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 settings

Authorization of Usage and Disclosure 

Authorization of Usage and Disclosure options can be customized from admin settings

Restrict 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

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  Only Records Available, Records Sent, and Marked Completed Authorization release submissions can be Archived  1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Archive Button in the dropdown. ...

• Mark Authorization Release Completed

  Only Request Sent, Records Requested, Records Available Authorization Release requests can be Marked Completed 1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Mark as Completed Button in the ...

• Delete Authorization Release Submission

  1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box.  Authorization release submission will be deleted ...

• Generate Authorization Release PDF

  1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the PDF Button in the dropdown. - This will take the User to the PDF form

• 6 - Authorization Release

  Prep Required Gather these items before starting - Authorization Release Form       * Purpose of Request Options       * Authorization of Usage and Disclosure Options       * Restrict Disclosure Options       * Consent Content 1- Update Incoming ...