Release of Information

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Andria A. Bibler

• January 12, 2024 17:40

My client filled out the Release of Information incorrectly. How do I send out a new Release of Information form. If I need to send out multiple ROI's, how do I do this? Thank you!

Andria

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  Angie Morgan

  • January 12, 2024 21:26

  I have the same question.

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  Heather Vance

  • January 19, 2024 19:34

  Yes same question - please advise. New ROI is "greyed out" so I can't select it.

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  David Hernandez

  • February 15, 2024 21:44

  I have the same question. 

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  Simone Sobel

  • March 11, 2024 21:02

  Simple Practice-please answer this query, as we need to know how to send out new ROIs, once clients have already filled one out. 

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  Ashley Barksdale

  • March 14, 2024 22:19
  • Edited

  Can you not go to the client's files section, select the three dots to the right of the ROI, and delete it from there?

   

  

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  Teresa Larrabee

  • May 16, 2024 21:52

  Posting in hopes of getting a response from SP on this. It would be great to know how to send multiple and/or empty (new) ROIs as it is common to need updates, adjustments, new ROIs while working with clients. 

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  Ashley Barksdale

  • May 16, 2024 23:24
  • Edited

  Hi.  You can send the ROI by going to Files > Actions > Share with Client > select the client > then scroll down to Questionnaires. Once the client completes one ROI you will be able to send another one.  Another option is to copy the ROI as an "Other Document."

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  Teresa Larrabee

  • May 17, 2024 16:35

  That is what I was doing and it seemed like the same ROI (that was already completed) was sending to the client again. I did find another post where someone recommended going into Templates and copying the ROI and labeling new copies as ROI 1, ROI 2, ROI 3 and so on. Such a simple and great suggestion! Worked awesome. Wish I would have found that post months ago. Super appreciate the clinician out there that shared the idea! 

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  Samira Dewidar

  • November 05, 2024 22:23

  I did the same thing but it's really frustrating that we have to create multiple templates instead of having the option to send an additional one out. 

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