Healthy Roster Knowledge Base

EMR - Primary User (Parent/Patient/Legal Guardian) Overview

Published October 23rd, 2025 by Niki Budd

You’ve been invited to Healthy Roster as a primary user —someone with the authority to act on behalf of the patient profile, usually the patient themselves or a parent/legal guardian. But if you’re not exactly sure what we do or how we can help, you’re not alone! We’re here to show you who we are, what we offer, and how we keep you connected with yo

Sway - University Test Interpretation

Published February 9th, 2026 by Niki Budd

Sway University is a self-paced learning platform designed for Sway clients to learn how to use Sway. Sway University will be your reliable resource for quick videos of How-Tos and Interpreting Results. Make sure to bookmark the Sway University website for easy access to new courses and helpful tips. How to Interpret a Sway Balance Test All of Sway’

Sway - What is My Subscription Term and How do I View it?

Published February 9th, 2026 by Niki Budd

Your Sway Subscription term refers to the purchased profile quantity and the time period during which these profiles are available for use. For example, if your Sway subscription is 300 profiles, from August 1, 2025, to August 1, 2026, that means at the start, your profile count is reset to 0, and you have 300 total profiles to test (new or returnin

Sway - How to Set up A PyraMED Integration

Published January 28th, 2026 by Niki Budd

Linking your Sway account with PyraMED allows for seamless document transfer between the two systems. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Step-By-Step Tutorial: Please email help@healthyroster.com with your EMR Request. A member from the Healthy Roster Customer Success Team will rea

Sway - How to Transfer a Profile within an Enterprise Organization

Published January 27th, 2026 by Niki Budd

Athlete profiles may need to transition between organizations over the course of their eligibility. A system administrator at the enterprise level can use the transfer tools to move athlete profiles from one organization to the appropriate destination organization. Note: You must be a System Admin of the Enterprise to use this tool. This feature i

Sway - How to Adjust Baseline Start Date

Published February 2nd, 2026 by Niki Budd

We adjust the baseline start date in Sway to control which assessments are included in an athlete’s baseline. This is useful after RTP to exclude pre-injury baselines, and to include valid assessments that were accidentally recorded as non-baseline tests. This action may be completed on individual profiles or if you'd rather with all profiles in the

Sway - How to Complete a Hardware Verification

Published January 19th, 2026 by Niki Budd

Hardware verification is to ensure that the testing device is capable of completing a Sway Medical test with the necessary hardware components under FDA Class II requirements. This feature is available on the ✅ Mobile App only and is not available on the ❌ Web Portal. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial

Sway - How to Reset Sway Password

Published January 14th, 2026 by Niki Budd

This feature is available on the ✅ Web Portal and the ✅ Mobile Application. Step-By-Step Tutorial: Portal Go to portal.swaymedical.com Enter your email address associated with your User/Admin Sway account Click “Submit” Click on “Log in with Sway Password” Click on “Forgot Password” Enter your email address associated with your User/Admin Sway

Sway - How do I pay my invoice

Published February 5th, 2026 by Niki Budd

We accept payments via ACH, credit card (MasterCard, VISA, and AMEX), and check. If you are paying by credit card, please follow the instructions Sway - How to Pay via Credit Card . To obtain ACH information, please email our billing team. To pay by check, please send to our remittance address: Sway Medical Inc. Dept. 1046 Tulsa, OK 74182 Please

Sway - How to Edit Codes and Notifications

Published January 19th, 2026 by Niki Budd

Editing a code allows you to adjust its expiration date and choose who should receive notifications, as well as how those notifications are delivered. A group or profile code can only be edited if it is active. If a code has expired, you will need to generate a new profile or group code before having the ability to edit. This feature is available on

CEU - How to Purchase a Subscription Using a Promotional Code

Published December 9th, 2024 by Niki Budd

If your organization has purchased our Education platform for you, a promotional code will need to be applied to your account. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: If current user Once transitioning into Healthy Roster Education, select Subscribe Today! Add your promotional code Select Apply Your total

Sway Release Notes

Published January 20th, 2026 by Niki Budd

January 01/29/2026 Web Release Note: Bug Fixes: Fixed bug with Go To Profile email link not working when a user is currently viewing a different org in Portal 01/19/2026 Mobile Release 6.0.6 Bug Fixes: Fixed the issue causing inaccurate Reaction Time scores when testing on iPad 5th-generation devices.

EMR - Primary User Access and Capabilities

Published September 18th, 2025 by Niki Budd

Primary User: Typically the patient, parent, or legal guardian. This user has the ability to act on behalf of the patient profile. Capabilities and Access Dashboard Available Notifications Available Messaging Available Resources Available Help Available Patient Profile Access Problem Create: Can create new problems & mark as medical alerts.

Sway - How to Take a Test in Another Language

Published January 19th, 2026 by Niki Budd

Sway Concussion Management supports English, Spanish, and French language options to better accommodate diverse users. Test takers can easily modify their assessments to display in their preferred language, ensuring accurate and comfortable participation. In addition, providers reviewing results can clearly see which language the test was completed

EMR - Custom Dashboard

Published June 12th, 2025 by Niki Budd

Custom dashboards allow each user to tailor their homepage view to show only the most relevant tools, reports, and features. This guide includes a video tutorial, step-by-step instructions, and advanced capabilities. Video Tutorial - Understanding Components of the Custom Dashboard: Step-By-Step Tutorials - Understanding Components of the Custom D

Sway - How to Share a Profile

Published February 3rd, 2026 by Niki Budd

Sharing a profile allows you to securely send an athlete’s full record (demographics, baselines, assessments, events, and history) to another Sway organization so they can import the profile into their system. Once shared and imported, the athlete’s profile exists in both Sway organizations, and updates made in either system will stay in sync. This

Sway - How to Set Up a New Child Organization

Published January 27th, 2026 by Niki Budd

A child organization is a sub-organization created under a main organization to structure users, athletes, and data more effectively. Child organizations are commonly created to separate teams, schools, locations, or departments while maintaining centralized oversight, improving access control, reporting accuracy, and data organization. Only system

Sway - How to Create an Event Report

Published February 6th, 2026 by Niki Budd

You can download an Excel report of all of the events created in your Sway system, which will allow you to easily report head injuries to anyone that requests it (ie, school boards, state law, NCAA regulations, etc.) This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Video Tutorial: 00:00: Hi, th

Sway - How to Create an Event

Published January 14th, 2026 by Niki Budd

An Event in Sway is defined as an injury or other occurrence that requires testing. An Event is designated by an Admin or User and initiates an Event period. Providers create Events for several beneficial reasons. Primarily, Events allow providers to link follow-up testing and protocols to a specific occurrence for better continuity of care. Seconda

Sway - How to Export Tests

Published January 8th, 2026 by Niki Budd

This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. The Export Tests tool can be used in two places: from the Profiles tab to export tests for all profiles, or from within a specific group to export only the tests for that group. This feature gives you the power to review profiles and tests that wer

Signing Up for Healthy Roster

Published December 10th, 2024 by Niki Budd

Healthcare Providers: If you are a healthcare provider, please get in touch with your account administrator to be invited into Healthy Roster. Patients/Parent/Athletes: If a patient, parent, or athlete wishes to sign up, you must invite them via Healthy Roster. We can not invite patients, parents, or org-level users for you.

CEU - How to Cancel Subscription

Published December 9th, 2024 by Niki Budd

Note: Subscriptions are purchased on a 12-month contract. If you cancel before your renewal date, you'll retain full access to all course content for the remainder of your subscription term. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Select your profile icon Select Manage Subscription You will then be route

Sway - CEU FAQ

Published February 5th, 2026 by Niki Budd

When are the CEU Certificates Sent Out? A survey and short quiz will be available immediately after the CEU event. If you’re unable to complete them right away, you’ll receive a follow-up email 24 hours after the event with a link to finish both. Once completed, your CEU certificate will be sent to the email address you used to submit the survey a

Sway - How to Create a Group

Published January 20th, 2026 by Niki Budd

Groups in Sway provide a simple way to organize profiles, typically by teams or patient populations. This structure helps keep your system organized and easy to navigate. For example, in a school setting like “Healthy Roster High,” Groups might include Football, Soccer, Softball, and other sports or patient groups. This feature is available on the ✅

EMR - Sharing Form Templates

Published March 31st, 2025 by Niki Budd

If you’ve put time and effort into building a form in Healthy Roster and another provider needs a copy, you can now easily export your form template. The receiving provider can then import it into their system, making collaboration and sharing seamless. Note: this process is only available to forms that have been built within the form builder within

Sway - How to Create and Share a QR Code for Testing

Published January 19th, 2026 by Niki Budd

Having a QR code to share allows instant, easy access to your Sway Test, reducing barriers and saving time. This feature is available on the ✅ Web Portal and the ✅ Mobile Application. Video Tutorial: Web and App 00:00: Hi, this is Nikki. Let's review how to create and share a QR code for testing. 00:05: Having a QR code to share, allows instant ea

Sway - How to Create a Protocol

Published January 7th, 2026 by Niki Budd

Create a protocol to combine individual measures or modules that already exist in your account. This is useful when you want to follow your own independent standard operating procedures and keep testing workflows consistent. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Video Tutorial: 00:00:

Sway - How to Edit Test Results

Published February 2nd, 2026 by Niki Budd

Accurate test results are essential for tracking a patient’s recovery and making informed care decisions. Sometimes results need to be edited to correct errors, update scores after a review, or add missing information. Keeping the records accurate ensures that the patient’s current condition and progress are properly documented, supporting safe and

Sway - How to set up your SportsWare Integration

Published January 27th, 2026 by Niki Budd

To utilize the SportsWare and SWAY integration, you will need to have the SPORTSWARE Concussion Toolbox Add-on. If you do not have the Concussion Toolbox please contact a sales rep at sales@csmisolutions.com or call 781-297-2034. **There will be no additional charges to your Sway subscription** This feature is available on the ✅ Web Portal only and

Sway - How to Set up an ATS Integration

Published January 27th, 2026 by Niki Budd

Follow the steps below to set up your Sway EMR integration: This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Step-By-Step Tutorial: Please email help@healthyroster.com with your EMR Request. A member from the Healthy Roster Customer Success Team will reach out via email to send terms and conditi

EMR - Healthy Roster and HitCheck

Published March 5th, 2025 by Niki Budd

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 HitCheckto Healthy Roster. Integration Summary: This integration

CEU - Exploring Available Content

Published December 9th, 2024 by Niki Budd

We want you to focus on what you’re passionate about, so we've provided several methods to help you quickly access the materials that interest you most. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Explore Content Categories organize content, allowing you to easily search and explore courses within their specific

EMR - Managing Visiting Patients

Published May 6th, 2025 by Niki Budd

It's not uncommon for a provider user to evaluate a patient who does not belong to their primary organization, but does belong to a partner organization within the same Healthy Roster environment (i.e., within the same overall account). In these cases, we recommend the following workflow to support documentation in a safe, temporary, and controlled

CEU - Resuming a Course

Published December 9th, 2024 by Niki Budd

If you've started a course but can't finish it in one sitting, you can easily pause and return to it later on either the web or the app. Your progress will be saved automatically, so you can resume whenever it's convenient for you. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial - Web: From your education dashboard,

EMR - Terms of Use Agreement

Published December 10th, 2024 by Niki Budd

Before creating your profile you will be asked to agree to our terms of use. Which is shown below. Here you can also access links to our privacy policies and our user guides. Terms of Use Privacy Policy Children's Privacy Policy Customer User Guidelines

Sway - How to Set Up a Healthy Roster Integration

Published January 22nd, 2026 by Niki Budd

This integration is intended to help streamline the process of linking testing results from Sway to Healthy Roster. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Step-by-Step Tutorial: Please email help@healthyroster.com with your EMR request. A member from the Healthy Roster Customer Success

EMR - Updated Form Builder Article

Published November 18th, 2025 by Niki Budd

Updates coming soon! If you're looking to build electronic forms that your athletes, parents, or staff can complete directly in Healthy Roster, you’re in the right place. We understand this isn’t part of your everyday workflow, so we’ve broken down our Form Builder into small, digestible steps to make the process as smooth and successful as possib

Sway - How to Delete a User and/or Admin

Published January 22nd, 2026 by Niki Budd

Deleting users helps keep your system secure and up to date by ensuring that only active, authorized individuals have access. This is typically done when someone leaves the organization or no longer needs access to specific groups or system settings. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application.

Sway - How to Transfer a Test to Another Profile

Published February 3rd, 2026 by Niki Budd

If a test was accidentally administered on the wrong profile, don’t worry — this is something we can help correct. Because assessments are tied to individual profiles for data accuracy and clinical integrity, tests can’t be moved between profiles by users directly. However, our support team can assist with transferring a test to the correct profile

Sway - How to Add a User and/or Admin

Published January 20th, 2026 by Niki Budd

Adding users allows you to control who has access to your system and what they can see or manage. By assigning either User or System Admin access, you ensure each person has the appropriate level of visibility and responsibility—whether they only need access to specific groups to complete their daily work or require full system access to manage sett

EMR - Allergies, Medications, and Medical Alerts

Published September 8th, 2025 by Niki Budd

As an athletic trainer, documenting important health information such as allergies, prescribed medications, and medical alerts is a critical part of providing safe and effective care. Having this information recorded in Healthy Roster ensures that you can respond quickly in emergencies, make informed treatment decisions, and communicate accurately w

Sway - What is a Recovery File?

Published January 12th, 2026 by Niki Budd

Sway has implemented a safety net feature during testing in case there is a disruption in internet connectivity or if the device is unable to properly upload/save the test results and/or data. This feature is available on the ✅ Mobile App only and is not available on the ❌ Web Portal. Step-By-Step Tutorial: Mobile App 1. If you or the test-taker i

Sway - How to Pay via Credit Card

Published February 5th, 2026 by Niki Budd

Important: Before getting started, please make sure you’re logged in as a Sway User/Admin with billing access. This is required to upload a credit card to the Sway account. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Step-By-Step Tutorial: Select Billing Select View Invoice Select Pay Invoic

Sway - How to Delete a Code

Published January 12th, 2026 by Niki Budd

Deleting a code is generally not recommended and should only be done if the code was created in error, such as assigning the wrong protocol or creating a screening when it should have been an assessment. In these cases, removing the code helps prevent confusion and ensures testing remains accurate. If a code is simply no longer needed, we recommend

EMR - VIP Kiosk: Overview and Toubleshoot

Published December 8th, 2025 by Niki Budd

The Injury Kiosk in Healthy Roster is designed to give employees quick and efficient access to a medical provider. Employees can triage their issue and receive guidance on the next steps. This tutorial will cover how to create a kiosk, enable it on a device, guide employees through its use, and review common troubleshooting tips. Video Tutorial: Cre

EMR - Auto-Series For Bar Charts and Line Charts

Published February 14th, 2025 by Niki Budd

Auto Series is valuable for bar and line charts because it automates data grouping, making trend analysis and category comparisons more efficient. It dynamically generates series for large datasets, eliminating the need for manual setup. By leveraging multiple data series, these charts reveal patterns and relationships that static tables or single-m

Sway - How Do I Make Changes To My Sway Subscription?

Published February 9th, 2026 by Niki Budd

Sway Sports subscriptions are set to auto-renew at the same package and profile quantity from the year prior. If you ever need to make an adjustment, please do so no later than 30 days prior to your renewal date. In order to make the changes you need, please email our billing team at swaybilling@healthyroster.com, or call us at 855-792-9633 extensio

EMR - Layout Blocks

Published January 7th, 2025 by Niki Budd

Layout Blocks are designed to help you build your reports so they look and flow exactly as you'd like them to. Video Tutorial: Step-By-Step Tutorial: To add a block to a report, select + Select the Item you'd like to insert: Block Item Step-By-Step: Option 1: Text Select Text Add context for the data being presented Note: Text is supported

EMR - American Specialty Insurance

Published February 2nd, 2026 by Niki Budd

Coming soon to Healthy Roster! This integration allows system users to flag athlete incident reports for automatic submission to American Specialty Insurance. 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

Sway - How to Create a PDF Report

Published January 14th, 2026 by Niki Budd

Testing in Sway provides a wealth of valuable information, and you may occasionally be asked to share these results. Exporting a PDF allows you to provide clear, objective documentation to physicians, parents, or other stakeholders involved in care or return-to-play decisions. PDFs are universal, easy to attach to medical records, and helpful for co

Healthy Roster - Where can I find Healthy Roster's W9

Published February 9th, 2026 by Niki Budd

Please download a copy of our W-9 below. For any further assistance, please contact the Sway Billing Team via email at swaybilling@healthyroster.com or via phone at 855-792-9633, extension 3.

EMR - Pricing

Published December 10th, 2024 by Niki Budd

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 info@healthyroster.com or by visiting our website, healthyroster.com, and chatting with them there.

Sway - Billing and Subscriptions FAQ

Published February 5th, 2026 by Niki Budd

How do I Pay My Invoice We accept payments via ACH, credit card (Mastercard, Visa, and AmEx), and check. If you’d like to pay by credit card, please follow the instructions provided here.To receive ACH payment details, please email our billing team. To pay by check, please mail your payment to: Sway Medical Inc.Dept. 1046Tulsa, OK 74182 If you hav

Sway - How to Create Test Volume Report

Published January 29th, 2026 by Niki Budd

Exporting this information allows administrators to quickly review organizational testing activity, track baseline and non-baseline test volume, and monitor logged events across organizations. This data is useful for internal reporting, compliance review, and sharing high-level metrics with stakeholders outside the platform. This feature is availabl

Sway - How to Import a Shared Profile

Published February 5th, 2026 by Niki Budd

Once the profile is shared and imported, All tests completed and Events created/edited through this profile will be updated in both Sway systems. Importing a Profile can be accessed via the Sway web portal and Sway app by: 1. Scanning the QR code that was provided to you either from the Clinical Report PDF 2. Scanning QR code or clicking a link rece

Sway - How to Locate Profile Usage

Published February 9th, 2026 by Niki Budd

Profile usage refers to the amount of unique profiles tested out of the total profiles purchased upfront for the current subscription term. If returning athletes (historic profiles) are tested during this period, they will count toward your usage for the term. Historic profiles do not count toward your usage if they are not tested during the term. I

Sway - How to Create a Possible Duplicate Profiles Report

Published February 2nd, 2026 by Niki Budd

Creating a duplicate profiles report allows you to identify potential patients who share the same or similar identifiers. Merging duplicate profiles keeps each patient’s record complete and accurate in one place, supporting safer clinical decisions and continuity of care. It also prevents documentation errors, reporting issues, and compliance risks

EMR - Document Compliance Report

Published February 18th, 2025 by Niki Budd

We've developed a streamlined system to track which users have completed their documents and which have not, ensuring better compliance management. This feature includes the ability to send reminders, sort users by organization or team, and even export the list for easy review during meetings or other discussions. With these tools, providers and org

EMR - Managing Patient Records: Archiving, Unarchiving, and Viewing Archived Profiles

Published February 12th, 2025 by Niki Budd

Archiving patients in Healthy Roster is essential for maintaining an organized and efficient system. By archiving inactive patients, you preserve their data while keeping your active roster uncluttered, making it easier to manage current patients. This also speeds up patient searches and enhances system performance. Importantly, archiving does not d

Sway - How to Add or Remove Test From Baseline

Published February 3rd, 2026 by Niki Budd

Adding or removing a test as a baseline may be appropriate if it does not accurately represent the athlete’s true, healthy baseline — for example, if it was taken incorrectly, at the wrong time, or if it has been replaced by a newer, valid baseline. This helps ensure post-injury comparisons remain accurate and clinically meaningful. This feature is

Sway - How to Merge Profiles

Published February 2nd, 2026 by Niki Budd

Merging duplicate profiles keeps each patient’s record complete and accurate in one place, supporting safer clinical decisions and continuity of care. It also prevents documentation errors, reporting issues, and compliance risks that can arise from fragmented or conflicting data across multiple profiles. This feature is available on the ✅ Web Portal

EMR - Patient Creation Options

Published January 10th, 2025 by Niki Budd

When it comes to inviting patients, you have flexibility—you’re not limited to one method or the other. The only requirement for all options is the need for three patient identifiers to create a profile: First Name, Last Name, and Date of Birth. Organization Admin Users can upload rosters and create patient profiles, but they do not have the ability

EMR - Open Invitation

Published January 9th, 2025 by Niki Budd

Note: This is not active per all accounts, you will only have access if we've set this up If you're looking for the primary user or legal guardian to create a patient profile in Healthy Roster, we recommend using an open invite. Open invites are created by our team for your account and allow users to create profiles using a predetermined access co

Sway - How To Edit Profile Information

Published February 2nd, 2026 by Niki Budd

Editing profile information keeps patient records accurate and up to date. You can edit profile information on the portal or the app. This feature is available on the ✅ Web Portal and the ✅ Mobile Application. Step-By-Step Tutorial: Portal Search for the desired profile Select the pencil icon to the right of the profile's name Edit information as

Sway - How to Bulk Move or Archive Profiles

Published January 7th, 2026 by Niki Budd

Use bulk or individual archiving for athletes you no longer need to actively monitor, such as transfers, graduates, or inactive profiles. Archived profiles are not deleted and can still be viewed in the portal at any time. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Video Tutorial: 00:00: Th

Sway - FAQ for the Healthcare Provider

Published February 9th, 2026 by Niki Budd

Find answers to the most common questions about the Sway platform and services to help you get the information you need quickly! I want to use Sway! What do I need to do? To receive a custom quote, visit either our Sports subscription or Clinical subscription page and one of our Sales Team Representatives will contact you directly to discuss options

EMR - Team Management

Published March 28th, 2025 by Niki Budd

Whether you're creating a team, building its roster, managing members, or removing a team, this guide has you covered. In this article, we'll walk through the best practices for effectively managing your team within Healthy Roster no matter the type of user you are. Keep in mind that teams function as subunits within your organization. Creating a T

CEU - Education - FAQ

Published December 9th, 2024 by Niki Budd

Course Questions: Course Access & Requirements How do I access course content? Content can be accessed via the web or the mobile application for EMR customers and non EMR customers alike. Do I need to download any software to take courses? No. You're welcome to simply use the web interface if you'd like. We encourage use of the mobile applicatio

Sway - How to Create a Profile Code

Published January 7th, 2026 by Niki Budd

Creating profile codes is often helpful for baseline retesting or post-injury testing. Because these testing events are specific to an individual athlete, you’ll want to create a code that is unique to that profile. This ensures the test routes directly to the correct athlete and keeps their data accurate and organized. This feature is available on

CEU - How to Download Certificate

Published December 9th, 2024 by Niki Budd

Certificates may be downloaded once you've completed your course, you may also download your certificate at any point from your account summary page. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial: Select your profile icon Select Account Summary To download completed certificates select the menu icon to the right

Sway - Resources

Published February 9th, 2026 by Niki Budd

Compatible Devices A list of Compatible devices for Sway's mobile application. Last Update December 2025 Baseline Frequency Recommendations Have you ever had the question of how often should I baseline test with Sway? Here is a resource that shows how our data supports annual baseline testing. Sway in the Collegiate Setting We have created

CEU - Navigating between Healthy Roster and Education

Published December 9th, 2024 by Niki Budd

Effortlessly transition between our EMR and Education platforms, allowing you to learn at your convenience while documenting when necessary. Video Tutorial: Your browser does not support HTML5 video. Step-By-Step Tutorial - Web: Once in Healthy Roster, select your profile icon in the upper right corner Select Switch To Healthy Roster Education Onc

Sway - What is a Profile Overage?

Published February 9th, 2026 by Niki Budd

Profile overages occur when you exceed your pre-purchased profile count. I.e., if you purchase 300 for the year, and end up using 345, you will be billed an overage of 45 profiles. Overage profiles are priced at the same rate as your pre-purchased profiles, and a separate invoice will be sent out. To mitigate overage invoices, be sure to keep an eye

Sway - How to Set up a Privit Integration

Published January 29th, 2026 by Niki Budd

Linking your Sway account with Privit allows for seamless document transfer between the two systems. This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Step-By-Step Tutorial: Please email help@healthyroster.com with your EMR Request. A member from the Healthy Roster Customer Success Team will reach

Sway - How to Create a Group Code

Published January 7th, 2026 by Niki Budd

A group code in Sway is created to organize and manage specific sets of athletes or patients for easier assignment, tracking, and reporting. Common examples include using group codes for a particular team (e.g., Varsity Football), a school or organization, a return-to-play cohort, a baseline testing event, or a research or screening group—making it

Sway - How to Administer A Sway Test

Published January 19th, 2026 by Niki Budd

There may be times when you need to administer a Sway test directly from the mobile app. This allows you to test the patient in real time and automatically associate the results with their profile — without needing to create or use a code. This feature is available on the ✅ Mobile App only and is not available on the ❌ Web Portal. This article is

Sway - How to Set up a Teamworks AMS/EMR Integration

Published February 2nd, 2026 by Niki Budd

Follow the steps below to set up your Sway EMR integration: This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application. Step-By-Step Tutorial: Please email help@healthyroster.com with your EMR Request. A member from the Healthy Roster Customer Success Team will reach out via email to send terms and conditio

EMR - Basic Editing Of Reports

Published January 7th, 2025 by Niki Budd

Basic Editing of Reports When creating a report from scratch or via a template, you're able to customize the report to best meet your needs by editing the content Video Tutorial: Step-By-Step Tutorial: Begin by navigating to the reporting tab on the left navigation To edit an existing report, select the reports menu, then choose Edit Note: Any

Sway - Resources for Patients, Athletes, and Parents

Published February 9th, 2026 by Niki Budd

Find answers to the most common questions about the Sway platform and services to help you get the information you need quickly! Can testing be performed on any mobile device? Here is our compatible device resource I did not receive a username and password, how do I log in to take my test? All test-takers (athletes/patients) will not have log-in

EMR - Provider User Quick Start Guide

Published January 9th, 2025 by Niki Budd

Welcome to Healthy Roster! We’re thrilled to have you here and appreciate you taking the time to learn more about our platform. Below, you’ll find everything you need to get started and on your way to becoming a pro within Healthy Roster. To make the most of your experience, we encourage you to explore the courses available on the platform, which a

EMR - Headquarters Health and Healthy Roster

Published July 18th, 2025 by Niki Budd

Headquarters Health 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 Headquarters Health to Hea

EMR - Primary User Patient Profile Actions

Published September 18th, 2025 by Niki Budd

As a Primary User in Healthy Roster, you have access to key tools that help you stay connected, informed, and engaged in your athlete’s care. In this guide, we’ll walk through the main features available to you—such as viewing or creating problems, completing documents, reviewing referrals, managing patient details, and more—so you can better unders

EMR - XLNTBrain and Healthy Roster

Published June 6th, 2025 by Niki Budd

COMING SOON TO Healthy Roster AND XLNTBrain 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 XLNTBrain to Health