Inviting Primary Users
Updated 6 days ago
Inviting Primary Users - Legacy
This tutorial will walk you through the process of inviting users via the ‘Manage Care Circle’ feature in an athlete / patient profile.
If you are a parent or patient you will need to be invited to join Healthy Roster by your healthcare provider. Please contact them for further assistance.
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
- Sign in to your Healthy Roster account and go to the ‘Athletes’ / 'Patients' tab
- Go to ‘All Athletes tab', locate the athlete profile, and click ‘Manage Care Circle’
- Click on ‘+Invite User to Manage This Athlete / Patient’
- Fill out the requested information and be sure to check ‘Primary user’
- Click ‘Send Invite’
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
Inviting Primary Users - 2.0
This tutorial will walk you through the process of inviting users via the ‘Manage Care Circle’ feature in a patient profile.
If you are a parent or patient you will need to be invited to join Healthy Roster by your healthcare provider. Please contact them for further assistance.
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
- From the patient profile select 'Manage Users'
- Select 'Add'
- Fill out the requested information and be sure to check ‘Primary user’
- Click ‘OK’
