Document Release of Patient's Information

You can release a patient's required information to maintain a streamlined, secure, and compliant process for such sensitive data.

1. Open NextGen® Enterprise EHR, and then in Patient History, select Open Templates.
   The Select Template window opens.
2. On the Medical Records tab, select All.
3. Open Release of Information template.
4. Select a program.
5. Review the information grid in the Release of Information History grid in the Release Information panel.
6. To revoke an expired item, highlight a row whose Exp Date column is empty and select Revoke.
   The current row expiry date is set to the encounter date. A new row is created with the type as Revoke and both effective and expiry dates are set to the encounter date.
7. Select a type of release authorization from Disclose, Obtain, Reciprocal, or Revoke.
8. Select the duration of the authorization release.
9. Select the reason for disclosure.
   Note: The Reason for Disclosure values appear from the Expanded DBPicklist panel in the BH Foundation Configuration template. You can also add data manually.
10. Select Add to add a support contact for the patient.
11. Select the contact from the Release Authorized by grid.
12. In the Documents panel, select the documents and the authorized information.
13. Select if the patient has received any privacy notice.
14. Select whether the patient wants to receive a list of contact to whom the information is disclosed to.
15. Optional: Select the PHI Log to update the patient's release of information records.
16. Optional: Select Generate Document.