Custom Forms & Documents

25 articles

Form Builder - Updating a Form on Approval

Using the “Auto-Update Form On Approval” feature on a Custom Form in Healthy Roster. This feature allows a user to enter new information into a form and have that information save to the athlete's profile

Updated by Lindsey Puent

Form Builder Templates with Pre-Calculated Values

Form Builder Templates with Pre-Calculated Values. Within the form builder we have created standard PRO/scoring specific forms. The values set are intended to adjust with your document if you add/rem…

Updated by Niki Budd

Form Builder - Auto-Mapping Patient Demographics

Auto-Mapping Patient Demographic Information. Auto-Mapping pre-populates your athlete or patient demographics when they are completing the form. When creating your own form, the steps below will allo…

Updated by Maggie Mancini

Form Builder - Creating Form from Scratch

How to build a custom from from scratch in the Form Builder.

Updated by Niki Budd

Managing Documents: Year 2 and Beyond

How to manage Auto-Rolling documents annually

Updated by Niki Budd

Scanning Documents (App)

How to Upload/Scan a Document from both the Missing Documents section and non-required documents.

Updated by Lindsey Puent

Creating A Document Type: How to Create / Assign a Document

How to Create / Assign a Document - 2.0. This tutorial will walk you through creating a new document type for your account that can be assigned to a Patient profile. Your account will automatically p…

Updated by Niki Budd

Form Builder - Understanding Signatures

Understanding Signatures. 00:01: Hi, this is Maggie from healthy roster. And in this video. I'm going to review the signature component from the form Builder. 00:08: Once you've reached your form Bui…

Updated by Maggie Mancini

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 by Amelia Boyer

Document Privacy Levels

Document Privacy Levels. The privacy level options affiliated with document types have been updated to match our existing injury and note template privacy level options: 00:00: Hi, this is Maggie fro…

Updated by Maggie Mancini

Managing Documents: Clearing Document Alerts

Managing Documents: Clearing Document Alerts. This tutorial will teach you what the "Clear Expiration Alerts" option on expiring/expired documents means and how to easily and effectively manage a doc…

Updated by Lindsey Puent

Document Summary Report

Provides a general understanding of the functionality behind the document summary report

Updated by Niki Budd

Parent/Athlete Document Completion

Parent/Athlete Document Completion. Parents/Athlete can complete assigned documents via the web platform or App Parents/Athletes will will receive an email as well as a notification through Healthy R…

Updated by Niki Budd

Uploading A Document (Web)

This tutorial will show you how to upload a document to an athlete's profile on the web platform. Specifically, you may see how to upload a document either from the missing documents or from a document type menu.

Updated by Lindsey Puent

Form Builder - Building a Form Using a Template

How to Build a Custom Form Using a Pre-Existing Template - 2.0. Video Tutorial:. 00:00: Hi, this is Nikki from healthy roster. And this tutorial is going to walk you through building a form using one…

Updated by Niki Budd

Form Builder - Advanced Editor Components

Advanced components will allow you to customize your forms in a multitude of ways.

Updated by Niki Budd

Available Form Builder Templates

Available Form Builder Templates. Within the form builder we have created standard forms that you can further customize to suit your needs with the hope of speeding up the creation of your forms. The…

Updated by Niki Budd

Form Builder - Tips & Tricks

Form Builder - Tips & Tricks. The Formatted Content option within the form builder is the HTML Editor. This setting is utilized for creating titles on forms, paragraphs, etc. Below are some tips and…

Updated by Maggie Mancini

How to: Request an Image Upload

How to: Request an Image Upload. Although users cannot attach images to documents, they can still upload images as a separate document type. Video Tutorial - Document Type Set-Up:. 00:00: Hi this is…

Updated by Niki Budd

Document Management: Tips and Tricks

Document Management 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 ed…

Updated by Amelia Boyer

Form Builder - Creating a Form and Document Type Based Off Conditional Variables

How to set conditionals on a form

Updated by Niki Budd

How to Review and Approve or Reject Documents

How to Review and Approve or Reject Documents - 2.0 This video and tutorial will walk you through the process of reviewing documents and either approving or rejecting them. These steps will be broken down to show how to complete these steps from the Document Summary report and how to take these actions from an athlete profile.

Updated by Lindsey Puent

Signing a Document

Signing a Document: Video Tutorial. Please note that the steps below correlate with previous custom form packaging, we no longer offer custom built forms but provide tutorials for customers who are s…

Updated by Amelia Boyer

Form Builder - Choosing A Template

Choosing A Template. The Form Builder is an Admin-only feature. The form builder feature contains pre-made templates from a few different categories: Pre-Participation, Wellness, Insurance, etc.

Updated by Lindsey Puent

Form Builder - Editor Tools

Form Builder Editor Tools Explained

Updated by Niki Budd

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