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Printing a Blank Copy of the Release of Information Form (ROI)

How do I access a blank copy of the client consent form (ROI)?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over 3 years ago

  1. Log into your account.

  2. Click the [Add New Case] button on the left-side of the screen (see screenshot here)

  3. Click the "Release of Information" link in the top-right corner (see screenshot here)

  4. Print a blank copy.

Please watch an overview of the entire ROI process in the video below:

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