If you're looking for the primary user or legal guardian to create a patient profile in Healthy Roster, we recommend using an open invite. Open invites are created by our team for your account and allow users to create profiles using a predetermined access code rather than a unique, one-time code.

While we recommend starting with the bulk import process or individual patient creation for accuracy, the open-invite option is a helpful alternative for setting up patient profiles when needed.

Before requesting an open invite, it’s essential to understand the following:

Duplicate Profiles: Open invites do not prevent duplicate profiles from being. For example, if John Doe (01/01/2000) has already created a profile but forgot to do so, they can still use the access code to create additional profiles. To avoid duplication, we recommend providers avoid creating profiles themselves unless necessary and verify if a profile already exists before creating a new one.

Ongoing Maintenance: Providers will need to regularly review and manage patient profiles to merge duplicates created through the open invite process.

Multiple patients per primary user: If a primary user has more than one patient they need access to, the provider user will need to create the secondary patient profile and invite the primary user to manage. 

Step-By-Step Process - Provider Actions:

1.  Once we've created the code, you will need to customize the linked document. Sharing this document will host instructions for your users to create their own profiles.

Step-By-Step Process - User Access:

1.  Download the Healthy Roster App
2.  Select Don't have an account yet? Sign Up

3. Input the access code provided to you from your provider user and select Next 

4. Continue to create your profile as necessary follow along here for help: Creating An Account As A Patient/Primary User 
   1. The first screen is the information of the primary user
   2. The second screen is the information for the patient