Inviting Primary Users

Inviting Primary Users

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
    Screenshot 1.png
  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’
    Annotation 2020-03-24 143941.png
  4. Fill out the requested information and be sure to check ‘Primary user’
    Screenshot 3.png
    Screenshot 4.5.png
  5. Click ‘Send Invite’
    Screenshot 5.png

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