Primary User Patient Profile Actions
Table of Contents
As a Primary User in Healthy Roster, you have access to key tools that help you stay connected, informed, and engaged in your athlete’s care. In this guide, we’ll walk through the main features available to you—such as viewing or creating problems, completing documents, reviewing referrals, managing patient details, and more—so you can better understand how to use each section to support your athlete’s health and communication with their care team.
Viewing/Creating Problems
Problems, also known as injuries, are reports of an injury or illness. They can be submitted by users in Healthy Roster. Each problem includes an injury timeline, allowing you to track the progression of the issue in a clear and organized manner.
Viewing a problem:
Viewing a problem helps you stay informed about your patient’s injury status, recovery progress, and provider updates—all in one place. You can also comment on entries for clarification or acknowledgment.
- Navigate to the patient’s profile.
- Select the problem you’d like to view.
- You’ll now see the Problem Timeline, which displays the progression of this specific problem from start to present.
- To add a comment, select Comments. A text field will appear where you can enter your message and send it directly to the provider.
Creating a problem:
Creating a problem activates a chain of communication and care—allowing you to report an injury or illness to the provider so they’re alerted and can prepare for evaluation.
- From the patient profile select problems
- Select Add
- Next you will create the problem to the best of your ability. Affected Area, Body Part and Problem or Condition are required
- Affected Area: the specific region or part of the body that is influenced or impacted
- Body Part: a further refinement of the affected area
- Condition: often referring to illness, injury, or disorder
- Additional information is always helpful to input such as side, or dates
- Privacy level should be set next
- Entire Care Circle: this will signify you are able to see the problem as the primary user, additional users (organization, and team, as well as assigned provider users) will see this problem
- Providers and Primary: this will signify that you will see the problem along with provider users
- Providers Only: Once the problem is created, your problem will no longer be visible to you
- Next, set the problem's status. The status should be considered the patient's current participation status.
- Now input a description of the problem.
- If you have an attachment you'd like to link you can do so by selecting the + or Add buttons.
- Select Save
Viewing Referrals
A referral, also called a follow-up service, is an appointment or service provided outside the documenting provider in Healthy Roster, such as imaging like X-rays or MRIs, or an initial office visit.

Do you see Referrals/Follow Ups when in the patient's profile?
Viewing Referral information:
- Navigate to the patient profile
- Select Referrals
- You will now be able to view created referrals, select the menu icon to open the referral and view it
- View the referral information
This may be due to a couple of reasons:
- You are not the primary user or do not have admin access enabled. In this case, the provider will need to update your permissions.
- No referrals have been created or shared with you yet.
Viewing/Completing Documents
Completing documents in Healthy Roster can be done in several ways. The method used depends largely on how the provider wants the document to be reviewed. To learn more about completing a document, visit: How to Complete a Document (Web and App)
Viewing Patient Team(s)
You can view the teams your athlete is currently on. If you need to make changes to your athlete’s team listing, it’s best to contact your provider to request updates.
- From the patient profile, select Teams
- View assigned Teams
Note: if you need to add or remove teams, please reach out directly to your provider to make adjustments
Viewing/Editing Patient Details
It’s important to regularly review and update patient details. This section contains key demographic information, contact details, insurance information, and emergency contacts.
- From the patient profile, select Details
- Review/Edit desired information
- Select Save to save any changes made
Manage Users
The Manage Users tab is intended to show who has access to the patient profile.
Viewing users:
- From the patient profile select Manage Users
- View Access:
- Direct Access: Users granted access at this exact point, here you will see yourself, the patient, parent or legal guardian
- Inherited: Users granted access at a higher level. Here will be provider users, organizational users, and team users
Adding Users:
- From the Patient Profile, select Manage Users.
- Click Add.
- Enter the user’s information.
- Tip: Checking the box “Is Primary” grants this user permission to act on behalf of the patient.
- Select OK to save.
Viewing/Creating Patient Allergies (coming soon!)
A Primary User might create an allergy alert to ensure healthcare providers, organization, or team users are immediately aware of any allergies, reducing the risk of accidental exposure. This helps keep their patient safe and ensure prompt resolution of a reaction.
Creating an Allergy Alert:
- From the patient profile, select Allergies
- Select + Add
- Input allergy information

- Select OK
- The allergy badge will now be present for users at their own access level.

Viewing an Allergy Alert:
- Navigate to the patient profile
- Select Allergies
- Select the desired Allergy to review
- A modal box will populate showing the details fo the allergy. From here you can edit informaiton if desired.
Viewing/Creating Patient Medications (coming soon!)
A primary user would want to view or add their patient's medications in an EMR to ensure healthcare providers have an accurate, up-to-date record. This helps prevent medication errors and supports safe, coordinated care.
Creating an Medication Alert:
- From the patient profile, select Medications
- Select + Add
- Input Medication information

- Select OK
- A Medication Badge will now present for the patient for all users at their own access level

Viewing an Medication Alert:
- Navigate to the patient profile
- Select Medications
- Select the desired Medication to review
- A modal box will populate showing the details fo the medication. From here you can edit informaiton if desired.