Parent/Athlete Document Completion

Patients/Legal Guardians can complete assigned documents via the web platform or App

Video Tutorial: 

Step-By-Step Tutorial: Web

1. Upon logging into the web platform, select the patient profile
    

2. Select Documents
    

3. Select the missing document by directly clicking on it or by selecting the menu icon
    

4. Read the instructions in full and select your upload method, to complete a document within Healthy Roster select FIll Online
    

5. Complete the document as necessary
6. If your document requires you will need to sign the document. Simple signatures allow the ability to sign within the document before you submit it whereas PDF backed documents with signatures can be signed after the fact.
    

7. Select OK to submit your document
    

8. Next, enter document details if necessary, selecting OK to save the document to the patient documents tab
    

Step-By-Step Tutorial: App

1. Select View Patient
    

2. Select Documents
    

3. Select the document you'd like to complete
    

4. Enter document details if necessary and select Next
    

5. Select the method for completing the document. Complete form will allow you to complete the from electronically.
    

6. Complete the form as appropriate and select Submit
    

7. If your document requires you will need to sign the document. Simple signatures allow the ability to sign within the document before you submit it whereas PDF backed documents with signatures can be signed after the fact.
    

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 new document into the website using your mobile device.

Video Tutorial

Step-By-Step Tutorial - Scanning a Required (Missing) Document

1. Within the Healthy Roster app, go to your patient profile and click on the Documents Tab
    

2. Tap a document from the Missing Documents section that you're ready to scan and upload.
    

3. Choose from the list of options to upload your document to Healthy Roster. The 'Scan Document With Camera' will be the best option for taking an image of your document and uploading it to the athlete profile.
    

4. Scan Document With Camera will launch your camera. If it's the first time using this feature, it will ask to allow permission to access your camera; you will want to Accept that. Frame the camera around the form that you're trying to scan and click on the shutter button circle at the bottom. You may take images of multiple pages when choosing this option.
5. The completed images will appear in the bottom left hand corner - you'll then have the option to retake the image from this screen. Click Save when done scanning.
6. The file will then upload and save to the patient profile. You'll know when it's done if the document is no longer in the Missing Documents section, or if you see the document listed in Uploaded Documents.

Scanning a Document for Upload (Not in Missing/Required Documents)

1. If you need to upload a Doctor's note or another document that isn't listed under your Required Documents section, click on the + symbol in the top right corner of the documents section.
    

2. Select the appropriate Document Type from the drop down menu. Alternatively, you may choose "Other" and then enter a File Name for the document.
3. Edit Privacy Settings, Expiration Date, and Description (if applicable) and then select "Next."
4. Choose Scan Document With Camera, frame the document you are trying to scan and take the photo. 
    

5. After taking the photo you'll have the option to retake the image, add a second page, or click Save when done scanning. Choose whichever one you need. The file will then upload and process. 
6. Once the document is uploaded, you'll have the opportunity to pick who can see the uploaded document. Choose custom if you want to limit some people from seeing the document. After you're satisfied with the settings, click on Save from the top right corner. 

• Note: the option to 'Complete Form' will only appear on the list if the document has a fillable form attached.