Inviting Primary Users

Updated by Niki Budd

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
  1. Sign in to your Healthy Roster account and go to the ‘Athletes’ / 'Patients' tab
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  2. Go to ‘All Athletes tab', locate the athlete profile, and click ‘Manage Care Circle’
    Screenshot 2.png
  3. Click on ‘+Invite User to Manage This Athlete / Patient’
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  4. Fill out the requested information and be sure to check ‘Primary user’
    Screenshot 3.png
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  5. Click ‘Send Invite’
    Screenshot 5.png

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.
Video Tutorial

00:00: Hi this is Niki from Healthy Roster and this tutorial is going to walk you through inviting primary users via the manage users tab on the patient profile 00:09: From the patient profile select minute user 00:13: Now select add 00:16: You now input the email, first name, and last name for this user 00:21: Now select the role for this user. Typically at the patient level the user will be the patient or the parent or legal guardian 00:31: Now check the box if you want this individual to be the primary user. primary users can opt into Healthy Roster on the patient's behalf they can also control what users will receive notifications and be able to access the patient's information. Primary users are typically the patient or the patient's parents or legal Guardians. 00:51: When you're ready to send the invitation select okay. This invitation will now be listed under invitations on the manage users tab for this patient profile. Once this user has accepted their invitation you will see them listed under direct access on the manage user tab. 01:08: For more help or if you have questions please visit the help tab on your last navigation reach us directly at Help@healthyroster.com

Step-By-Step Tutorial
  1. From the patient profile select 'Manage Users'
  2. Select 'Add'
  3. Fill out the requested information and be sure to check ‘Primary user’
  4. Click ‘OK’

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