Help from the Helpdesk: All things ROI!

Recently we’ve received questions on how to correctly document a signed/consented Release of Information (ROI). Documenting this correctly is essential for a variety of reasons, like data quality, reporting, etc. We have valuable Knowledge Base articles on this that are highly recommended! These can also be printed for your convenience, so keep these articles close by!

• How do I correctly document a consented ROI?

• Adding a Release of Information into ServicePoint

• ROI FAQ