: will enhance the user's experience by fostering effective communication. 06:14: And ensuring that all users are aligned with health and wellness matters. 06:19: Messaging for primary users is only available on the app and not the web platform, 06:23: but we've made it easy for you to contact your provider multiple ways 06:27: on our application. 06:30: One option is from the patient profile, select contact provider and you will see 06:34: the chat history and can continue the conversation next from 06:38: the patient's table. Again select contact provider and the same action will populate 06:42: at any point. You might also simply select the messaging tab on the bottom 06:46: of the screen. 06:48: As a primary user, you also have the ability to add a problem when you do this, 06:52: it alerts your provider user that you require attention, effectively, initiating, 06:57: the chain of command for your care. Well, it's not necessary for you to report. 07:01: Every issue. This feature is helpful, if you sustained an injury in, your provider 07:05: is unavailable and you need further attention from them. 07:11: Select add new problem to create a new problem or injury. 07:14: Then you'll input the required information to the best of your ability. 07:18: Don't worry about getting this information. Exactly right. 07:21: Your provider, user can edit this information later if necessary select 07:25: the problem status as well as different permissions. 07:29: You will also need to input details for the problem. 07:31: And this is especially helpful for your provider user to know what's going on. 07:36: The notifications tab is next. Primary users and healthy roster will receive 07:41: several types of notifications. Varying from problem updates, to 07:45: provider messages care, Circle changes, and maybe even return to play 07:49: updates. These notifications ultimately are intended to help keep primary 07:53: users informed. And engaged with their Healthcare Journey. 07:57: And lastly we have the settings tab here, you can log out, change to dark 08:01: mode, view resources, enable device Biometrics, and deauthorize your 08:05: device. 08:07: You now have an understanding as to what healthy roster is what it's used for 08:11: and its benefits but also how to use it as a primary user for 08:16: more information or questions. Please reach out to your provider user for help or 08:20: email help at healthy roster.com for more information.

00:01: Hi, this is Nikki from healthy roster. 00:03: I'll be guiding you through the purpose and benefits of healthy roster along with a 00:07: step, by step overview on getting started and making the most of the web application 00:11: as a primary user. Most often primary users are using 00:15: our application on their mobile devices. 00:18: The web application is also a great entity to take advantage of. 00:24: You might be wondering why your provider has invited you to join healthy roster. 00:28: While the specific benefits can vary depending on the group's needs healthy 00:32: rosters. Primary goal is to provide streamlined, access to medical records and 00:36: histories provide real-time injury updates and enhanced communication 00:40: between users and providers. All of this takes place in a secure hipaa-compliant 00:45: environment. This helps to ensure that sensitive information is shared 00:49: only with authorized individuals. Healthier roster is accessible through 00:53: the mobile application as well as the web platform. 00:55: It helps to keep everyone informed and up to date. 01:00: Now that you understand the purpose behind healthy roster, let's walk through setting 01:04: up your account to get started. You should look for an email, invitation 01:08: from your provider users. If you haven't received one yet, please reach out to your provider user 01:13: and ask to be added to the manage users tab on your patient's profile. 01:17: Your invitation will look similar to the example shown here. 01:19: You will see options to download the healthy roster. 01:22: Application via the iOS store or the Google Play Store. 01:25: You can also accept this invitation directly on the web which is the flow. 01:29: We will be taking in this video. Most importantly, when you're looking at your invitation, 01:33: it will include a unique code. You see this item highlighted here? 01:37: This code is specific to you, and is used to accept the invitation, 01:41: it will link you to your patient profile. 01:46: On your invitation, you can select click here to sign up via the web instead. 01:51: This will take you directly to this page. Here, you will take your code 01:55: and input it. Exactly as it appears on your invitation. 02:00: Select next to advance. 02:02: Now select I need to create a new account. 02:07: You will now input information to create your account. 02:09: When creating your password, you will need to have 8, plus characters, uppercase 02:13: lowercase, special characters or a number You will then 02:18: continue on inputting information as necessary. 02:20: Once ready, select register. 02:24: Now read through the terms and privacy policies, this is essential, as it allows you the 02:28: ability to understand your rights, the platform guidelines and how your data will be handled. 02:32: This helps to ensure transparency and protects you from unexpected issues 02:36: related to privacy and data sharing. 02:41: Once you have read through and agree to the terms, check the box stating that you have read 02:45: and agreed to our terms. 02:48: Now, select next 02:51: Now, you will create three security questions, once complete select 02:55: save answers. 02:57: Your account has now been created since you're on the web application, you will 03:02: now select continue to dashboard. 03:04: Your dashboard page is designed to provide a clear, snapshot of key 03:09: details at a glance. This page offers valuable insights to get you started 03:13: quickly. Most often you'll be navigating directly to your patient profile. 03:17: Let's follow that flow. By selecting the patient you see here 03:22: The first page along the patient profile is going to be patient problems. 03:27: Think of these as ongoing illnesses or injuries that have been documented. 03:31: This is very powerful selecting the problem. 03:36: You will be navigated directly to the problem timeline. 03:38: Here, you will see a clear chronological view of the patient's 03:42: history. Even their referrals comments and 03:46: attachments as provided by users that have access to this profile. 03:53: You have the power to add or comment on this timeline as well, this helps, 03:57: of course, improve communication and streamline that documentation, it 04:01: helps us to make sure that the provider users are also using enhanced decision-making and 04:05: keeping you in the loop. All in all, this is a time-saving and compliant 04:09: way to view the progression of your injury in a timely manner. 04:14: As you can see, on the timeline, you're able to see referrals that are linked to this problem 04:18: as well. If you'd like, you can also click on the referrals tab on 04:22: the navigation, for this patient profile. 04:26: Here you will see all of the referrals that have been created for this patient. 04:29: If you had multiple referrals and they were completed scheduled or 04:33: closed, you will see the listing here. This patient only has one referral. 04:39: Selecting the menu icon to the right of the referral and now selecting open. 04:45: You will see the details of this individual referral. 04:48: Services that are being rendered by, which provider and what Associated 04:52: problems? 04:55: You will see here, navigating back to the problem once that referral has been completed, 04:59: and your provider has updated the information for this problem, you will see it 05:03: appropriately on your timeline again, keeping communication, clear And 05:08: Timely. 05:11: Now, let's review the documents tab within healthy roster, documents can mean many 05:15: things. 05:21: Once you've navigated to the patient's document table, you might see a similar view. 05:26: As the primary user often, you are required to complete documents electronically 05:31: throughout healthy roster. My patient has missing required documents 05:35: that were assigned by the provider user. 05:38: You also have the ability to upload documents that are unassigned. 05:41: If you want to share information with your provider, the document tab overall 05:46: will streamline and centralize document collection in one secure location, 05:50: this supports a HIPAA compliance data management system for electronic forms. 05:56: Completing your required or missing documents is simple, select the 06:00: missing document, then read the instructions that have been provided by 06:04: your provider user. 06:06: Selecting fill online will navigate you directly within the platform to 06:11: complete the document. 06:13: Now, complete the document in its entirety. You see here? My 06:17: document includes signatures. This flow will be the most common flow 06:21: for your forms that have been assigned in your documents tab. 06:25: If you see your signature is showing in a different format, that means your 06:29: document is PDF backed. Follow along with additional training to 06:33: learn more about those signatures once your document is complete select, 06:37: okay? 06:39: Here you can now enter document details, if desired you do not have 06:44: to input information here but if there's something you would like the person reviewing this 06:48: document to note, you can input it here once you're ready. 06:51: Select okay. 06:54: Now, let's review the teams tab on the patient profile. 06:58: Here, you will see all the teams that your patient is associated with under this organization. 07:04: Now, let's review the details tab. 07:06: You will now see all of the details that your provider user has input for this patient. 07:10: We do recommend selecting the icon for image and uploading an 07:15: image of the user. This helps put a face to the name 07:19: for your provider user 07:22: We do recommend as the primary user answering all of the questions on this table if 07:26: possible. The medical details section is a great area to input 07:30: things, such as allergies. Medical conditions or 07:35: history alerts that you'd like to provide or user or other users to see at 07:39: a quick glance. 07:42: If you're the primary user, you're also able to select the plus icon to add emergency 07:46: contacts when necessary. 07:49: If you've made edits to the details tab, make sure that you select 07:53: save. If you not select, save the information will not be stored 07:57: on the profile. 07:59: Now, let's review the last item on the patient's table manage users. 08:05: As we've discussed in detail, healthy roster is all about keeping communication 08:10: lines open. Because of that, we want to make sure you understand the users 08:14: that have access to your patient's profile. 08:17: Direct access will list all of the users that have been granted 08:21: access to this particular profile. 08:24: You will see yourself listed here as the primary user. 08:29: The next tab is inherited access. These users will have access 08:33: to this patient profile because they've been granted access at a higher level, that 08:38: being a primary user, a team or organizational level 08:42: user. If you see an organizational or Team level user, 08:46: you can edit their access from this page. 08:50: And lastly, you will see invitations, these are users that have been invited 08:54: but have not yet accepted their invitation as the primary user, you 08:58: have the ability to add other users to view this patient profile. 09:01: If you'd like, 09:05: You now have a foundation of what healthy roster is and what you can do within 09:09: it. Let's review a couple more of the capabilities that you have access to 09:13: from that dashboard page. 09:16: First, let's talk through notifications. 09:19: As the primary user, you will receive notifications for things such, as status 09:24: updates, missing documents, scheduled follow-up services, and 09:28: new created problems. 09:31: Clicking on that notification will take you directly where you need to navigate to. 09:36: You will also notice on the left hand, side of the screen, the navigation, toolbar 09:41: gives you a notifications tab as well. 09:43: You can select that at any time. 09:46: Here you will see the history of all your notifications. 09:48: If you'd like to see previous notifications toggle off unread, 09:53: only If you'd like to clear your alerts you can select the menu icon. 09:58: In doing. So you will then check mark As read. 10:04: You are also able to access the messaging platform on your web application 10:08: to do so select a message icon on the left navigation. 10:13: Once within the chat feature, you will see your recent groups. 10:16: I'm going to show you two different routes that you might see first. 10:20: I'm going to select Sports Medicine announcements. 10:24: Here, you will see. I simply have an announcement. 10:26: You cannot type nor communicate within this. 10:29: This is typically intended for mass communication when necessary. 10:35: Here, you will see a direct link to your provider user. 10:42: Here you are able to directly. Send a message to your provider user, this 10:46: helps to increase communication and decrease delays in care. 10:52: Know that when you're communicating within the chat feature, you are sending a direct 10:56: message. That is safe secure and HIPAA compliant. 11:01: The last tab on the left navigation, is the help tab here, you 11:05: have direct access to our training materials, as well as the ability to 11:09: submit a ticket directly to our help desk. 11:14: You now have an understanding as to what healthy roster is what it's 11:18: used for and its benefits. You also understand how to use it as a primary 11:22: user for more information or questions. 11:25: Please reach out to your provider user for help or email help at healthy roster.com.