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Annual Information or most commonly known as Annual Information Return (AIR) is a requirement under the Income Tax Act which needs the documents of high value financial transactions within the business organization. This document contains information about business practices, internal controls, and other market conditions from the previous calendar year.

On one hand, a Supplementary Information (SI) may be established outside the basic financial statements. This document aims for a standard auditing report. Although not required, auditors may add their own opinion through an SI after evaluating financial reports, provided that these assessments are fairly stated and reviewed by significant group of people.

Authorization for Release of Information Form

Client Limited Release of Information

Social Security Consent for Release of Information

Authorization for Release of Confidential Information

Release of Personal Information

What Does Release of Information Mean?

Some records of information have such confidentiality which is protected and secure by Federal Law. Thus, when wanting to get access to any confidential information, a Release of Information Form must be duly signed by an individual assuring that the client, whose information is to be disclosed, will affix his signature for authorization purposes.

These forms are commonly used in medical institutions but it is also applicable to any other institution like media, schools, and even for personal use. Getting a release form would mean that you get a formal consent from an individual. These legalized forms also considers specifications of details of the information disclosed.

What Is Protected Health Information?

Protected Health Information, also known as PHI, is a provision of the US law which helps keep confidentiality of an individual regarding his health. Generally, this pertains to a statistic data, medical history, test and research results, insurance information and other data, that a health care professional gathers to recognize an individual and determine proper care.

In other words, Protected Health Information is basically an identifiable information mostly used in medical records, including conversations between medical personnel and a patient about specific treatments. Protected Health Information also includes information like billing information and patient-identifiable information in a health insurance company. In the instance of emergency purposes, one can get Emergency Release Forms instead.

Release of Patient Information

Authorization for Release of Health Information

Consent to Release Information

Scholarship Release of Information

Release of Mental Health Record

Student Information Release

HIPAA Release of Information

What Does a Release of Information Specialist Do?

Often known as front-line greeters, these Release of Information specialists are trained individuals responsible for facilitating data and records of any client while following specific rules and regulations for the protection of confidentiality.

Most of the time, they are the ones receiving queries from walk-in individuals or via electronic communication. Basically, these Release of Information Specialists are expected to provided a quality customer service with their clients. Other than these general duties of an ROI, here are other responsibilities that they must know:

• A Release of Information Specialist must log in all important information
• Patience must be their key characteristic as a release of information specialist will be communicating with several clients in a day and other clients may not understand the value of confidentiality.
• ROI specialists must have knowledge with word processors, database queries and management, spreadsheet programs
• ROI specialists must be organized and pay close attention to detail
• ROI specialists are also responsible for doing regular reports of their progress to their supervisors
• ROI specialists should be familiar with copy service
• Some ROI specialists may be required to request information from other places
• ROI specialists should keep an up-to-date record of the client’s  data
• ROI specialists must be familiar with the details of an ROI form. You may want to get familiar through looking over Samples of Release of Information Forms
• Some institutions like schools, may task their Release of Information specialist to hand out a General Release of Liability Form to students who will engage with school trips so as not to hold the schools responsible for unexpected occurrences like accidents or injuries.

Basically a Release of Information specialist’s job is to thoroughly compile, process, and maintain records of every client an institution may have, considering all the knowledge he has about the importance and laws of confidentiality.

Personal Information Release

Confidential Release of Information

Model Limited Release of Information

Release of Confidential Information to Third Parties

Client Limited Release

 

How To Write a Release of Information Letter?

Either you are requesting for your own record or you’d like to request for someone else’s records, you need to write a Release of Form letter. It’s as simple as writing your personal love letter but it’s more formal. To give you an idea on what should be included in your letter, consider these things:

• Observe proper formatting
• Start with your salutations
• Give the specific authorization details (for representative)
• Supply the basic information: patient’s information, records to be released, and purpose
• Conclude the letter with your name and signature. If you have a representative, also include his.

Once approved, you’ll be given a general release form. Try going over Sample General Release Forms to see how it looks like.

Where to Send Social Security Consent for Release of Information?

Formally, a letter of consent for release of information or maybe an authorization for release of information should be addressed to either a Release of Information Specialist or to a person of higher authority in an organization or institution. However, for security purposes, these letters may be forwarded to the Office of Informations Programs and Services of the US Department of State especially if you access the information of an independent individual or of a deceased individual. In medical cases, addressing your letters to the ROI specialist or any person in the Health Information office will help you get that Medical Release of Information Form.

Waiver Release of Information

Financial Information Release

Authorization for Release of Protected Health Information

Release of Employee Information

General Release of Credit

Release of Billing Information

Basic Release of Information Form

Release of Information Guidelines

You may want to know how to ensure that you get your right to access to the important information of an individual may it be health-related, for personal use, or for beneficiary use through a Beneficiary Release Form. Below are some guidelines which may greatly help you with your aim:

• You need to secure an authorization letter or acknowledgement always. This authorization letter should specify the information of the client whose information is about to be disclosed, purpose and limitations of information, and most importantly the signature of the main requestor.
• Documents without signatures of affirmation from appropriate authorities may not be released.
• For minors or youth, a progress record of the release of information should be given to proper personnel.
• Either you provide your own release form to be affirmed to by downloading one of the many Sample Release of Information Forms available or wait for the Release of Information Specialists to hand you one.
• Release of Information may take time as all requests will have to go through a number of verifications. This includes reviewing of content, verification of legal authority of requestor, verification of patient or client’s information, and verification of the purpose and its appropriateness.