Creating A Document Type

How to Create / Assign a Document

This video and tutorial will walk you through how to create a new document type for your account that can be assigned to an Athlete / Patient profile.

Your account will automatically populate with the SCAT-5, VOMS, and Concussion Symptom Checklist, and Informed Consent for Telehealth Services to be available to providers only.

Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same.

Video Tutorial

Step-By-Step Tutorial

  1. On “documents” on the left side of your screen
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  2. Click “add a new document type”
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  3. Type in the name of the document you are adding
  4. Type in any instructions for how to complete the document
  5. 5. Select an existing document to use, upload your own document, or skip this section (this applies with something like an insurance card)
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  6. 6. Check whether the document is required or not
  7. 7. Enter an expiration date if wanted
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  8. 8. Select whether the document needs to be reviewed and approved
  9. 9. If the document needs to be reviewed and approved, now choose who can review and approve the document
  10. 10. Select if you want reminder notifications sent to athletes when this document is missing or expired/expiring 
  11. 11. Set the frequency and quantity of those reminder notifications
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  12. 12. Now select who can add this type of document (if this is a document athletes are required to fill out, you will want to allow everyone to add this type of document)
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  13. 13. Assign the document to any organization you want
  14. 14. Click “Save Document”
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