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Adding Athletes / Patients (Individual)

Updated 5 days ago by Amelia Boyer

Individually Adding a Patient - Legacy

There are a few different ways to add Athletes / Patients in Healthy Roster. You can bulk upload an entire roster using the web platform or create athletes/patients individually on the web or the mobile app. This tutorial will walk you through how to individually create an athlete/patient in Healthy Roster.

Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly 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

If you wish to bulk upload your patient roster, visit this tutorial to see how: https://healthyroster.helpdocs.io/article/734z87xzy0
Please note, you may not have access to Healthy Roster 2.0 at this time, we will begin releasing in phases and notify your account owner when you can expect it. In the meantime default to the Legacy tutorial

Individually Adding a Patient - 2.0

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 patient to
  2. Select Patients
  3. Click 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

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