Healthy Roster: How to cross-document between Sway and EMR
Written by Niki Budd
Updated at May 18th, 2026
Table of Contents
COMING SOON!
If your Healthy Roster EMR auto-login is enabled, you will see a “Document in EMR” option within the mobile Sway application when viewing completed assessments. This feature allows providers to move directly from a completed Sway assessment into the patient’s chart in the EMR app with a single tap.
The patient record is matched, and the completed Sway assessment PDF is attached to the documentation you create, such as a problem, incident report, encounter, or referral. This removes the need to manually switch applications, search for the patient, create documentation, and upload the assessment separately, helping streamline clinical documentation workflows.
Before using cross-documentation, a provider administrator will need to enable the feature within the platform setting - visit: Healthy Roster: Enable EMR–Sway Auto Login . Providers will also need to have matching email addresses in both systems to ensure the single sign-on connection works correctly.
Video Tutorial:
Step-by-Step Tutorial
- An athlete completes an assessment, or you review an existing assessment.
- Open the athlete’s completed assessment.
- Select “Document in EMR.”
- A modal window will appear for the selected patient. From here, you can choose to:
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- Once you’ve selected your desired documentation type, you will see the Sway assessment listed under Attachments. Complete your documentation and select save.
- After completing and saving the entry, you can review the assessment from the patient’s document tab, within the problem timeline, or associated directly with the entity you created.
Common Questions:
ACCESS & SETUP
Q: Who turns on "Document in EMR" for our organization?
A: A Provider Admin within your account flips the Shared Sign-On toggle
The underlying Sway integration itself is a prerequisite that Healthy Roster enables for you — contact Customer Success if you do not see the toggle yet.
Q: Do we need the Sway integration set up first?
A: Yes. The Sway integration must be enabled for your Healthy Roster EMR account first. Without it, the button routes users to a general Sway-EMR information page instead of launching EMR directly.
Q: Shared Sign-On is enabled, but clinicians are still being asked to log into HR EMR. Why?
A: SSO parity between Sway and HR EMR is likely not aligned (for example, SSO may be enabled in one system but not the other).
The toggle can remain on, but automatic login cannot safely complete when authentication methods do not match — so the system falls back to manual HR login. Contact Customer Success to ensure SSO is configured consistently on both sides.
PATIENT MATCHING
Q: I got "No Matched Patient" — what does it mean?
A: Two possibilities: the Sway patient isn't linked to an HR EMR patient, OR it's linked but your user doesn't have permission. Ask your admin to verify both.
Q: How does a Sway patient get linked to an HR EMR patient?
A: Two ways: automatically when the patient is enrolled in Sway from within an HR EMR-paired Sway org (the typical path), OR manually from the HR EMR patient profile. If neither has happened, the system can't match them — even if the names and DOB are identical.
Q: What if a Sway patient is linked to more than one HR EMR patient?
A: The existing ambiguous-patient-match notification handles it (same one used elsewhere in HR). Resolve the ambiguity there; the deep link doesn't handle multi-match permutations.
Q: My patient has multiple open concussions. Which one does Update Status pick?
A: The most recent (by date) is auto-selected. No provider picker at launch — if you need a different one, cancel and go directly to that problem from the patient profile.
Q: I have HR EMR open on a different patient. What happens when a deep link comes in?
A: HR EMR foregrounds and navigates to the new patient. No prompt about unsaved work. Finish documenting on your current patient before triggering a new deep link.
Want to learn more about your Healthy Roster Sway + EMR integration? Follow along here:
Configuring a Healthy Roster EMR + Sway Integration
Healthy Roster: EMR and Sway Organization and Profile Matching
Healthy Roster: Resolving Missing or Ambiguous Match for Sway Patient
Healthy Roster: Enable EMR–Sway Auto Login
EMR - How to Associate Sway Test Results with a Document Type