How to Complete a Document (Web and App)

00:00: Hi, this is Nikki from healthy roster. 00:02: This tutorial will discuss using the web as well as the mobile 00:06: application to complete a document that has been assigned to a 00:11: patient, this document can be completed by the patient or the primary 00:15: user or the legal guardian. 00:18: Let's first review completing a document via the web platform. 00:23: Upon logging in to your Healthy roster account, you will see a list of patients, 00:27: select your desired patient. 00:31: Now that you're within your patient's profile, select documents. 00:36: Here you will see my patient has many missing required documents. 00:40: You will select the document that is missing required or perhaps expiring 00:45: soon. 00:47: Now, a modal box will populate where you will see the instructions for this specific 00:51: document. I'm going to select to fill this document out online. 00:56: Your document will now populate on the screen, fill out the document as appropriate. 01:02: If your document requires signatures, there are two flows that you might see. 01:06: The first is a simple signature and the most common signature request that 01:10: you will see. Here, you'll simply sign the document before selecting submit. 01:14: The second flow is the below image. 01:17: This flow is common when the form itself is PDF backed and requires signatures 01:21: in a different fashion. No matter the route. 01:23: If your document requires a signature, you will sign in the Box your 01:27: date and timestamp is then associated with your signature. 01:32: And once complete select, okay. 01:35: You will now want to input document details. 01:37: It's not necessary for you to input information here. 01:40: However, you can, if you would, like, select okay, to save your document. 01:46: Now, let's review completing the same action via the mobile app. 01:51: Upon logging in you'll be navigated into the patient's table. 01:55: To view your patient profile. Select View and your patient's name now 02:00: because we'd like to complete a document. We're going to select documents. 02:05: And now you will see a listing of all of your missing required documents select 02:09: the appropriate document. The next page will be the documents details. 02:14: You can input information here if you like however, it is not necessary 02:18: select next to advance. 02:21: Now I'm going to select complete form. 02:24: This allows me to complete the form without navigating away from 02:28: the app. Next, you will complete the form as necessary. 02:33: Just as on the web if your form requires signatures you will complete 02:37: them as necessary. The most common flow that you will see is a simple signature 02:41: which is listed first. The second flow that you see the last two images are 02:46: for PDF back, documents, follow the instructions and then select. 02:50: I agree. 02:52: If you have questions or need more help, please visit the help tab on the left navigation 02:56: or reach us directly at help at healthy roster.com.