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TheraNest Ideas Portal
137 VOTE
Status Completed
Categories Notes & Cases
Created by Guest
Created on Jun 6, 2016

Release of information intake document

Have TheraNest create a Release of Information document that's included as part of the intake paperwork.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    Two Release of Information forms are available in TheraNest! These are found under Dynamic Forms and can be copied over to your intake forms. https://theranest.zendesk.com/hc/en-us/articles/11216189495316-Release-of-Information-HIPAA-AUTHORIZATION-FOR-USE-OR-DISCLOSURE-OF-HEALTH-INFORMATION ( https://theranest.zendesk.com/hc/en-us/articles/11216189495316-Release-of-Information-HIPAA-AUTHORIZATION-FOR-USE-OR-DISCLOSURE-OF-HEALTH-INFORMATION )
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  • Guest
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    Jul 27, 2022
    this was originally suggested in 2016. Why the delay?
  • Guest
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    Nov 5, 2021
    Has this feature been added? It is SO necessary!
  • Guest
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    May 1, 2021
    I agree, an client release of info form needs to be an intake documents! Thanks
  • Guest
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    Feb 24, 2021
    We really need a way to create custom forms for clients to sign electronically, since so many of us are doing telehealth. A ROI needs to have information specific to a client (their name, who the release is for, etc), which is difficult to do with the intake documents.
  • Guest
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    Feb 3, 2021
    It would also be helpful for the therapist to be able to electronically sign forms (such as ROI) after the client has signed. Since we are doing everything digitally right now, it would be great if the client could sign their ROI and have the therapist sign it after without needing to print it off.
  • Guest
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    Dec 23, 2020
    I would like there to be a feature with a basic consent form that can be sent to the clients through the client portal giving permission to release information to parents, other providers etc.
  • Guest
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    Dec 10, 2020
    We need an Authorization to Release as part of the Intake Packet!
  • Guest
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    Dec 1, 2020
    I use a general Release of Information form with all my clients. Here it is below. It would be terrific if Theranest made something similar that I could check off and send to patients through the client portal with all the rest of the intake paperwork. I could make a custom form, but I'm guessing many providers would benefit from having a form like this. Maybe Theranest could format a form and have it available for us to all use.
  • Guest
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    Oct 27, 2020
    with valid electronic signature field, as well!
  • Guest
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    Sep 7, 2020
    This would be SO helpful. These are the kind of forms that are so difficult to add as a custom form due to the complex formatting. Please make this a priority. An alternative, is there a way to allow us to upload a PDF of a form and have a client interact with it?
  • Guest
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    Jul 30, 2020
    Please provide a template whereby clients can electronically complete and sign a release of information which can be added to their file. I hear that Simple Practice offers this.
  • Guest
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    Oct 11, 2019
    Create a tab for Release of Information under each client. Include fill-ins for who to release info to, the date of the release, and the date it is good through/expire date of the release.
  • Guest
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    Oct 23, 2018
    Have a specified area (maybe) within the clients details area that they have filled out a release of information to specific people, doctors, lawyers, etc. *At this time we use the very last portion, at the bottom of the Client Details listed under Managed Household (I believe that's what it's called), which is a great alternative as it allows you to add several people. At this time we do use that area for this purpose as we will list both parents (if the client is a child), a doctor, etc.
  • Guest
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    Dec 21, 2017
    There should be a tab in client files that lists all those who are authorized to have information released to them that includes their relationship to the client and DOB. It would be extremely helpful for when a parent calls to inquire about a child's appt. to have quick access to verify whether or not we can give out info.
  • Guest
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    Jun 22, 2016
    I'd like to 2nd this...or at least a form that we can customize that would allow a patient to complete with me and then sign off on it.
  • +37