Primary User Access and Capabilities

Updated at October 27th, 2025

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Table of Contents

Capabilities and Access Patient Profile Access Notifications Messaging Resources Help

Primary User: Typically the patient, parent, or legal guardian. This user has the ability to act on behalf of the patient profile.

Capabilities and Access

Dashboard	Available
Notifications	Available
Messaging	Available
Resources	Available
Help	Available

Patient Profile Access

Problem	Create: Can create new problems & mark as medical alerts. View: Can view own problems & others if permission = entire care circle. Comments: Can comment on problems/timelines. Timelines: Can see status updates + initial report if permission = entire care circle. Status Visibility: Shows the most limiting status. Example: Provider marks ‘Not Cleared’ but user only sees ‘Limited Activity’ → status shows ‘Not Cleared.’
Documents	Create/Delete: Can create documents. Can delete if uploaded by user and not assigned to a document type. View: Can view completed, missing, required docs (if set to entire care circle).
Teams	Can view patient's associated teams.
Details	View & edit patient details.
Manage Users / Care Circle	View direct & inherited users. View pending invites. Add users to care circle *If primary user
Allergies	View allergies created by others. Add & edit allergies.
Medications	View medications created by others (if permission = entire care circle). Add & edit medications.

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Notifications

Document Reminders
If documents are assigned to the primary user, notifications will be sent when documents are missing, nearing expiration, or expired.

Referral Services
When a referral service is shared with the primary user, a notification will be generated to alert them to review the information.

Status Updates
Updates made to the m timeline will trigger a notification to the primary user if the injury’s visibility is set to entire care circle or providers and primary users.

New Problem
When new problems are created, if their permission is set to e or y, the primary user will receive a notification.

Messaging

The biggest benefit of messaging in Healthy Roster is having direct access to your assigned medical providers. It allows you to securely and safely communicate with your care team, helping to foster clear, timely communication.

To learn more follow along with: Sending a Message as a Patient/Primary User

Resources

Has access to view items within the Resource Library.
The Resource Library serves as a shared space to store documents electronically or link to external sources. These resources are created and managed by the Admin Provider user.

Help

Has access to the full Education Platform, available both on the web and within the app.
The Education Platform includes comprehensive training materials and tutorials to guide users through the system. Primary users can also contact help@healthyroster.com directly for additional support.

primary user parent patient getting started guide