Custom Forms & Documents

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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 2 weeks ago by Amelia Boyer

Managing Documents: Year 2 and Beyond

Managing Documents: Year 2 and Beyond. These videos and tutorials will teach you how to easily and effectively manage your documents in year 2 of using Healthy Roster and beyond. If you wish to have…

Updated 2 weeks ago by Niki Budd

Creating A Document Type

How to Create / Assign a Document. This 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 will autom…

Updated 1 month ago by Amelia Boyer

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 1 month ago by Maggie Mancini

From Builder Templates with Pre-Calculated Values

From 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 2 months ago by Niki Budd

Document Summary Report

Document Summary Report. 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 screen…

Updated 2 months ago by Amelia Boyer

Form Templates

Form Templates. We have some pre-made forms to help get you started. Feel free to choose one and tweak/customize it all you want. Or, use one as-is and get started collecting forms right away! Pre-Pa…

Updated 2 months ago by Niki Budd

Active Injury Report

Active Injury Report (Coaches Report). Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and V…

Updated 3 months ago by Niki Budd

Form Builder - Creating Form from Scratch

Form Builder - Creating Form from Scratch. Admin Only Feature. Step-By-Step Tutorial. From the document tab select "Create New Form". Select "Create A Blank Form". Input your Form Name. Begin to buil…

Updated 5 months ago by Niki Budd

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 5 months ago 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 privacy level options:. Entire Care Circle. Providers and Primary User…

Updated 1 year ago by Maggie Mancini

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 1 year ago by Niki Budd

Form Builder - Updating a Form on Approval

Using the “Auto-Update Form On Approval” feature on a Custom Form in Healthy Roster. This feature is currently in beta testing and will be released for all providers at a later date. This feature is…

Updated 1 year ago by Amelia Boyer

Form Builder - Understanding Signatures

Understanding Signatures. Frequently Asked Questions: Can signatures be required?. Yes, signature can now be set as required. Can signatures be completed by multiple people on one document?. No , sig…

Updated 1 year ago by Niki Budd

Form Builder - Building a Form Using a Template

How to Build a Custom Form Using a Pre-Existing Template. Video Tutorial.. Step-By-Step Tutorial. Log in to your Healthy Roster webpage, navigate to the Document's tab. Next under the category "FORMS…

Updated 1 year ago by Niki Budd

Form Builder - Advanced Editor Components

Advanced Editor Components Explained. This feature is currently in beta testing and will be released for all providers at a later date. Advanced components will allow you to customize your forms in a…

Updated 1 year ago by Niki Budd

Form Builder - Choosing A Template

Choosing A Template. The form builder feature contains pre-made templates from a few different categories: Pre-Participation, Wellness, Insurance, etc. Here's how to select from our templates. Step-B…

Updated 1 year ago by Maggie Mancini

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 1 year ago by Maggie Mancini

Form Builder - Editor Tools

Overview of Editor Tools for Custom Forms. Before you dive into all of our tutorials and walkthroughs for custom form building, we want to explain the editor tools and their function. Basic Component…

Updated 1 year ago by Niki Budd

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

Creating a Form and Document Type Based Off Conditional Variables. At times you will want to create a document that is responsive to variables beyond our systems flow. An example would be a Sickle Ce…

Updated 1 year ago by Niki Budd

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 2 years 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 2 years 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 2 years 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 2 years ago by Amelia Boyer

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