This feature enables clients to securely share their records through the portal.

Configuring ROI Form and Notifications

  • Before clients can share records, administrators must configure:
    • Which ROI (Release of Information) form should be used?
    • Who should be notified when a client shares records?
    • To configure these settings, navigate to: Practice > Portal ROI Notification Settings.


Accessing ROI Forms on the Portal

  • A new tab called ROI Forms is available on the client portal.
  • It includes two options:
    • Share My Records – Click to share new records.
    • Existing ROI’s – Click to view previously shared records.


Sharing New Records

  • Go to the ROI Forms tab in the portal.
  • Click Share My Records.
    • The configured ROI form will open.
    • Fill out the form, e-sign it, and click Submit.
    • A notification will be sent to the designated staff (as per the notification settings).


Viewing Existing Shared Records

  • Click Existing ROI’s under the ROI Forms tab.
  • The list of previously shared records will be displayed.
    • Revoking Shared Records
      • Clients can revoke a previously submitted ROI form by going to:
        • Portal > ROI Forms > Existing ROI’s


Staff Review in DrCloud

  • Shared ROI forms are available to staff at: Patients > Portal Forms
  • A new Resend ROI button is available for each form.
  • Clicking Resend ROI will send a notification to the client.
  • The client will see the request in the Portal > ROI Forms tab with a link to reopen and complete the form.


Resharing Records

  • 935pxIf staff resend an ROI form, clients will see a message under the Portal > ROI Forms tab.
  • The message includes a link to open the form and reshare records.

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