Release of Information
The Release of Information window records and displays the client’s approved contacts and a history of the protected health information (PHI) that has been released to or requested from a contact. The requested documentation on a signed Release of Information can be printed directly from this window.

Access: Release of Information icon.  

Release of Information Configuration
There are two maintenance windows that need to be completed prior to using the Release of Information:

Release of Information Configuration: Defines the release and request forms and packets accessible on the Release of Information window.

The Release of Information Category: Defines the list of forms that are presented on the Covered Documents tab for selection on a Release or Request for information.

Access: Maintenance > Clinical Forms > Release of Information > ROI – Config 

Release of Information Category

Access:  Maintenance > Clinical Forms > Release of Information > ROI – Category

There are two ways to configure the ROI categories:

• One to many, where the category includes multiple forms.
• One to one, where each category has a single form.

The advantage of using a one to one ratio is that the user knows exactly what forms are being selected. In a one to many set up the user does not know what forms are included within the selected category.

To modify an existing category select the Edit button and to create a new category select the Add button. 

Add a Category

To create a new category click the Add button.

1. Complete the following fields:  
   
   
2. Select the form(s) to be included in the category.
   1. Click the Edit List button.
   2. Move the form(s) to be included to the right hand column by clicking and dragging or using the arrow.
   3. Click OK to save the selected form(s).
3. Click Save.