Sharing and Attaching Files in a Web Chat

How to Share and Attach Files in a Web Chat - Legacy

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. Log in to your Healthy Roster account and select the “message bubble” icon on the left navigation bar
Share and Attach Files in a Web Chat 1.png

  1. Choose who you need to send the file to (group message or direct message)
Groups Direct Messages options web chat 2.png

  1. Click the (+) icon to the left of the “type here” box
Share and Attach Files in a Web Chat 2.png

  1. Either drag and drop the file or click in the box to upload from your computer
Share and Attach Files in a Web Chat 3.png

  1. Click “send”
Share and Attach Files in a Web Chat 4.png

Please note, you may not have access to Healthy Roster 2.0 at this time, we will begin releasing in phases and notify your account owner when you can expect it. In the meantime default to the Legacy tutorial

How to Share and Attach Files in a Web Chat - 2.0

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. Log in to your Healthy Roster account and select the “message bubble” icon on the left navigation bar
  2. Choose who you need to send the file to (group message or direct message)
  3. Click on the paperclip image in the box
  4. Either drag and drop the file or click in the box to upload from your computer


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