Setting the Practice Default for the Release of Information

A patient's release-of-information claim status is information that may be required by some payers and is sent electronically. You can set Release of Information at the encounter, practice or payer level.

• Practice level for patient charts. The setting becomes the default for every encounter at that practice.
• Set the payer default for release of information - this becomes the default when the payer is associated with an encounter. The payer-level setting overrides the practice-level setting.

The default is stored in the insurance record and displays on the Patient Insurance - of the Encounter window. If Release of Information is not set in the Practice Preferences or in the Payers master file, then it must be set for each encounter when it is required by the payer.