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.