Uploading A Document (Web)

Updated by Lindsey Puent

How to Upload a Document on the Web - 2.0

The Healthy Roster platform enables users to upload documents or even scan a document right into their account. In this tutorial, we'll cover how to upload or scan a new document into the website.

Video Tutorial - 2.0

00:01: Hi, this is Lindsey with Healthy Roster, and today I'm going to show you how to upload a document using the web platform. 00:09: To start you're going to want to navigate to the patient's profile. There are several ways to do this within Healthy Roster, but I'm going to show you how to get there using the Organizations tab. 00:19: First click the organizations tab on the left navigation. 00:24: Next choose the organization that contains your patient's profile. 00:30: Next select your patient's profile from the list of patients. 00:35: Click on their documents tab 00:38: From here, there are a few different routes that you can take to add a document to the patient's profile. First, I'll show you how to add a document from the Missing Documents section or from any section that needs your attention. Click on the document type that you would like to upload. 00:53: Here you will see the option to either click to browse files on your computer or you can drag the file into this area to complete the upload as well. 01:02: After selecting your file you can edit the document details as needed. Click, okay to save and complete the document upload. 01:10: To add a document that you don't see within the documents that need your attention. You can simply select add. 01:18: Select a document type from the drop-down menu If none of these apply, but you would still like to upload a document select none. 01:26: Here, you'll see the option to either click to browse files on your computer or drag the file into this area to complete the upload. 01:34: You can now edit the document details as needed. Click. Okay to save and complete your document upload. 01:41: If you have questions or need more help, please visit the Help tab on the left navigation or reach us directly at help@healthyroster.com.

Step-By-Step Tutorial - 2.0
  1. Navigate to the athlete's profile. This can be done by first navigating to the appropriate Organization and clicking on the athlete that you wish to upload a document for.
  2. Click on ‘Documents’ from the athlete's left navigation bar.
  3. Your Missing Documents will populate at the top of the screen. Click on the Document Type you would like to upload a file for. If you do not see the document type listed at the top of the screen, you may click 'Add' in the upper right hand corner.
    • Select your Document Type from the drop down menu.
  4. Click or drag your file into this section to upload a file.
  5. Edit the Document Details as needed. This can include an expiration date, who can access this document, and any notes you may want regarding the document. Select OK to save/submit your document type.

How to Upload a Document on the Web - Legacy

The Healthy Roster platform enables users to upload documents or even scan a document right into their account. In this tutorial, we'll cover how to upload or scan a new document into the website.

Video Tutorial - Legacy

Step-By-Step Tutorial - Legacy
  1. Scroll down on the home page to view athletes
  2. Click on the athlete you wish to upload a document for.
  3. Click on ‘Documents’
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  4. Your Missing Documents will populate at the top of the screen. Click on the Document Type you would like to upload a file for. Then, click ‘Select File’.
    • You can also hover over the blue paper icon and click ‘Upload A File’.
      Capture 1.PNG
  5. Select the appropriate file from your computer and click ‘Add Attachment’. The file will then be uploaded.
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