Managing Rosters

​

Overview

Rosters help you organize patients into groups, making it easy to bill for clinic days, facility visits, or recurring patient panels.

​

Accessing Rosters

Tap the Rosters tab (fourth icon) in the bottom navigation.

​

Understanding Rosters

A roster is a collection of patients associated with:

• A specific facility or location
• Default billing codes
• Your billing profile

Rosters are synced with the web app.

​

Selecting a Roster

If you have multiple rosters:

1. Tap the roster dropdown at the top
2. Select the roster you want to work with
3. Patient list updates to show that roster

​

Creating a New Roster

1. Tap the + or Add Roster button
2. Enter roster name
3. Select associated facility
4. Optionally add default billing codes
5. Tap Create

​

Adding Patients

​

Search Mode

1. Tap Add Patient (person icon in header)
2. Search by name or health card number
3. Select patient from results
4. Patient is added to current roster

​

Manual Entry

1. Tap Add Patient
2. Select Manual Entry
3. Enter patient details:
   • Health card number
   • Version code
   • Name
   • Date of birth
4. Tap Add

​

Camera Scan

1. Tap Add Patient
2. Select Camera
3. Scan the health card
4. Verify extracted information
5. Tap Add

​

Validate Mode

1. Tap Add Patient
2. Select Validate
3. Enter health card number
4. System validates with OHIP
5. Confirmed patients are added

​

Removing Patients

1. Find the patient in the roster
2. Swipe left (iOS) or long-press (Android)
3. Tap Remove
4. Confirm removal

​

Roster Settings

Tap the settings icon to configure:

• Roster name
• Associated facility
• Default billing codes
• Default diagnostic codes

​

Managing Billing Codes

Each roster can have default billing codes:

1. Open roster settings
2. Tap Billing Codes
3. Add codes that commonly apply to roster patients
4. These pre-populate when creating claims