Adding Patients (Individual)

Updated by Amelia Boyer

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 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

Individually Adding a Patient - Legacy

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. 
Provider Only Feature. If you are a parent/guardian of multiple athletes and are not connected to all of them in Healthy Roster, please contact your childrens’ athletic trainer to add the other child to your account.
Video Tutorial (Web):
Step-By-Step Tutorial - Web:
  1. Click the Organizations tab on the left navigation bar & choose the Organization you’ll be adding an athlete to.
  2. Select Athletes
  1. Click Add/Import New Athletes
  1. Select the Create Athletes tab
  1. Type in the athlete’s information (first/last name & DOB is required)
    1. Athlete insurance information can be documented in the athlete profile creation as well
  1. Follow the link to learn how to input an international number
  2. Click Create New Athlete at the bottom of the page
NOTE: If you have received prior written authorization to share the athlete’s PHI, you can check the box that states “I HAVE RECEIVED PRIOR AUTHORIZATION TO SHARE THIS ATHLETE'S PERSONAL HEALTH INFORMATION VIA HEALTHY ROSTER.” Otherwise, do not check that box and the athlete or parent/guardian can give permission when they log into Healthy Roster for the first time.
Video Tutorial (App):
Step-By-Step Tutorial - App
  1. Click on your Athletes tab on the bottom left of your screen
  2. Click the + in the top right hand corner of your screen
    Tap the “+” in the top right-hand corner of the screen to add a new athlete
  3. Enter the athlete’s information (name, birth date, and organization required)
    Add Athlete Screen
  4. Click Add Athlete at the bottom of the page

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