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Reviewing, Approving, or Rejecting Documents

This tutorial will walk you through the process of reviewing documents and either approving or rejecting them.

Lindsey Puent
Updated by Lindsey Puent

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.

Review and Approve or Reject Documents (From Document Summary)
Video Tutorial:

00:01: Hi, this is Lindsey with Healthy Roster, and today I'm going to show you how to review and approve or reject documents from the document summary. 00:11: First click on the document management tab 00:15: Next click on the title of the document type that you would like to reveal. 00:20: Here you'll see filter options to better organize your document summary report. The First Column will allow you to filter based on the document status. 00:31: In this case, you can choose needs review to only view documents that need to be reviewed if you would like you may also choose to filter this report based on organization or by team by using the other filter menus. 00:44: Click open to view the document in a new tab. 00:47: After reviewing the document you can select approve to accept this document and add it into the patient's profile. 00:56: If after reviewing the document you find that the document needs to be rejected. You can choose the reject button from here. 01:07: While a reason for rejection is optional, we do recommend adding this reason, as this gets sent to the user so that they can better understand why you were rejecting the document, and can make the necessary improvements before submitting the document again for your review. 01:22: If you've already reviewed all of the documents within this document summary, you may choose the approve all button to approve all of the documents listed in the report. 01:31: 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.

Step-By-Step Tutorial:
  1. Select Document Management from the left navigation bar.
  2. Select 'Summary' From the Manage Documents menu.
  3. Select the document type that you would like to review and use the filter menu options to filter through organizations and show only the documents that need review
  4. Next to the documents, you'll notice this menu. You can download, approve, reject, or edit a document from this menu.
  5. Above the individual action menus, you'll see an option on the righthand side to Approve All documents or to Export this summary as an Excel document.

Review and Approve or Reject Documents (From Athlete Profile)
Video Tutorial

00:01: Hi, this is Lindsey from Healthy Roster, and today I'm going to show you how to review and approve or reject documents from the patient profile. 00:09: There are several ways to get to a patient's profile within Healthy Roster, but today I'm going to use the global search to find the patient's profile. 00:19: After searching for the patient click on their name to navigate to their profile. 00:25: Next click on their documents tab 00:29: Click the menu button next to the document type that needs to be reviewed. 00:35: Click download to download this document for your review. 00:40: If everything looks good after your review, you may choose approve on this menu to accept that document and add it to the patient's profile. 00:48: If needed you may also reject a document type from this menu as well. 00:54: Although a reason for rejection is not required. We do recommend adding a reason into the section as this gets sent to the user so that they know what to fix before resubmitting the document. 01:06: 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.

Step-By-Step Tutorial
  1. Navigate to the athlete's profile. Here, we're going to do this by using the Global Search bar.
  2. Select the athlete's Documents tab.
  3. Navigate to the section for documents that Require Review. Select the menu next to the document type. Select Download to view the document in a new tab. Select Approve to approve this document and save the completed document to the athlete profile. Select Reject

  • Select Download to view the document in a new tab.
  • Select Approve to approve this document and save the completed document to the athlete profile.
  • Select Reject to reject the document and delete from the athlete's profile.
    • Send a note with your reason from rejection

How did we do?

Creating a Form and Document Type Based Off Conditional Variables

Creating an Image/Logo for a Form in the Form Builder

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