Table of Contents
Filtering Document Types
This tutorial walks through how you can filter document types.
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
3. Click to filter by Type or Status
How did we do?
Reporting Templates and Data Sources
Importing A Reporting Template
