Table of Contents
Filtering Document Types
This tutorial walks through how you can filter document types.
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Updated
by Niki Budd
How to Filter Document Types
You now have the ability to filter between different document types within a patient profile. This is a helpful feature when a patient has many different documents uploaded to their profile, and you need to quickly locate an exact document type.
Step-By-Step Tutorial
1. Login to your Healthy Roster account and locate the Patient profile
2. Click on the Patient's Documents tab
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3. Click to filter by Type or Status
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How did we do?
Reporting Templates and Data Sources
Importing A Reporting Template