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EMR - Creating an Organization

Written by Amelia Boyer

Updated at February 10th, 2026

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Table of Contents

Video Tutorial: Step-By-Step Tutorial

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: 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:

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Step-By-Step Tutorial

  1. Select the Organizations tab
     

 

 

  1. Select Add
     
  1. To add a logo select the logo image
     
  1. Size the logo accordingly and select OK
     
  1. Input the information for the Organization
     
  1. Select Save
     

 

 

create organization organization add school add team college team build school

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  • EMR - Team Management

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