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How-To: Releases of Information

Below you can find step by step instructions on creating ROIs, as well as a video walking through the feature.   How to create and view a...

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Written by Bridget Cashman
Updated over 2 weeks ago

Below you can find step by step instructions on creating ROIs, as well as a video walking through the feature.

How to create and view an ROI:

Note: this can also be done by uploading the file as an attachment within an encounter


How-To Walkthrough

Making an ROI form via a new encounter.

1. Create a New Encounter

Create a New Encounter

2. Select the Applicable Encounter

Select the Applicable Encounter

3. Click on New Form

Click on New Form

4. Select the applicable on Release of Information Form

Select the applicable on Release of Information Form

6. Complete the applicable information on the form.

Complete the applicable information on the form.

7. Apply the appropriate signatures.

Apply the appropriate signatures.

8. View the competed ROI in the "Client Information" Tab under "Administrative". Click the "View ROI Form" to view.

View the competed ROI in the "Client Information" Tab under "Administrative". Click the "View ROI Form" to view.

9. Select the 3 dots to export the form(s).

Select the 3 dots to export the form(s).

How-To: Quickly Upload a PDF as an ROI:

Note: this can also be done by uploading the file as an attachment within an encounter.

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