Getting Started Guides
Updated
by
Amelia Boyer
Getting Started Guide
Welcome to Healthy Roster! Below we have included the basics for getting up and running quickly. We are excited to have you a part of our team. If you have any questions or issues, please don't hesitate to contact our Customer Success team HERE.
Join a Q&A Session for a walkthrough: Sign up Here
Watch our Demo Videos: Here
Learning the In’s & Outs of the Admin Section (Only for admin users)
- Adding & Assigning Provider Users
- Setting up your Organizations
- Customizing Background Questions
- Customizing your Treatment Costs
- Customizing your Follow-up Services
- Customizing your SOAP Note Templates
Getting Started with Your Organization
- Review the Importance of Documenting
- Adding Patients
- Adding Problems
- Creating Treatments
- Adding Referrals
