Skip to content
English
Create a Support Ticket
  • There are no suggestions because the search field is empty.

Complete a Release of Information (ROI)

Get a release of information (ROI) from any of your client’s contacts quickly, making sure you have the permissions needed to share or request important details. This process keeps your records organized and compliant.

Step 1: Open your client’s profile. In this example, select Bonnie Blue.

Image

Step 2: Navigate to the Contacts section.

Image

Step 3: Identify the contact needing a release. If there’s no current release, you’ll see a “No” status. Click Create ROI.

Image

Step 4: Enter the date and review the information. The contact’s details will auto-populate. Select the appropriate checkboxes for your situation. Have the client sign, then lock the form. Once locked, it’s finalized and can’t be edited.

Image

Step 5: Click Save to complete the process.

Image

With these steps, obtaining and storing a release of information for your client’s contacts becomes straightforward and secure. Use this workflow whenever you need documented permission to share or obtain information.