Healthy Roster Knowledge Base

Talk-To-Text Voice Dictation

Published December 16th, 2024 by Amelia Boyer

Talk-To-Text Voice Dictation Documenting on the fly is important to save time and ensure timely documentation. Enabling talk-to-text functionality on iOS and Android devices allows for convenient hands-free typing within the Healthy Roster platform. Following these steps, you can effectively utilize talk-to-text features on iOS and Android platforms

Understanding Advanced Editor Components of the Form Builder

Published December 16th, 2024 by Amelia Boyer

Advanced Editor Components Explained Advanced components will allow you to customize your forms in a multitude of ways. Display: Label: Used to describe the content you are requesting. This field is required. Hide Label: Hides the label from the end-user if checked. Placeholder: Placeholder text appears in the box until the end-user types in the i

Getting Started With Report Templates

Published December 15th, 2024 by Amelia Boyer

Getting Started With Report Templates The most efficient way to start quickly with advanced reporting is to use one of our pre-built templates. Templates will cover most of your reporting needs, and we recommend using them as a starting point for your customization. Video Tutorial: Step-By-Step Tutorial: To create a new report, select Add Name your

Editing Form Data Reporting

Published December 15th, 2024 by Amelia Boyer

Editing Form Data Reporting If you’re generating reports from previously completed documents and notice that no information is being pulled, it’s often due to fields with identical titles. It's important to understand how to edit the form to make sure form data is pulling accurate and valuable data for you. Form : The structure/build is designed to

How to Complete a Document (Web and App)

Published December 16th, 2024 by Amelia Boyer

Parent/Athlete Document Completion Patients/Legal Guardians can complete assigned documents via the web platform or App Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Web Upon logging into the web platform, select the patient profile Select Documents Select the missing document by directly clicking on it or by s

Epic CareEverywhere Guidance and Configuration

Published December 13th, 2024 by Amelia Boyer

Epic CareEverywhere provides an implementation of the ITI Framework, a standard published by IHE International. This framework is designed to improve and standardize the way computer systems in healthcare share information. Healthy Roster’s integration with CareEverywhere focuses on one specific portion of the framework: Transaction ITI-41 (Provide

Creating a Form and Document Type Based Off Conditional Variables

Published December 16th, 2024 by Amelia Boyer

Creating a Form and Document Type Based Off Conditional Variables At times, you will want to create a document that is responsive to variables beyond our system flow. An example would be a Medical History; all Incoming Athletes and Transfer Athletes will need to complete a completed medical history, but Returning Athletes would need a medical histor

Duplicating an Encounter

Published December 15th, 2024 by Amelia Boyer

How to Duplicate an Encounter Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial (Web): Navigate to the individual's Encounter tab Next to the encounter you wish to duplicate, select the three dots and select “Duplicate.” Next you will be prompted to duplicate if desired as well as select if you wish to include prev

How to Change Your Email Address

Published December 16th, 2024 by Amelia Boyer

How to Change Your Account Email Address Video Tutorial Your browser does not support HTML5 video. Step-By-Step Tutorial 1. Log into your Healthy Roster account Click on your profile in the top right corner Select the Pencil icon next to the email address to edit. Fill out the fields for New Email Address and click “OK” Lastly, you will be sent a

Referral Management Methods

Published December 15th, 2024 by Amelia Boyer

We've relocated the Referral tab in the left navigation to better organize features that are patient-specific rather than tied to a particular organization. Managing referrals and tracking their status across your organization can be a challenging task. At Healthy Roster, we offer multiple solutions to streamline this process. The most efficient m

Sending a Direct Message as a Provider

Published December 15th, 2024 by Amelia Boyer

Sending a Direct Message as a Provider This tutorial will walk you through the steps of sending a direct message via the Healthy Roster for both the web and the app platform. Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of

Form Builder Editing Tools

Published December 16th, 2024 by Amelia Boyer

Overview of Editor Tools for Custom Forms Before you dive into all of our tutorials and walkthroughs for custom form building, we want to explain the editor tools and their function. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step: Basic Components Text Field: A single-line text field element. The user will be able to typ

Understanding the Schedule Tab

Published December 13th, 2024 by Amelia Boyer

Understanding the Schedule Tab - Web Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Understanding the Views Select the Schedule tab from the left navigation Select the view you'd like to work out of; your view will be agenda-based or Calendar-based. Note: The schedule tab is "sticky" meaning it will remain in the

SSO Guidance and Configuration

Published December 13th, 2024 by Amelia Boyer

Healthy Roster’s Single Sign-On(SSO) features currently will function with most OAuth2-based Identity Providers(IdP). With OAuth2, we leverage the Authorization Code grant flow, which will include the following steps: All provider users MUST have the same email domain for SSO to be successful. If you have providers with mixed email domain's the SSO

Sway and Healthy Roster

Published December 13th, 2024 by Amelia Boyer

Sway and Healthy Roster Setup: To begin the integration, you will need your HealthCare ID for the account; please reach out to help@healthyroster.com; once you have that, we will inform you of the next steps. Benefit: This integration is intended to help streamline the process of linking testing results from Sway to Healthy Roster. Quick Video Overv

Understanding Notifications

Published December 11th, 2024 by Amelia Boyer

Notifications are a key feature designed to keep users informed, engaged, and they are sent for a variety of purposes. By understanding the types of notifications you receive and their intended purposes, you can better manage and customize them to suit your needs. Taking control of your notification settings ensures that you stay connected and infor

Using an Existing Note Template

Published December 15th, 2024 by Amelia Boyer

Using an Existing Note Template Note templates are intended to make the provider's dictation faster, and they can range from detailed to very basic and are ultimately intended to be manipulated by the provider for the need in front of them. There are a few ways that you can manipulate your note templates and make them work for you. Video Tutorial: Y

Advanced Data Sources

Published December 15th, 2024 by Amelia Boyer

Advanced Data Sources This video will explain how to choose data sources based on their descriptions and included fields. When combining data into reportable datasets, compromises are often necessary for easier reporting. Consider the encounter dataset. This dataset shows multiple services listed under the same encounter ID, which can lead to discre

User Types

Published December 11th, 2024 by Amelia Boyer

Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.

Understanding the Problem Timeline

Published December 16th, 2024 by Amelia Boyer

Understanding The Problem Timeline Once you have a problem created, you can review a problem from start to finish on the timeline and document rather than navigate from tab to tab. The timeline will house the Problem, Incident Report, Encounters, Status Updates, and Referrals, as well as all the notes/attachments associated; however, keep in mind th

Creating New Background Questions

Published December 11th, 2024 by Amelia Boyer

Creating New Background Questions - 2.0 Provider Admin Only Feature Video Tutorial: Your browser does not support HTML5 video. 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 arrow next to Background Questions Click on Questions Click Add Select which type of question

Survey Troubleshooting

Published December 12th, 2024 by Amelia Boyer

Survey Troubleshooting Healthcare Provider/ Survey Sender FAQs: "Are my surveys tied to document types or to forms?" Surveys are based off of forms created within the form builder and are not automatically tied to document types. "Do I need to create a document type to successfully send surveys?" You don't - surveys are tied directly to forms rather

Receiving an E-Fax & Attaching a Document

Published December 13th, 2024 by Amelia Boyer

Receiving an E-Fax & Attaching a Document The below tutorials review the process of receiving an e-fax notification through Healthy Roster and how to attach that document to an individual's profile. E-Fax is an add-on service . If this is something you are interested in please reach out to success@healthyroster.com . If a fax fails to send th

HIPAA and Healthy Roster

Published December 12th, 2024 by Amelia Boyer

HIPAA and Healthy Roster HIPAA stands for Health Insurance Portability and Accountability Act. HIPAA requires health care providers and organizations, as well as their business associates, to develop and follow procedures that ensure the confidentiality and security of all protected health information (PHI). Healthy Roster is software designed to c

Editing Group Messaging/Chat Permissions

Published December 14th, 2024 by Amelia Boyer

How To Edit Group Messaging Permissions (Web): Provider only feature Video Tutorial (Web): COMING SOON! Step-By-Step Tutorial (Web): Log in to your Healthy Roster account and select the chat bubble icon on the left hand side of your navigation bar Select the three dots to the right of the desired group chat and select Members Select the three

Viewing Patient Emergency Contacts (App)

Published December 16th, 2024 by Amelia Boyer

Viewing Patient Emergency Contacts - App Video Tutorial: Your browser does not support HTML5 video. Step-by-Step Tutorial: From the patient profile select Care Circle Emergency Contacts for the patient will be visible here. Select the contact in order to view their details. The Emergency Contact means of contact will now populate. You can launch

Managing Directories in Chat (Web)

Published December 15th, 2024 by Amelia Boyer

How to Manage Directories in Chat (Web) Under “Directories” you find a list of pre-built groups that include organizations & teams reflecting your own Healthy Roster account. Video Tutorial Step-By-Step Tutorial Sign in to your Healthy Roster account and scroll down the left side menu to ‘Directories’ Scroll or search through the Directories l

How to Copy a Form

Published December 16th, 2024 by Amelia Boyer

How to Copy a Form Once you've created a form in the form builder, you may find that you need slightly different version of the same form but don't want to start from scratch. In that instance we recommend making a copy of the existing from and editing the copy. This feature will help save time by allowing you to reuse an existing template with pre-

Locked Out of Your Account

Published December 16th, 2024 by Amelia Boyer

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 trouble with your security questions, here are some tips that should help: Be sure to answer that question the way you first answered it. For example, if yo

Configuring Bar Charts

Published December 15th, 2024 by Amelia Boyer

Configuring Bar Charts Bar charts provide options that allow you to expand on the capabilities of pie charts to take things to the next level. Video Tutorial: Step-By-Step Tutorial: Note: this tutorial will show you how to from using a blank template; the actions will apply if you're adding a block to an existing report or template From edit mode,

Multi-Factor Authentication (MFA)

Published December 12th, 2024 by Amelia Boyer

Multi-Factor Authentication (MFA) Multi-Factor Authentication (MFA) is a security method that requires more than just a password to log into an account. It adds extra steps, like using a code sent to your email, to make sure it's really you trying to get in. Frequently Asked Questions: Why use MFA? MFA is crucial for maintaining the confidentiality

Creating a Module, Course, and Track - Start to Finish

Published December 12th, 2024 by Amelia Boyer

How to create a Module, Course, and Track

Quick Navigations- Shortcuts

Published December 17th, 2024 by Amelia Boyer

Quick Navigations - Shortcuts Quick Navigations are intended to help decrease clicks and save time. We have quick actions that will revert you to the organization and teams quickly, as well as shortcut menus that will help you quickly navigate to the task at hand. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial - Org

International Phone Numbers

Published December 16th, 2024 by Amelia Boyer

Input of International Phone Numbers Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial/ Updating a Current Patient: From Patient profile select Details Select the country of the international number and enter the information Select Save

Understanding Direct Access and Inherited Access

Published December 16th, 2024 by Amelia Boyer

Understanding Direct Access and Inherited Access All users in Healthy Roster have their access and capabilities depending on the type of user they are, if you'd like to see who has access where, the manage users tab will display such information. Manage Access will place users in Direct Access or Inherited Access. Direct Access : Signifies these use

Advanced App - Tips & Tricks

Published December 11th, 2024 by Amelia Boyer

Discusses the advanced capabilities for the provider user within the app. Video Tutorial: Your browser does not support HTML5 video. Step- By Steps: Filtering Patient Listing Access Directories & Creating A Group Message Sending a Direct Message as a Provider Scheduling an Event or Encounter via Schedule Tab Understanding Notifications on the Ap

Form Builder - Creating Form from Scratch

Published December 16th, 2024 by Amelia Boyer

Form Builder - Creating Form from Scratch This feature is only available for the Admin Provider User. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: From the document tab select “Forms” Select Add Select Start from scratch! Provide your form with a Name and Description Begin to build your form by dragging a

Completing a Course as a Provider

Published December 12th, 2024 by Amelia Boyer

How to Complete Your Courses on the Web - Providers Video Tutorial: Step-By-Step Tutorial: Log in to your Healthy Roster account, and select the Courses tab on your left navigation bar This routes you to your current list of assigned courses that are organized ranging from In Progress, Incomplete, and Completed. Select Continue, Start, or Review b

Required Datalys Data

Published December 13th, 2024 by Amelia Boyer

Required Datalys data You DO NOT have to create an event before creating an incident report. However please be aware if you do not create an event for an incident it will not be able to sync over to Datalys. Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations and Units as Teams, b

Uploading A Document (Web)

Published December 16th, 2024 by Amelia Boyer

How to Upload a Document on the Web The Healthy Roster platform enables users to upload documents or even scan a document right into their account. In this tutorial, we'll cover how to upload or scan a new document into the website. Video Tutorial - 2.0 Your browser does not support HTML5 video. Step-By-Step Tutorial Navigate to the athlete's profil

How to Send an eFax

Published December 13th, 2024 by Amelia Boyer

How to Send an eFax NOTE: This feature is available as an Upgrade to your Healthy Roster account. Please chat with us on this page to learn more or go to healthyroster.com/efax . Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits ins

Adding Additional Notes To Current Incident Reports

Published December 16th, 2024 by Amelia Boyer

Adding Additional Notes To Current Incident Reports Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Login to your Healthy Roster account, and select the Organizations tab on the left-hand navigation Select your desired Organization Select Active Problems Click the three dots to the right of the injury, then se

Managing Documents

Published December 16th, 2024 by Amelia Boyer

Managing Documents Video Tutorial: COMING SOON! Step-By-Step Tutorial - How to Delete a Document Navigate to the patient profile Click on Documents Click on the 3 gray dots next to the document you want to delete Click Delete Confirm the delete by selecting OK Step-By-Step Tutorial - How to Edit a Document Type Click on your "Documents" tab on t

View/Edit Account Settings

Published December 13th, 2024 by Amelia Boyer

View/Edit Account Settings (Web) All Users within Healthy Roster will have the ability to view and edit their Account Settings; options specific to the Schedules, such as Availability and Schedule Preferences, are specific to the Provider User. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Login to your Healthy Ro

Checking Messaging Notifications and Using Search (Web)

Published December 14th, 2024 by Amelia Boyer

Messaging Notifications - How to Check Notifications and Use the Search Feature (Web) First you will sign into your Healthy Roster account and click on the messaging icon on the left navigation bar. Once you are on that page you will see a red notification dot on the message icon at the top right of your screen. If you have new, unread messages you

Customizing Referrals

Published December 11th, 2024 by Amelia Boyer

Customizing Referrals This tutorial will walk you through how you can customize your follow-up services with different Healthcare Organizations, Providers, Services, and Facilities so that you and your athletic trainers can document follow-up services for athletes. Once this is completed, all of those options will be available to choose from when en

Reviewing, Approving, or Rejecting Documents

Published December 16th, 2024 by Amelia Boyer

How to Review and Approve or Reject Documents This video and tutorial will walk you through the process of reviewing documents and either approving or rejecting them. There are a few ways that these actions can be accomplished so this will make the options clear. Review and Approve or Reject Documents (From Document Summary) Video Tutorial Your bro

Scheduling A Survey

Published December 12th, 2024 by Amelia Boyer

Scheduling a Survey Scheduling a survey's delivery is helpful if you want to automate the delivery to your organization rather than manually sending the survey. Video-Tutorial: Step-By-Step Tutorial: Select the Documents tab Select Surveys Select the menu icon to the right on the survey you wish to set a schedule for and select Edit Navigate to t

Complete a Course as a Primary User

Published December 12th, 2024 by Amelia Boyer

How to Complete a Course as a Primary User - Web Creating Courses for primary users and athletes is an additional cost. For more information on how to set this up in your environment, please contact success@healthyroster.com Step-By-Step Tutorial: From the patient profile select Courses Assigned courses will now show for you to complete or rev

Sharing Reports

Published December 16th, 2024 by Amelia Boyer

Sharing Reports Sharing reports allows for a more open, collaborative, and accountable environment, ultimately contributing to better outcomes and success. There are distinctions between report sharing within our advanced reporting that you should be aware of as the admin provider user. Quick Hits: Only admin providers can share reporting Reporting

Screen Pinning for Document Completion

Published December 16th, 2024 by Amelia Boyer

Screen Pinning for Document Completion Enabling Guided Access or Screen Pinning on your mobile device gives you the power to lock the device's screen, thus preventing the user completing the document from accessing any other apps or functions other than completing a document. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tu

How to Take a Course

Published December 10th, 2024 by Amelia Boyer

This tutorial will guide you through the steps to complete a course and download your certificate of completion. You can choose to finish the course in one session or pause and return to it later—your progress will be saved automatically. Whether you're using the app or the web, you'll be able to pick up right where you left off, allowing you to com

Transferring One Healthy Roster Account to Another

Published December 16th, 2024 by Amelia Boyer

Recommended Actions: Transferring One Healthy Roster Account to Another Unfortunately, we cannot transfer information from one Healthy Roster account to another as the data is owned by the Organization entity. Therefore, we are unable to manipulate the data at all. However, there are steps or actions that we frequently recommend to make the transiti

Submitting to AG Insurance

Published December 13th, 2024 by Amelia Boyer

Submitting to AG Insurance This integration allows system users to flag athlete incident reports for automatic submission to AG Insurance as part of a First Notice of Loss EDI transmission. A minimum set of data is required for each record sent to AG Insurance. If any required fields are missing, a notification will be sent to the account owner. Eac

Updating An Injury/Problem Status

Published December 15th, 2024 by Amelia Boyer

How To Update A Problem Status Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Select Organizations Select Active Problems Select the three dots to the right of the patient profile and select Update Status Enter New Status Update Click OK

Final Forms Export

Published December 13th, 2024 by Amelia Boyer

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 an email request to support@finalforms.com or use their Support Button to request that the free Healthy Roster Export feature be enabled. Once enabled,

Adding Provider Users / Athletic Trainers

Published December 11th, 2024 by Amelia Boyer

Adding Provider Users / Athletic Trainers Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. Video Tutorial: Your browser does not support HTML5 video. S

Self Scheduling - Frequently Asked Questions

Published December 13th, 2024 by Amelia Boyer

Admin Provider : What is the schedule URL? https://dashboard.healthyroster.com/scheduling/INSERTYOURURLLINKHERE Note: you can also copy the URL with the copy icon Edit Calendar (Admin/Account owner) only How do I create a QR code to share with patients? You can take the URL and create your own QR code. We frequently would recommend https://bitly

SFTP Integration - Sending a CCDA File

Published December 13th, 2024 by Amelia Boyer

How to Send a CCDA File NOTE: This feature is available as an Upgrade to your Healthy Roster account. Please chat with us on this page to learn more or go to Healthy Roster Integrations This tutorial shows you how to use your SFTP integration on the web platform to send clinical summaries to your internal hospital EMR. Please Note: Terminology is

Viewing/Editing Patient Medical Details

Published December 16th, 2024 by Amelia Boyer

Viewing/Editing Patient Medical Details - App and Web Information entered into the "Important Medical Info" or "Other Medical Information" fields can also be found in the Medical Details Report. This report can be filtered by Organization and/or by Team. Video Tutorial (App) Your browser does not support HTML5 video. Step-By-Step Tutorial (App): F

Tips & Tricks - Courses

Published December 12th, 2024 by Amelia Boyer

Tips & Tricks on Creating Courses Text Content & Editing in Markdown See the link above for tips on how to edit with Markdown. Create content the way you want to display for your audience using this editor tool. Create headers, add in links, images, etc. Ordering a list with numbers: use 1\. 2\. 3\. etc, when numbering your content. Previe

Advanced Editing in Reporting

Published December 15th, 2024 by Amelia Boyer

Advanced Editing in Reporting You are now able to manipulate the report and export it to match your needs. The edits you make to this screen will not save to the report once you navigate away; the report configuration page is the final result of recurring reporting. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: To

Understanding and Reverting Import History

Published December 16th, 2024 by Amelia Boyer

Understanding Import History The ability to manage your patient import history is only available to providers in Healthy Roster. If you feel that you've made a mistake with a patient upload, (i.e. included incorrect demographic information or invited the wrong user to a patient's profile), follow the steps below. Video Tutorial: Import History You

Building a Form Using a Template

Published December 16th, 2024 by Amelia Boyer

This feature is only available for the Admin Provider User. How to Build a Custom Form Using a Pre-Existing Template Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Navigate to the document tab Select Forms Select Add Select an available template Provide your form with a name and description. Next, you will

Editing Form Data Reporting

Published December 15th, 2024 by Amelia Boyer

Editing Form Data Reporting If you’re generating reports from previously completed documents and notice that no information is being pulled, it’s often due to fields with identical titles. It's important to understand how to edit the form to make sure form data is pulling accurate and valuable data for you. Form : The structure/build is designed to

Building Your Resource Library

Published December 11th, 2024 by Amelia Boyer

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; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the ste

Creating a Group Chat Message (Web)

Published December 15th, 2024 by Amelia Boyer

How to Create a Group Message (Web) Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Log in to your Healthy Roster account and select the “message bubble” icon on the left navigation bar Click View All for your recent groups Click Add Add the name, descriptions, and edit permissions if you need to then select O

Creating An Account As A Patient/Primary User

Published December 11th, 2024 by Amelia Boyer

Healthy Roster simplifies access to medical records, provides real-time injury updates, and enhances user-provider communication—all within a secure, HIPAA-compliant environment. Accessible via mobile and web with push notifications, it keeps everyone informed. Access is invitation-only. This tutorial will cover how a primary user accepts an invitat

Self-Scheduling - Creating & Assigning a New Calendar

Published December 12th, 2024 by Amelia Boyer

Self-Scheduling - Creating & Assigning a New Calendar Note: This feature is only available for Admin Provider Users By creating a new calendar and assigning it to the organization, the admin provider user is tying the assigned providers to the calendar. Once the calendar is created and available to the organizations, the provider users are the

Kiosk Mode Overview (iOS and Android)

Published December 15th, 2024 by Amelia Boyer

We understand how hectic an Athletic Trainer's training facility can be, so we've created Kiosk Mode. When an Athletic Trainer enters this mode, their device will be “locked down,” the device will not be able to navigate away from kiosk mode This means you can safely and securely have your patients enter their own encounters into the system while yo

How to Create / Assign a Document Type

Published December 16th, 2024 by Amelia Boyer

This feature is only available for the Admin Provider and Provider User. How to Create / Assign a Document This tutorial will walk you through creating a new document type for your account that can be assigned to a Patient profile. Your account will automatically populate with the SCAT-6, SCOAT-6, VOMS, Concussion Symptom Checklist, and Informed

Healthy Roster Release Notes

Published December 4th, 2024 by Amelia Boyer

September: 9/9/2025 Web Release Note Usability Enhancements: Performance Improvements Bug Fixes: Fixed the issue where Coach/Org Users were receiving problem notifications even though they had toggled off notifications Fixed Referral Report Timing out Fixed issue where, when importing patients by UniqueId Only, the birthday was not updated Fixed iss

Adding Referral Services

Published December 15th, 2024 by Amelia Boyer

Adding a Referral Documenting Referrals/Follow-Up Services allows the athletic trainer to track athlete referrals to physicians, physical therapists, surgeons, etc. Video Tutorial (Web)- Patient Tab Your browser does not support HTML5 video. Step-By-Step Tutorial (Web) - Patient Tab Navigate to the patient profile Click Referrals Select Add En

Patient / Parent / Representative Walkthrough

Published December 11th, 2024 by Amelia Boyer

Healthy Roster’s primary goal is to simplify access to medical records, provide real-time injury updates, and enhance communication between users and providers. All of this is conducted within a secure, HIPAA-compliant environment, ensuring sensitive information is shared only with authorized individuals. Accessible via both the mobile app and web p

Submitting to First Agency

Published December 13th, 2024 by Amelia Boyer

Submitting to First Agency This integration allows system users to flag athlete incident reports for automatic submission to First Agency as part of a First Notice of Loss EDI transmission. If interested in this integration, please contact us via the help icon while logged in or email help@healthyroster.com . Important Takeaways: A certain minimum

Sharing and Attaching Files to Messaging

Published December 14th, 2024 by Amelia Boyer

How to Share and Attach Files (Web) Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. Video Tutorial (Web): Your browser does not support HTML5 video. S

Reporting - Exporting Data

Published December 15th, 2024 by Amelia Boyer

Reporting - Exporting Data There are several ways to export your data from your reports, each serving a different function. Video Tutorial: Step-By-Step Tutorial: Exporting your report as a PDF We recommend exporting your data onto a PDF when looking at a small amount of data or exporting a dashboard primarily made of charts and graphs. Table data o

Adding Problems & Incident Reports

Published December 16th, 2024 by Amelia Boyer

Adding Problems & Incident Reports: Web Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same. Problem/Injury: The clinical description of th

Video Visits For The Provider User

Published December 14th, 2024 by Amelia Boyer

As a provider, you might choose to schedule a video visit with a patient to offer convenient, real-time care without the need for in-person visits, saving time for both parties. This approach allows providers to assess injuries, monitor recovery progress, and discuss treatment plans efficiently from any location. This tutorial will help the provider

Filtering Patient Listing - App

Published December 17th, 2024 by Amelia Boyer

Filtering Patient Listing - App Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Select the filter icon in the upper right corner A modal will now populate to set your sort and filter Select how you'd like to Sort your view Select which Organization you'd like to view You can then select to save and view your fil

Understanding your Clinical Summary

Published December 16th, 2024 by Amelia Boyer

Understanding your Clinical Summary This tutorial is to help you understand the view of the Clinical Summary. Remember that no two clinical summaries will be the same as they are independent of the patient, the information logged for the patient, and the information selected to be included. Video Tutorial: Your browser does not support HTML5 video.

Data Export

Published December 11th, 2024 by Amelia Boyer

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 your IT department to match the data internally or you may find success downloading Visual Studio Community here you can create a new project, select files

What Is My Username

Published December 16th, 2024 by Amelia Boyer

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 received your original invitation.

Save and Feature

Published December 16th, 2024 by Amelia Boyer

"Save And" Feature Throughout Healthy Roster you will notice the ability to Save And. This allows you to continue to document per patient profile without having to navigate back or produce extra steps. The Save And option is available for Patient creation And View, Add Problem, Add Incident Report, Add Referral, Add Encounter and will be denoted wit

Single Sign On

Published December 13th, 2024 by Amelia Boyer

Single Sign-On Instructions If your healthcare provider has integrated your SSO service with Healthy Roster, you can use your login credentials assigned by your organization for authentication. For SSO setup please check our Configuration Guide Here: Healthy Roster - Single Sign On.pdf Step-By-Step Tutorial - SINGLE SIGN-ON VIA THE WEB Visit www.hea

Form Builder - Auto-Mapping Patient Demographics

Published December 16th, 2024 by Amelia Boyer

Auto-Mapping Patient Demographic Information Auto-Mapping pre-populates your athlete or patient demographics when they are completing the form. When creating your own form, the steps below will allow you to auto-map these fields for your athlete/patient's convenience. When selecting from our templates, most of these fields will already be auto-mappe

Reporting - Courses

Published December 12th, 2024 by Amelia Boyer

Reporting - Courses Video Tutorial: Step-By-Step Tutorial: Select Courses on your left navigation bar. Select Reporting. Choose between Organization Compliance and Provider Compliance . Organization Compliance: This report shows which users have completed the assigned courses. The drop down menus allow you to filter this information by Or

Filtering Document Types

Published December 16th, 2024 by Amelia Boyer

How to Filter Document Types You now have the ability to filter between different document types within a patient profile. This is a helpful feature when a patient has many different documents uploaded to their profile, and you need to quickly locate an exact document type. Step-By-Step Tutorial 1. Login to your Healthy Roster account and locate t

Self Scheduling - How to Schedule an Appointment

Published December 12th, 2024 by Amelia Boyer

How to Schedule an Appointment Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Navigate to the Scheduling webpage You may be asked to input your First Name, Last Name and DOB, or your Provider Issued Identification Number (Unique ID). This information must match what your provider has input on your patient profil

Group Permissions Overview (App)

Published December 14th, 2024 by Amelia Boyer

Group Permissions Overview (App) Video Tutorial (App): Step-By-Step Tutorial (App): Log in to your Healthy Roster app and tap on the “Messages” tab on the bottom navigation bar Tap on “Groups” Choose the group you would like to edit, then select “Edit” in the top right corner of the page Tap on “Edit Group Permissions” These are the default g

Download Clinical Summary

Published December 16th, 2024 by Amelia Boyer

Downloading a Clinical Summary Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: From the patient profile, select the waffle icon Select Send Clinical Summary Select the delivery method by clicking SELECT for the correct method Download as a PDF: Generate a downloadable PDF that you can send or store however you see

Viewing/Editing A Patient Details Tab

Published December 16th, 2024 by Amelia Boyer

It's essential for all users within Healthy Roster to know how to view and edit a patient's details tab, as these pages contain valuable information, including patient demographics, contact details, insurance information, medical history, and emergency contacts. Video Tutorial: Step-By-Step Tutorial - Web: Navigate to the patient profile Click De

Selecting a Note Type

Published December 15th, 2024 by Amelia Boyer

Selecting a Note Type Note Types are a required field when creating a note. They are intended to help categorize different types of notes. You can also use them to dictate who can see the note when it’s in a location where other users have access. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Selecting a Note Type

Table Block Configuration

Published December 15th, 2024 by Amelia Boyer

Table Block Configuration Sorting and aggregating data in your reports will enhance your ability to visualize, organize, and ultimately make more effective data-driven decisions. Video Tutorial: Step-By-Step Tutorial: Note: this tutorial will show you how to from using a blank template; the actions will apply if you're adding a block to an existing

Locking Problem Status Changes

Published December 15th, 2024 by Amelia Boyer

Locking Problem Status Changes Users within the patient care circle can create problems in Healthy Roster. This feature is designed to enhance communication between users and patient care. After the provider assesses the patient, they should link the problem to an incident report. This action secures the status, making it editable only by the provid

Datalys FAQ

Published December 13th, 2024 by Amelia Boyer

Datalys FAQ Healthy Roster is a certified as a Datalys Center compatible EMR, if you'd like to participate please view: Datalys-Sports Injury Research to get started Once we turn on datalys for your account you will notice changes throughout to help you collect the necessary information. We will turn on background questions for Incident Reports, a

Receiving & Completing a Survey as a Patient

Published December 12th, 2024 by Amelia Boyer

Receiving and Complete A Survey as a Patient As a patient, your provider or organization has sent you a survey for various purposes. You might be asked to complete a patient satisfaction questionnaire, a wellness screening, or even update annual documents. The goal of these surveys is to provide your provider with accurate, timely information to enh

Sending a Message as a Patient/Primary User

Published December 15th, 2024 by Amelia Boyer

Sending a Message - Patient /Primary User The biggest benefit of messaging a provider directly in the app or web platform is the convenience of immediate access to expert advice, reducing delays in care. It also fosters clear communication, ensuring timely updates and personalized support for the patient. Please Note: Terminology is different based

Understanding Document Privacy Levels

Published December 16th, 2024 by Amelia Boyer

Understanding Document Privacy Levels The privacy level options affiliated with document types have been updated to match our existing injury and note template privacy level options: Your browser does not support HTML5 video. Entire Care Circle : Providers and Primary Users Only: All assigned providers as well as in most instances the patient/pare

Survey Action Plan

Published December 12th, 2024 by Amelia Boyer

Creating a Survey Action Plan Action plans outline a series of tasks and actions to be carried out in response to a completed survey. Surveys do not have to have an action plan. The provider may review results via the Survey Summary Report. If you wish to be notified of the survey completion, you will need to set an action plan. There can be multi

Paid User Seat Count

Published December 11th, 2024 by Amelia Boyer

This article will help Account Owners understand what a paid user seat consists of and how to get your count. A paid user seat in Healthy Roster will signify the total of two components: Admin Provider Users or non-admin provider users assigned to an Organization. Video Tutorial: Step-By-Step Tutorial: Viewing Paid User Total Select the Admin tab on

Survey Summary Report

Published December 12th, 2024 by Amelia Boyer

Survey Summary Report The survey summary report is a global look at each of your surveys, including information about whether the survey has been sent or if it has been completed. You can use this tool to organize by org/team/status to get you the information you need quickly Video Tutorial: Step-By-Step Tutorial Select the document tab. Select Sur

How to Request an Image Upload

Published December 16th, 2024 by Amelia Boyer

How to Request an Image Upload A good example of when this kind of document type creation is needed is to collect insurance card images. These steps are for creating a document type, that will request the patient to upload an image of what you are requiring. Video Tutorial - Document Type Set-Up: Step-By-Step Tutorial: Select the document tab from

Creating a Problem

Published December 16th, 2024 by Amelia Boyer

Creating a Problem (Web) Please Note: Terminology is different based on your setting; for example, Occ Health uses Employer Locations as Organizations, Patient instead of Athlete, and Encounters instead of Treatments; lastly, Problems instead of Injuries, but the steps are still the same. Video Tutorial (Web): Your browser does not support HTML5 v

Provider Review Of Scheduled Encounter

Published December 13th, 2024 by Amelia Boyer

Once the patient schedules an encounter, the provider may want to make adjustments to the scheduled encounter at the time of the appointment or post-appointment. Adjustments may include linking a problem, associating services rendered, and adding notes or attachments. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial:

Editing Background Questions

Published December 11th, 2024 by Amelia Boyer

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. Your values need to match exactly. For example: "Yes" vs. "Yes " Video Tutorial Step-By-Step - Admin Only Feature Log in to your Healthy Roster account and click on the “Admin” tab o

Reviewing Survey Results

Published December 12th, 2024 by Amelia Boyer

Reviewing Survey Results Once a survey is completed by the patient, your action plans will be enacted. There are a few different ways you are able to review the survey results, we will detail each. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Viewing Survey Notifications If your survey response protocols are set

Inbound Services - Set Up and Scheduling

Published December 11th, 2024 by Amelia Boyer

Inbound Services - Set Up and Scheduling An inbound service is a way to notify a provider user within Healthy Roster that a follow up service was created for a patient. This association will then notify the provider of follow-up creation if you select to send them a notification. Video Tutorial: Your browser does not support HTML5 video. Step-By-S

Configuring Line Charts

Published December 15th, 2024 by Amelia Boyer

Configuring Line Charts Line charts are useful when attempting to show how data has changed over a period of time. Overall, they are simple to configure and have the same multi-series capabilities as bar charts. Video Tutorial: Step-By-Step Tutorial: Note: this tutorial will show you how to from using a blank template; the actions will apply if you'

Capabilities and User Access

Published December 11th, 2024 by Amelia Boyer

Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. * If you are an admin user of the category listed.

Datalys - Sports Injury Research

Published December 13th, 2024 by Amelia Boyer

Healthy Roster is officially certified as a Datalys Center-compatible EMR, which means our college-setting customers can easily take part in the NCAA Injury Surveillance Program! We think this initiative is such an important way to enhance the care for college student-athletes, and we’re excited to introduce an incredibly easy way to take part in th

Form Building Tips & Tricks

Published December 16th, 2024 by Amelia Boyer

Form Builder - Tips & Tricks The Formatted Content option within the form builder is the HTML Editor. This setting is utilized for creating titles on forms, paragraphs, etc. Below are some tips and tricks on how to customize your content with this tool. Admin Only Feature Your browser does not support HTML5 video. Formatted Content (HTML Edi

How To Clear Browser Cache

Published December 16th, 2024 by Amelia Boyer

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 everything, select All time. Next to "Cookies and other site data" and "Cached images and files," check the boxes. Click Clear data. Safari Click on the Safari drop-d

Sharing PHI: Step-By-Step

Published December 12th, 2024 by Amelia Boyer

Sharing Private Health Information (PHI) One of the great things about Healthy Roster is our ability to communicate with Athletic Trainers, Coaches, Athletes, and their Parents. Within the system, patients/primary users have the option of sharing their health information with Organization or Team level users. NOTE - This process should only be follo

Creating and Assigning a Group of Background Questions

Published December 11th, 2024 by Amelia Boyer

Creating and Assigning a Group of Background Questions - 2.0 Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. Video Tutorial: Your browser does not sup

Importance of Documenting

Published December 11th, 2024 by Amelia Boyer

Documentation is a vital responsibility for Athletic Trainers. Let's discuss why and the ways to improve the process. Recorded Webinar: Here Why Document: Professional Responsibility Serves to provide a complete, accurate, and timely record of a patient's complete medical history Increases communication and ensures a consistent level of care across

Creating a Non-Problem Related Encounter

Published December 16th, 2024 by Amelia Boyer

Creating a Non-Problem Related Encounter Non-problem related encounters are helpful when you want to document on a patient profile but not necessarily on a problem. Please Note: Terminology is different based on your setting. For example, a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Prob

Active Problem Tab/Report

Published December 15th, 2024 by Amelia Boyer

Active Problem Tab/Report Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same. The Active Injury Report is a snapshot of athletes who have acti

Text-to-Screen

Published December 16th, 2024 by Amelia Boyer

Text - To - Screen The Text to Screen feature helps ensure that everyone at your facility or on your campus is able to be screened for COVID-19 symptoms, even when you don’t have their contact information ahead of time.Visitors simply text a specific code to a phone number. This prompts a text message response with a link leading to a brief screenin

Creating an Organization

Published December 11th, 2024 by Amelia Boyer

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 add Patients. Once you invite your Provider Users to access Healthy Roster, you’ll assign them to an Organization / Teams, which links them to the individual they care for. Please Note:

Compatible iPads

Published December 16th, 2024 by Amelia Boyer

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 should work: 12.9-inch iPad Pro 11-inch iPad Pro 10.5-inch iPad Pro 9.7-inch iPad Pro iPad (7th generation) iPad (6th generation) iPad (5th generation) iPad

Managing Patient Organizations - Bulk and Singular

Published December 16th, 2024 by Amelia Boyer

Transitioning Multiple Patients from one Organization to Another At times, you may need to transition a group of patients from one organization to another; this tutorial will walk you through best practices in that instance. An example where this may come into play would be if you need to transition a middle school class to a high school organizatio

Injury Kiosk

Published December 14th, 2024 by Amelia Boyer

How a Patient Can Engage a Provider on the Injury Kiosk The kiosk is used in an Occupational Health setting to provide gaps in coverage during off hours with industrial companies at a fraction of the cost. If interested in adding this feature, please reach out to help@healthyroster.com Patient walks up to the kiosk. Patient will need to choose v

Form Builder Templates with Pre-Calculated Values

Published December 16th, 2024 by Amelia Boyer

Form Builder Templates with Pre-Calculated Values Within the form builder we have created standard PRO/scoring specific forms. The values set are intended to adjust with your document if you add/remove components. These forms are available to provider users as a template, they can also be used for surveys. We recommend testing the form/survey on a

How to make a report on Form Data

Published December 15th, 2024 by Amelia Boyer

How to make a report on Form Data Creating a report based on form answers helps consolidate and analyze the data efficiently, providing clear insights and trends. It will also facilitate informed decision-making by summarizing and presenting the collected information in an organized manner. Form : The structure/build is designed to collect user info

How to Schedule A Call - Professional Package Only

Published December 11th, 2024 by Amelia Boyer

The professional package includes the ability for Account Owners and Admin Providers to schedule a 30-minute meeting with one of our Customer Success Representatives. If you'd like to learn more, please email Help@Healthyroster.com If you do not have our professional support package we have weekly webinars available for you to attend. You can visi

Adding Attachments

Published December 15th, 2024 by Amelia Boyer

Adding Attachments to Incident Reports, Referrals, and Encounters Step-By-Step Tutorial (Web) How to Add an Attachment to the Timeline Navigate to the Patient Problem Timeline that you wish to add an attachment to To add an attachment, select the three dots to the right of any component and select Edit Scroll down to Attachment and select the + ico

Adding Organizational Level Users

Published December 12th, 2024 by Amelia Boyer

Adding Organizational Level Users Adding an organizational-level user (generally an Athletic Director) to an organization allows them access to all teams/patients. It also allows the User and the Provider to communicate within the app to help improve communication when it isn't always easy to talk to them face-to-face. Video Tutorial: Step-By-Step

Document Management Tips and Tricks

Published December 16th, 2024 by Amelia Boyer

Document Management Tips and Tricks This tutorial will show you some of the tips and tricks to managing your documents in Healthy Roster, such as deleting a document, editing a document type, and editing expiration dates. Your browser does not support HTML5 video. How to Delete a when completed incorrectly Find the athlete you wish to delete the d

How to Review and Approve Pending Encounters

Published December 15th, 2024 by Amelia Boyer

Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same. How to Review and Approve Pending Encounters When encounters are entered in Kiosk Mode, t

Adding & Removing Users from a Chat Group (Web)

Published December 15th, 2024 by Amelia Boyer

Adding and Removing Users From a Group Chat Video Tutorial: Step-By-Step Tutorial: ADDING MEMBERS Select Messaging on the left navigation Under the first column titled Recent Groups, select View All Select the three dots to the right of the organization and select Members To add a member to this message select Add You are able to add from th

Understanding Signatures - Form Builder

Published December 16th, 2024 by Amelia Boyer

Understanding Signatures Your browser does not support HTML5 video. Frequently Asked Questions: Can signatures be required? Yes, signature can now be set as required. Can forms be sent off for additional signatures, or do all signing parties need to be present? Ensuring that all parties are present while the document is being completed and signing a

Updating Your Account Details

Published December 11th, 2024 by Amelia Boyer

Video Tutorial Your browser does not support HTML5 video. Step-By-Step Tutorial Click on your profile Update any information you would like to change, such as phone number, email address, or name. Select Save Video Tutorial - Updating Information on the App: Step-By-Step Tutorial: Select Settings Select Edit Account Information To edit your

Advanced Reporting - Applying Filters

Published December 15th, 2024 by Amelia Boyer

Advanced Reporting Filters Filters are a powerful feature that allows you to narrow your data down to only specific data points that you care about. Filters can be used with any of the data blocks. Video Tutorial: Step-By-Step Tutorial: Applying Filters to the overall Block From your existing report, to apply a basic filter, select the menu item and

Understanding the Document Summary Report

Published December 16th, 2024 by Amelia Boyer

Document Summary Report Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial Select the document tab Select Summary You will now see a breakdown of each document type within your account Click on the particular document you'd like to address from this page You are able to filter further and adjust the report view Sort

Editing Permissions

Published December 16th, 2024 by Amelia Boyer

Editing Permissions This is where a user can see who has access to patient profiles and manage them. This can only be done on the web, not the app. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Once you are logged on go to your patient's profile. Click on Manage Users Here you will be able to see who has what a

Removing a Provider User

Published December 11th, 2024 by Amelia Boyer

Provider Admin Only Feature Video Tutorial: 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 Provider Users Locate the provider that you need to remove, and select the three dots Select Delete You will be prompted to confirm you would like to delete this provider,

HR Legacy Retirement

Published December 11th, 2024 by Amelia Boyer

As part of our ongoing commitment to delivering the best possible user experience, we will retire the legacy version of Healthy Roster effective January 6, 2025. All users will be using Healthy Roster 2.0 going forward What This Means for You Access to the legacy version will end: Starting January 6, 2025, all users will exclusively use Healthy Rost

Form Builder - Updating a Form on Approval

Published December 16th, 2024 by Amelia Boyer

Form Builder - Using the “Auto-Update Form On Approval” feature on a Custom Form in Healthy Roster This feature is active when the document/ form requires approval (a setting within the Document Type) Video Tutorial: Your browser does not support HTML5 video. Step-by-Step Tutorial: In Healthy Roster’s form -builder, one of the form’s elements is a

Access Directories & Creating A Group Message (App)

Published December 15th, 2024 by Amelia Boyer

Accessing Directories & Creating A Group Message (App) Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial Log in to your Healthy Roster app and tap on “Messages” on the bottom navigation bar Select “Groups” Tap on the (+) in the top right corner to create the group message Add Group Details and set the default

Self-Scheduling - Setting Provider Availability

Published December 12th, 2024 by Amelia Boyer

Setting Provider Availability Once a Calendar is created, providers will need to set their availability independently from one another to show as an available provider on the scheduling page. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Select your account setting icon Select your information to open account set

Enabling Camera and Mic Permissions (Web)

Published December 14th, 2024 by Amelia Boyer

Enabling Camera and Mic Permissions on the Web These videos and tutorials will help you enable camera and mic permissions for a video call on different web browsers. You can use Google Chrome, Safari, Firefox, or Microsoft Edge for a Healthy Roster video call. We do not support Internet Explorer. GOOGLE CHROME Click on the “camera” icon to the right

How to Get Help

Published December 4th, 2024 by Amelia Boyer

This tutorial will show you how to reach the Help Desk, get live help, and stay updated with our status page. Video Tutorial: Option 1: Help Within Healthy Roster This route will navigate you directly into our knowledge base, where you will be able to search relevant articles or contact us directly. Select the help tab from the left navigation,

Creating an Image/Logo for a Form in the Form Builder

Published December 16th, 2024 by Amelia Boyer

Creating an Image/Logo for a Form in the Form Builder Adding a logo to a form is a simple and effective way to enhance your organization's overall image, helps produce brand identity, professionalism, credibility, and consistency, and helps with legal and administrative purposes in some instances as well. Video Tutorial: Your browser does not suppo

Upcoming Webinars

Published December 11th, 2024 by Amelia Boyer

These webinars are for provider users only. Customer Q/A Webinars with our Customer Success Rep (all times are in EST) Webinar Schedule : When: Mondays at 10:00 AM: Register Here Wednesday at 12:00 PM: Register Here Explore It All: Bring your specific questions or topics of interest to these webinars and gain deeper insights into anything and

Injury Hotline

Published December 14th, 2024 by Amelia Boyer

Injury Hotline Flow Please note that pieces of this feature are customizable to your environment and will be reviewed with you during the onboarding process. Video Tutorial: Setting up your hotline organization COMING SOON! Step-by-Step: Setting up your hotline organization Hotline Organization A hotline must be associated with an organization. If

Sending A Survey

Published December 12th, 2024 by Amelia Boyer

Sending A Survey Once you’ve created a survey, you'll need to distribute it either to an individual patient or to an organization. This tutorial will guide you through both methods using a web browser. Additionally, it’s crucial to know how to distribute surveys in the field, so we'll also cover how to send a survey to a patient via the mobile app.

Scheduling Treatments via Schedules Tab

Published December 13th, 2024 by Amelia Boyer

Step-By-Step Tutorial: Select the Schedule icon on the left navigation bar Select a time slot, and select Add Encounter from the options to add to the calendar Select the provider you are scheduling for, your name will populate at the top Search for the patient Complete the treatment documentation, and click OK at the bottom of the screen You w

Importing A Reporting Template

Published December 16th, 2024 by Amelia Boyer

Importing A Reporting Template Provider admins in Healthy Roster can share reporting templates with other provider users. This feature allows for a more streamlined reporting process that ultimately helps deliver more accurate and useful information. This tutorial will walk you through importing that template into your account. Video Tutorial: Your

Branding Blocks

Published December 15th, 2024 by Amelia Boyer

Branding Blocks We offer four different block types to assist with branding. The image block type allows you to select an image from the web and display it in your report. Video Tutorial: Step-By-Step Tutorial: Block Step-By-Step Option 1: Image Image from web Select + Select Image Gather your image address from your trusted location by right-cl

Timestamps

Published December 16th, 2024 by Amelia Boyer

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 you are. The timestamp initially shown is often a little ahead or behind the current time where you are. Each evening, we update our database to displ

Configuring A Survey

Published December 12th, 2024 by Amelia Boyer

Configuring A Survey Sending surveys to patients allows for a more streamlined and effective way to gather important patient feedback or documentation and improves the quality of care. This tutorial will demonstrate how to configure your survey. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Process: Select the Documents tab

Adding Attendance to an Event

Published December 15th, 2024 by Amelia Boyer

Adding event attendance is important for several reasons; the most obvious is injury documentation and liability. Knowing when and where an injury has occurred enhances record-keeping and ensures accurate documentation. Additionally, tracking attendance helps monitor participation trends and patient availability. Another key benefit is supporting co

Configuring Pie Charts

Published December 15th, 2024 by Amelia Boyer

Configuring Pie Charts Inputting pie charts in your reporting will allow for effective displays of data where each category contributes to a total, where viewers are then able to easily compare the sizes of categories at a glance. We recommend using smaller categories, 5-7 or fewer, and when numerical values are less important than understanding the

Advanced Reporting - Edit Mode vs. Run Mode

Published December 16th, 2024 by Amelia Boyer

Advanced Reporting - Edit Mode vs. Run Mode Edit mode is where you will craft and refine your report, while run mode is where you will see its performance and behavior with data applied for interpretation. Both modes are crucial for the development, testing, and application of reporting. Video Tutorial: Your browser does not support HTML5 video. Ste

Bypass Sanity Check

Published December 12th, 2024 by Amelia Boyer

Bypass Sanity Check The sanity check is designed to prevent the sharing of PHI with unauthorized individuals. Our system will assess your bulk import, and if it finds that more than 50% of the emergency contact's last names do not match the patient’s last name, you will be notified of the discrepancy. It is essential for the provider to carefully re

Epic Care Everywhere - Sending C-CDA File

Published December 13th, 2024 by Amelia Boyer

Epic Care Everywhere - Sending C-CDA File With our Care Everywhere integration, providers are able to send a C-CDA file. This file is a standardized XML document used in healthcare to exchange patient information among different systems. It integrates clinical data such as patient demographics, documents, problems, encounters, and notes associated i

ImPACT and Healthy Roster

Published December 13th, 2024 by Amelia Boyer

ImPACT and Healthy Roster Setup: To begin the integration, you will need your HealthCare ID for the account. Please reach out to help@healthyroster.com. Once you have that, we will inform you of the next steps. Benefit: This integration is intended to help streamline the process of linking testing results from ImPACT to Healthy Roster. Integration S

Completing NAHGA Insurance Claim

Published December 13th, 2024 by Amelia Boyer

Completing NAHGA Insurance Claim The NAHGA Insurance Claim form is available for any Healthy Roster customer. To utilize it, first make sure that the form itself has been loaded into your account and has its own Document type. You can check by clicking on the Documents tab on the left to see you existing list of Document Types. If you do not see it

Assigning Provider Users to Organizations

Published December 11th, 2024 by Amelia Boyer

Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Assigning a Provider User to an Organization: Click on the Organizations tab and select the three dots on the right side of the organization you need to assign the provider to and click Assign Athletic Trainers Select Add From the select user box, select the provider

Managing Invitations

Published December 12th, 2024 by Amelia Boyer

Managing Invitations The "Manage Invitations" tab consolidates all users with pending invitations for your organization or team. This feature is designed to streamline the process of sending out pending invitations efficiently. It allows you to handle invitations for any type of user—whether Patient, Primary, Organizational, or Team—either at the or

Adding Team Level Users

Published December 12th, 2024 by Amelia Boyer

Adding Team Level Users Adding a Team Level User (typically a coach) allows them to easily monitor their active roster. It also provides a HIPAA compliant space for the athletic trainer to communicate with the coach via the injury timeline or chat feature. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: From your

Inviting Primary User to Patient's Care Circle

Published December 12th, 2024 by Amelia Boyer

Inviting Primary User to Patient's Care Circle When a profile is already created & an invitation is still needing to be sent to the primary user, the provider can send an invitation through the patient's care circle. Video Tutorial (Web): Your browser does not support HTML5 video. Step-By-Step Tutorial (Web): Navigate to the patient 's profil

Admin Tab Complete Overview

Published December 11th, 2024 by Amelia Boyer

This tutorial video below will walk you through a quick overview of your admin tab and the options you have to customize your Healthy Roster environment.

Creating New Note Types

Published December 11th, 2024 by Amelia Boyer

Creating New Note Types This is only accessible by the Account Owner and Provider Admin Users Note Types are a required field when creating a note and are used by provider users to organize and filter different kinds of notes. Currently, they are only intended to help sort/filter Notes. Video Tutorial: Your browser does not support HTML5 video. St

How to Remove a Document

Published December 16th, 2024 by Amelia Boyer

How to Remove a Document Once you sign a document in Healthy Roster, you are no longer allowed to edit or remove it. To have a document removed, please contact your provider with your name/athlete’s name and the name of the document. If you are having trouble contacting your provider, you can also contact the Healthy Roster team using help tab on th

Changing Account Ownership

Published December 11th, 2024 by Amelia Boyer

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. Please note that we will need verbal confirmation from the current account owner prior to making these changes. Step-By-Step Tutorial: Log in to your Healthy Roster account an

Self-Scheduling Intended Flow

Published December 12th, 2024 by Amelia Boyer

Self-Scheduling Intended Flow This tutorial will detail the suggested self-scheduling flow for a provider user. Video Tutorial Step One - Video Tutorial - Creating a New Calendar and Assigning it to Organizations: Your browser does not support HTML5 video. Step One - Step-By-Step Tutorial - Creating a New Calendar and Assigning it to Organizatio

Reporting Templates and Data Sources

Published December 16th, 2024 by Amelia Boyer

Reporting Templates and Data Sources Our reporting platform offers comprehensive metrics with fully customizable features, allowing you to tailor your reports with the exact data and visuals you need. We also provide a selection of pre-designed templates that we recommend exploring, as they are well-rounded and include commonly reported visuals. If

Long Term Injury/Status Unknown

Published December 17th, 2024 by Amelia Boyer

Long Term Injury or Status Unknown on Athlete In the case an athlete experiences a long term injury or the status is unknown (patient hasn't followed up, quit team, etc), the status on that patient can be changed to a new status option of Long Term Injury/Status Unknown - Close. This will remove the patient from the active injury & active status

Available Form Templates

Published December 16th, 2024 by Amelia Boyer

Available Form Builder Templates Within the form builder we have created standard forms that you can further customize to suit your needs with the hope of speeding up the creation of your forms. These forms are available to provider users as a template. We recommend testing the form on a test patient prior to using it in a live environment Please

Editing Healthcare Provider Information

Published December 11th, 2024 by Amelia Boyer

How to Edit The Healthcare Provider Information If you need to change account ownership, please reach out to help@healthyroster.com This tutorial will show you how to edit the overall account details and how to add/edit your Healthcare Provider’s logo and other identifying information. Only the Account Owner can edit your overall Healthcare Provi

Global Search

Published December 16th, 2024 by Amelia Boyer

Global Search The Global Patient Search now allows you to quickly move from one patient to another with less clicks. You can either start the search by clicking the search icon in the top right of the page or using a keyboard shortcut "/" to begin the search. This is a Provider User only feature. Shortcut Keys: Forward Slash Key(/) - allows you to

Viewing/Editing Patient Insurance Information (App)

Published December 16th, 2024 by Amelia Boyer

Viewing/Editing Patient Insurance Information - App Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: From the patient profile, select Athlete Details Now you can view/edit information including: primary and secondary insurance as well as medical history. Select save when complete.

Merging Duplicate Patients

Published December 16th, 2024 by Amelia Boyer

How to Merge Duplicate Patients This video and tutorial will walk you through the easy merging of duplicate patients. This is a great way to clean up your patient list and make sure that you do not have any redundancies within the system. Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Loca

Creating a Note Template

Published December 11th, 2024 by Amelia Boyer

Creating a Note Template Provider Admin Only Feature Note Templates can be built by all Provider Admins and are a great way of increasing speed and compliance of dictation. You can assign your note templates to all areas within Healthy Roster where you can complete a note. We recommend building Note Templates that are specific to your Health Care

Note Templates - Tips & Tricks

Published December 15th, 2024 by Amelia Boyer

Note Templates - Tips & Tricks To create a Note Template, follow along here: Create a Note Template If you would like to reference a mark-down cheat sheet, visit this website: https://www.markdownguide.org/cheat-sheet/ Video Tutorial: Your browser does not support HTML5 video. Autofill Section Explained: By typing in “Ctrl+.” you will be abl

Submitting to BMI Benefits

Published December 13th, 2024 by Amelia Boyer

Submitting to BMI Benefits This integration allows system users to flag athlete incident reports for automatic submission to BMI Benefits. A minimum set of data is required for each record sent. If any of the required fields are missing, a notification will be sent to the account owner. Each night, the system will attempt to re-send any incomplete e

How to Add Encounter Service Types

Published December 11th, 2024 by Amelia Boyer

How to Customize Encounter Options Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. Video Tutorial: Your browser does not support HTML5 video. Step-By-

Running an Existing Report

Published December 15th, 2024 by Amelia Boyer

Reporting - Running an Existing Report -2.0 We've built default reporting based on our most common reporting data sets. Missing your favorite report? Follow along with 2.0 Reporting - Existing Reports vs Legacy Reports to narrow down where to start in building your report Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tu

Recreating Sunset Reports

Published December 15th, 2024 by Amelia Boyer

Recreating Sunset Reports Our reporting platform provides extensive customization options, but if you prefer the reports you've been using, this tutorial will walk you through how to recreate them easily. To maximize the efficiency and value of your reports, we strongly recommend taking advantage of available templates whenever possible. Key Terms:

Creating an Event

Published December 15th, 2024 by Amelia Boyer

Creating events in Healthy Roster is useful for tracking attendance, monitoring injuries, and identifying trends across events. You can create events through both the web and the app. Whether you need a one-time event, a team or organization-wide event, or bulk events for recurring occurrences, the platform offers flexible options to meet your needs

HR Parent & Primary User Marketing Flyer

Published December 11th, 2024 by Amelia Boyer

This marketing flyer is a resource for our provider users to help explain and advertise the benefits of Healthy Roster to their primary users/parents at the beginning of each season. Video Tutorial Click the link to make a copy of the template: https://docs.google.com/document/d/1NJDEvyoWMiQpS1I9TSkuZ1hHQTewCKmdKditTtqaHkc/edit?usp=sharing Step-By-S

Creating An Encounter/Treatment

Published December 15th, 2024 by Amelia Boyer

Creating An Encounter Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same. Video Tutorial (Web) - Athlete Tab Your browser does not support HTML5 video. St

Customizing Estimated Revenue

Published December 11th, 2024 by Amelia Boyer

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 demonstrate the value of athletic trainers is crucial when trying to show the importance of this role and can help prove what outreach programs bring to a

Choosing A Form Template

Published December 16th, 2024 by Amelia Boyer

Choosing A Form Template The Form Builder is an Admin-only feature The form builder feature contains pre-made templates from a few different categories: Pre-Participation, Wellness, Insurance, etc. Here's how to select from our templates. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Login to the web version

Customizing Special Tests

Published December 11th, 2024 by Amelia Boyer

Customizing Special Tests Admin Provider Only Feature We give a preset list of special tests and groups, so customizing your own isn't required. However, if you'd like to create your own specific group of special tests here's how to do so: Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Select the Admin tab on t

Password Issues

Published December 16th, 2024 by Amelia Boyer

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. When users forget their password, they can click on the "Forgot Password" link on the app or web browser's login page. This action prompts the user to enter their registered em

Logging in with Multi-Factor Authentication

Published December 16th, 2024 by Amelia Boyer

Logging in with Multi-Factor Authentication This tutorial will walk you through logging in with Multi-Factor Authentication, or MFA for short. MFA is a security process that requires multiple forms of verification to access an account. This enhances security by effectively safeguarding the PHI associated with your account against unauthorized access

Background Questions - Overview

Published December 11th, 2024 by Amelia Boyer

Background questions in Healthy Roster are a powerful tool for enhancing documentation standards, ensuring compliance, streamlining workflows, and generating impactful reports. By leveraging these questions, organizations can improve efficiency, maintain accurate records, and gain valuable insights to support data-driven decision-making. Questions c

Archiving Patients

Published December 16th, 2024 by Amelia Boyer

Provider Users are the only ones able to archive profiles. Archiving will only be available at the top level of your account hierarchy (organization level). Archiving Patients To remove an individual patient from Healthy Roster, you will "archive" the patient. Legally, we cannot delete a patient for 7 years because of HIPAA, but archiving has the

Account Set-Up Education (Terminology)

Published December 11th, 2024 by Amelia Boyer

Welcome to Healthy Roster! Healthy Roster is a platform you can log into and start documenting with right away. However, to get the most out of the system, there are a few essential components that account owners and provider users should fully understand. In training content, we use a standardized “default” set of terminology that more closely matc

Activating a Scheduled Treatment - Patient

Published December 14th, 2024 by Amelia Boyer

Activating a Scheduled Video Treatment/ Encounter - Patient Please Note: Terminology is different based on your setting How It Works When you have been scheduled for a video encounter you will receive an email from Healthy Roster which will appear as the image below. Once you have opened this email you will be able to click Open Video Chat and you

Creating Your Account

Published December 12th, 2024 by Amelia Boyer

Creating Your Account To create an account on Healthy Roster, you must be invited first. Upon receiving your invitation, you will get a unique link with instructions on how to join. You can then choose to download the mobile app or access it via a web browser. Each invitation to Healthy Roster is personalized and meant specifically for you. Note: Pr

Chat Read Receipts

Published December 14th, 2024 by Amelia Boyer

Messaging - Read Receipts To view the recipients of your Messages within the platform, simply navigate to the message in question under each message that you've sent. You will see a green checkmark if it has been viewed. Hovering over this green checkmark will allow you to see who has viewed this message and a timestamp detailing when the message wa

Self-Scheduler - Email Confirmation

Published December 13th, 2024 by Amelia Boyer

Once the patient has scheduled an appointment or a scheduled encounter has been documented, the patient and provider will receive an email confirmation. Patient Email Confirmation: Provider Email Confirmation:

Organization and Team Level User Walk Through

Published December 11th, 2024 by Amelia Boyer

In this video, we explore the comprehensive benefits of using Healthy Roster for both Organization and Team-Level Users. Our innovative platform provides Patients, Guardians, and Administrators with a secure, HIPAA-compliant environment to manage and monitor patient statuses, address concerns, organize documents, and so much more. With both web-base

New School Year Tips & Tricks

Published August 25th, 2025 by Amelia Boyer

We know the start of a new year is a busy time, so we’ve rounded up some helpful resources to make things easier. Whether you’re adding new patients, managing your team, or customizing your setup, these guides will help you get up and running quickly. Helpful Links: Adding Patients Bulk Import Inviting Patients & Secondary Users Adding &

Understanding Privacy Levels

Published December 11th, 2024 by Amelia Boyer

Throughout Healthy Roster you will see the option to set a Privacy Level. Setting this dictates who can see what information. The privacy level may be adjusted at any time. The options for privacy level will be generalized in all locations you are asked to set a privacy level. Entire Care Circle : Any individual that is assigned to the patient car

Managing Documents: Year 2 and Beyond

Published December 16th, 2024 by Amelia Boyer

Managing Documents: Year 2 and Beyond These videos and tutorials will teach you how to easily and effectively manage your documents in year 2 of using Healthy Roster and beyond. If you wish to have your annual documents "auto-roll" for completion you will want to follow the flows below annually to set this in action. Please be sure to check your exi

Signing a Document

Published December 16th, 2024 by Amelia Boyer

Assigned documents in Healthy Roster can fall into two categories: PDF-backed or Form Builder-built. While it’s not your responsibility as a user to know which type you’re working with, it’s helpful to understand the key distinctions, as these can affect actions like signing a document. Here's what you need to know: PDF-Backed Documents (On the left

How to Join Healthy Roster

Published December 11th, 2024 by Amelia Boyer

In order for you to sign up and join Healthy Roster, your school administrator will first need to invite you into the platform. Once they've done this, you'll receive an email with a link, code, and instructions on how to join. Please reach out to your Coach or Athletic Trainer to get invited, as we at Healthy Roster can not do that. Need a Quic

Screen Sharing via Video Chat

Published December 14th, 2024 by Amelia Boyer

Screen Sharing Feature via Video Chat Video Tutorial Your browser does not support HTML5 video. Step-By-Step Tutorial Log in to your Healthy Roster account or access your email to launch your scheduled video chat Once in the video chat - select the share screen icon at the bottom of the page Select which screen you would like to share and click “S