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How do you send a release of information to a client. Could you please list a step by step process. I

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Gilbert McCurdy

Hello, I'd like to send a release of information to a client. And, while I figured out how to edit it from the template. I don't see a way to send it. Someone once said that when they entered the client portal it was not there. I think you have to manually send it. But then how do they send it back to you?

Many thanks, 

Gilbert

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Comments

16 comments

Date Votes
  • Ryan Wright

    I have the same question as Maria. I need to be able to fill out the agency information before I send it to the client. How do we edit, then send a release customized to the client. This isn't answered anywhere else so I feel like it's just not possible the way they have it set up. This should be a lay-up, not something I'm searching for answers online and finding none.

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  • Alli Williams

    Have they changed this at all? I do not see an easy way to send an ROI for clients that doesnt create a template for all ... so annoying 

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  • Kathy Bodwell
    • Edited

    is there a template for the ROI in Spanish?

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  • Mark Young

    Whether providers fill out a ROI before sharing with/sending to client, or just send/share our own blank ROI, can the template be edited so that the client can COMPLETE ONLINE / electronically, w/o either of us having to PRINT the ROI?  Can we make other templates/forms that clients can complete on their computer or smart phone? This would be SO helpful. 

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  • Sara

    Hi Gilbert,

    To share a form with a client, go to the client's Overview page > Share > select form > Review and Send. Here is a helpful Help Center guide on this process: https://support.simplepractice.com/hc/en-us/articles/207925943-Sending-intake-forms-and-documents-to-clients To edit a template, go to Settings > Notes and Form > click Edit next to the template.

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  • Ryan Wright

    If you do it the way it lists above it puts client and agency information into your TEMPLATES. No good.

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  • Maria Pipitone

    Hey Ryan, 

    So we make one specific for the clt then send it to them and after they sign it delete the duplicate we made and altered. Make sense? 

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  • Bruce Webber

    The release form is rather useless. I can only select "send" or "receive," not both. I can send a blank form that my client doesn't know how to complete but can't send a completed form.

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  • Maria Pipitone

    There is also a MAJOR problem of not having the ability to rescind consent -either delete it and risk a lawsuit or leave it and risk a lawsuit-this is what needs to be fixed a way to rescind to include date of same and comment to be made by therapist 

    As of 6/20/24 clt rescinded consent. Per clt no further information will be shared        for example 

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  • Courtney Davey

    I found in another thread the solution for this. 

    Essentially, you add "other document" from the overview page, and one of the options that will come up is a ROI. You can fill out the ROI, sign it and then share it to your client and have them sign it. Clearer instructions are here.

     

    https://support.simplepractice.com/hc/en-us/articles/26718620392845-Adding-other-documents-diagnoses-and-treatment-plans#creatingac

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  • Daphne Humes

    The "other document" solution seems the most straightforward, but the ROI that comes up doesn't include my name in the "I authorize..." field, nor a place for me or the client to sign. Does this mean I need to edit the ROI that's in my template library?

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  • Courtney Davey

    I'm not sure what you mean. The ROI that shows up starts with "I authorize [NAME OF PRACTICE or CLINICIAN'S NAME] to:" and at the end after you saved it, you need to sign it so that you are listed as the "provider" at the bottom. Then, you can click "share" and send it to your client to have them sign it. I just did this and I have both of our signatures designating me as the one being released to or release to gather info.

     

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  • Janet Stark

    I tried to add the directions to add ROI to template library in order to share as "other document". However, there are 2 versions in the template library - one titled "ROI" which, when previewed, is titled "Release of Information Consent", and another called "ROI Short" which, when previewed, is titled "Authorization for Disclosure of Information". I checked both options in my template library so they would show up in "other", however only the ROI shows up, which is not the form I want. Even unchecking that from my library did not allow the simpler, ROI short version to be selected in "other" documents. 
    I've tried doing the workaround someone else suggested and customizing to client, then deleting, but it is a hassle. I hope they can simplify this process!

     

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  • Sandy Black

    I want to fill out all of the ROI information based on what the client agreed to and send to the client to authorize.  I have not figured out an easy way to do this, either.  

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  • Pete Freudenberger

    Ridiculous that any of us need to worry about this.

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  • Maria Pipitone

    Is there a way to edit the form for the client and SPECIFIC agency without changing it for all clients?

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