Release of Information form not showing my name
AnsweredWhen I review a signed ROI in a client’s file, it does not show my name and credentials, it reverts to the (Name of Practice or Clinicain’s name), yet when I preview it on my end in my Notes and Forms, it shows my name and credentials as I’d like it to be. This is the same for all of my clients who have signed ROIs. Please advise. Thanks!
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Hello,
I had my intake forms all nicely filled out with my practice info at the top.
Then I changed my user name and password to sign in,
and now my clients receive forms with headers like [clinician''s name] [practice address] etc.
I can't edit them even though I've watched the webinar.
What can I do?
Maggie Vlazny
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Hi Maggie, it sounds like the changes to your Consent Forms that you made may not have saved. You can find your Consent Forms under Settings > Client Portal > Shared Documents and Files and click on the name of the Consent Form to update it. If you're still having trouble with this feature, please let me know - I'm here to help.
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