How to Complete a Coordinated Care Consent
1. You must first have the client open, click the Search icon.2. Type Coordinated Care Consent into the search bar.3. Click to select Coordinated Care Consent (Client). 4. In the […]
What do I do if the client wants to revoke their Coordinated Care Consent?
1. To revoke a Coordinated Care Consent, simply create a new Coordinated Care Consent but mark “No” in the Consent section. This will automatically add an end date to the […]
How to Determine if the Client has Signed a Coordinated Care Consent
The easiest way to find out if the client has a Coordinated Care Consent is to search for the document using the Search icon. If there is a Coordinated Care […]
How to Revoke a Standard Release of Information/Authorization to Disclose Information
1. With the client open, click the Search icon. 2. Type in “Client Information” in the search bar. 3. Select “Client Information (Client)” from the search results. 4. Navigate to […]
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
To view the client’s list of current disclosure authorizations on file, open the Client information screen and navigate to the Release of Information Log tab. 1. With the client open, […]
How to Document a Release of Information (Authorization to Disclose Confidential Information)
1. You must first have the client open, click the Search icon.2. Type Release of Information into the search bar.3. Click to select Release of Information (Client). 4. In the […]