Background questions in Healthy Roster are a powerful tool for enhancing documentation standards, ensuring compliance, streamlining workflows, and generating impactful reports. By leveraging these questions, organizations can improve efficiency, maintain accurate records, and gain valuable insights to support data-driven decision-making.

Questions can be created and applied across Healthy Roster in Incident Reports, Treatments, Referrals, Scheduled Events, and Patient Profiles. Providers can also seamlessly insert responses into their notes or note templates, streamlining documentation and improving efficiency.

By default, each account is assigned a standard set of background questions as a starting point. These questions are not mandatory and can be edited or removed as needed, allowing for full customization to fit your organization’s needs.

This tutorial will guide you through creating, assigning, and editing background questions and groups, providing a comprehensive understanding of how to set them up effectively.

Creating Background Questions:

Admin Provider users are responsible for creating all background questions, which can be done through the Admin tab. These questions are designed to collect predetermined data, improving both documentation accuracy and reporting capabilities.

Video Tutorial:

Step-by-Step Tutorial:

1. Log in to your Healthy Roster account and click on the Admin tab on your left navigation bar
    

2. Click on the arrow next to Background Questions
    

3. Click on Questions
    

4. Click Add
    

5. Select which type of question you'd like to create
    

6. Fill out information needed
   1. Prompt: is where you will type out your question
   2. Placeholder: is a description of the action ex: “enter weight in lbs. here”
   3. If you've selected a "Select List" you will need to add options:
       

1. Display text - prompt
2. Allow for freeform - Letting the user type in more than what the recorded value is. Yes = yes and No = no. Or coding - Think of ICD10 codes or CPT codes - you might put the value as the description, but the recorded value will be the actual code. You will select the 'allow free form text' if you have another value listed such as 'other' or if you would like to user to have the option to comment on their answer
3. Recorded value - what you'd like to generate on reporting

7. Click on OK

Creating a Group of Background Questions:

After creating background questions, the Admin Provider user must assign them to a group, which is then linked to the organization. Once the group is assigned to the organization, provider users will be able to view and complete the background questions. 

Video Tutorial:

Step-by-Step Tutorial - Admin Only Feature

1. Log in to your Healthy Roster account and click on the Admin tab in your left navigation bar
    

2. Click on Background Questions
    

3. Select Groups
    

4. Click Add
    

5. Enter the Background Question Group Name
    

6. Select where to populate these questions as well as if you'd like it enabled for all organizations
    

7. Select Ok
    

Editing Background Questions:

If you need to edit background questions, the Admin Provider can make changes in the Admin tab. Keep in mind that edits will not retroactively update previously completed items, but they will still appear in reports. Typically, you may need to edit background questions to add or remove options or to apply conditional logic to a question.

Video Tutorial

Step-By-Step - Admin Only Feature

1. Log in to your Healthy Roster account and click on the “Admin” tab on your left navigation bar
    

2. Click on “Background Questions”
3. Click on “Groups”
    

4. Locate the 3 dot menu next to the group you would like to edit the questions for, and select “Edit.”
    

5. To edit the background question group information, locate the "General" tab. From this tab, you will be able to edit the background question group name, the areas within Healthy Roster where these background questions show up, and the Organizations to which the background questions are assigned.
    

6. Locate the "Questions" tab. Here you have the list of questions you have within this group - select the pencil icon next to the question you would like to edit (Also note on the page with the list of questions that you can drag each one to manipulate the order of questions - click “Save Changes” at the top of the screen to save your order of the questions).
    

7. To make a background question mandatory, select the box to “Require Answer.”
    

8. Next, you may choose to set up conditional questions. Conditions allow you to decide which questions only show up when certain conditions are met. Click on “Add Condition.”
    

9. Set your condition criteria. This should include which question(s) you want this question based on, how you want to interact with that question, and the "Recorded Value" from the other question. (Note that the recorded value used in these conditions must match the recorded value from the question exactly, including capitalization and spaces).
10. Save changes when finalized.