Managing Documents: Year 2 and Beyond

Managing Documents: Year 2 and Beyond

This video and tutorial will teach you how to easily and effectively manage your documents in year 2 of using Healthy Roster and beyond.

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
How to Edit a Document Type
  1. Click on your “DOCUMENTS” tab on the left side of your screen
  2. Click on the 3 gray dots next to the document you wish to edit
  3. Click “EDIT”
  4. Edit the document accordingly and click “SAVE DOCUMENT”

How to Clear Expiring/Expired Document Alerts for an Athlete / Patient
  1. Find the athlete you would like to clear an alert for
  2. Click on their “DOCUMENTS” tab
  3. Click on the 3 gray dots next to the document you wish to clear alerts for
  4. Click on “CLEAR ALERTS”
Step 4 (1).PNG


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