Updated by Maggie Mancini


The Notes tab can be found in an Athlete’s Profile, and it provides a timeline view of all notes for an athlete/patient across all treatments, follow-up services and incident reports.
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.
Video Tutorial

Step-By-Step Tutorial
  1. Log in to Healthy Roster, and locate the athlete profile through the Global Search or through the Organizations tab
  2. Select the Notes tab in the athlete profile
    accessing notes tab
  3. When you open Notes, you’ll first see all Notes for that athlete listed from most to least recent. You can sort and filter by which type of note you are looking for.
    You can click on the “Created on Descending” drop-down list if you prefer a different sorting format.
  4. Clicking on any Note will take you to the source of the note - whether it’s a follow-up service, an incident report or a treatment.
The next tab has four options to segment the Notes: General, Administrative, SOAP Notes and External. You can select one option or more.

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