Document Management Tips and Tricks
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
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 editing expiration dates.
How to Delete a when completed incorrectly
- Find the athlete you wish to delete the document for
- Click on their “Documents” tab
- Click on the 3 gray dots next to the document you want to delete
- Click “Delete”
- Click “Delete” again
How to Edit a Document Type
- Click on your “Documents” tab on the left side of your screen
- Click on the 3 gray dots next to the document you wish to edit
- Click “Edit”
- Edit the document accordingly and click “Save Document”
How to individually edit a patient's document type (edit which document type, expiration date, privacy level, & description)
- Go to the athlete’s profile you want to change an expiration date for
- Click on their “Documents” tab
- Click on the 3 gray dots next to the document you want to edit
- Click “Edit”
- Update as needed and click “OK”
