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Document Summary Report

Updated 1 year ago by Amelia Boyer

Document Summary Report
When visiting the Athlete’s documents tab, uploaded documents that need reviewed will immediately display as needing reviewed so the provider user can review from this screen.
Step-By-Step Tutorial
  1. Sign in to your Healthy Roster account and go to your ‘Documents’ tab
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  2. Click ‘Document Summary Report’
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  3. You will now see the status of each document type that is created within your account
    1. Document Type is listed on the left, and you can view how many documents are expiring, expired, needs review, missing, or awaiting signatures.
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  4. Filter through the status’ of the documents with the filter options at the top of the page

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TIP - You can update expiration dates individually for athlete documents through the Document Summary Report. Follow the steps listed above, and click on the expiration date field to edit as needed.

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