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How to Auto-Fill Contacts on Release of Information (ROI)

The auto-fill feature for Release of Information (ROI) forms is designed to save time and improve efficiency by pulling information from an existing contact record in a client's chart. This guide explains how the feature works, how to use it effectively, and what to do if incorrect information is selected.

How Does Auto-Fill Contacts Work?

  • The auto-fill function pulls information directly from an existing contact record in the client’s chart.
  • This means that when a contact is selected from the auto-fill list, the system automatically:
    • Populates the ROI fields with the contact’s stored information.
    • Locks the contact fields, preventing manual edits.
    • Disables the “Create Contact from ROI” option since the contact already exists.

Creating an ROI with Auto-Fill

  1. Navigate to the Consents Tab in the client’s chart.
  2. Initiate a New ROI Form.
  3. Select an Existing Contact from the auto-fill list.
  4. The system will automatically populate the contact fields with the saved information.

📌 Example:
If an ROI is started and a contact is selected from the auto-fill list, all available contact details (name, phone number, email, etc.) will be pre-filled.

 

Creating an ROI from the Contacts List

  • To create a new ROI directly from a contact, you can use the "Create ROI from Contact" button in the Contacts section.

  • This allows you to generate an ROI form directly linked to that contact.

🚀 Quick Tip:

  • If an ROI is started manually from the Consents tab, but you later want to add details from an existing contact, the auto-fill feature allows you to do this quickly.

Handling Incorrect Contact Selections

If a wrong contact is selected from the auto-fill list:

  • Refresh the ROI form: This clears all contact information and allows you to start over without deleting the entire document.
  • After refreshing, you can manually enter new contact details or select a different contact from the auto-fill list.

🔄 Steps to Refresh an ROI Form:

  1. Open the ROI form where incorrect information was selected.
  2. Click the refresh option (location depends on system setup).
  3. The contact fields will clear, allowing you to re-enter or re-select contact details.

Key Takeaways

✔ Auto-fill pulls data from an existing contact in the chart, locking fields to prevent changes.
✔ If using the "Create ROI from Contact" button, an ROI is generated directly from the contact.
✔ If an ROI is manually started from the Consents tab, auto-fill allows quick contact selection.
✔ Refreshing the ROI form clears pre-filled data, allowing a new contact to be entered.