How to Complete a Coordinated Care Consent
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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 […]
How to Revoke a Coordinated Care Consent
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To revoke a Coordinated Care Consent, create a new Coordinated Care Consent and document that the client is not consenting to share information. With the client open, click on the […]
How to Determine if the Client has Signed a Coordinated Care Consent
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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
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To properly revoke a release of information for a client, follow the steps below: Click the Search icon, with the client open. Type Revoke Release into the search bar. Click […]
How to Determine What Disclosure Authorizations (Release of Information) the Client has Signed
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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. With the client open, click […]
How to Document a Release of Information (Authorization to Disclose Confidential Information)
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With the client open, click the Search icon. Type “Release of Information” into the search bar. Click to select “Release of Information (Client)” from the search results. If there’s already […]