Release of Confidential Information for Referral and Discharge

Release of confidential information forms can be automatically generated when the facility is referring and/or discharging the patient. 

Follow the steps below to create the Release of Information (ROI) documentation. 

1. To begin, click on the Edit Patient button in the Information tab.
2. Type the name of the source in the Referrer field. If you have used the referral source before, select it from the drop-down. If it is a new entry, the system will save the name and you can navigate to the Contacts section to fill out all the relevant information. Click here to learn more about contacts. 
   
3. To obtain the Release of Information form, click on the Releases tab, or on the tab designated by your facility, and select Add Form.
4. Select Release of Confidential Information (Rule: for_referred_and_discharge_to).
5. The form will be added to the tab and display the referrer/discharge facility name in the title.
6. Open the Release of Confidential Information form and collect the necessary signatures.

Note: The patient can revoke the Release of Confidential Information form at any time. Click here for more information on adding and revoking consent forms.