Security and client confidentiality is our number one priority here. Please find a link to view our one-page security overview: http://www.charitytracker.net/security/ -- CharityTracker/Oasis Insight are now HIPAA-compliant as of November 2014.
A "Release of Information" form (ROI) is required to be signed before a client can be entered into CharityTracker and shared with other community organizations. We provide an ROI to every CharityTracker network and you can access it on the [Add New Case] intake screen and click the "Release of Information" link in the top-right corner. See screenshot here for reference: http://d.pr/i/xvvJfN/5h2FdVOK
Lastly, here is a link to a recorded video that walks you through the process of verifying a release of information form for a client: https://vimeo.com/169312328#t=2241s