Setup: To begin the integration, you will need your HealthCare ID for the account. Please reach out to help@healthyroster.com. Once you have that, we will inform you of the next steps.

Benefit: This integration is intended to help streamline the process of linking testing results from HitCheckto Healthy Roster.

Integration Summary:

• This integration is offered free of charge through both platforms.
• This integration has to be approved by the Account Owner of the Healthy Roster account.
• This is a one-way integration; HitCheck will not have access to data within Healthy Roster, nor will any data be exported from Healthy Roster into HitCheck.
• HitCheck will be able to deliver documents to Healthy Roster.
• The integration will look to match the identifiers (Patient First Name, Last Name, and DOB); if a match is identified, the document will be saved to the patient profile. If no match is identified, the Account owner/Admin Providers will be notified and asked to match the document to a profile.
• If the integration matches the file to a patient profile, the document will simply be saved to the patient's document tab and no further actions will be completed.
• The Integration must be enabled via HitCheck's support desk, email help@HitCheck.com to request the integration.

Video Tutorial:

Step-By-Step Tutorial - Reviewing a Matched Document

1. Navigate to the document in question 

2. Select the menu icon to download the document for review 

3. Select the menu icon to edit the document details 

4. Select OK if you've made changes 

Step-By-Step Tutorial - Missing or Ambiguous Match

1. Select the notifications tab 

2. View the notification and open the file in order to ensure which profile to attach the document to 

3. To assign your document to the right patient, select the menu icon to the right of the notification
    

4. Select Assign Patient
    

5. Select the appropriate patient to assign the document to the patient profile