Tips & Tricks

44 articles

International Phone Numbers

Handling of international phone numbers for patients

Updated by Niki Budd

Bulk Archiving Athletes by Graduation Year

Bulk Archiving Patients by Graduation Year- 2.0 At the end of a school year, you're going to want to archive all of the seniors who have just graduated. If you've entered the graduation year in the p…

Updated by Niki Budd

Security Questions

Security Questions. When you create your Healthy Roster account, you will be asked to create answers to security questions. This is a second method of verification to provide an extra level of securi…

Updated by Amelia Boyer

Archiving Patients

Archiving Athletes / Patients - Legacy. To remove an individual athlete from Healthy Roster, you will "archive" the athlete. Legally, we cannot delete an athlete for 7 years because of HIPAA, but arc…

Updated by Niki Budd

Adding Patients (Individual)

Individually Adding a Patient - 2.0. Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters inste…

Updated by Amelia Boyer

Pricing

Healthy Roster Pricing. If you are looking for more information regarding pricing please reach out to our sales team. They will be able to provide you with a custom quote! You can do this by emailing…

Updated by Amelia Boyer

Manually Adjusting Patients from One Team to Another

Manually Adjusting Athletes from One Team to Another. Please Note: Terminology is different based on your setting, or example, a college setting uses Teams as Organizations, Units as Teams, but the s…

Updated by Niki Budd

Download Clinical Summary

Downloading a Clinical Summary - 2.0 Video Tutorial:. 00:00: Hi this is Nikki from healthy roster and this tutorial is going to show you how to download a clinical summary for a patient 00:07: To beg…

Updated by Niki Budd

Sharing PHI: Step-By-Step

Sharing Private Health Information - 2.0 One of the great things about Healthy Roster is our ability to communicate with Athletic Trainers, Coaches, Athletes, and their Parents. Within the system, pa…

Updated by Niki Budd

Locked Out of Your Account

I am Locked Out of My Account. If you have been locked out of your Healthy Roster account, it will only last for 15 minutes. After that time period, you may try to log in again. If you are having tro…

Updated by Amelia Boyer

Downloading the Healthy Roster App

The Healthy Roster app is available for download in the iOS and Android app stores. If you live outside of the United States and the app isn't turned on for you, please reach out to help@healthyroste…

Updated by Amelia Boyer

Signing Up for Healthy Roster

Signing Up for Healthy Roster. If you are looking to be invited to Healthy Roster please see below: Healthcare Providers: If you are a healthcare provider please contact your account Admin to be invi…

Updated by Amelia Boyer

Viewing Patient Emergency Contacts - App

Viewing Patient Emergency Contacts - App - 2.0 Video Tutorial - 2.0: 00:00: Hi this is Lindsay with healthy roster and today I'm going to show you how to view a patient's emergency contacts in the he…

Updated by Niki Budd

Premade Resource Library Videos

Pre-made Rehab Videos. Our on-staff athletic trainers have created a library of rehab videos for you to send to your Users from your Resource Library. The following videos are preloaded into your Res…

Updated by Amelia Boyer

Global Search

Global Search - Legacy. The Global Patient Search now allows you to quickly move from one athlete to another with less clicks. You can either start the search by clicking the search icon in the top r…

Updated by Niki Budd

Whats My Username

Usernames. Healthy Roster does not use usernames. To log in, use the email address connected to your account. Unless you have changed it in Healthy Roster, this is the same email address where you re…

Updated by Amelia Boyer

Updating a Patient Profile

Updating an Athletes / Patient Profile - Legacy. There are many ways to get to an individual's profile the easiest route is listed below. You can also update an individual's profile by uploading the…

Updated by Niki Budd

Understanding your Clinical Summary

Understanding your Clinical Summary. This tutorial is to help you understand the view of the Clinical Summary. Remember that no two clinical summaries will be the same as they are independent of the…

Updated by Niki Budd

Filtering Document Types

How to Filter Document Types - Legacy. You now have the ability to filter between different document types within an athlete profile. This is a helpful feature when an athlete has many different docu…

Updated by Niki Budd

Creating an Event

Creating an Event

Updated by Niki Budd

Unarchiving Patients

Unarchiving Patients - 2.0 While archiving, you'll sometimes make a mistake and archive a patient that you don't actually want to archive. No need to worry, it's a quick and easy process to unarchive…

Updated by Niki Budd

Manually Moving Patients from One Organization to Another

Manually Moving Athletes from One Organization to Another Organization - Legacy. Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organization…

Updated by Niki Budd

Archiving a Team

How to Archive a Team/Unit 2.0 If you archive a team the individuals will stay in that organization. It will only archive the team / unit it will not archive the individuals. Please note: Terminology…

Updated by Niki Budd

Bulk Archiving Patients by Birth Date

Bulk Archiving Athletes by Birth Date - Legacy. Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps…

Updated by Niki Budd

Viewing/Editing Patient Insurance Information - App

Viewing/Editing Patient Insurance Information - App - 2.0 Video Tutorial - 2.0:. 00:00: Hi this is Lindsay with healthy roster and today I'm going to show you how to view and edit patient insurance i…

Updated by Niki Budd

Merging Duplicate Patients

How to Merge Duplicate Patients - 2.0 This video and tutorial will walk you through the easy merging of duplicate patients. This is a great way to clean up your patient list and make sure that you do…

Updated by Niki Budd

Editing Permissions

Editing Permissions - 2.0. This is where a user can see who has access to patient profiles and manage them. This can only be done on the web, not the app. Video Tutorial: 00:00: Hi this is Nikki from…

Updated by Niki Budd

Creating a Non-Problem Related Encounter

Used when a problem is not associated with the encounter creation

Updated by Niki Budd

Timestamps

When an entry is made into Healthy Roster, the data is not saved on your computer or mobile device. Instead, it is saved on a HIPAA Compliant server that is likely in a different time zone than where…

Updated by Amelia Boyer

Viewing/Editing Patient Medical Details - App and Web

Viewing/Editing Patient Medical Details - App and Web - 2.0 Information entered into the "Important Medical Info" or "Other Medical Information" fields can also be found in the Medical Details Report…

Updated by Lindsey Puent

Final Forms Export

Export Rosters from Final Forms. FinalForms and Healthy Roster have partnered to make it easy to export your rosters from FinalForms into Healthy Roster. If you are a FinalForms customer, please send…

Updated by Amelia Boyer

How to Edit a Marketing Flyer

How to Edit a Marketing Flyer. Video Tutorial.. Click the link to make a copy of the template: https://docs.google.com/document/d/1ja6IC1KpfJ8RUo5C7lXzA8zMshlZ_g9jx6Br0Uyyq7g/edit?usp=sharing. Step-B…

Updated by Maggie Mancini

Password Issues

Password Issues. Your password is the secret string of characters you set up when you accepted your Healthy Roster invitation. Please do not share your password with anyone. I FORGOT MY PASSWORD/MY P…

Updated by Amelia Boyer

Submitting A Help Ticket

How To Submit A Help Ticket - Legacy. Step-By-Step Tutorial:. Login into Healthy Roster. Click the Help tab on the bottom left navigation bar. Click the Help tab on the bottom left navigation bar. Se…

Updated by Niki Budd

Updating Your Account Details

How to Update Account Details - 2.0 Video Tutorial. 00:00: Hi this is Maggie from healthy roster and in this video I'm going to show you how to update your account settings 00:07: Start by clicking y…

Updated by Maggie Mancini

View/Edit Account Settings

Reviews Viewing/Editing of the Personal Account Settings

Updated by Niki Budd

How to Change Account Email Address

How to Change Your Account Email Address - 2.0 Video Tutorial. 00:00: Hi this is Lindsey with Healthy Roster, and today I'm going to show you how to edit your account email address. 00:06: First clic…

Updated by Maggie Mancini

HIPAA and Healthy Roster

HIPAA and Healthy Roster - Legacy. HIPAA stands for Health Insurance Portability and Accountability Act. HIPAA requires health care providers and organizations, as well as their business associates,…

Updated by Niki Budd

Compatible iPads

Compatible iPads. Healthy Roster's app is compatible with any iPad that Apple is currently supporting/updating. According to Apple's recent release on iPads supported in iOS14, any of these iPads sho…

Updated by Amelia Boyer

How To Clear Browser Cache

Clearing Your Browser Cache. Google Chrome. On your computer, open Chrome.. At the top right, click More.. Click More tools. Clear browsing data.. At the top, choose a time range. To delete everythin…

Updated by Maggie Mancini

Managing Documents

Managing Documents - 2.0. Video Tutorial:. COMING SOON! Step-By-Step Tutorial - How to Delete a Document. Navigate to the patient profile. Click on Documents. Click on the 3 gray dots next to the doc…

Updated by Niki Budd

Quick Navigations- Shortcuts

Quick Actions are intended to help decrease clicks and save time. We have quick actions that will revert you back to the organization and teams quickly as well as shortcut menus that will help you navigate quickly to the task at hand.

Updated by Niki Budd

Duplicating an Encounter

How to Duplicate an Encounter App and Web

Updated by Niki Budd

Long Term Injury/Status Unknown

Long Term Injury or Status Unknown on Athlete. In the case an athlete experiences a long term injury or the status is unknown (athlete hasn't followed up, quit team, etc), the status on that athlete…

Updated by Niki Budd

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