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Admin Provider User Guides

Creating an Organization / Care Group

Creating an Organization / Teams. Organizations are the primary way Individuals (Users) are organized in Healthy Roster. You must have at least one Organization / Teams in your overall healthcare pro…

Updated 2 weeks ago by Amelia Boyer

Data Export

Data Export. This is only accessible by Admin Users. Step-By-Step Tutorial - How to Export Data from Account. As the account owner, login to your Healthy Roster account and click on the admin tab on…

Updated 1 month ago by Maggie Mancini

Creating New Background Questions

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

Updated 3 months ago by Amelia Boyer

Creating and Assigning a Group of Background Questions

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

Updated 3 months 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 months ago by Maggie Mancini

Removing a Provider User

How to Remove Provider Users. 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 “Providers”. Locat…

Updated 3 months ago by Maggie Mancini

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 4 months ago by Maggie Mancini

How to Customize Treatment Options

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

Updated 4 months ago by Amelia Boyer

Building Your Resource Library

How to Build your Resource Library. 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 example,…

Updated 4 months ago by Amelia Boyer

Adding and Assigning Provider Users

Adding and Assigning Providers to an Organization / Care Group. As an Admin provider user, you have the ability to add and assign provider users to an Organization / Care Group. Once an Organization…

Updated 4 months ago by Amelia Boyer

Customizing Services for Follow-Ups

Adding Services to Follow-Ups. This tutorial will walk you through the process of adding different options to the follow-up services section. Step-By-Step Tutorial. Sign in to your Healthy Roster acc…

Updated 4 months ago by Amelia Boyer

Editing Account Owner Details

How to Edit Account Details & Add Logo. This tutorial will show you how to edit your own account details and how to add/edit your Healthcare Provider’s logo and other identifying information. Only th…

Updated 4 months ago by Amelia Boyer

Customizing Follow Up Services

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

Updated 4 months 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 4 months ago by Amelia Boyer

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 5 months ago by Amelia Boyer

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