Custom Forms & Documents

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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 day ago by Amelia Boyer

Form Builder - Tips & Tricks

Form Builder - Tips & Tricks. This feature is currently in beta testing and will be released for all providers at a later date. The Formatted Content option within the form builder is the HTML Editor…

Updated 1 day ago by Maggie Mancini

Form Builder Editor Tools

Overview of Editor Tools for Custom Forms. This feature is currently in beta testing and will be released for all providers at a later date. Before you dive into all of our tutorials and walkthroughs…

Updated 4 weeks ago by Niki Budd

Form Builder - Auto-Mapping Patient Demographics

Auto-Mapping Patient Demographic Information. This feature is currently in beta testing and will be released for all providers at a later date. Auto-Mapping pre-populates your athlete or patient demo…

Updated 1 month ago by Maggie Mancini

Form Builder - Choosing A Template

Choosing A Template. This feature is currently in beta testing and will be released for all providers at a later date. The form builder feature contains pre-made templates from a few different catego…

Updated 1 month ago by Maggie Mancini

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 month ago by Niki Budd

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 month ago by Niki Budd

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 1 month ago by Amelia Boyer

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 7 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 10 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…