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If you still have questions or prefer to get help directly from an agent, please submit a request.
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  • EMR Platform

Customizing Your Platform

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Continuing Education Platform
  • EMR Platform
    Getting Started Customizing Your Platform Documentation Overview Communication & Telehealth Invitations Overview Reporting & Analytics Custom Forms & Documents Self Scheduling Courses Surveys Tips & Tricks Integrations
  • Help Desk
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Customizing Your Platform

This section focuses on customizing your Healthy Roster account. This is for admin users only.

  • Admin Tab Complete Overview
  • Editing Healthcare Provider Information
  • Adding Provider Users / Athletic Trainers
  • Assigning Provider Users to Organizations
  • Removing a Provider User
  • Creating an Organization
  • Background Questions - Overview
  • Creating New Background Questions
  • Creating and Assigning a Group of Background Questions
  • Editing Background Questions
  • Customizing Estimated Revenue
  • Customizing Special Tests
  • Creating New Note Types
  • Creating a Note Template
  • How to Add Encounter Service Types
  • Inbound Services - Set Up and Scheduling
  • Customizing Referrals
  • Building Your Resource Library
  • Changing Account Ownership
  • Data Export
  • Team Management
  • Custom Dashboard

Popular Articles

  1. Patient / Parent / Representative Walkthrough
  2. Kiosk Mode Overview (iOS and Android)
  3. Patient Creation Options
  4. Creating An Account As A Patient/Primary User
  5. Document Compliance Report
  6. Creating Your Account

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