Adding an ROI (video)

Each Client over the age of 18 should complete both a Release of Information OR Client Consent Form. For Children under 18, the parent or legal guardian my sign for them. Use the ROI button on the Summary Page or the ROI tab to add in the ROI details. The answer to Release Granted should now be YES for all clients. Choose the appropriate form type and set the date to one year from the start date. If the ROI is used an email must also go to to lock down the record to reflect what the client has authorized via the ROI document. NOTE: Every client now has to be entered into TBIN, the client now has control using these documents on how their information is SHARED. 

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