ROI Instructions for Release of Information Forms
This document provides detailed instructions for completing and submitting Release of Information (ROI) forms. It is essential for individuals requesting medical records to ensure proper handling and processing. Follow the guidelines to ensure your request is fulfilled efficiently.
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How do I fill this out?
To fill out the ROI form, start by clearly writing the service member's full name and date of birth. Ensure all sections, especially the recipient's information and the purpose of disclosure, are completed accurately. Review the completed form for legibility before submission.

How to fill out the ROI Instructions for Release of Information Forms?
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1. Write the service member's full name and DOB clearly.
2
2. Complete all relevant sections, especially recipient information.
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3. Indicate any special instructions for record release.
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4. Review for legibility and accuracy.
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5. Submit the form along with your identification.
Who needs the ROI Instructions for Release of Information Forms?
1
Patients needing to transfer their medical records for continuity of care.
2
Healthcare providers requesting records from Touchstone for treatment purposes.
3
Insurance companies requiring records for claims processing.
4
Legal representatives needing access to a client's medical history.
5
Family members seeking records for a loved one who is unable to make the request.
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What are the instructions for submitting this form?
To submit the ROI form, follow these steps: 1. Email your completed form and a photocopy of your ID to MedicalRecords@touchstonebh.org. 2. Fax your documents to 602.732.5463. 3. Drop off your form at any Touchstone location. Ensure you allow 7 to 10 business days for processing. For urgent requests, please indicate so on the form.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates associated with the ROI form for 2024 and 2025, but it is crucial to submit requests promptly to allow sufficient processing time.

What is the purpose of this form?
The purpose of the ROI form is to facilitate the secure and efficient release of medical records. This form ensures that patient information is released only with proper authorization and for legitimate reasons. It serves as a crucial tool for patients transferring care or requiring documentation for other purposes.

Tell me about this form and its components and fields line-by-line.

- 1. Service Member Name: Full name of the individual whose records are being requested.
- 2. Date of Birth: The date of birth of the service member for identification purposes.
- 3. Recipient Information: Details about the person or agency receiving the records.
- 4. Mailing Address: Where the records should be sent or picked up.
- 5. Purpose of Disclosure: Reason for requesting the release of records.
- 6. Signature: Signature of the requesting party to authorize the release.
What happens if I fail to submit this form?
If you fail to submit the ROI form, your request for medical records will not be processed. This may result in delays in obtaining necessary information for care or legal purposes. It is essential to ensure the form is completed and submitted correctly.
- Incomplete Information: Failure to provide necessary information may lead to processing delays.
- Missing ID: Not submitting a photo ID could result in rejection of your request.
- Incorrect Recipient Details: Incorrect information about the recipient might prevent record release.
How do I know when to use this form?

- 1. Transferring Medical Care: Use this form to request records when moving to a new healthcare provider.
- 2. Legal Proceedings: Necessary for lawyers to obtain medical histories for cases.
- 3. Insurance Claims: Required for insurance companies to process claims involving medical records.
Frequently Asked Questions
What is the ROI form used for?
The ROI form is used to request the release of medical records from Touchstone.
How do I submit the ROI form?
You can submit the ROI form via email, fax, or by dropping it off at any Touchstone location.
Can I edit the ROI form online?
Yes, you can edit the ROI form easily using PrintFriendly’s editing tools.
What information do I need to provide?
You need to provide the service member's full name, date of birth, and recipient's information.
How long does it take to process the request?
Please allow 7 to 10 business days for processing medical records requests.
Can I track my request status?
You can contact Medical Records for updates on your request status.
What happens if I don’t provide my ID?
Failure to provide ID may delay the processing of your request.
Why do I need to specify the purpose of the request?
Specifying the purpose helps ensure that the correct information is released.
Can I revoke my authorization?
Yes, you can revoke your authorization by completing the designated section on the form.
What if my request involves a legal representative?
You will need to submit legal documentation along with the ROI form.
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