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Managing Patients

These tutorials will review the process of managing patients in Healthy Roster.

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9 articles by 3 authors

Creating A Team

Walkthrough on how to create a team.

Adding/Inviting Patients to Team or Organization - Bulk Upload

This tutorial will walk you through how to add and invite patients via our bulk upload import.

Understanding and Reverting Import History

This tutorial will walk you through how to rollback and revert an athlete upload.

Adding Patients (Individual)

How to add an individual patient.

Archiving Patients

Removing an athlete/patient by archiving their profile.

Unarchiving Patients

This tutorial will review how to unarchive a patient's profile.

Archiving a Team

How to archive a team/Unit.

Bulk Archiving Patients by Birth Date

This tutorial will review how to use our bulk archive by birthdate feature.

Merging Duplicate Patients

How to merge duplicate patients.

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