ATS Online Help

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Admin Guide
Breakout of Common Administrative tasks, with help docs and videos
Admininstravie Frequently Asked Qustions
Some commonly asked questions, with general answers. Help doc and Video links
New User Training User and Adminstrative features
New User Training Links, with Links to Adminstrative training as well
SWAY Medical Sync with ATS
Equip your database to sync documents with SWAY medical
Account Authentication
Account verification using MFA or 2-Factor
Setting Up the Forgot Password Email
Setting up forgot password link and email
SMTP Email Configuation Settings
Setting the configuration for the SMTP options. Aids in emails being sent from the system.
Using the Private Record Option
Restricing information access using Private Records
Setting required fields for Injury Documentation and Demographics
Required infomration for staff and patients in the Patient/athlete portal and staff documenting injuries
Set Up the Patient Portal
Settiing up your Patient/Athlete Portal
Adding a Medical Provider
Adding Medical Providers. These providers are used in the referral and medical service areas.
Pre-Login Setup
Set up of Pre-Login Legal Statements
Creating or updating an Emergency Protocol
Creat and/or update an Emergency Protocol for an Organization
ATS Desktop Installation
Directions for installing the ATS Desktop on you computer
Connection Issues
Common connection issues from credentials, firewalls and speed issues
Maintenance Menu
Break down of the Admin, Maintenance items and the functions each contain.
Diversity and Customizable Fields
Additional Information Fields for Patient/Athlete Identifiers
Passwords and Athlete Security
Discusses how Athlete IDs and Passwords may be set, updated and communicated.
Setting Required Fields for Patient Portal
Setting up required Demographic, Insurance, Emergency Contact informaiton in the Patient/Athlete Portal
Team setup
Combining Teams
Combining duplicate teams
New User Training User and Admin
New User Training links User and Admin
Customize Dropdown/Popup Lists
Shows the administrator different dropdown/popup settings, adding new items on a list
Editing Modalities, Rehabs, and Strength Dropdowns
Customize Modalities, Rehabs, and Strength Dropdowns (including posting videos and pictures)
Setting the 2 types of Concussion Evaluations, Full or Quick
Setting required fields for Full or a Quick concussion evaluation
Resize an image
Resizing an image in Windows Paint
Resizing insurance images
Resizing insurance images in ATS
Announcements: Access and Usage
Setting up and using the Announcements feature
Injury Type and Body Part Dropdown Lists
Editing the dropdown lists for body parts and injury types
Merge Injury or Move Injury to a DIfferent Athlete
Shows you how to combine injuries, or move an injury
Lock Notes After Veifying
Locking notes after verifying the content
Creating a Note Template
Creating Note Templates for standardized documentation
Default Injury
Default Injury configuration and use
Injury Update Needed
Color Coded Screen to help with work flow
Setting up Treatment Protocols
Setting up Treatment Protocols
Referall Set Up and Usage
Setting up and utilizing Referrals
Locking Notes after initial entry
Locking notes after initial entry, for everyone or for specific users
Lock Notes After Verification
Locking notes after verification of content
Deleting an Injury
Permanently remove an injury from your database.
Scanner use
Installing and Using a Scanner with ATS
Adding Medication
Adding Medications into ATS for use in Athlete treatment as well as inventory tracking
How to Setup and Collect Paient Centered Outcomes
How to utilize patient centerd outcome reporting goals
Athlete Forms
Athlete form setup, editing and usage
Copying forms from the ATS Library
Copying staff and/or athlete forms from the ATS Library to your database
Update Athlete Form Structure
Using the Athlete Form Structure utility
Linking an eFile to the Paperwork List
Creating your Paperwork list and linking with Patient/Athlete uploaded eFiles
Loading files to the Athlete Portal
Loading files to the Athlete Portal (PDF's, word docs, etc.)
Send an Patient/Athlete a Single Form to Complete
How to send a single form to one person for them to complete
Loading forms
Loading your PDF, Word or other forms in ATS for athletes and/or staff access
Medical Staff/Coach Forms
Creating forms for the medical staff and coaches
Staff Forms
Creating and using staff forms
Importing Athlete Information
Importing Athlete Demographics from a Spreadsheet, with Spreadsheet Guidelines
Custom fields for athletes/students
Allows you 10 custom fields for information that is not ordinarily available in the ATS software
Duplicate Athletes
Fixing a duplicate Athlete Profile entry
Adding Electronic Documents
Making Electronic documents available through the Patient/Athlete Portal
Set up and management of UserAccounts
Creating and managing User accounts in the Staff Portal
Dropdown/Popup Lists
Editing dropdown/popup lists in the Staff Portal
Missing User
Reactivate a missing user
Electronic signatures
How to configure ATS to use Electronic Signatures to sign Forms
User Account Setup
Setting up user accounts, explanation of information needed, and tabs associated in the user profiles
Missing User
Reactivate missing user
Partial Admin User Setup
Setting a regular user(AT) specific administrative rights, without giving full Admin access
Removing a user's access
Recommendations for removing a user's access, disabling a user, or locking an account
Adding a temporary user
Adding a temporary user in your database for visiting a Visiting AT, Physician or Hospital
Explanation of the User list options in the Admin tab
Details of what each of the User options are.
Multi User Update
Accessing and utilizing the Multi User Update function
Coach as a User
Setting a restricted access account, example given is for a coach. Shows the flexibility of ATS and the security
Deleting an Athlete
Permanently delete a patient/athelte and all of their associated records
Creating Strength and Conditioning Protocols
Creating Strength and Conditioning Protocols
Injury Cost Log
Cost Log for injuries, allows you to track expenses
Athlete Merge
Merge Atheltes into a database if it were to be taken over by a different organization using ATS already
Billing Setup and Use
Billing set up
Data Miner
Utilizing the Data Miner for instution specific reports and other exportable information from you database
HAL setup
Turning on the Hydration Alert Log for your database and users
Field Tags
Utilizing FieldTags, create your own Field Tags and Build-a-Note for faster data entry of common used phrases and sentences
Key Phrase Admin and Use
Setting up and utilizing the Key Phrase feature
Recovering a Removed or Missing athlete
Recovering a Removed or Missing athlete; requires Admin privileges
Importing calendars
Doc showing the process for importing calendar items from MS-Outlook, MS-Excel or a Google iCalendar
rSchool Today Sync
Setting ATS up to sync with rSchool Today
Combine athlete records
Directions for combining duplicate Patient/Athlete entries/profiles
Recover an Athlete
Recover an Athlete that was accidentally deleted
Drug Testing
Utilizing ATS for random selection of Patient/Athletes for drug testing
Send an athlete's record to another ATS Database
Electronically send a Patient/Athletes history from your ATS database to another ATS database
2 Factor Authentication
Activating and using the 2 factor authentication sign in process
Generating and Using QR Codes
Creation and usage of QR codes
Creating Rehab Protocols
Creating Rehab protocols and how they can be utilized
Creating Modality Protocols
Creating Modality protocols and how they can be utilized
Adding Pictures with specific Rehab Exercises
Adding pictures with rehabs and how they can be utilized and viewed
Transaction Logs
Running the transaction log--- this is an administraive feature
Athlete Utility Menu
Breakout of the Athlete Utilities Menu
Injury Utilities
Using the Injury Purge, Default Injury and Global Updates
Year-end processing
Year-end processing, archiving and advancing athletes Year or Grade
Update Athlete Years and Archiving Athletes
Update or graduate athlete years and Archiving an entire Athlete Year
ATS Lite Getting Started
Setting up your ATS Lite Database
Adding Injuries
Adding Injuries in the Portal
Adding A Modality
Adding a Modality with ATS Lite
Adding a Note
Adding Notes with ATS Lite
Adding a Limitation
Adding a Limitation with ATS Lite
Import Athlete Information
Importing Athlete Demographic/Personal Information from an Excel Spreadsheet, with instructions
Adding Athletes Manually
Adding an Athlete one at a time
Daily Information Screen
Using the Daily Information Entry Screen to increase documentation efficiency
Adding a Rehab
Adding a Rehab with ATS Lite
Automatic Reports(Batch Reports) set up
configuration of the batch report process, and usage
Note Types and Templates
Creating specific note types/templates to aid in documentation or sending referrals
Secure messaging
Secure Messaging feature allows HIPAA compliant messaging between Athlete and AT or other Staff Members such as physicians
Communication Capabilities
overview of all the different ways of communicating between staff and athletes
Bulk Email and Text Messages
Sending bulk email and/or text messages.
Batch Report Processing
Configuring the batch report process.
Group Emails
Defining what is included in the sent email after limitations, injuries or notes or others are entered
Group Email Overview
Group Emailing users via our ATS Software when a new Injury or Limitation is entered
Emailing Another User
Emailing other users from various ATS versions
User Email Config
Configuration of your email within ATS
COVID-19 Set-Up and Usage
Compelting a team or individual screening before entry or practice
Set a Screening form for Athletes
Creating COVID screening form and set it up for completion by Patients/Athletes
COVID-19 Test Reults Import
Details for Importing COVID-19 specific test results
COVID Vaccination Card Upload
Strategies for entering Vaccination informaiton, uploading cards, and extracting information
Covid booster and vaccines in ATS
How to add boosters information into ATS
Generate Random COVID Testing Lists
Allows you the ability to generate random testing lists specifically for COVID surveillance testing
Customize your Database
General overview of startup administrative settings
Getting started with ATS
Overview for installation, selected settings, team setup, and user configuration
User Account Setup
Setting up user accounts, explaning settings, information needed, tabs associated in the user profiles
Importing Athlete Information
Importing Athlete Demographics from an Excel Spreadsheet, and the instructions for import
Team Set up
Setting up teams in your database
Dashboard Access and Usage
Accessing and utilizing the Dashboard, Enabling for other users
Add Patients/Athletes
Add a patient/athlete in ATS desktop
Adding a Note
Adding a new note/soap note in the Desktop
Adding a Modality
Adding Modalities in the ATS Desktop
Adding a Rehab
Adding a Rehab in the ATS Desktop
Adding Limitations
Adding Limitations in the ATS Desktop
Referrals
Entering and Sending Referrals in the ATS Desktop
Upload a Document without an Attached Scanner
Attaching documents without a scanner attached to your computer
Kiosk Quick Overview
Short overview of Kiosk capabilities
Administrative Frequently Asked Question
Sommonly askd questions, with general answers. Links to Help Docs and Videos
User Frequently Asked Questions
Commonly asked questions, with general answers, links to videos and docs
Athlete portal new athlete
Athlete portal new user set up for students/parents
Quick Med Check
A guide on using our Quick Med Check module which is useful for fast data entry when away from the office
ATS on a MAC
3 ways to use ATS on a MAC
Configuring your system in Site Info
Configuring your system in Site Info where all tabs are discussed in the ATS Core Module. This requires Administrator privileges.
Connection Issues
Common Connection issues relating to Credentials, Firewalls and Speed issues
Shortcut as APP
Using a website shortcut on your device homescreen instead of an app
Family Communication Center Overview
Overview of how the Family Communication Center works
Family Communication Center Admin Use
Admin set up of the FCC portal, and linking emergency contacts from registration and existing athletes
Adding an Insurance Company
Adding an Insurance Company in your Database. Designate primary or secondary insurance coverage
Archiving Athlete Insurance
Updating or Archiving athlete insurance
Adding or Removing Athlete Secondary Insurance in Bulk
Adding Secondary Insurance for all Athletes, or Athletes based on a team or for entire Organizations
General Insurance Claim Setup
This doc describes the process and options for setting up ATS for general insurance claim processing
AG Administrators Insurance Claim Setup
Setting up the Claims Process for AG Administrators
American Specialties Insurance Claim Setup
Setting up the Claims Process for American Specialties Insurance
Bob McCloskey Insurance Claim Setup
This doc describes the process and options for setting up ATS for Bob McCloskey insurance claim processing
Commercial Travelers Insurance Claim Setup
Setup and use of the Commercial Travelers secondary insurance
First Agency Insurance Claim Setup
Setting up the Claims Process for First Agency Insurance
Health Special Risk Inc (HSRI) Claim Setup
Setting up the Claims Process for HSRI
NAHGA Insurance Claim Setup
NAHGA Configuration, setup and use.
SAS Insurance Claim Setup
Setting up the Claims Process for SAS Insurance
Specialty Insurance Solutions Insurance Claim Setup
Setting up the Claims Process for Specialty Insurance Solutions
Wellfleet Insurance Claim Setup
Setting up the Claims Process for Wellfleet Secondary Insurance
Non-Inventory Equipment and Preventative Maintenance Recording
Track Equipment Certification Dates, Recalibration Dates, or general Preventative Maintenance
Adding a Vendor
Adding a Vendor for Inventory Tracking
Inventory Setup
Setting up you database to utilize the inventory tracking capabilities
Import Inventory New Items (Blank)
New Inventory Item Import, begin setting up inventory, blank template for loading information in the correct format
Import New, Added Inventory (Green)
Import Inventory using Green Template, update existing, add new invntory, general update
Import Inventory Vendor Information (Purple)
Import Inventory using Purple Template, update existing, add new inventory for vendors
Import Inventory Location (Blue)
Import Inventory using Blue Template, update existing, add new invotory for locations
Quick Inventory Module
Utilizing the Quick Inventory Entry Screen
QR Code Generation and Usage for Inventory Items
Generation and Using QR Codes for Inventory items
Site Info Overview
Overview of all the areas in Site Info
Athlete Smartphone Overview
An overview of the athlete smartphone module and its capabilities
Strength & Conditioning Overview
Utilizing the Strength and Conditioning Module
Rehab Overview
General setup and usage of the rehab features of ATS
Modality Overview
Setup and usage of Modalities
Daily Information Entry Overview
Review of the sections available in the Daily Information Entry area
Athlete Portal Overview
Shows all of the pieces of the Athlete Portal, these features can be added or removed in Site Info as your organization needs
Medication Setup and Usage
Enter, update, and track all Medications
Quick Modality Overview
In depth chart explaining all of the pieces and buttons in the Quick Modality screen
Security Overview
Shows you the ability for setting security access between users as needed by your organization
Smartphone Overview
Shows you how the ATS smartphone provides secure assess with your data. From the arena or field allowing you access for completing notes, concussion evaluations, or constructing notes, rehabs or entering limitations.
Send an Athlete Forms and Paperwork Reminders
Will show you to to send your electronic forms, loaded documents and reminders to complete incomplete paperwork
Athlete Info
Entering and updating Athletes
Bulk efile printing
Bulk efile printing of "scanned in" Athlete Documents, Physicals, etc
Importing Patient Data
Importing Athlete Demographics from a Spreadsheet, with Spreadsheet Guidelines
Electronic Signatures
Utilizing electronic signatures in ATS
Injury
Adding Injuries in the Athlete and Injury screens
Guest Athlete
Recording Treatment for a Guest Athlete
Linking Athlete Forms to the Paperwork List
Creating your Paperwork list and linking with Patient/Athlete forms
PayPal Intro
Allows the ability for collection of competition or other associated fees
New Athlete Registration via the Athlete Portal
How a new Athlete can register through the portal
Make eFiles visible to Athletes
Making eFiles available through the Patient/Athlete portal
Importing Athlete Info/Importing Template
Importing Athlete Info as well as an XLS template for ease of use with the proper headings
ATS Kiosk Install Process
Installation of the ATS Kiosk on a dedicated machine for student use
Kiosk configuration
Setting up your Athlete Kiosk
Using Pick Functions
Utilize the pick functions on the athlete kiosk
Swipe card configuration
Setting up ATS for scanning ID cards with a card reader, this is done in Site Info
Adding a new note using the Quick Med Check
Adding a general note or SOAP note using the Quick Med Check
Adding a Rehab in the Quick Med Check
Adding Rehabs using the different options available in the QMC
Adding a limitation in the Quick Med Check
Adding a limitation using the Quick Med Check
Concussion Eval using Quick Med Check
Completing a concussion eval using the Quick Med Check module
Add an Athlete
Using the ATS Quick Med Check to add an athlete
Add an Injury
Add an injury utilizing the ATS QMC
Using ATS Research
Using the ATS Research module
Using the Crosstab Analytics feature
Using Crosstab Analytics for data extraction from your database
Datalys Configuration
Configuration and utilization of NCAA Research with Datalys
Data Miner
Using the Data Miner to extract historical data records for injury research or surveillance
Scheduling Overview
Setting up and modifying Schedules for Athletes and Staff
Athlete Appointment Request
Posting your available appointments and have your patient/athlete sign up for them.
Sending Appointment Reminders
Send email and/or text reminders for ahletes, staff or coaches
Staff & equipment availability
Allows you bulk scheduling of staff or equipment availablity. After you post, patient/athletes can see available appointment times and book with you
Schedule excel import
Directions for importing a schedule from an Excel file
Schedule Outlook Import
Importing your Outlook calendar
Schedule iCalendar import
Importing your iCalender
Adding a Note
Adding a new note/SOAP note using the Staff Smartphone
Adding an Athlete
Add an Athlete via the Staff Smartphone
Adding an Injury
Adding an Injury via the StaffSmartphone
Adding an Injury Plus
Adding an Injury Plus via the Staff Smartphone
Adding a Rehab
Adding a Rehab via the Staff Smartphone
Adding a Modality
Adding a Modality via the Staff Smartphone
Adding a Limitation
Adding a Limitation via Staff Smartphone
Adding Athlete
Adding an Athlete in the Staff Portal
Adding Injuries
Adding injuries in the Staff Portal
Adding a Limitation
Adding a Limitation in the Staff Portal
Adding a Modality
Adding a Modality in the Staff Portal
Adding a Rehab
Adding a Rehab in the Staff Portal
The Daily Information Screen usage
Utilizing the Daily Information Screen in the Staf Portal
Adding Teams
Adding Teams in the Staff Portal
Adding a note
Adding a new note in the Staff Portal
Adding Default Injury
Adding the default/maintenance injury in the StaffPortal
Delete an injury or athlete
Deleting an injury record or athlete profile from ATS using the Staff Portal
User email configuration
Configuration of a Users Email account in the Staff portal
Staff Portal Athlete Import
Importing athlete records using the Staff Portal
Enter and send a referral in the Staff Portal
Entering and send referrals in the Staff Portal
Uploading a Document
Uploading a File to an Athlete's Profile
User Frequently Asked Questions
Commonly asked questions, with general answers, video and doc links
Basic User's Guide
Overview and instruction for adding: Athletes, Injuires, Modalities, Rehabs, Limitations,Notes
Unlocking User Accounts
Provides the ability to unlock your account after failed password attempts
New User Training VIdeos
New User Training videos for non adminstrative tasks
Mark Athlete for Review
Utilization of ATS Athlete review for staff or physician
Injury Speed Options
How to utilize the injury speed options to optimize your documentation speed and efficiency.
New User Training links (non admin)
New User Training (non admin)
Basic User's Guide
Overview and instructions for adding: Athletes, Injuries, Modalities, Rehabs, Limitations and Notes
Bulk Modality
Entering Bulk Modalities, for multiple athletes
Key Phrases for Notes
Using key phrases for note entry
Bulk Rehab Entry
Entering Bulk Rehabs, for multiple athletes
Bulk Strength Entry
Entering Bulk Strength sessions, for multiple athletes
Quick Multi Function
All in one work area for many administrative functions involving demographics, insurance, physicals and more
Symbols Used in ATS
What the symbols found in ATS mean and do.
Quick Paperwork Function
Rapidly check off paperwork athletes have submitted on one screen
Entering and viewing clearance notes
Entering Clearance notes and the associated report
Modify Athlete Info
Utilizing the Modify Athlete Info screen
Injury Evaluation
Standardized injury evaluation module
Setting the Physical Expiration Date
Setting the expiration date for your physicals
Hydration Alert Log (HAL) usage
Utilizing hydration log(HAL) for a team and/or an athlete
Multiple Athlete to a Team Utility
Ability to add Multiple athletes at once to another team.
Secure Messaging
Secure Message feature allows secure communication between athlete and ATC
Color Coding Limitations
Color Code your limitations
Entering a concussion evaluation
Entering Concussion evaluations via the Desktop, Staff Portal or Staff Smartphone
Concussion Info
Full guide on how ATS handles concussion info
Equipment Check Out/Tracking
Tracking who has equipment and if it has been returned
Tracking Medical Services
Tracking medical services
Reset your account
Reset your user account
Action Items
Documenting action items, non athlete related incidents, or other information
Viewing an Emergency Protocol
Viewing the Emergency Protocol established by your Organization
Setting your working directory
Setting the users working directory which designates a temporary place for files such as: viewing electronic documents, exporting reports, etc
Hide the Open Windows Tab
Permanently close the Open Windows Tab
Using speech-to-text in ATS
Overview of using text-to-speech in ATS. Making speech-text ability, available on your PC