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release of information

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megan reddish

It is important if not essential that we are able to get release of information for various parties for our clients, is there an electronic signature feature so we can add this template?

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27 comments

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  • Gillian

    Hi Megan, happy to help. SimplePractice has a built-in ROI template that you can customize, and it includes an eSignature checkbox. To find the template, you can visit My Account > Settings > Notes and Forms. 

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  • Sandy Wolf

    hi, when i fill out the ROI there is no place to save it. it only has a button for print, and when i hit the "back" button it clears the whole document. 

     

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  • Gillian

    Hi Sandy, I'd be happy to help. You can find the Save button at the bottom of the page when you're viewing the ROI.

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  • Sandy Wolf

    hi, thanks for your response. however, i still don't see it. i am sure it's me, maybe you can walk me through the process? i click on forms, and find my ROI-copy. i fill it out, but it only tells me that i am "previewing my ROI, this is how it will appear in your portal" and only allows for printing. what am i doing wrong? i only see a view, duplicate, or trash option. HELP! thanks!

     

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  • Gillian

    Hi Sandy, I think we might be getting our wires a bit crossed here, so I'm going to create a Help request for our team so they can assist directly. You'll receive an email from our team later this evening or early next week.

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  • Tammy Bringaze

    I have the same question and would like to save the form with parts completed so the appropriate boxes are checked. How do I save this?

    Thank you!

    Tammy

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  • Gillian

    Hi Tammy, happy to help. You can edit the ROI template under My Account > Settings > Notes and Forms. However, SimplePractice doesn't currently have a feature that will autofill the client's responses. You may want to consider changing some of the Form Element types on the ROI template to "Paragraph text," then fill in the form, so that clients submit their signed ROIs with the correct information. 

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  • Joanne Frustaci

    Hi, I am unable to resend a ROI to someone. There is no option to send another. How do I do this? Thanks.

    Joanne 

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  • Tracy Lewis

    Joanne-- was having the same issue... then noticed that the default is that ROI is saved under progress notes-- when you go to view an ROI there is a dropdown menu where you can select Intake Forms. I just made that selection and was able to then send the tailored form (had already done that) to my client as an intake form. Not sure why that is not the default--since the form will need to be sent, esigned and returned by client-- but that is how it is set up. hope this helps. 

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  • Maria Bonacci

    Hi All, 

    Joanne, were you able to send your client an ROI with the information entered? I don't see a way to tailor the ROI and then share with the client. 

    Thanks, 

    Maria

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  • Joanne Frustaci

    Hi Maria,

    I have not yet tried but will let you know when I tackle it.

    Thanks

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  • William Dewease

    I am having the same problem. I complete the ROI but there is no way of saving/sending the completed for to  the client for a signature. I do not see a save button at the bottom of the form. 

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  • Jillian Luz

    Ugh, same issue as a few of you.. I don't understand why there is not a ROI template in the client's chart that we can customize and send out to them as needed? Am I missing something? I have just been printing the template, manually completing it, scanning it back, and then sending to client. It seems like that is way more tedious than it should be, as many other SP features are much easier. 

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  • Ashita N. Ghelani

    So is a way to get new roi signed from the client or not??  I am super confused now

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  • Shaun M. Fischler

    Ashita, I ran into this issue when I needed a client to sign an ROI. I had to send them a blank one and they had to choose the options which is stupid. We need to be able to complete the document and have the client sign but it doesn't seem to work that way. You can send them an email link through SP to complete the form but it's blank for them so they have to fill it out themselves.

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  • Lena Sheffield

    Same question When I send a very generic black ROI many clients do not know how to complete it.  I want to fill in the information and send it to the client to e-sign.  Is that possible?  Do I have to open the template and customize it each time? 

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  • Shaun M. Fischler

    Lena I tried changing the form to make it e-signable but it can't be if you move it out of Intake. The setup is so frustrating because there is no way to get an signature  and complete the form for the client without having to print, scan, all that stuff....

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  • Ann Gugger

    Could definitely benefit from streamlining this process, since each client's ROI needs to be specific to them.

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  • Brittany Mears

    How do I go into a client and create a specific release of information to send them? 

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  • Matthias J. Reynolds

    Any updates on the status of having clients e-sign an ROI on SP platform without having to download/print/scan/email back

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  • Ann Gugger

    Is it possible to design ROIs similarly to the Good Faith Estimate so they can be customized?

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  • Violeta Garcia

    Any update about the issue related to the ROI? We should be able to customize this form. Simple Practice can you please provide new information? 

     

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  • Lindsay Steigner

    Another vote for making the ROI process as easy and customizable as the GFE. Each one will be different, and it's a frequently-used process. Thank you! 

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  • Michael Koblensky

    Is this still an issue after 2 years?

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  • Britton R. Creelman

    Disappointing that such a basic function has not been clarified or developed.

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  • Heather L. Hanlin

    Once I figured out the trick it was relatively simple to do this.  There are instructions about halfway down this page for saving the ROI template as an assessment.  After you have done that from the client's overview page you can fill out the form, share it with the client and the client will get an invite to sign it in the client portal.  https://support.simplepractice.com/hc/en-us/articles/360041722112-Adding-assessments-diagnoses-and-treatment-plans

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  • Chelsey Groseclose

    this solved it!!!!! thanks heather.

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