Uploading A Document (Web)

00:01: Hi, this is Lindsey with Healthy Roster, and today I'm going to show you how to upload a document using the web platform. 00:09: To start you're going to want to navigate to the patient's profile. There are several ways to do this within Healthy Roster, but I'm going to show you how to get there using the Organizations tab. 00:19: First click the organizations tab on the left navigation. 00:24: Next choose the organization that contains your patient's profile. 00:30: Next select your patient's profile from the list of patients. 00:35: Click on their documents tab 00:38: From here, there are a few different routes that you can take to add a document to the patient's profile. First, I'll show you how to add a document from the Missing Documents section or from any section that needs your attention. Click on the document type that you would like to upload. 00:53: Here you will see the option to either click to browse files on your computer or you can drag the file into this area to complete the upload as well. 01:02: After selecting your file you can edit the document details as needed. Click, okay to save and complete the document upload. 01:10: To add a document that you don't see within the documents that need your attention. You can simply select add. 01:18: Select a document type from the drop-down menu If none of these apply, but you would still like to upload a document select none. 01:26: Here, you'll see the option to either click to browse files on your computer or drag the file into this area to complete the upload. 01:34: You can now edit the document details as needed. Click. Okay to save and complete your document upload. 01:41: 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.