Customizing Follow Up Services

Updated by Niki Budd

Customizing Follow-Up Services - 2.0

This tutorial will walk you through how you can customize your follow-up services with different Healthcare Organizations, Providers, Services, and Facilities so that you and your athletic trainers can document follow-up services for athletes. Once this is completed, all of those options will be available to choose from when entering an athlete’s follow-up services
Video Tutorial:

00:01: Hi this is Nikki from healthy roster in this tutorial is going to show you how to customize follow-up services within your admin tab please keep in mind this customization feature is available only for admin provider users 00:14: To customize follow-up Services you will do so on the admin tab from the home page select the admin tab on your left navigation 00:23: To add a new healthcare organization select referrals 00:28: Now Select Healthcare organizations 00:31: Select add 00:35: Input the name of the organization and select ok to add it to your organization listing 00:41: Now that you've created your Healthcare organization you can associate providers with that organization 00:48: To do so select the three dots to the right of the organization and select providers 00:54: To add a new provider select add 00:57: Now input the information to tie in the provider to this Healthcare organization name is the only required field however in my example I'm putting in an email as well as listing the specialty for my provider select OK when you're ready to associate 01:13: Now let's review how to customize services that are available for your referrals to do so select the services 01:20: Now you'll be routed to all of your current Referral Services you can always edit or delete you can also add to create a new 01:29: To add a new service you're going to input the service name as the only required field description estimated revenue and a link for more information are available for you to input if you have them select OK when you're ready to add your service 01:42: If you have questions or need more help please visit the help tab on your left navigation where we just directly at help@healthyroster.com

Step-By-Step Tutorial:
  1. Click on your Admin tab on the left side of your screen
  2. Click on Referrals
  3. To add a new healthcare organization, click on Healthcare Organizations
  4. Click on Add
  5. Type in the name and click OK

How to Add a New Provider
  1. To add a new provider, click on the three dots to the right of the desired Healthcare Organization
  2. Click on Providers
  3. Click on Add
  4. Type in their information and then click OK (the minimum information needed is name)
How to Add a Service
  1. To add a new service, click on “Services”
  2. Click Add
  3. Type in the information and click OK

Customizing Follow Up Services - Legacy

This tutorial will walk you through how you can customize your follow up services with different Healthcare Organizations, Providers, Services, and Facilities so that you and your athletic trainers can document follow up services for athletes. Once this is completed all of those options will be available to choose from when entering in an athlete’s follow up services
Video Tutorial:
Step-By-Step Tutorial:
  1. Click on your Admin tab on the left side of your screen
  2. Click on Follow-Up Services
  3. To add a new healthcare organization, click on Healthcare Organizations
  4. Click on Add Healthcare Organization
  5. Type in the name and click Update
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How to Add a New Provider
  1. To add a new provider, click on Providers
  2. Click on Add Provider
  3. Type in their information and then click Update (the minimum information needed is name and healthcare organization)
Capture 2.png

How to Add a Service
  1. To add a facility, click “facilities”
  2. Select the correct healthcare organization for the new facility
  3. Click “Add Facility”
  4. Fill in the information and click “Update”
Capture4.PNG

How to Lock-Down Healthcare Provider Referral List

This step-by-step tutorial will walk you through the process of creating restrictions for your non-admin providers in regards to what new Healthcare Organizations, Providers and Facilities that they are able to add when creating a follow-up service.

  1. Sign in to your Healthy Roster account and go to the ‘Admin’ section.
    Scrennshot .5.png
  2. Go to ‘Follow-up Services’
    Scrennshot 2.png
  3. Click on ‘Restrictions’
    Scrennshot 3.png
  4. Check the boxes that you would like to lock down
    Scrennshot 4.5.png

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