ROI Procedure for Admin/Clinician

We have created a DocuSign PowerForm to make completing ROI forms easier and more efficient. The ROI previously located in the TherapyNotes library has been deleted. From now on, please use the DocuSign links below whenever you need an ROI completed for a client.

When using the link:

Enter your name and email under the Clinician/Admin section (required).

If the client is signing, enter the client’s name and email under the Client section.

If the parent/guardian is signing on behalf of the client, enter the parent/guardian’s name and email under the Parent/Guardian/Representative section.

We have created both an English and a Spanish version of the form for convenience.

Step-by-Step Process

1.ROI Links (Clinician/Admin Use Only)

English Version: https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=53dbfd0c-9fd2-4e66-a232-78a178f051ec&env=na3&acct=644694c1-d866-4c7e-a503-220b7af8dc79&v=2

Spanish Version: https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=9ebd706d-9b1f-4d80-b8c8-d2fdced65cb6&env=na3&acct=644694c1-d866-4c7e-a503-220b7af8dc79&v=2

2.Clinician/Admin completes PowerForm signer information (required):

Clinician/Admin: Enter your name and email. (required field)

Client: Enter name and email if the client will sign for themselves.

Parent/Guardian/Representative: Enter name and email if a parent/guardian will sign on behalf of the client.

3. Clinician/Admin fills out the ROI DocuSign link.

4. Submit the form.

5.Client (or parent/guardian) receives an email with the subject line:

"Complete with DocuSign: Release-of-Information-Form.pdf."

6.Client/Parent clicks “Review Document” and signs electronically.

7.Admin email receives a notification once the form has been signed.

8.Admin team uploads the signed ROI to the client’s Documents section and shares it on the client portal.