Updating a Patient Profile
Updated 2 months ago
Updating an Athletes / Patient Profile - Legacy
There are many ways to get to an individual's profile the easiest route is listed below. You can also update an individual's profile by uploading the bulk upload template with the individual's updated information. As long as the individual's name and date of birth stay the same the other fields will populate the new data.
Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps are still the same.
- Click "Athlete's" / "Students" along the left hand navigation.
- Click on "ALL ATHLETES" / "ALL STUDENTS".
- Search for the individual you are looking for.
- Click on the three dots along the right side next to the person's name.
- Click " Edit Details".
- Begin editing their details.
OR
- Once you are in the Individuals profile
- Click Edit in the top right corner.
- Begin editing their details.
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
Updating a Patient Profile - 2.0
There are many ways to get to an individual's profile the easiest route is listed below. You can also update an individual's profile by uploading the bulk upload template with the individual's updated information. As long as the individual's name and date of birth stay the same the other fields will populate the new data.
Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps are still the same.
- Navigate to the patient profile
- Click Details
- Update the desired information and select Save
OR
- Using the global search select the three dots to the right of the patient and select Edit
- Edit desired information and select Save
