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Custom Forms & Documents

Document Summary Reports

Document Summary Reports. When visiting the Athlete’s documents tab, uploaded documents that need reviewed will immediately display as needing reviewed so the provider user can review from this scree…

Updated 5 months ago by Amelia Boyer

Uploading A Document (Web)

How to Upload a Document on the Web. The Healthy Roster platform enables users to upload documents or even scan a document right into their account. In this tutorial, we'll cover how to upload or sca…

Updated 7 months ago by Amelia Boyer

Managing Documents: Tips and Tricks

Managing Documents Tips and Tricks. This tutorial will show you some of the tips and tricks to managing your documents in Healthy Roster, such as deleting a document, editing a document type, and edi…

Updated 8 months ago by Amelia Boyer

Creating A Document Type

How to Create / Assign a Document. This video and tutorial will walk you through how to create a new document type for your account that can be assigned to an Athlete / Patient profile. Your account…

Updated 9 months ago by Amelia Boyer

Scanning Documents (App)

How to Upload/Scan a Document. The Healthy Roster platform enables users to upload documents or even scan a document right into their account. In this tutorial, we'll cover how to upload or scan a ne…

Updated 9 months ago by Amelia Boyer

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: Terminolog…

Updated 9 months ago by Amelia Boyer

How to Review and Approve or Reject Documents

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…

Updated 9 months ago by Amelia Boyer

Signing a Document

Signing a Document. These tutorials will show you how to add a signature to a document and send a signature request on the Healthy Roster website and app. Video Tutorial. Completing and Signing A Doc…

Updated 9 months ago by Amelia Boyer

Removing Documents

Removing Documents. Once you sign a document in Healthy Roster, you are no longer allowed to edit or remove it.. To have a document removed, please contact your provider with your name/athlete’s name…

Updated 9 months ago by Amelia Boyer

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