Editing Healthcare Provider Information
Written by Amelia Boyer
Updated at March 24th, 2025
Table of Contents
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 Provider’s information.
Video Tutorial: Editing Details and Adding a Logo
Step-By-Step Tutorial:
- Click the Admin tab on the left navigation
- Select Healthcare Provider
- Select Provider Information
- To edit the logo select the image or your existing logo
- Select the image from your device. You can size as appropriate. Select OK to add the account logo.
- Continue to complete or edit the account details. Select Save to save the changes.
- Set the default privacy level for provider-created problems. Default privacy levels for provider users will be “entire care circle.” you can change the default to have more restrictive access if necessary.
Step-By-Step Tutorial: Manage Features
How to Lock-Down Healthcare Provider Referral List
This step-by-step tutorial will walk you through the process of creating restrictions for your non-admin providers in regards to what new Healthcare Organizations, Providers and Facilities that they are able to add when creating a follow-up service.
- Sign in to your Healthy Roster account and go to the ‘Admin’ section.
- Click on Healthcare Provider
- Click on Features
- Toggle the option as appropriate
Permit/Allow Free Text = ON (Orange)
Restrict/Deny Free Text = OFF (Grey)
