Sway and Healthy Roster

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 Sway to Healthy Roster.

Quick Video Overview:

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; Sway will not have access to data within Healthy Roster nor will any data be exported out of Healthy Roster into Sway.
• Sway will be able to deliver documents into 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.

HR Video Tutorial:

Step-By-Step Tutorial - Viewing a Document:

1. Navigate to the patient profile
2. Select Documents
    

3. A list of completed documents will now show
    

4. Select the three dots to the right of the Sway document; here you can download, edit, or delete.

Step-By-Step Tutorial - Matching a Document with a Patient Profile:

1. If there is no match with patient identifiers, a notification will be delivered to the Account Owner. Select the Notification icon or Notifications Tab.
    

2. Missing or Ambiguous Match of Incoming Message will indicate the need to download and match to a patient profile.
    

3. Select the three dots to the right of the notification and select Download

4. Open the download to determine the patient
    

5. Navigate to the notification page and select the three dots to the right again.
    

6. Select Assign Patient
    

7. Type the name of the patient or select from the listing.
    

8. Your document will then be saved to the patient's document tab; you will then receive a notification that the document was imported to the patient profile.