Healthy Roster Knowledge Base

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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,

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.

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.

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

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 of

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

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

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

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

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

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