Creating Your Account

Updated by Niki Budd

Creating Your Account

To create an account on Healthy Roster, you must be invited first. Upon receiving your invitation, you will get a unique link with instructions on how to join. You can then choose to download the mobile app or access it via a web browser. Each invitation to Healthy Roster is personalized and meant specifically for you.

Note: Provider Users MUST accept their invitation via a web browser
Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. 00:02: This tutorial is going to walk you through how to create your account. 00:07: To create your account within healthy roster. 00:09: You need to be invited first upon receiving your invitation. 00:12: You will get a unique link with instructions on how to join. 00:15: You can then choose to download the mobile app or access via the web browser 00:19: each invitation to healthy roster is personalized and meant specifically for 00:24: you as a note provider users must accept their invitation via 00:28: a web browser. Let's jump in 00:32: Once you've been invited to join healthy roster, you will receive an invitation 00:36: via email. This invitation will house specific 00:40: information that you will need to create your account. 00:44: As you see in the center of the screen there is a unique code this 00:48: code is unique to your invitation only. 00:52: In order to verify your identity, you will take the code that was listed on 00:56: your invitation an input it directly as it is listed on the invitation 01:01: to verify your identity. 01:04: You will then select next to complete the verification of your identity. 01:10: Now because this is a new account creation. 01:12: I'm going to select I need to create a new account. 01:15: However, if you already have an existing account, you can select I 01:19: already have an account. 01:22: First name last name and email will already be Associated to your invitation. 01:27: You will need to at this stage create your password and confirm 01:31: the password. You're also able to input phone numbers for yourself 01:35: and select your preferred time zone select a register to move forward. 01:40: The user will now agree to their specific terms. 01:43: As you will see here you're able to review and read through the terms of use the 01:48: privacy policy and the children's privacy policy check the box 01:52: once you have read and are agreeing to those terms. 01:57: Select next to move forward 02:00: Next we like to make sure you have secondary authentication on your account to 02:04: protect all of the Phi that will sit behind your account. 02:08: To do so you will need to set your security questions at this time select 02:12: your three questions and provide answers for each next select 02:16: save answers. 02:19: The user will then be prompted to review sharing terms throughout healthy roster. 02:24: This invitation in particular is for a primary user this 02:28: primary user must Grant access to share their Phi 02:32: with different types of users at the org or Team level throughout healthy roster 02:37: linked here also is the privacy policy as well 02:41: as the terms of use check the box. 02:43: Once you agree to the terms of use privacy policy and children's privacy 02:47: policy. 02:49: Now to complete your account setup select I agree. 02:53: If you have questions or need more help, please visit the help tab on the left navigation 02:57: or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial:
  1. Once invited, you will receive an invitation to join via your email. The invitation will prompt you to download the app or proceed via the website. Take note of the access code on your invitation.
  2. Input the Access Code exactly as it appears on your invitation
    Note: The Access code is unique to your invitation and cannot be shared
  3. Select Next
  4. Select I need to create a new account
  5. Input your information and select Register
    Password Requirement: At least 8 characters, have both uppercase and lowercase letters, and include at least 1 number or special character
  6. Read, and if you agree, select to consent to he terms of use, privacy policy, and children's privacy policy
  7. Select Next to advance
  8. Select 3 security questions, and answer each. Select Save Answers
  9. Lastly, consent to the sharing of information by checking the box and selecting I Agree


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