New ROI requests can be created from scratch within the Release of Information layout in the Medical Records Unity Client.
To create an ROI request from the Release of Information layout:
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Click the Release of Information button on the Home tab.
The Release of Information layout is displayed.
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Do one of the following:
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Click the New button from the Release of Information tab.
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Right-click within the Active Requests list and select New.
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If the Set Default Facility dialog box is displayed, do one of the following:
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Select a facility from the drop-down list, and click OK. This facility will be automatically selected when you create new requests.
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Select <None> from the drop-down list, and click OK. No facility will be automatically selected when you create new requests.
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Click Cancel to postpone making a selection until the next time you create a new request.
The Set Default Facility dialog box prompts you to specify a facility you would like selected by default for all new requests you create. The Set Default Facility dialog box is only displayed if you have not previously specified whether you would like to select a default facility.
Note:To change your default facility preference after selecting a facility or <None> and clicked OK, see ROI User Options.
The ROI request form is displayed.
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