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How to use Roster on Mobile Devices

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If you are looking for Roster on your mobile device, it is the third tab on your menu at the bottom. In Roster, you can store all of the information you need to manage your patients.


You can create a new contact by clicking “New” and specifying a name and email. The record contains: 

  • Profile
    • Name
    • Email address
    • Phone number
    • Notes
  • Appointments
    • All appointments you have had and will have with the contact in chronological order
  • Files
    • Gallery of files that were shared with the contact 
  • Forms
    • Gallery of forms that were assigned to the contact                                                                       

How to add a contact

With Roster, you can add a contact without having an appointment scheduled. This is useful if you need to collect some contact information and are not yet ready to book an appointment.  

Follow these steps:

1. Navigate to the Roster tab.


2. Beside the search bar, tap on the  mceclip2.png  to open the Add Contact window.



3. The Add Contact window will appear. Enter name, email and phone number (optional).    


4. Tap   mceclip3.png

Your contact will now appear on your Roster list. You may now want to learn more about how to view contact information.

How to view contact information

1. Navigate to the Roster tab. 


2. Tap on your client’s name, which will lead you to their Roster profile. You will see 4 tabs: ‘Profile’, ‘Appointments’, ‘Files’ and 'Form'.



3. Under Profile you will see:

  • Name
  • Email
  • Phone
  • Notes
    • Notes are editable and can be used to enter additional information.
    • Please ensure you tap on ‘Save


4. In order to remove a contact from Roster, tap the "Delete" button. You will be asked to confirm the deletion.

How to view appointment information

Tap on ‘Appointments’. You will see a list of your upcoming and past appointments.


How to view files

Tap on 'Files'. You will see a list of all files that were uploaded and associated with this contact.  


How to view forms

Tap on 'Forms'. You will see a list of all forms that were uploaded and associated with this contact.


How to create a new appointment via Roster

1. Choose the desired contact and click on the New button on the top right corner. 


2. Make sure to enter Appointment Title, time, date of the appointment, and fee (if applicable) and click on the Create button. 


If you have any further questions, please do not hesitate to contact us at support@oncallhealth.ca.



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