Creating an Organization / Teams

Creating an Organization / Teams

Organizations are the primary way Individuals (Users) are organized in Healthy Roster. You must have at least one Organization / Teams in your overall healthcare provider account to add Athletes / Students. Once you invite your Provider Users to access Healthy Roster, you’ll assign them to an Organization / Teams, which links them to the individual they care for.

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.

Step-By-Step Tutorial

  1. Sign in to your Healthy Roster account and go to the ‘Organizations’ / 'Teams' tab

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  1. Click on ‘+ New Organization’ / '+Teams'
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  1. Fill out information as instructed
    Screenshot 3.png
  2. At the bottom where it says “Athlete Creation Method”, select the ‘Upload athlete information in spreadsheet format’
    Screenshot 5.png
  3. Click ‘Create Organization’ / ‘Create Team'
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