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 the Search icon.
- Type in Client Information in the search bar.
- Select Client Information (Client) from the search results.
- Click the Release of Information Log tab.
- You can view the current releases on file in the List of Releases section.
- Note: It is important to look at the pay attention to the end date. If the end date is today, even if the document was revoked it will continue to display in the List of Releases section when the checkmark is selected for “Show only releases that are currently effect”.
- Last Updated:
- Last January 23, 2025