Creating an Organization

Creating an Organization / Teams - 2.0

Organizations are the primary way Patients are organized in Healthy Roster. You must have at least one Organization in your overall healthcare provider account to add Patients 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 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.
Video Tutorial:

00:01: Hi this is Nikki from healthy roster and this tutorial is going to show you how to create an organization or team depending on your view 00:08: To begin select organizations on the left navigation 00:12: Now select add 00:15: To input a logo for your organization click the logo box 00:19: Now size your logo accordingly within the circle select OK when you're ready 00:24: Now input the information for your organization the name is required field you can also add in a description a website or an address 00:33: Check the box if this is an adult organization uncheck the box if it is not 00:38: Now select save 00:41: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help@healthyroster.com

Step-By-Step Tutorial
  1. Select the Organizations tab
  2. Select Add
  3. To add a logo select the logo image
  4. Size the logo accordingly and select OK
  5. Input the information for the Organization
  6. Select Save

Creating an Organization / Teams - Legacy

Organizations are the primary way Patients are organized in Healthy Roster. You must have at least one Organization in your overall healthcare provider account to add Patients 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 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.
Video Tutorial:
Step-By-Step Tutorial
  1. Log in to your Healthy Roster account and go to the Organizations tab
  1. Click on Add New Organization
  1. Fill out information as instructed
    Screenshot 3.png
  2. Click Create Organization
Screenshot 6.png


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