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Admin Provider User Guides

Adding Provider Users / Athletic Trainers

Adding Provider Users / Athletic Trainers - Legacy. As an Admin provider user, you can add and assign provider users to an Organization. Once an Organization has been created, you must assign a provi…

Updated 1 month ago by Maggie Mancini

How to Add Encounter Service Types

How to Customize Treatments Options - Legacy. This video and tutorial will walk you through the process of customizing treatments on the website. Please Note: Terminology is different based on your s…

Updated 2 months ago by Niki Budd

Removing a Provider User

How to Remove Provider Users - Legacy. Provider Admin Only Feature. Step-By-Step Tutorial:. Log in to your Healthy Roster account, and click on the Admin tab on your left navigation bar. Now click on…

Updated 2 months ago by Maggie Mancini

Customizing Follow Up Services

Customizing Follow Up Services - Legacy. This tutorial will walk you through how you can customize your follow up services with different Healthcare Organizations, Providers, Services, and Facilities…

Updated 2 months ago by Amelia Boyer

Building Your Resource Library

How to Build your Resource Library - Legacy. This video and tutorial will walk you through building a resource library on the website. Please Note: Terminology is different based on your setting, for…

Updated 2 months ago by Amelia Boyer

Creating New Background Questions

Creating New Background Questions. Provider Admin Only Feature. Step-by-step Tutorial:. Log in to your Healthy Roster account and click on the Admin tab on your left navigation bar. Click on the down…

Updated 3 months ago by Amelia Boyer

Creating and Assigning a Group of Background Questions

Creating and Assigning a Group of Background Questions - Legacy. Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient…

Updated 3 months ago by Amelia Boyer

Data Export

Data Export. This is only accessible by the Account Owner and Provider Admin Users. Please note this export will format as raw data, it is a standard database design. We do recommend working with you…

Updated 3 months ago by Maggie Mancini

Inbound Services - Set Up and Scheduling

Inbound Services - Set Up and Scheduling. An inbound service is a way of associating a provider user to a provider when a follow-up service is completed. This association will then trigger a notifica…

Updated 4 months ago by Niki Budd

How to Schedule A Call - Premier & Professional Package Only

How to Schedule A Call - Premier & Professional Package Only. The premier and professional package includes the ability for Account Owners and Admin Providers to schedule a 30 minute meeting with one…

Updated 1 year ago by Niki Budd

Importance of Documenting

Importance of Documenting. Documentation is a vital responsibility for Athletic Trainers. Let's discuss why and the ways to improve the process. Recorded Webinar:.. Why Document:. Professional Respon…

Updated 1 year ago by Niki Budd

Creating an Organization

Creating an Organization / Teams. Organizations are the primary way Patients are organized in Healthy Roster. You must have at least one Organization in your overall healthcare provider account to ad…

Updated 2 years ago by Amelia Boyer

Customizing SOAP Notes and Special Tests

Customizing SOAP Notes and Special Tests. This video and tutorial will walk you through how you can create SOAP Note Templates and customize them as well as customize your special tests to make your…

Updated 2 years ago by Amelia Boyer

Collegiate Setting - Organizations Vs. Teams

Creating Organizations vs. Teams on Healthy Roster in the Collegiate Setting. Healthy Roster assigns Healthcare Providers at the organizational level. Since there are multiple Athletic Trainers in th…

Updated 2 years ago by Maggie Mancini

Treatment Costs

Treatment Costs. Adding treatment costs can help you demonstrate how much you are spending on treatment services, the amount you’re using, and other factors that can help you justify your role as an…

Updated 2 years ago by Amelia Boyer

Customizing Estimated Revenue

Customizing Estimated Revenue. When an athletic trainer refers an athlete to a healthcare provider, they are providing an access point for that healthcare system to generate revenue. Being able to de…

Updated 2 years ago by Amelia Boyer

Editing Account Owner Details

How to Edit Account Details & Add Logo. If you need to change account ownership please reach out to help@healthyroster.com. This tutorial will show you how to edit your own account details and how to…

Updated 2 years ago by Amelia Boyer

Changing Account Ownership

Changing Account Ownership. If you need to change your account ownership to a new individual you will need to follow the below process to complete a proper account ownership. Step-By-Step:. The inten…

Updated 2 years ago by Niki Budd

Background Questions

Background Questions. Background Questions are used throughout Healthy Roster (particularly in Treatments and Incident Reports) as a way for athletic trainers to add more specific information regardi…

Updated 2 years ago by Amelia Boyer

Editing Background Questions

Editing Background Questions & Adding a Condition. When adding a conditioned question - make sure to not enter the space bar before or after your answer you created. For example: "Yes" vs. "Yes ". Vi…

Updated 3 years ago by Maggie Mancini

Customizing Background Questions

Customizing Background Questions. Background Questions are used throughout Healthy Roster (particularly in Treatments and Incident Reports) as a way for providers to add more specific information reg…

Updated 3 years ago by Amelia Boyer

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