To send Release of Information (ROI) from the Documents screen, press + NEW
Select ROI from the list of available documents. Choose the patient you would like to send the Release of Information first. Then fill out the required information for your organization and press Preview.
Once you input your organization’s information, you’ll be taken to a few preview screens. Make your selections on the type of information you are requesting and hit Next.
The Date of the ROI will default to a one year span with a start date of when the ROI was created by the staff member. This date is adjustable.
Some of the information will be prefilled. Review the information on the next two screens and then press Preview.
Once all information is correct and ready to send to the patient, press Send.
