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Creating An Account As A Patient/Primary User

How to create an account on the web or app as a patient/primary user.

Niki Budd
Updated by Niki Budd

Creating An Account As A Patient/Primary User

Healthy Roster simplifies access to medical records, provides real-time injury updates, and enhances user-provider communication—all within a secure, HIPAA-compliant environment. Accessible via mobile and web with push notifications, it keeps everyone informed. Access is invitation-only. This tutorial will cover how a primary user accepts an inviation via the web or through our app.

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. 00:02: This tutorial is going to walk you through. How do you create your account both 00:07: on the web application as well as the app as a primary user? 00:12: Let's first review, how to create your account on the web application. 00:17: Bye. Now, you should have been invited to join healthy roster. 00:20: The invitation will be delivered directly to your email inbox and look similar to 00:24: the image that you see here. There are a few things to note. 00:28: You will see you can download our app from the app store or the Google Play 00:32: Store directly from this invitation or if you'd rather select to sign up via 00:36: the web. The next thing to note is the code that you see highlighted here. 00:40: This code is unique to you and your invitation and cannot be used by 00:44: others. This code will be input upon account creation. 00:48: Because I selected to sign up via the web directly from my invitation. 00:52: I've been navigated directly to the invite acceptance page. 00:56: Here, I will input the code directly as it has appeared on my invitation. 01:02: Now, select next 01:04: I'm going to select. I need to create a new account. 01:07: I do not have an existing account. 01:10: Now, you'll be prompted to create your account. 01:13: The first item is to create your password. 01:15: The password is required, to have a minimum of eight characters, uppercase 01:20: lowercase special characters and numbers. 01:24: Now, confirm your password. 01:28: It's not required to input your contact information. 01:30: However, we do recommend it as often. 01:33: It is used for the provider to be able to contact you directly. 01:38: Now, select register. 01:41: Now, please take the time to read through our privacy policy and terms 01:45: of use once you have read through and consent, check the box. 01:51: Now, select next 01:54: You will then need to input security questions and answers for each 01:58: once you've done so select save answers. 02:02: Now that you've created your account, you can select continue to dashboard to 02:06: be navigated directly in to the healthy roster platform. 02:11: Perhaps you'd rather create your account via the mobile application rather than the 02:15: web. Let's review how to complete that action. 02:19: Once you've downloaded our application, either from the app store or the Google Play 02:23: Store on the home screen, you will see sign up. 02:28: You will now want to revisit your invitation, the code. 02:31: That was delivered on your invitation should be copied and pasted directly 02:36: in the access code section on the mobile application. 02:39: Once you've done so select next 02:42: Now, input your email, this email should match, the email 02:46: that your invitation was delivered to The next screen that you'll 02:50: be navigated to is the account creation. 02:53: Here, you will create your password input, your contact information 02:57: and create security questions, select next to advance. 03:03: Now that your account has been created, you will need to read through our privacy policy 03:07: and our terms of use select accept terms. 03:10: Once you've had a chance to read through, you will then be navigated directly 03:15: into the platform. 03:17: If you have questions or need more help, please visit the help tab on the left navigation 03:21: or reach us directly at help at healthy roster.com.

Step-By-Step Guide: Web
  1. Open your invitation
  2. Select Click here to sign up via the website instead
  3. Input your access code. This code should match the code exactly on your invitation.
  4. select Next
  5. Select I Need To Create A New Account
  6. Input your information and select Register
  7. Review the privacy policy/terms of use. Check the box to attest to the information.
  8. Select Next
  9. Select security questions and input answers for each. Select Save answers.
  10. Select Continue To Dashboard
Step-By-Step Guide: App
  1. Once you've downloaded the app select: Sign Up
  2. Input the aces code from your invitation into the Access Code text box exactly as it appears on your invitation
  3. Confirm your email by typing in the same email that your invitation was delivered to. Select Next.
  1. Input your account information and select Next
  2. Review our privacy policy and terms of use, select Accept terms

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