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 with other healthcare providers, parents, or guardians. Proper documentation not only helps prevent adverse events but also supports your professional responsibility to protect the well-being of your athletes. In the following steps, we’ll walk through how to record this information in Healthy Roster so it is always accessible when you need it most.

Allergies:

As a medical provider, it’s important to know a patient’s allergies to help prevent exposure to substances that could trigger a dangerous reaction. This is especially critical for medication, food, or insect sting allergies that may occur during practices, games, or travel. We’ve enhanced the way you can store and share this information efficiently, ensuring everyone involved can respond quickly with the proper treatment and communicate essential details in an emergency.

Video Tutorial: Creating Patient Allergies and Viewing

Step-By-Step Tutorial: Creating Patient Allergies and Viewing

1. From the patient profile, select Allergies.

2. Select Add to create a new allergy.

3. Choose the specific allergy.

4. Select the reaction(s) associated with the allergy (you may enter more than one).

5. Enter the reaction start date.

6. Add any relevant comments.

7. Select OK to save the allergy.

8. Once you've created the Allergy, you will denote that the Allergy Badge (double syringe) populating on the patient's profile

Video Tutorial: Creating Patient Allergies and Viewing - App

Step-By-Step Tutorial: Creating Patient Allergies and Viewing - App

1. Select your Patient Profile

2. Select Allergies

3. Select the + icon to add an allergy 

4. Open the allergy selection

5. Use the search bar to quickly find the patient's allergy

6. Input the date of the first reaction if you have it. Select the date and Done to save the date.

7. Next, associate what reactions the patient has with this allergen 

8. Use the search bar to quickly find the reaction(s) or scroll through the available options. You can add multiple reactions. 

9. Select Save to apply.

10. Next, it's helpful to input comments that detail an action plan for this patient and their allergy 

11. Select Save to save your patient's allergies 

12. The patient's profile will now host the double syringe allergy badge.

Medications:

By keeping accurate records of patient medications, medical providers and coaches alike, can be informed in case of an emergency, helping to prevent harmful drug interactions and ensuring treatment decisions are based on the whole picture. In Healthy Roster, tracking medications will create a badge that will follow the patient profile, keeping everyone in the patient's care Circle, informed and prepared. This will help reduce risk, improve care, and enable all members of The Care team to be a vital part of the emergent Medical Response.

Video Tutorial: Creating Medication Alerts and Viewing

Step-By-Step Tutorial: Creating Medication Alerts and Viewing

1. From the Patient Profile, select Medications.

2. Click Add to enter a new medication.

3. Begin typing the medication name or search the listing, then select the appropriate medication.

4. Select the Start Date.

5. If applicable, select the End Date.

6. Choose the Privacy Level for this medication:

7. Input any desired Comments.

8. Select OK

9. Medication Alert/Badge (medication bottle badge) will be present on the patient profile for quick reference

Video Tutorial: Creating Medication Alerts and Viewing - App

Step-By-Step Tutorial: Creating Medication Alerts and Viewing - App

1. Navigate to the patient's profile, select Medications 

2. Select the + icon to add a Medication 

3. Select the medication dropdown 

4. Use the search to find the medication's name quickly

5. Input the Start Date and End Date if applicable 

6. Set the Privacy Level 

7. Add comments. Helpful information here would be dosage, the physician's instructions, the medication's reason,  or any special precautions. 

8. Select Save 

9. The Medication badge will now be present on the patient's proifle.

Medical Alerts

It’s not uncommon to need to mark a condition as a medical alert on a patient’s chart to ensure critical health information is immediately visible and accessible. Doing so helps staff quickly recognize allergies, chronic conditions, or prior serious injuries that could impact a patient’s safety. Medical alerts also allow responders to manage emergencies more effectively by keeping everyone—from coaches to providers—informed. In turn, this reduces risk and supports safer, more effective care.

Video Tutorial: Creating and Viewing Medical Alerts

Step-By-Step Tutorial: Creating and Viewing Medical Alerts

1. From the patient profile, select Problems

2. Select Add

3. Check the box Is Medical Alert

4. Create the problem as necessary

5. Select Save

6. Once a medical alert is created, a badge(grey octagon with a red alert) will follow the patient throughout their profile. The alerted problem will be marked as a medical alert and highlighted in red for quick reference.

Video Tutorial: Creating and Viewing Medical Alerts - App

Step-By-Step Tutorial: Creating and Viewing Medical Alerts - App

1. Navigate to the patient's profile
2. Select + Add New Problem 

3. Create the Problem as necessary *note: status most often will default to a closed status option unless you are providing and rendering ongoing care and documentation for this particular problem
4. To mark as a Medical Alert, check the box Flag this condition as a medical alert 

5. Set the privacy of the problem 

6. Add a description of the problem. This is a great place to include pertinent information about the medical alert, such as what signs to watch for in an emergency, any treatments or medications that may be needed, and other important details that staff, coaches, or providers should know to keep the patient safe. 

7. Select Save

8. Note that the Medical alert Badge will be present for the patient's profile.

Reporting

Having a single report that houses all medical alerts, allergies, and medications for a patient population provides quick access to critical health information, improving both safety and efficiency. It ensures providers and staff can easily recognize risks, avoid medication conflicts, and respond effectively in emergencies. Centralizing this data also supports better communication across the care team, reduces errors from fragmented records, and offers valuable insights into population health trends. Overall, it helps organizations deliver safer, more coordinated, and more effective care.

Video Tutorial:

Step-By-Step Tutorial:

1. Select Reporting from your left navigation

2. Select Add

   

1. Provide your report with a name as well as a description

4. From the template listing, select Blank Report

5. Select OK

6. Select + to add a table to your blank report

7. Select to add a Table

8. Now, find the data source you'd like to add - first, we will add Patient Allergies

8. Select OK to add the table

9. Now, determine which columns from the pre-determined dataset that you'd like to include, select Columns in the Edit Block.

10. Once you've determined the columns you'd like to include, select OK

11. Repeat the same steps used to add allergies for Medications and Medical Alerts.
    1. The dataset for Medications is titled: Patient Medications
    2. The dataset for Medical Alerts is housed in the dataset: problems

 

Want an extra tip?

Yes

 

No

 

 

Customize your dashboard  to include Allergies, Medications, and Medical alerts so that it's front and center! 

Learn how to by visiting: Custom Dashboard 

 

That's ok, we will be here when you're ready.