Client Intake: Release of Information

Author: Reid Lemker | Date Created: July 1, 2024 | Date Updated: June 4th, 2025

Overview

Need to document a client's Release of Information selection? This article will detail how to document whether a client has consented to share their transactional information with all MN HMIS-participating organizations, or to restrict the visibility of transactions to the organization that created them.


Documenting an HMIS ROI

The HMIS Release of Information is the last section on the Basic Client Information form when completing an Intake.

  1. Scroll down to the Transaction Visibility section of the page:
    1. Select Creating Organization ONLY if the client checked Do Not Share on the HMIS ROI.
    2. Select ALL Organizations if the client checked Share on the HMIS ROI.

🚨Please Note: remember the client's sharing selection and answer identically whenever you are asked to indicate visibility restriction on a data element throughout the enrollment process.

Confirming a Client's ROI Status

If you need to confirm the transaction visibility of an existing client, you can see it on the client's dashboard.

  1. Navigate to the Dashboard of your client's record:


Related Articles & References


Core HMIS Workflow How-to Guides:


HMIS Fundamentals

ClientTrack Basics

Client Intake

Program Enrollment


Questions? Email the Helpdesk: MNHMIS@icalliances.org

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