What Information Should Be Included on the ROI Form?
To help us process your request as quickly and accurately as possible, make sure the ROI form includes the following:
Patient Information:
Full name
Date of birth
Contact information
Recipient Information (where records should be sent):
Name of recipient (yourself or a third-party entity)
Recipient’s contact information
Preferred delivery method (email, fax, etc.)
Details of the Request:
What records are being requested (e.g., all records, records from specific dates, a specific letter or provider communication)
Purpose of the request (e.g., continuity of care, personal use, legal, etc.)
Authorization Validity:
Length of time the authorization is valid (e.g., one year, five years, etc.)
Signature:
Signature of the patient or authorized legal representative
Date of signature