Release of Information - Sending and Signatures

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Brianna Matey

• February 20, 2022 13:24

I am unable to send out of obtain electronic signatures on the release of information assessment.  Can you please clarify is simple practice does not have this feature available consistent with the other consents?

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  Sara

  • February 28, 2022 19:09

  Hi Brianna,

  To send the Release of Information form, click Share on the client's Overview page and then select the form. If the form is greyed out, this is because you have already sent it and the client has not completed it and will therefore need to complete it before you can send it again.

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