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Tips & Tricks

Editing Permissions

Editing Permissions - Legacy. This is where a parent/athlete can see who has access and block users. Here you will also have the ability to remove a users permissions. This can only be done on the we…

Updated 1 day ago by Niki Budd

Patient Profile Quick Actions - Shortcuts

Patient Profile Quick Actions - Legacy. You can now access an extended shortcut menu that allows you to move from one location to another with less clicks. You can access this by clicking the three d…

Updated 1 day ago by Niki Budd

Archiving a Team

How to Archive a Team/Unit - Legacy. If you archive a team the individuals will stay in that organization. It will only archive the team / unit it will not archive the individuals. Please Note: Termi…

Updated 4 days ago by Niki Budd

Merging Duplicate Patients

How to Merge Duplicate Athletes / Patients. This video and tutorial will walk you through the easy process of merging duplicate athletes. This is a great way to clean up your athletes list and make s…

Updated 4 days ago by Niki Budd

HIPAA and Healthy Roster

HIPAA and Healthy Roster - Legacy. HIPAA stands for Health Insurance Portability and Accountability Act. HIPAA requires health care providers and organizations, as well as their business associates,…

Updated 4 days ago by Niki Budd

Manually Adjusting Patients from One Team to Another

Manually Adjusting Athletes from One Team to Another. Please Note: Terminology is different based on your setting, or example, a college setting uses Teams as Organizations, Units as Teams, but the s…

Updated 4 days ago by Niki Budd

Updating a Patient Profile

Updating an Athletes / Patient Profile - Legacy. There are many ways to get to an individual's profile the easiest route is listed below. You can also update an individual's profile by uploading the…

Updated 4 days ago by Niki Budd

Filtering Document Types

How to Filter Document Types - Legacy. You now have the ability to filter between different document types within an athlete profile. This is a helpful feature when an athlete has many different docu…

Updated 4 days ago by Niki Budd

Manually Moving Patients from One Organization to Another

Manually Moving Athletes from One Organization to Another Organization - Legacy. Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organization…

Updated 4 days ago by Niki Budd

Archiving Patients

Archiving Athletes / Patients - Legacy. To remove an individual athlete from Healthy Roster, you will "archive" the athlete. Legally, we cannot delete an athlete for 7 years because of HIPAA, but arc…

Updated 4 days ago by Niki Budd

Unarchiving Athletes

Unarchiving Athletes / Patients - Legacy. While archiving athletes, you'll sometimes make a mistake and archive an athlete that you don't actually want to archive. No need to worry, it's a quick and…

Updated 4 days ago by Niki Budd

Global Search

Global Search - Legacy. The Global Patient Search now allows you to quickly move from one athlete to another with less clicks. You can either start the search by clicking the search icon in the top r…

Updated 4 days ago by Niki Budd

Bulk Archiving Athletes by Graduation Year

Bulk Archiving Athletes - Legacy. At the end of a school year, you're going to want to archive all of the seniors who have just graduated. If you've entered the graduation year in the player's profil…

Updated 4 days ago by Niki Budd

Adding Athletes / Patients (Individual)

Individually Adding a Patient - Legacy. There are a few different ways to add Athletes / Patients in Healthy Roster. You can bulk upload an entire roster using the web platform or create athletes/pat…

Updated 5 days ago by Amelia Boyer

Updating Your Account Details

How to Update Account Details - Legacy. This video and tutorial will walk you through how you can edit your account information by using the ‘Edit Profile’ feature on our website. Video Tutorial.. St…

Updated 6 days ago by Niki Budd

Managing Documents

Managing Documents - Legacy. Step-By-Step Tutorial - How to Delete a Document. Find the athlete you need to delete the document for. Click on their “Documents Tab”. Click on the 3 gray dots next to t…

Updated 6 days ago by Niki Budd

Sharing PHI: Step-By-Step

Sharing Private Health Information - Legacy. This is typically used for sports providers to share information with Coaches and Athletic Directors at the schools they work with. Step-By-Step Tutorial…

Updated 1 week ago by Niki Budd

How to Change Account Email Address

How to Change Your Account Email Address. Video Tutorial.. Step-By-Step Tutorial. 1. Log into your Healthy Roster account 2. Click on “Edit Profile” in the top right corner 3. Select "Click here to u…

Updated 1 week ago by Maggie Mancini

Bulk Archiving Athletes by Birth Date

Bulk Archiving Athletes by Birth Date - Legacy. Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps…

Updated 1 week ago by Niki Budd

Long Term Injury/Status Unknown

Long Term Injury or Status Unknown on Athlete. In the case an athlete experiences a long term injury or the status is unknown (athlete hasn't followed up, quit team, etc), the status on that athlete…

Updated 1 week ago by Niki Budd

Submitting A Help Ticket

How To Submit A Help Ticket - Legacy. Step-By-Step Tutorial:. Login into Healthy Roster. Click the Help tab on the bottom left navigation bar. Click the Help tab on the bottom left navigation bar. Se…

Updated 1 week ago by Niki Budd

How to Edit a Marketing Flyer

How to Edit a Marketing Flyer. Video Tutorial.. Click the link to make a copy of the template: https://docs.google.com/document/d/1ja6IC1KpfJ8RUo5C7lXzA8zMshlZ_g9jx6Br0Uyyq7g/edit?usp=sharing. Step-B…

Updated 2 weeks ago by Maggie Mancini

Viewing/Editing Patient Medical Details

Viewing/Editing Patient Medical Details. Information entered into the "Important Medical Info" or "Other Medical Information" fields can also be found in the Medical Details Report. This report can b…

Updated 2 months ago by Lindsey Puent

Download Clinical Summary

Downloading a Clinical Summary. Step-By-Step Tutorial. Select the athlete you wish to download the clinical summary for. Select Send Clinical Summary. Select the delivery method Download as a PDF: Ge…

Updated 10 months ago by Niki Budd

Viewing/Editing Patient Insurance Information - App

Viewing/Editing Patient Insurance Information - App. Step-By-Step Tutorial: From the patient profile, select Athlete Details. Now you can view/edit information including: primary and secondary insura…

Updated 1 year ago by Niki Budd

Viewing Patient Emergency Contacts - App

Viewing Patient Emergency Contacts - App. Step-by-step tutorial: From the patient profile select Care Circle. Emergency contacts for the patient will be listed on the top of the listing. Select the c…

Updated 1 year ago by Niki Budd

Notes

Notes. The Notes tab can be found in an Athlete’s Profile, and it provides a timeline view of all notes for an athlete/patient across all treatments, follow-up services and incident reports. Please N…

Updated 1 year ago by Maggie Mancini

Duplicating a Treatment

How to Duplicate a Treatment. Step-By-Step Tutorial (Web). Navigate to the individuals Treatments tab. Next to the treatment you wish to duplicate select the three dots and select "Duplicate". Next y…

Updated 2 years ago by Niki Budd

How To Clear Browser Cache

Clearing Your Browser Cache. Google Chrome. On your computer, open Chrome.. At the top right, click More.. Click More tools. Clear browsing data.. At the top, choose a time range. To delete everythin…

Updated 2 years ago by Maggie Mancini

Final Forms Export

Export Rosters from Final Forms. FinalForms and Healthy Roster have partnered to make it easy to export your rosters from FinalForms into Healthy Roster. If you are a FinalForms customer, please send…

Updated 2 years ago by Amelia Boyer

Timestamps

When an entry is made into Healthy Roster, the data is not saved on your computer or mobile device. Instead, it is saved on a HIPAA Compliant server that is likely in a different time zone than where…

Updated 2 years ago by Amelia Boyer

Downloading the Healthy Roster App

The Healthy Roster app is available for download in the iOS and Android app stores. If you live outside of the United States and the app isn't turned on for you, please reach out to help@healthyroste…

Updated 2 years ago by Amelia Boyer

Compatible iPads

Compatible iPads. Healthy Roster's app is compatible with any iPad that Apple is currently supporting/updating. According to Apple's recent release on iPads supported in iOS14, any of these iPads sho…

Updated 2 years ago by Amelia Boyer

Pricing

Healthy Roster Pricing. If you are looking for more information regarding pricing please reach out to our sales team. They will be able to provide you with a custom quote! You can do this by emailing…

Updated 3 years ago by Amelia Boyer

Understanding PHI Sharing

Sharing Private Health Information. One of the great things about Healthy Roster is our ability to communicate with Athletic Trainers, Coaches, Athletes, and their Parents. Within the system, athlete…

Updated 3 years ago by Amelia Boyer

Signing Up for Healthy Roster

Signing Up for Healthy Roster. If you are looking to be invited to Healthy Roster please see below: Healthcare Providers: If you are a healthcare provider please contact your account Admin to be invi…

Updated 3 years ago by Amelia Boyer

Premade Resource Library Videos

Pre-made Rehab Videos. Our on-staff athletic trainers have created a library of rehab videos for you to send to your Users from your Resource Library. The following videos are preloaded into your Res…

Updated 3 years ago by Amelia Boyer

Password Issues

Password Issues. Your password is the secret string of characters you set up when you accepted your Healthy Roster invitation. Please do not share your password with anyone. I FORGOT MY PASSWORD/MY P…

Updated 3 years ago by Amelia Boyer

Security Questions

Security Questions. When you create your Healthy Roster account, you will be asked to create answers to security questions. This is a second method of verification to provide an extra level of securi…

Updated 3 years ago by Amelia Boyer

Locked Out of Your Account

I am Locked Out of My Account. If you have been locked out of your Healthy Roster account, it will only last for 15 minutes. After that time period, you may try to log in again. If you are having tro…

Updated 3 years ago by Amelia Boyer

Whats My Username

Usernames. Healthy Roster does not use usernames. To log in, use the email address connected to your account. Unless you have changed it in Healthy Roster, this is the same email address where you re…

Updated 3 years ago by Amelia Boyer

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