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Adding Patients (Individual)

How to add an individual patient.

Niki Budd
Updated by Niki Budd

Individually Adding a Patient

Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. 
Please Note: Parents/Guardians are unable to create athlete profiles. If you are a parent or guardian looking to add another athlete profile to your account, please reach out to the organization's athletic trainer.
If you want to bulk upload your patient roster, visit this tutorial to see how: https://healthyroster.helpdocs.io/article/734z87xzy0
Video Tutorial (Web):

00:00: Hi this is Maggie from healthy roster and today I'm going to show you how to add an individual patient profile 00:07: Start by clicking the organizations tab on your left hand navigation 00:12: Next select your organization 00:15: Click add 00:18: Select add new 00:21: Add in your patient information the first last name and date of birth are the only required Fields here 00:29: And finally click save at the bottom 00:33: Now you know how to add an individual patient profile if you have any questions or need to reach our support team please reach out at help at healthyroster.com

Step-By-Step Tutorial - Web:
  1. Click the Organizations tab on the left navigation bar & choose the Organization you’ll be adding an patient to
  2. Select Patients
  3. Click Add New
  4. Select Add New
  5. Type in the patients information (first/last name & DOB is required)
    1. Patient's insurance information can be documented in the patient profile creation as well
  6. Follow the link to learn how to input an international number
  7. Click Save at the bottom of the page
Video Tutorial (App):

00:00: Hi, this is Nikki from healthy roster. This tutorial is going to show you how to create an independent patient profile within the app. 00:08: From the patient's tab to add a new patient. You will select the plus button in the upper left-hand corner. 00:15: Now input the information to create the patient profile. The only required Fields would be first name last name and date of birth. 00:24: As you can see here, you're also able to input additional information for this patient such as their email their sex graduation year preferred language and insurance information. 00:34: Additional information that you might want to input on this patient profile as you're creating them is General Medical information. We do recommend inputting here medical history or medical alerts in this section. Select save once you're ready to save and create your patient profile. 00:50: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial (App):
  1. Select the patients tab
  2. Select + to add a new patient
  3. Input the patient's information as appropriate. First Name, Last Name, and DOB are required fields.
Note: We recommend placing medical details within the General Medical Information section
  1. Select Save

How did we do?

Understanding and Reverting Import History

Archiving Patients

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