Reporting / Tips & Tricks

These tutorials review forms reporting and additional tips & tricks.

author avatar author avatar author avatar author avatar
15 articles by 4 authors

Understanding Document Privacy Levels

This tutorial will walk you through understanding document privacy levels.

Understanding Signatures - Form Builder

This tutorial will take you through understanding signatures in the form builder.

Managing Documents: Year 2 and Beyond

How to manage Auto-Rolling documents annually

Screen Pinning for Document Completion

Enabling guided Access/Screen pinning on your mobile device for patient document completion.

Clearing Document Alerts

This tutorial will teach you what the "Clear Expiration Alerts" option on expiring documents means and how to manage a document easily and effectively.

Understanding the Document Summary Report

This tutorial provides a general understanding of the functionality behind the document summary report.

Form Building Tips & Tricks

This tutorial will walk you through the tips & tricks of the form builder.

Document Management Tips and Tricks

This tutorial will show you some of the tips and tricks for managing your documents in Healthy Roster.

Sharing Reports

How to share reporting to different users

Reporting Templates and Data Sources

Listing of all reporting templates and data sources.

Filtering Document Types

This tutorial walks through how you can filter document types.

Importing A Reporting Template

How to import a reporting template

Text-to-Screen

This tutorial reviews our Text-To-Screen feature.

Advanced Reporting - Edit Mode vs. Run Mode

Details the difference between reporting Edit Mode vs. Run Mode and the actions behind each mode.

Managing Documents

This tutorial reviews managing documents in Healthy Roster.

Contact