Table of Contents
Creating an Organization
This will review creating an organization.
Updated
by Niki Budd
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:
Step-By-Step Tutorial
- Select the Organizations tab
- Select Add
- To add a logo select the logo image
- Size the logo accordingly and select OK
- Input the information for the Organization
- 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
- Log in to your Healthy Roster account and go to the Organizations tab
- Click on Add New Organization
- Fill out information as instructed
- Click Create Organization
How did we do?
Removing a Provider User
Background Questions - Overview