Release of Information form not showing my name

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Amy Lenclos

• January 29, 2021 00:21

When 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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  Gillian

  • February 02, 2021 23:17

  Hi Amy, happy to help. Because this is specific to your account, I've created a Help request on your behalf for our team. We'll reach out via email shortly to look into this. 

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  Maggie Vlazny

  • February 20, 2021 19:46

  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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  Gillian

  • February 22, 2021 22:06

  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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  Kimberly Lee

  • April 09, 2021 00:47

  I'm having the same problem, and cannot find "Consent Form" anywhere in the Notes and Form section.  What am I doing wrong?  I need to send intake documents to a new client and cannot figure this out!

   

  Kimberly Lee

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