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How to Review and Approve or Reject Documents

Updated 3 years ago by Amelia Boyer

How to Review and Approve or Reject Documents

This video and tutorial will walk you through the process of reviewing documents and either approving or rejecting them. There are a few ways that these actions can be accomplished so this will make the options clear.

Video Tutorial

Step-By-Step Tutorial
REVIEW/APPROVE DOCUMENTS
  1. Sign into your account and go to your ‘Documents’ tab
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  2. Select the document type that you would like to review and use the drop-down menus to filter through organizations and show only the documents that need review
    Pic 2.png
  3. View the document by selecting ‘Download’ or ‘Review’ and either approve or reject it.
Pic 3.png

REJECTING A SPECIFIC DOCUMENT

  1. Sign in to your Healthy Roster account and go to the “Athletes/Patients” tab
    Injury timeline communication .5.png
  2. Locate the appropriate athlete profile and go to the documents tab
    CS concern .png
  3. Hover over the gray document icon and select ‘Review’ and then ‘Reject’
    Pic 4.png
  4. Send a note with your reason from rejection
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