00:00: Hi, this is Nikki in this video, we'll walk through how to resolve missing or

00:04: ambiguous matches for documents coming from the EMR and sway integration.

00:09: We'll introduce a new sway specific.

00:12: Notification.

00:13: Type that replaces the previous generic alert making matching issues easier to

00:18: identify.

00:18: You'll also see a streamlined resolve workflow that is designed to speed up

00:22: decision-making and reduce unnecessary steps.

00:25: Finally, we'll review improvements to the notification.

00:28: Routing in a alerts are delivered to the correct providers based on organization

00:32: level assignment when work matching is enabled.

00:34: We'll also walk through how to view documents that have been successful matched to a

00:38: patient profile so you can easily confirm and track completed matches within the

00:42: system.

00:44: Let's first review how your notification can help you link to an existing patient

00:49: profile.

00:51: Begin by navigating to your notifications tab on the left navigation.

00:57: On your notifications tab, you will see the new file name is missing or ambiguous

01:02: sway file.

01:06: You're welcome to click the notification directly.

01:08: You can also select the menu icon and select resolve.

01:14: It's recommended that you review the attached file using the download icon within

01:19: the resolve import conflict workflow.

01:21: You can also review ambiguous match details including patient identifiers to help

01:26: confirm the correct match.

01:29: With this flow.

01:30: Let's link to an existing patient profile.

01:34: The search bar is the quickest most efficient way to navigate to the correct patient

01:38: profile.

01:40: Once your patient profile has been identified, click on the profile.

01:43: This will finalize the link between the file and the patient.

01:47: It is best practice to produce future notifications to ensure that both your Healthy

01:52: roster Sway and EMR systems have patient identifiers matching.

02:01: It.

02:01: Now let's review how to create a new patient profile from your notification.

02:07: Again, select the notifications tab from the left navigation.

02:13: Now, you can select the relevant notification or use them menu icon and choose

02:17: resolve.

02:20: It is recommended that you review the attached file using the download icon within

02:25: this view.

02:26: You can also review ambiguous match details including patient identifiers to help

02:30: confirmed the correct match.

02:34: Within this flow, we're going to select to create a new patient.

02:39: The new patient identifiers will now, populate onto your new patient creation flow.

02:45: Add in additional information as necessary selecting, okay? To save your new patient

02:51: profile.

02:53: The lastly, let's review how to view a matched document.

02:59: If you suspect an athlete has taken a sway test and you'd like to navigate directly

03:04: to their profile, it's recommended that.

03:06: You use the global search.

03:09: Using the global search allows you to quickly navigate to the patient's profile.

03:14: Once within their profile.

03:15: Select the document tab.

03:18: Scrolling to the bottom of their completed documents.

03:21: You will see the Matched sway file.

03:24: Clicking on the file itself will download the clinical report.

03:30: If you have questions or need more help, please visit the help tab on the left

03:33: navigation or reach us directly at help at healthy roster.com.