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.
- Scroll down to the Transaction Visibility section of the page:
- Select Creating Organization ONLY if the client checked Do Not Share on the HMIS ROI.
- 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.
- Navigate to the Dashboard of your client's record:
Related Articles & References
- For more information regarding data sharing in HMIS check out ROI Information and Frequently Asked Questions
- You can download and print a copy of the HMIS Release of Information form on our website: Administrative Documents
- The HMIS ROI is also available in Spanish, Hmong, Russian, Karen, and Somali. See link above.
Core HMIS Workflow How-to Guides:
Questions? Email the Helpdesk: MNHMIS@icalliances.org