Release of Information (HIM)
Release of Information is part of Epic's Health Information Management system and used to process release requests for patient charts.
Resources
The following resources provide information on Release of Information functionality.
ALL STAFF
Resources in this section cover approved workflows for all staff.
- ROI Guidelines: Release of Medical Information from Medical Records - (Policy Document Handout - External) This document covers the authorization guidelines for releasing patients' medical information.
- Batch Release for ROI - (Handout) Batch release is used by ROI staff to release information for multiple patients to the same requestor.
- Blocked Notes and ROI - (Handout) Prior to releasing any notes created in 2021 and into the future, whether through the ROI activity or Quick Release, users must determine if any notes are blocked. A blocked note indicates there is a concern for substantial harm to the patient or other person if the note is released. The user must not release the note(s) without first communicating with Release of Information at 6-1719.
- Capturing Electronic Signatures for the Consent to Release of Information and Right of Access Request (Form 1989) - (Handout) Workflow for using an electronic signature for the Consent to Release of Information and Right of Access Request (Form 1989).
- Consent to Release of Information and Right of Access Request (Form 1989) - (Webform - External) Link to live form 1989.
- HIM Batch Release ROI Using Doc Templates - (Handout) Batch release is used by ROI staff to release information for multiple patients to the same requestor. Release type, info requested, and requester are put in once, and then that information is applied to the releases for multiple patients. Records are still individually selected.
- Using the Releases Activity - (Handout) Epic’s Releases activity is used to authorize, fulfill, and document requests for patient health information.
- Copying a Release (HIM901) - (Video: 5 min) This video explains how to use the Copy Release functionality in Epic.
- Collecting the Consent to Release of Information and Right of Access Request form for Lay Caregivers - (Handout) If patients have identified a lay caregiver, an In Basket message will be sent to registration staff, who will be responsible for collecting the eSignature for the document so that information about discharge instructions can be shared.
- Managing a Failed Fax Generated from Epic - (Handout) When a fax fails that was generated from Epic a notification message populates the Failed Fax folder in the In Basket. Staff members assigned to resolve failed faxes should follow this process.
- Scanning an Authorization (HIM906) - (Video: 7 min) This video describes how to scan a consent form into the Releases Activity.
- Scanning/Importing Policy and Procedure - (Handout - External) The Department of Health Information Management policy and procedure for scanning/importing information into the EMR.
- Viewing Existing/Past Releases - (Handout) There may be instances when a release that was already created needs to be accessed.
- Changing the Scanner Driver - (Handout) Users of workstations that support both scanning and patient photo capture may find it necessary to change the scanner driver (the program that controls the device), depending on the activity for which the workstation was used most recently. This tip sheet gives instructions for changing the scanner driver from Media Manager and other activities that involve scanning.
- Quick Disclosure for ROI - (Handout) Quick Disclosure is used when recording the release of information after it has been provided.
- Utilizing Quick Release for Release of Information - (Handout) Quick Release provides staff with a streamlined tool for the efficient release of patient electronic records. This tool is intended for small releases of one to three pages.
HIM Staff ONLY
Resources in this section cover processes that are only to be done by staff in the Health Information Management Department.
- Creating and Editing a Requester (HIM908) - (Video: 8 min) This video outlines how to create and edit a Requester within the Release of Information module within Epic.
- ROI Using Chart Gateway - (Handout) The Chart Gateway is a tool that, with authorization from both the patient and UIHC and/or our affiliated organizations, sends the relevant information electronically to fulfill insurance company queries for ROI.
- ROI Using EHI Doc Templates - (Handout) How to release EHI in a machine-readable format for either a single patient or a population of patients using Epic's EHI Export solution. The Clarity database is a main source for much of the EHI Export data. This workflow uses the EHI document template (doc template) within the Release of Information (ROI) activity to fulfill information requests.
Related Pages
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