Authorization to Release Medical Records Template

Patients or authorized representatives use this form to direct a healthcare provider to release specified medical records to a named recipient for a stated purpose and period.

Use this template free

When to use it

  • Sending records to a new healthcare provider
  • Sharing records with an insurance company
  • Authorizing a family member or caregiver to receive records
  • Releasing records for a personal or administrative purpose

What it asks

  1. Your full name
  2. Your email address
  3. Your phone number
  4. Patient’s full legal name
  5. Patient’s date of birth
  6. Healthcare provider or facility holding the records
  7. Which records should be released?
  8. Recipient’s name and organization
  9. Recipient’s email address for secure delivery
  10. Purpose of the release
  11. When should this authorization expire?
  12. If you are not the patient, your relationship or authority to sign
  13. I authorize the provider or facility named above to release the specified records to the recipient for the stated purpose, until the expiration date.
  14. Signature name
  15. Date signed

Why it should be encrypted

The form includes identifying details and information about a patient's care and records. Only the patient or authorized representative and the intended recipient should be able to read the answers.

Tips

  • Specify which records and date range the provider should release.
  • Confirm the recipient's organization and secure delivery address before sending.
  • Set a clear expiration date and make sure the signer has authority to authorize the release.

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