Bulk Archiving Patients by Birth Date
Updated 2 months ago
Bulk Archiving Athletes by Birth Date - Legacy
Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps are still the same.
As a note to remember, bulk archiving athletes will also delete associated permissions/access for parents/guardians.
Video Tutorial
Step-By-Step Tutorial
- Log into your Healthy Roster account and select the “Organizations” tab on the left side of the screen.
- Select the organizations you need to archive athletes from
- Click on “Athletes”
- On the right side of the screen above the athlete list you will see an “Advanced” button, click that
- You'll now see a drop down menu to select the desired birth date range (Born Before/Born After). Select the birth date range for the athletes that you want to archive.
- On the right side, you'll find a Bulk Archive button, click on that.
- A pop-up box will show up confirming that you want to archive those athletes, click on Yes.
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
Bulk Archiving Patients by Birth Date - 2.0
Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps are still the same.
As a note to remember, bulk archiving patients will also delete associated permissions/access for parents/guardians.
Video Tutorial
Step-By-Step Tutorial
- Log into your Healthy Roster account and select the “Organizations” tab on the left side of the screen.
- Select the organizations you need to archive patients from
- Click on Patients
- Select either Born Before or Born After and select the month and year
- Click the Add New drop down and select Archive Patients
- Select if you'd like to delete pending invitations
- Confirm the archive by selecting OK
