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Customizing Your Platform

This section focuses on customizing your Healthy Roster account. This is for admin users only.

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20 articles by 4 authors

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Admin Tab Complete Overview

This tutorial provides a quick overview of your admin tab and the options you have to customize your environment.

Editing Healthcare Provider Information

This will review how you can edit your provider account information.

Adding Provider Users / Athletic Trainers

This will review how to add provider users / athletic trainers.

Assigning Athletic Trainers to Organizations

This will review how to assign provider users to organizations.

Removing a Provider User

This is a quick guide on how to remove a provider user.

Creating an Organization

This will review creating an organization.

Background Questions - Overview

This guide will provide an understanding of background questions and their how-to's.

Creating New Background Questions

This will review how to create new background questions.

Creating and Assigning a Group of Background Questions

This will help guide you when creating and assigning a group of background questions.

Editing Background Questions

This guide will review editing background questions and adding a condition.

Customizing Estimated Revenue

This video will walk you through how to customize estimate revenue within HR.

Customizing Special Tests

This tutorial will walk you through the process of creating a special test.

Creating New Note Types

This tutorial will walk you through the process of how to create new note types.

Creating a Note Template

This walkthrough will show you how to create a note template.

How to Add Encounter Service Types

This tutorial will walk you through how to add and customize your encounter/treatment service types.

Inbound Services - Set Up and Scheduling

This tutorial will explain inbound services and setting up and scheduling one.

Customizing Follow Up Services

How to customize your follow-up service options.

Building Your Resource Library

This video and tutorial will walk you through building a resource library on the website.

Changing Account Ownership

This article reviews how you can change your account's primary account owner.

Data Export

This guide will walk you through the Data Export feature, which provides a raw data export of your data.

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