Submitting an Authorization Release
1. Navigate to the Patient Submission
2. Go to Authorization Release
3. Select the Setting icon and from the action dropdown select Live.
4. Fill out the form
Note - This will take you to the "Authorization Release" form
Patients can also access this form from your website
Users can send an invite from dashboard to patients
- Fill out the whole form
Note: All fields in red are "required" and yellow are "optional" to fill up!
Submitter Information
Submitter will receive status notifications via SMS/Email
Patient Information
Sending Practice Information - Practice
Select method where RECORDS should be sent
Enter Receiving Practice Information
Sending Practice Information - Other Practice
Select method where REQUEST should be sent
Enter Sending Practice Information
Purpose of this Request
Purpose of request options can be customized from admin settingsAuthorization of Usage and Disclosure
Authorization of Usage and Disclosure options can be customized from admin settingsRestrict Disclosure
Restrict Disclosure options can be customized from admin settings
Consent
Consent verbiage can be customized from admin settings
- Select Submit once the form is completed
Submitter must sign and date form before submitting
Submission will show as Request Sent if Practice is Sending Practice
Submission will show as Records Requested if Practice is Receiving Practice
Submission will show as Update Delivery Method when outgoing delivery method is Not Sure