Release of Information Form

The Release of Information (ROI) form allows patients to consent to sharing their information with third parties. Before signing, patients can specify what information will be shared and the reason for the disclosure. Once the form is submitted, your practice will be prompted to review and sign it.

 

Enabling the Release of Information Form in Practice Library

Customizing the Release of Information Form

Library > Portal Form > Release of Information > Preview tab

ROI can be customized to meet requirements set forth by your state or other governing credentialing entities. A standard Release of Information form, designed to comply with HIPAA requirements, has been provided to get you started in the Portal Library.

To customize the Release of Information Form, select the edit icon in the upper right of the form.

You can customize the Types of Information to be shared and the Purpose of Disclosure, adjust the display order, and select which details are included.

Use the show toggles to choose items or the remove button to exclude any information you don’t want on the form.

You can customize the content for the Duration and Revocation of Authorization, Authorization, and Practice Acknowledgement sections in the text boxes.

Sharing the Release of Information Form to the Client Portal

The Release of Information (ROI) can be sent to the patient for one or more of their contacts, to be completed on the portal.

There are a couple ways to share the form on the Client portal.

1. Navigate to the Library > Portal Form > Release of Information > Scroll to the bottom “Share on Portal.”

2. Navigate to Patient Name > Portal  > Share Documents > Release of Information Form > Select Contact > Send Document Request.

Sharing the Release of Information Form to All Patients

The Release of Information (ROI) can be sent to all eligible, active patients only when renewing existing ROIs. Each patient will receive a separate ROI form for each contact with a signed or expired ROI that requires renewal. They are not sent for new or removed contacts, and they are not sent to patients who do not have any contacts on file. 

• Click Library > Portal Form > Release of Information > Click the Share Documents button
• The Share Documents on Portal dialog will appear.
• Click the Patient field to select All Active Patients with Portal Accounts from the dropdown menu.

• Enter Instructions for your request in the Share Documents on Portal dialog if needed.
• Click the Send Document Request button.
• A dialog titled Send to All Active Patients? will appear. Click the Send Documents button to confirm.

Completing the Release of Information form in TherapyPortal

The Release of Information will appear under Documents Paperwork & Forms Release of Information. Select Sign to begin the process.

Complete and sign the form.

• The patient needs to choose at least one option under “Types of Information to Share” and for the "Purpose of Disclosure".
• If “Other” is selected, the patient must specify the the patient must specify the “Types of Information to Share” and “Purpose of Disclosure”.
• Depending on the Type, the form will automatically select the relevant “Types of Information to Share” and for “Purpose of Disclosure”.

At the bottom of the form, click Submit Completed Document.

Viewing Release of Information Progress

The progress of the patient’s Release of Information form will be shown with the Document Requests or the Documents tab.

If the form has not been completed, a “Pending Patient Submission” status will be displayed.

If the patient has completed the form, a status of “Needs Processing: Signed” will be displayed.

Once the practice processes the form, a status of “Acknowledged by Practice” will be displayed.