Managing Documents

Managing Documents - 2.0

Video Tutorial:

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Step-By-Step Tutorial - How to Delete a Document

1. Navigate to the patient profile
2. Click on Documents

   

3. Click on the 3 gray dots next to the document you want to delete

   

4. Click Delete

   

5. Confirm the delete by selecting OK

   

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 Document Types

   

3. Click on the 3 gray dots next to the document you wish to edit

   

4. Click Edit

   

5. Edit the document accordingly and click Save

   

Step-By-Step Tutorial - Edit Expiration Date for an Individual Patient's Document 

1. Navigate to the patient's profile
2. Click on Documents

   

3. Click on the 3 gray dots next to the document you want to edit

   

4. Click Edit

   

5. Change the expiration date and select Save

   

Step-By-Step Tutorial - How to Edit the Document Type Attached to an Patient's Document

1. Navigate to the patient profile
2. Click on Documents

   

3. Click on the 3 gray dots next to the document you want to edit

   

4. Click Edit

   

5. Edit the document type at the top by using the drop down menu

   

6. Click Save

   

Managing Documents - Legacy

Step-By-Step Tutorial - How to Delete a Document

1. Find the athlete you need to delete the document for
2. Click on their “Documents Tab”
3. Click on the 3 gray dots next to the document you want to delete
4. Click “Delete”
5. Click “Delete” again

Step-By-Step Tutorial - How to Edit a Document Type

1. Click on your "Documents" tab on the left side of your screen

1. Click on the 3 gray dots next to the document you wish to edit
2. Click “Edit”

1. Edit the document accordingly and click “Save Document”

Step-By-Step Tutorial - Edit Expiration Date for an Individual Athlete’s Document 

1. Go to the athlete’s profile you want to change an expiration date for
2. Click on their “Documents” tab

1. Click on the 3 gray dots next to the document you want to edit
2. Click “Edit”

1. Change the expiration date and click “Update Document Details”

Step-By-Step Tutorial - How to Edit the Document Type Attached to an Athlete’s Document

1. Go to the athlete’s profile you want to change the document for
2. Click on their “Documents” tab

1. Click on the 3 gray dots next to the document you want to edit
2. Click “Edit”

1. Edit the document type at the top by using the drop down menu

1. Click “Update Document Details”