I need help with release of info

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Jaida Paolini

• April 21, 2021 19:40

I am Having trouble with sending releases to patients.

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  MC Edwards

  • April 26, 2021 14:27

  Can you be more specific about the trouble you are having so the community can assist?

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  Robin Seymour

  • May 19, 2021 02:31

  You can’t fill out a release and just send it for signature

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  Robin Seymour

  • May 19, 2021 02:32

  I am so frustrated at this point to not have some kind of live support

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  Robin Seymour

  • May 19, 2021 02:33

  I’m about to dump this program it is literally one of the simplest tasks and I can’t find out how to do it correctly

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  Alexandra Fox

  • August 11, 2021 15:33

  I too want to know how to send this form to my client for signature

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  MC Edwards

  • August 11, 2021 15:41

  Here is what I've done previously for clients: I create a custom form, named for them, that I pre-fill out and then it just requires the e-signature. Copy your existing Release of Info form and name it with the client's initials. Edit it with the info that needs to be there, then share that doc with the client.

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  Andrea Winters

  • April 29, 2022 21:10

  Edited a release of info form- and now want the original template. How do I get it back? 

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  MC Edwards

  • May 02, 2022 16:19

  You can't "go back". You would need to copy an exiting form and edit the new version under a new name, leaving your original alone.

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