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filling in a release of information form

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Ana Perez

I've read through previous comments and I still cannot find an answer. I want to access the release of information form to fill it in specifically for my client and then send it to thme to sign, not edit it as part of my intake packet to all my clients. How do I do this step by step, please. 

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  • Julie Olesko

    I have the same question and can't seem to find an answer in the forum anywhere!  These forms need to be customized for each individual client so the client only has to sign the form we have already filled in.  Is this possible?

    Thank you!

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  • Ana Perez

    I was able to fill out the form for the client and send it to them. But I'm afraid when I need to send one to another client that they will get this one filled out. Hopefully, not. 

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  • Julia S. Fogelson

    Following this thread, I have the same question.

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  • MARY-ANNE ALDERFER

    I added a second copy to my forms, that says ROI copy. Then I edit it and rename it for the specific client, then share it with the client. 

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  • MARY-ANNE ALDERFER

    There is most likely not the easiest path.

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  • Carla D. Ellis

    Make a copy of the document, it's on the right-hand side and looks like two pieces of paper almost overlapping. Then edit that document specifically for your client. Don't forget to scroll to the very top and CHANGE THE NAME ON THIS COPY IF YOU HAVE PLACED A CLIENT NAME HERE! 

    The next step will be to send this edited document to the client. However, I don't have an answer on how to do this yes, which is what I'm looking for specifically. Hope this helps! 

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