Roster Overview

Roster is a centralized management system where you can view all of your patient information in one place. With Roster you can:

• Securely store all patient contact and payment information under a singular record
• Easily search your patient contact and appointment information
• View all appointments, forms, files, session notes and patient notes associated with each patient
• Organize and track all of your patients’ progress in one place 

Here is a brief overview of Roster:

1. CONTACTS:

In Roster, you can now quickly view all of your patients and search patient profiles in order to get the information you need quickly and easily.

You can also easily add new contacts to your Roster to make them searchable whenever you need to find them.

Every time you create an appointment with a new patient, you will be given the option to Add to Roster. Selecting the Add to Roster option beside their email information will store the patient as a contact in your patient roster list.

2. CREATING NEW APPOINTMENTS:

You’ll notice that there is a Create New Appointment button to the right of your patient’s name. You can now easily create all of your appointments directly from Roster on every tab.

Choose the correct modality of the appointment and fill in all required information such as Date, Time, Duration, Participant name, Participant email. 

3. PROFILE:

By clicking on Profile underneath the patient name, you will be brought to your selected patient profile. In Profile, you can store your patient contact information and patient notes.

4. APPOINTMENTS:

Appointments in Roster allows you to view all of your previous and upcoming appointments associated with each patient. Here, you can keep track of what type of appointments you have with patients, whether it is video, messaging, phone or in-person. You can also easily add files and forms to be associated with specific appointments by clicking on the corresponding paper clip icon.

5. FORMS & FILES:

The Forms & Files tab displays all of the forms & files you have uploaded for your selected patient. From here, you can view which appointment your forms & files are associated with and also delete anything you no longer wish to assign. Clicking on the “Attached to: Appointment Name” brings you to the session note that is connected to the file.

Please contact Support if you have any further questions.