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The Kaiser Records Request form is an essential tool for individuals seeking to authorize the release of their health information to third parties. This form requires the patient’s name, medical record number, birth date, and email address, ensuring accurate identification. Importantly, it is not intended for patients to access their own medical records; instead, they should use kp.org/requestrecords for such requests. The form includes sections for specifying the recipient's details, including their name, address, and contact information. Patients can indicate the purpose for the disclosure, which may include legal, insurance, or medical certification needs. Additionally, they can select the types of information to be disclosed, such as medical records, diagnostic images, and billing records, along with a specified time frame for the requested information. Special attention is given to sensitive health information, with options to include mental health records, addiction treatment details, and HIV lab results. The authorization is valid for six months, and patients have the right to revoke it at any time. However, once released, the information may not be protected under federal privacy laws, which is an important consideration for those involved. Overall, this form streamlines the process of obtaining necessary health information while emphasizing the importance of patient rights and privacy.

Form Sample

Patient Name: __________________________________________

Medical Record Number: _________________________________

Birth Date: ___________ Email: ____________________________

Do not use for patient copies of or access to their medical records. Patients should go to kp.org/requestrecords to conveniently request medical records, FMLA and Disability certifications.

AUTHORIZATION FOR USE OR DISCLOSURE OF PATIENT HEALTH INFORMATION

To the Following Third-Party Recipient (Fees may be required)

Recipient Name: ______________________________________________________________________________

Address: ______________________________________________________________________________________

City: ___________________________________________________ State: ________ Zip Code: ______________

Phone # ( ______ ) __________________ Email: _____________________________________________________

This disclosure can be used for the following purpose(s): Legal Insurance Medical Certification Other

Hospital and Medical Office records released as part of this authorization may contain references related to mental health, addiction, and HIV medical conditions documented by primary care.

I authorize the following to be disclosed for the selected time frame:

Form Completion (a substitute form or relevant medical records may be released in lieu) Medical Records

 

Diagnostic Images

 

 

Itemized Billing Records

 

Pharmacy Copays

 

Medical Copays

 

 

 

 

Time Frame: Last

2 months

 

6 months

 

1 year

2 years

 

5 years

 

All electronic records

 

 

 

 

 

 

Check the boxes below if you want this release to include the protected treating department or HIV initial test result information. If not checked, this treating department information will be excluded.

Mental Health Treatment Records Addiction Medicine Treatment Records HIV Lab Test Results Kaiser Permanente Oregon locations need to also check this box if they want Genetic Testing information released.

DURATION: Authorization shall remain in effect for 6 months from the date of signature below.

REVOCATION: You or your personal representative may cancel this authorization for future releases by submitting a written request to the Release of Information Unit listed for your region of service found on kp.org/requestrecords. Your cancellation will not affect information that was released prior to receipt of the written request.

REDISCLOSURE: Once this information is released, it may not be protected under federal privacy law (HIPAA). State or other federal law may require the recipient to obtain your authorization before further disclosure.

Kaiser Permanente may not condition treatment, payment, enrollment, or eligibility for benefits on whether you sign this authorization. This disclosure is made at your request. For Virginia patients, a copy of this authorization, and a note stating to whom your information was disclosed will be included in your medical record. A copy of the original authorization is valid. You have a right to a copy of this completed authorization.

We will provide the requested information in electronic format to the recipient unless the recipient contact us to make other arrangements.

 

 

 

 

 

 

 

Date

 

Signature

 

 

If personal representative, print name/relationship

NS-9934 (08-21) SPANISH-NS-1614; CHINESE-NS-6274

ORIGINAL - DISCLOSING PARTY CANARY - PATIENT

Instructions:

1)Complete the patient identification information on the top right-hand corner

2)Complete all required information for the recipient including a valid email address

3)Check the box for purpose of disclosure

4)Check the box(es) for the type of information to be disclosed and also check the box for a timeframe

5)If you want specially protected information to be included, check the appropriate box(es)

6)Enter the date you are signing the authorization

7)Sign the form

8)If you are a personal representative, print your name and relationship. We may reach out for you to provide additional documentation if needed.

9)Submit this form to the third party you are authorizing to obtain records

10)Keep a copy for your records

“Kaiser Permanente” means both your insurance company (a Kaiser Permanente health plan) and your doctors (a Permanente medical or dental group). It also includes different groups depending on where you live.

To find contact information go to kp.org and search locations for your region/market listed below or alternatively go to kp.org/requestrecords and indicate your region/market.

All states where we do business:

Kaiser Foundation Hospitals

Kaiser Permanente Insurance Company

Colorado:

Kaiser Foundation Health Plan of Colorado

Colorado Permanente Medical Group, P.C.

Georgia:

Kaiser Foundation Health Plan of Georgia, Inc.

The Southeast Permanente Medical Group, Inc.

Mid-Atlantic (Maryland/Virginia/Washington, D.C.):

Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.

Mid-Atlantic Permanente Medical Group, P.C.

Washington:

Kaiser Foundation Health Plan of Washington

Washington Permanente Medical Group, P.C.

Hawaii:

Kaiser Foundation Health Plan, Inc., Hawaii Region

Hawaii Permanente Medical Group, Inc.

Maui Health Systems

Northwest (Oregon/SW Washington):

Kaiser Foundation Health Plan of the Northwest

Northwest Permanente, P.C.

Permanente Dental Associates, P.C.

California - North:

Kaiser Foundation Health Plan, Inc., Northern California Region

The Permanente Medical Group, Inc.

California - South:

Kaiser Foundation Health Plan, Inc., Southern California Region

Southern California Permanente Medical Group

Patient Name: __________________________________________

Medical Record Number: _________________________________

Birth Date: ___________ Email: ____________________________

Do not use for patient copies of or access to their medical records. Patients should go to kp.org/requestrecords to conveniently request medical records, FMLA and Disability certifications.

AUTHORIZATION FOR USE OR DISCLOSURE OF PATIENT HEALTH INFORMATION

To the Following Third-Party Recipient (Fees may be required)

Recipient Name: ______________________________________________________________________________

Address: ______________________________________________________________________________________

City: ___________________________________________________ State: ________ Zip Code: ______________

Phone # ( ______ ) __________________ Email: _____________________________________________________

This disclosure can be used for the following purpose(s): Legal Insurance Medical Certification Other

Hospital and Medical Office records released as part of this authorization may contain references related to mental health, addiction, and HIV medical conditions documented by primary care.

I authorize the following to be disclosed for the selected time frame:

Form Completion (a substitute form or relevant medical records may be released in lieu) Medical Records

Diagnostic Images

Itemized Billing Records Pharmacy Copays Medical Copays

Time Frame: Last

2 months 6 months 1 year 2 years 5 years All electronic records

Check the boxes below if you want this release to include the protected treating department or HIV initial test result information. If not checked, this treating department information will be excluded.

Mental Health Treatment Records Addiction Medicine Treatment Records HIV Lab Test Results Kaiser Permanente Oregon locations need to also check this box if they want Genetic Testing information released.

DURATION: Authorization shall remain in effect for 6 months from the date of signature below.

REVOCATION: You or your personal representative may cancel this authorization for future releases by submitting a written request to the Release of Information Unit listed for your region of service found on kp.org/requestrecords. Your cancellation will not affect information that was released prior to receipt of the written request.

REDISCLOSURE: Once this information is released, it may not be protected under federal privacy law (HIPAA). State or other federal law may require the recipient to obtain your authorization before further disclosure.

Kaiser Permanente may not condition treatment, payment, enrollment, or eligibility for benefits on whether you sign this authorization. This disclosure is made at your request. For Virginia patients, a copy of this authorization, and a note stating to whom your information was disclosed will be included in your medical record. A copy of the original authorization is valid. You have a right to a copy of this completed authorization.

We will provide the requested information in electronic format to the recipient unless the recipient contact us to make other arrangements.

 

 

 

 

 

 

 

Date

Signature

 

 

If personal representative, print name/relationship

NS-9934 (08-21) SPANISH-NS-1614; CHINESE-NS-6274

ORIGINAL - DISCLOSING PARTY CANARY - PATIENT

Document Specifications

Fact Name Details
Purpose of Form This form authorizes the use or disclosure of a patient's health information to a third party.
Patient Identification Patients must provide their name, medical record number, birth date, and email address.
Third-Party Recipient Information can be sent to a specified third-party recipient, who may incur fees.
Time Frame Options Patients can select a time frame for records, ranging from 2 months to 5 years.
Special Information Patients can choose to include sensitive information such as mental health or HIV test results.
Duration of Authorization The authorization remains valid for 6 months from the date of signature.
Revocation Process Patients can cancel the authorization by submitting a written request to the Release of Information Unit.
State-Specific Laws In Virginia, a copy of the authorization and disclosure details will be included in the medical record.

Steps to Filling Out Kaiser Records Request

Filling out the Kaiser Records Request form is a straightforward process. Once you have completed the form, you will need to submit it to the designated third party for processing. Make sure to keep a copy for your records.

  1. Complete the patient identification information in the top right-hand corner, including your name, medical record number, birth date, and email.
  2. Fill in all required information for the recipient, ensuring to include a valid email address.
  3. Check the box indicating the purpose of the disclosure, such as legal, insurance, or medical certification.
  4. Select the type of information you want to be disclosed by checking the appropriate box(es), and choose a timeframe for the records.
  5. If you wish to include specially protected information, check the relevant box(es) for mental health, addiction medicine, or HIV lab test results.
  6. Enter the date you are signing the authorization.
  7. Sign the form to authorize the release of your information.
  8. If you are a personal representative, print your name and relationship to the patient.
  9. Submit the completed form to the third party you are authorizing to obtain the records.
  10. Keep a copy of the completed form for your records.

More About Kaiser Records Request

What is the purpose of the Kaiser Records Request form?

The Kaiser Records Request form is designed to authorize the release of your health information to a third party. This may be necessary for various reasons, such as legal matters, insurance claims, or medical certifications. By completing this form, you grant permission for Kaiser Permanente to disclose specific medical records or other health-related information to the designated recipient.

How do I complete the Kaiser Records Request form?

Filling out the Kaiser Records Request form involves several straightforward steps. Start by entering your personal identification information, including your name, medical record number, birth date, and email address. Next, specify the recipient's details, including their name, address, phone number, and email. Indicate the purpose of the disclosure and select the types of information you wish to release, along with the desired time frame for the records. Finally, sign and date the form, and if applicable, provide your name and relationship if you are a personal representative.

How long is the authorization valid?

The authorization you provide on the Kaiser Records Request form is valid for six months from the date you sign it. During this time, the designated recipient can access the information you have authorized. If you need to cancel this authorization before the six-month period ends, you can do so by submitting a written request to the Release of Information Unit for your region.

Can I request my own medical records directly?

No, the Kaiser Records Request form is not intended for patients to request their own medical records. Instead, patients should visit kp.org/requestrecords to conveniently request access to their medical records, as well as for FMLA and disability certifications. This online platform provides a streamlined process for patients to obtain their information directly without the need for a third-party request.

Common mistakes

  1. Incomplete Patient Information: Many individuals forget to fill out all required fields, such as the patient name, medical record number, or birth date. Missing this information can delay the processing of the request.

  2. Recipient Details Not Provided: Failing to include complete information about the third-party recipient is a common oversight. This includes the recipient's name, address, and email. Without these details, the records cannot be sent.

  3. Purpose of Disclosure Left Unchecked: Some people neglect to check the appropriate box indicating the purpose for the disclosure, whether it be for legal, insurance, or medical certification. This can lead to confusion and potential delays.

  4. Time Frame Selection Errors: Selecting an incorrect time frame or failing to select one at all can hinder the request. It’s crucial to specify whether records are needed for the last 2 months, 6 months, or other time frames.

  5. Specialty Information Not Included: Individuals often overlook the option to include specially protected information, such as mental health or HIV records. If these boxes are not checked, this sensitive information will be excluded from the release.

  6. Signature and Date Missing: Lastly, forgetting to sign and date the authorization can render the request invalid. It is essential to complete this step to ensure that the request is processed without issues.

Documents used along the form

When requesting medical records, there are several forms and documents that may accompany the Kaiser Records Request form. Each of these documents serves a specific purpose and helps ensure that the process is handled efficiently and in accordance with regulations.

  • Authorization for Use or Disclosure of Patient Health Information: This form grants permission for a third party to access your medical records. It specifies the purpose of the request and the types of information to be disclosed.
  • Patient Identification Form: This document collects essential information about the patient, such as name, medical record number, and birth date, to verify identity and facilitate the records request.
  • Release of Information Unit Contact Information: This form provides the necessary contact details for the department responsible for processing requests for medical records, ensuring patients know where to direct their inquiries.
  • Medical Records Request Tracking Form: This internal document tracks the status of a records request. It helps keep both the patient and the medical facility informed about the progress of the request.
  • Patient Consent Form: This form is sometimes required to confirm that the patient understands and agrees to the release of their medical information to a specified third party.
  • Billing Information Request Form: Patients may need to submit this form if they are requesting detailed billing records, including itemized charges for medical services received.
  • FMLA Certification Form: This document is used to request certification for leave under the Family and Medical Leave Act. It may require medical information to support the request for time off.
  • Disability Certification Form: This form is used to provide necessary medical documentation for disability claims, ensuring that the appropriate information is submitted to the relevant agency.

Each of these documents plays a vital role in the process of obtaining medical records and ensures that all necessary information is provided. Understanding these forms can help patients navigate their healthcare needs more effectively.

Similar forms

The Authorization for Release of Medical Records form is similar to the Kaiser Records Request form in that both documents allow patients to authorize the release of their medical information to a designated third party. Each form requires the patient to provide personal identification details, including their name, medical record number, and date of birth. Both documents also specify the purpose of the information request, whether for legal, insurance, or medical certification purposes. They ensure that patients understand the implications of releasing their health information and the potential for redisclosure.

The HIPAA Authorization Form serves a similar function by allowing individuals to grant permission for their health information to be shared with specific parties. Like the Kaiser Records Request form, it requires the patient to identify the recipient and the purpose of the disclosure. Both forms highlight the importance of protecting sensitive information and detail the duration for which the authorization is valid. This ensures that patients remain informed about their rights regarding their health information.

The Medical Records Release form is another document that parallels the Kaiser Records Request form. It is used to request access to a patient’s medical records from healthcare providers. Both forms require similar information, such as patient identification and the recipient's details. Additionally, they outline the types of records being requested and the timeframe for which the records are relevant. This consistency helps streamline the process of obtaining medical information across different healthcare settings.

The Patient Consent Form is akin to the Kaiser Records Request form in that it also seeks patient approval for the sharing of health information. Both documents emphasize the need for informed consent before disclosing sensitive medical information. They include sections for patients to specify what information can be shared and with whom, ensuring that patients retain control over their health data. This shared focus on consent underscores the importance of patient autonomy in healthcare.

The Release of Information Request form is similar to the Kaiser Records Request form in that it facilitates the transfer of medical records between healthcare providers and third parties. Both forms require the patient to provide specific details about themselves and the intended recipient. They also include sections for patients to indicate the purpose of the request and the types of information to be disclosed. This structured approach helps ensure that all necessary information is collected to process the request efficiently.

The Authorization for Use and Disclosure of Health Information form mirrors the Kaiser Records Request form by allowing patients to authorize the sharing of their health information. Both documents require patients to provide identifying information and specify the purpose of the disclosure. They also address the potential risks associated with sharing sensitive information, ensuring that patients are aware of their rights and the implications of their consent.

The Third-Party Medical Records Release form is another document that shares similarities with the Kaiser Records Request form. It allows patients to authorize the release of their medical records to a third party, such as an attorney or insurance company. Both forms require similar patient information and outline the types of records being requested. They also provide clarity regarding the duration of the authorization, helping patients understand how long their consent remains valid.

Finally, the Medical Record Request form is comparable to the Kaiser Records Request form as it serves the same purpose of requesting access to a patient's medical records. Both forms necessitate the completion of patient identification details and the recipient's information. They also provide options for the types of records to be released and the timeframe for which the records are relevant. This consistency across forms aids in maintaining a clear and organized process for accessing medical information.

Dos and Don'ts

When filling out the Kaiser Records Request form, it's important to be thorough and careful. Here are some key dos and don'ts to keep in mind:

  • Do complete all patient identification information at the top of the form.
  • Do provide a valid email address for the recipient.
  • Do check the appropriate boxes for the purpose of the disclosure.
  • Do specify the type of information you want disclosed.
  • Do sign and date the authorization before submitting.
  • Don't forget to keep a copy of the completed form for your records.
  • Don't use this form for personal copies of your medical records.
  • Don't leave any required fields blank, as this may delay processing.

By following these guidelines, you can ensure that your request is processed smoothly and efficiently. Take your time, and double-check your entries before submitting the form. Your health information is important, and handling it correctly helps maintain your privacy and access to necessary records.

Misconceptions

  • Patients can use the Kaiser Records Request form to obtain their own medical records. This form is not intended for patients to access their own records. Instead, patients should visit kp.org/requestrecords for direct access to their medical information.
  • All information requested will be automatically provided. The release of information depends on the specific boxes checked on the form. If certain types of information are not selected, they will not be disclosed.
  • There are no fees associated with the records request. Fees may be required for certain disclosures, especially if the request involves third-party recipients.
  • The authorization is valid indefinitely. The authorization for the use or disclosure of patient health information is effective for only six months from the date of signature.
  • Once the information is released, it remains protected under HIPAA. After the information is disclosed, it may no longer be protected under federal privacy law, and the recipient may disclose it further without additional consent.
  • All medical records can be requested at any time. The form allows requests for specific time frames, such as the last two months, six months, or even up to five years. Users must specify the desired time frame.
  • Patients can revoke their authorization at any time without consequences. While patients can cancel future releases, this does not affect any information that has already been disclosed prior to the cancellation request.
  • The form must be submitted to Kaiser Permanente. The completed form should be submitted to the third party designated on the form, not directly to Kaiser Permanente.
  • All records are provided in paper format. The records will typically be provided in electronic format unless the recipient requests otherwise.
  • Only the patient can authorize the release of their medical information. A personal representative can also sign the form, provided they include their name and relationship to the patient.

Key takeaways

When filling out and using the Kaiser Records Request form, keep these key takeaways in mind:

  • Patient Identification: Fill in your name, medical record number, birth date, and email at the top of the form.
  • Third-Party Recipient: Provide complete details for the third party who will receive the records, including their name, address, and email.
  • Purpose of Disclosure: Clearly indicate the reason for the request by checking the appropriate box, such as legal or insurance purposes.
  • Information Types: Select the specific types of information you want disclosed, such as medical records or billing records, along with a time frame for the records.
  • Protected Information: If you wish to include sensitive information, like mental health or HIV records, ensure you check the relevant boxes.
  • Duration and Revocation: The authorization lasts for 6 months. You can revoke it at any time by submitting a written request, but this will not affect information already released.