How to document a client's Release of Information (ROI) choice
Author: Reid Lemker | Date Created: July 1, 2024 | Date Updated: July 1, 2025
What this is
Need to document a client's Release of Information selection? This article will show you how.
What you need to know
The HMIS ROI lets a client decide if they want to share their information with other programs in the statewide HMIS system. Sharing in HMIS helps agencies like yours coordinate services. For more information about data sharing, check out Common Questions about the HMIS Release of Information (ROI)
Follow these steps
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.
🚨Remember the client's sharing selection and answer the same whenever you complete the visibility restriction 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.
- Go to the Dashboard of your client's record:
When you are done
Your client's choice has been documented in HMIS.
You can download and print a copy of the HMIS Release of Information form on our website: Administrative Documents.
🖨️ The HMIS ROI is available in Spanish, Hmong, Russian, Karen, and Somali languages.