EMR - How to Associate Sway Test Results with a Document Type
Written by Niki Budd
Updated at May 7th, 2026
Table of Contents
In this tutorial, you’ll learn how to create a document type for incoming baseline tests and how to associate completed Sway baselines for easier organization and reporting between Healthy Rosters two products, EMR + Sway.
Please note: this functionality requires an active integration between Healthy Roster EMR and the Sway platform and is designed for provider admin users.
Step-By-Step Tutorial: How to Associate Sway Baseline Test Results to a Document Type
- Select Documents on the left navigation
- Select Document Types
- Select Add
- We recommend naming your document type 'Sway Baseline Assessment.' Enter your desired description, set an expiration date, and choose whether the document is required. Marking it as required is recommended for accurate document compliance tracking
- Check the box to Use As Default Integration Document Type
This is only accessible for Admin Provider Users
- From the drop-down, select Sway Baseline Assessment
- Continue to edit your document type as desired
- Select Save to apply changes
Note: This change does not apply retroactively. Tests that were already sent to Healthy Roster before the document type was created will not be assigned to the document type. The document type will only apply to tests sent to Healthy Roster after the document type is created.
Step-by-Step Tutorial: Using the Document Compliance Report to Track Baseline Compliance
- Select Documents on the left navigation
- Select Compliance Report
- Filter by Type - selecting the Sway Baseline Assessment
- OK indicates that athletes have completed their baseline; Needs Attention indicates that the patient has not completed a baseline since the document type was created or that the document has expired.
