Inviting Primary User to Patient's Care Circle
Written by Amelia Boyer
Updated at February 3rd, 2025
Table of Contents
Inviting Primary User to Patient's Care Circle
When a profile is already created & an invitation is still needing to be sent to the primary user, the provider can send an invitation through the patient's care circle.
Video Tutorial (Web):
Step-By-Step Tutorial (Web):
- Navigate to the patient's profile
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Select Manage Users
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Click Add
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Input the information
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Select OK
How to Invite Primary Users (App)
This will walk you through the process of inviting primary users via the Healthy Roster app.
Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same.
Video Tutorial (App):
Step-By-Step Tutorial (App):
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From the Healthy Roster app Patients page, select the patient who needs a Primary User invited.
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Select ‘Care Circle’ from the Patient's Profile
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Select the ‘+’ sign in the top right corner of the screen
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Input the necessary information to deliver an invitation
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Select Save
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A successful confirmation will then show
