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A patient wants a copy of their medical records

Patients have a legal right to their records. You have 30 days to provide them.

  1. 1

    Have the patient complete a records request form

    Give the patient your practice's standard records release form. Verify their identity before handing over any records.

  2. 2

    Note the date of the request

    Your 30-day clock starts today. Write it down. If you cannot fulfill the request within 30 days you can request a 30-day extension but must notify the patient.

  3. 3

    Provide records in the format they request

    If a patient asks for electronic records, provide them electronically if you can. You may charge a reasonable cost-based fee for copies.

  4. 4

    Document the fulfillment

    Keep a record of when the request was made, when it was fulfilled, and what was provided. This is required by HIPAA.

Important

There are very limited exceptions to a patient's right to their records, for example, psychotherapy notes have separate rules. Consult your privacy officer for unusual situations.

Related

Not legal advice. Follow your organization's policies and consult counsel for legal questions.