In this article, you will learn how to document a scanned Release of Information using the ROI Log on the Client Information screen.
- Follow the Instructions for How to Scan or Upload Documents into the Client’s Record
- Select Client (Medical Records) for the Select Associated With field.
- Select Release of Information (scanned) for the Record Type.
- Navigate to the Client Information Screen.
- Click the Search icon, with the client open.
- Type Client Information into the search bar.
- Click to select Client Information (Client) from the search results.
- Click the Release of Information Log tab.
- In the Release To field, select the client contact the information will be released to.
- The person/organization must be added as a client contact. Follow the instructions for How to Add a Client Contact.
- Enter the Start Date.
- Enter the End Date.
- Click the Attach Release Document button.
- The Attach/Review Documents(Client Information) window will open. Use the filters if needed to narrow down the results in the grid below.
- Click the Add button next to the scanned release of information. The Document will drop into the List of Attached Documents section.
- Click OK.
- Add any necessary comments.
- Click Insert. This will drop it to the List of Releases section.
- Click Save.
