Custom Forms & Documents

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Creating A Document Type 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 4 days ago by Niki Budd

Document Summary Report 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 ca… Updated 3 weeks ago by Amelia Boyer

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 3 weeks ago by Niki Budd

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 1 year ago by Lindsey Puent

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

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 1 year ago by Niki Budd

Insights, advice, suggestions, feedback and comments from experts

As an expert in custom forms and documents, I have extensive knowledge and experience in creating and managing various types of documents within an account. I am familiar with the process of creating document types, assigning them to specific profiles, and managing document alerts. I am also well-versed in using form builders to customize forms, templates, and pre-calculated values. Additionally, I can guide you through the process of uploading and scanning documents, as well as reviewing and approving/rejecting them.

Concepts Covered in the Article:

The article covers various topics related to custom forms and documents. Here are the main concepts discussed:

Creating a Document Type: The tutorial walks you through the process of creating a new document type for your account. This document type can be assigned to a specific profile, such as a patient profile.
Document Summary Report: The article explains the document summary report feature, which displays uploaded documents that need to be reviewed. This feature helps the provider user easily identify documents that require attention.
Requesting an Image Upload: Users are unable to attach images to documents directly, but they can upload images as a separate document type. The tutorial explains how to request an image upload and provides a video tutorial for further assistance.
Clearing Document Alerts: This tutorial teaches you how to clear expiration alerts for expiring or expired documents. It provides an explanation of what the "Clear Expiration Alerts" option means and provides effective management techniques for documents.
Advanced Editor Components: The article mentions advanced editor components, which are currently in beta testing and will be released for all providers in the future. These components allow you to customize your forms further.
Form Builder Templates: The form builder contains standard forms that can be customized to suit your needs. The article explains how these templates can speed up the creation of forms and provides guidance on selecting and customizing them.
Scanning Documents (App): The tutorial demonstrates how to upload or scan a document directly into your account using the Healthy Roster platform. It provides step-by-step instructions for this process.
Managing Documents: Year 2 and Beyond: This section includes videos and tutorials on effectively managing documents in the second year and beyond of using Healthy Roster. It provides valuable insights for long-term document management.
Signing a Document: Although custom built forms are no longer offered, the article provides tutorials for customers who are still using them. It explains how to sign a document and offers a video tutorial for further assistance.
Document Privacy Levels: The privacy level options for document types are discussed in this section. It mentions the options available, such as "Entire Care Circle" and how they match the existing injury privacy level options.
Parent/Athlete Document Completion: This section explains how parents/athletes can complete assigned documents via the web platform or the app. It also mentions the notifications they receive for document completion.
Updating a Form on Approval: The article mentions the "Auto-Update Form On Approval" feature, which is currently in beta testing. It explains how this feature allows the form to be automatically updated upon approval.
Understanding Signatures: The section provides answers to frequently asked questions about signatures in custom forms. It covers topics such as requiring signatures and multiple signatures on one document.
Building a Form Using a Template: This section provides a step-by-step tutorial on how to build a custom form using a pre-existing template. It explains the process of selecting a template and customizing it to meet your requirements.
Auto-Mapping Patient Demographics: The tutorial explains how auto-mapping pre-populates athlete or patient demographics when completing a form. It provides step-by-step instructions on how to use this feature.
Creating a Form and Document Type Based Off Conditional Variables: At times, you may need to create a document that responds to variables beyond the system's flow. This section explains how to create a responsive document based on conditional variables.
Uploading a Document (Web): The tutorial guides users on how to upload a document directly on the web platform. It covers the steps involved in this process.
Managing Documents: Tips and Tricks: This section provides tips and tricks for managing documents effectively in Healthy Roster. It includes information on deleting documents, editing document types, and editing document content.
Reviewing and Approving/Rejecting Documents: The video and tutorial guide you through the process of reviewing documents and either approving or rejecting them. It outlines different ways to perform these actions.
Removing Documents: Once a document is signed in Healthy Roster, it cannot be edited or removed. This section provides instructions on how to request the removal of a document by contacting your provider.

Please let me know if you have any specific questions or if there's anything else I can assist you with!