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Roster

Everything you need to know about Roster and how to use it.

Provider: How To Verify Your Roster Contacts

Overview The following article will walk you through the steps to verify your...

Article author
Written by Anthony Ivanovsky
  • Last updated

How to Confirm Client's Insurance Eligibility

Being able to check your client’s eligibility for insurance before committing...

Article author
Written by Ly Do
  • Last updated

Roster Overview

Roster is a centralized management system where you can view all of your pati...

Article author
Written by Helen
  • Last updated

How to use Profile

The Profile page in Roster is a centralized area where you can store all of y...

Article author
Written by Helen
  • Last updated

How to add and search for contacts in Roster

In Roster, you can now quickly add, view and search all of your patient profi...

Article author
Written by Helen
  • Last updated

How to create new appointments in Roster

You can now easily create all of your appointments directly from Roster! You’...

Article author
Written by Helen
  • Last updated

How to Assign a Form without an appointment

Originally, providers are only able to assign a form to their client if there...

Article author
Written by Ly Do
  • Last updated

How to Delete Form Assignment in Roster

If you have accidentally assigned extra forms to your client, you will now be...

Article author
Written by Ly Do
  • Last updated

How to Share Files/ Attachments without an appointment

If you are looking to share a file with your client without having to create ...

Article author
Written by Ly Do
  • Last updated

How to use notes in Roster

You are now able to take notes in Roster for your patients and session notes....

Article author
Written by Helen
  • Last updated

How to download Session Notes as a PDF in Roster

You can download your session notes as a PDF from Roster directly to your com...

Article author
Written by Helen
  • Last updated

How to store Secured File Attachment in Roster

Do you have any files that you want to attach to a client's profile for your ...

Article author
Written by Ly Do
  • Last updated

How to Remove a Contact from Roster

You are now able to remove contacts from your Roster as a provider or coordin...

Article author
Written by Anne
  • Last updated

How to Search for Client's Profile Details in Roster

If you are looking to search for your client based on their phone number, hea...

Article author
Written by Ly Do
  • Last updated

How to configure Custom Roster Fields as a provider

Providers and administrators are now able to create custom fields that will b...

Article author
Written by Ly Do
  • Last updated