Sharing and Attaching Files in a Web Chat

Updated by Niki Budd

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

Please Note: Terminology is different based on your setting. For example; a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.
Video Tutorial

00:00: Hi this is Nikki from healthy roster and this tutorial is going to show you how to share and attach files in webchat 00:07: To begin select the message tab on the left navigation 00:11: You are able to share or attach a file to webchat Via a group or an individual message I'm going to show you by selecting an individual message 00:22: Once you're within your group or independent message you can see the paperclip icon select this to upload a file 00:29: You can then click or drag and drop to upload your file 00:33: Your file will now be uploaded to the group message or independent message 00:38: 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

  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

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

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