00:01: Hi, this is Nikki in this video, I'll walk you through how to weigh patient profiles

00:05: connect to your existing EMR patients within healthy roster.

00:09: This will happen once an assessment has been completed and received the system

00:14: automatically attempts to match incoming sway data to the correct patient.

00:17: Based on your organization settings, understanding, how this matching process works

00:22: and how to configure it can help ensure patients are linked accurately and reduce

00:25: the need for manual cleanup.

00:27: And keep your documentation flowing seamlessly.

00:29: Let's get started.

00:33: Let's start by understanding the options of available to you.

00:36: Once your Healthy roster, EMR and sway platforms are connected a patient completes a

00:41: test in sway.

00:42: The system then automatically attempts to match patient identifiers.

00:45: If a match is found, the assessment is saved directly to an existing patient profile

00:50: if no matches found the system.

00:53: Then checks for a match at the organizations level

00:58: We then check if there's no matched organizations searching for the first name last

01:03: name and date of birth.

01:05: If no match again is found we will send a missing or ambiguous notification to all

01:10: provider admins.

01:14: Now conversely, if we do not have any matched organizations but we do find a match

01:19: with patient profile identifiers between the two systems, the saved file will live

01:25: on the existing patients document tab.

01:29: If we do, find that there are matched organizations.

01:33: We will search for the patient identifiers, again linking to the patient profile.

01:38: If there's a match, if there's no match found, we will then check to see if there's

01:42: patient Auto creation settings for the Matched organization.

01:48: If no match is found, and we've checked patient Auto creation settings for the

01:54: Matched organizations.

01:56: If on it, will create a new patient using the org ID.

01:59: First name, last name date of birth and Link the sway ID.

02:04: If patient Auto creation is toggled off, it will send a missing or ambiguous

02:09: notification to any provider users assigned to the Matched organization.

02:16: Now that you understand the available options for mapping your organizations.

02:20: Let's review how to set up and configure profile matching Begin by selecting the

02:26: admin tab on your left navigation.

02:30: On your internal admin.

02:31: Toolbar, select sway.

02:35: You will now see a list of all of the organizations within your EMR platform.

02:40: Select the appropriate organization you'd like to map.

02:45: Here we can see this organization does not have any existing mapping select add to

02:51: map.

02:53: Select the organization.

02:54: You'd like to map this organization will be what you see within your sway portal.

03:01: Default will select to add all groups.

03:03: You can select independent groups and add additional configurations if necessary.

03:09: Up, once you have added your organization and groups, you can then check optionally

03:14: if you'd like to auto-create Patient profiles.

03:16: This will create a new patient if no match is found within the mapped organization.

03:23: Another optional component is to check the box to share Phi by default understand

03:29: that.

03:30: You should not check this box.

03:31: If you do not have proper authorization, if you're unsure, leave this unchecked

03:38: Once you're mapping for the organization is complete select.

03:41: Okay.

03:44: If you have questions or need more help, please visit the help tab on the left

03:48: navigation or reach us directly at help at healthy roster.com.