ROI Tabs
The ROI status is visible at the top of every page of the client's profile in ClientPoint. If the ROI is green, no other action is needed. This means that the client has already had the privacy script read to them by your agency and you can move to the next step in your workflow.
If the client does not have an ROI in place, you will need to read the Privacy Script (Coming Soon!) to them. Once client agrees that they are ready to get started:
- Click Add Release of Information
- Select all household members who will be included on your entry
- The Provider will default to your ADMIN provider. Do not change this! This covers the client for all projects at your agency.
- Release Granted should say Yes
- Start Date is the date you read the privacy script
- End Date is 10 years after the Start Date
- Documentation is whatever method you used for client consent
- Enter yourself as the Witness
- Click Save Release of Information
If the client has privacy concerns at the time you read the privacy script, follow the guidelines in the ROI and Privacy Script (Coming Soon!) and Processing a Limited Visibility Request (Coming Soon!) guides.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article