Is the system legal?
Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago


Security and client confidentiality is our number one priority here. 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:

Here is a link to a recorded video that walks you through the process of verifying a release of information form for a client:

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