Table of Contents

View/Edit Account Settings

Reviews Viewing/Editing of the Personal Account Settings

Niki Budd
Updated by Niki Budd

View/Edit Account Settings - Web

All Users within Healthy Roster will have the ability to view and edit their Account Settings; options specific to the Schedules, such as Availability and Schedule Preferences, are specific to the Provider User.

Video Tutorial:

00:00: This is Niki from Healthy Roster. And this tutorial is going to walk you through viewing or editing the account settings as a note all users within healthy roster will have the ability to view and edit their account settings options that are specific to schedule such as availability and schedule preference are specific to the provider user. 00:18: First login to healthy roster on the desktop in the upper right-hand corner, you will notice an initial icon select that 00:27: Now select your profile. 00:30: The first section to edit or review is the account information here. You can input an image for your profile if you so choose. If you are the account owner, you will not be able to edit your email rather. You will need to reach out directly to help at healthy roster.com. This profile that I'm using in this demonstration is in an account owner, which you will see here. If you are not the account owner, this is the location where you will also be able to edit or change your email to edit and view the additional information in this section c below. 01:01: The next option to review under your account settings is the ability to manually change your password from this location. Click this button to enable a password reset. 01:11: The next section is availability. If you're a provider user you'll be able to see and view your calendars and set your availability for them. We do recommend reviewing our help docs on the cell scheduler as we detail this section extensively in those training materials. 01:26: Now let's review account preferences. 01:29: If you'd like to change the general theme or color combo of your account select the theme drop-down and select your desired option. I'm going to select healthy roster dark. 01:40: Next edit or view your default page size. This page size will affect all list views other than that of the global search or the all patients page these two locations will only show 10 results at a time. 01:54: Next edit or view your notification preferences making changes as appropriate. 02:00: Next reference your schedule preferences such as the start time and end time. Please again review the additional help docs that are linked to the self scheduler. 02:10: If you've made changes to your account settings information ensure that you've selected save before navigating away. 02:17: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help at healthyroads.

Step-By-Step Tutorial:
  1. Login to your Healthy Roster Account
  2. Select your initial icon in the upper right-hand corner
  3. Click on your profile
  4. View/Edit the Account Information
  5. Change your password
  6. View/Edit your availability
For more information please reference: Self-Scheduling - Setting Provider Availability

  1. View/Edit the account preferences such as the Theme as well as the Default Page size
Theme: Healthy Roster Classic is our default view, changing the default view on the web will not change the default view on the app, that has to be done independently

Default Page Size: The default page size will affect all list views other than that of the Global Search as well as the All Patients Page, these two locations will show 10 results at a time.
  1. View/Edit Notification Preferences
  2. View/Edit Schedule Preferences
  3. Select Save if you've made changes to the Account Settings

View/Edit Settings - App

All users within Healthy Roster can view and edit their account settings in the app.

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. 00:02: This tutorial is going to show you how to view or edit the settings within the app. 00:09: One of the first settings to note on the settings tab is dark mode toggle on 00:13: the dark mode setting if you'd like to have your app in dark mode toggle off if you'd 00:17: like to reverse. 00:20: The next tab will be my courses selecting. 00:23: My courses will navigate you to the courses that have been assigned to you as the provider you 00:28: can navigate through these on your own time. This is intended to teach you how to use 00:32: healthy roster. You will have many more courses assigned to you than the ones you see listed 00:36: here. 00:40: Selecting resources will navigate you to the assigned resources within your account. 00:43: If you click on the title of the resource, it will navigate you to that resource. 00:48: If you select the share icon, you can share this item out. 01:04: Now you will see Disable face ID login this is to turn off face ID 01:08: if you have it enabled on your device. Last you will see deauthorized 01:12: device checking deauthorized device will log you out of your account and deauthorize 01:17: your device as a whole. This is important if you're sharing devices from provider to provider 01:21: or if you're worried of security concerns. 01:25: Because I deauthorize my device I now taken back to the login page. 01:28: I will then be required to reauthorize my device. 01:33: Now in the reverse order if you'd like to enable your face ID check the settings 01:37: tab and then enable face ID you will be prompted then to log out 01:41: to confirm the setup of your face ID logging back in will initiate 01:45: the successful transmission of face ID login 01:49: If you have questions or need more help, please visit the help tab on the left navigation 01:53: or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial:
  1. To alter to Dark Mode, toggle Dark Mode on
  2. To view/complete assigned course, select the Courses tab
  3. Select the course you'd like to complete
  4. To enable/Disable FaceID select the appropriate option. Note, if you are enabling you will be logged out and need to log back in to complete the set up
  5. To deauthorize your device select Deauthorize Device, this will prompt the next login to reauthorize the device

How did we do?

Understanding the Schedule Tab

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