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What documentation should I get when a patient, or an individual acting on behalf of the patient, or the patient's physician requests the release of the patient's records? How long should I keep the documentation?

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Facilities should request that patients, physicians, or individuals acting on behalf of patients sign a release form, or submit a written release request; however, if the facility chooses to accept oral transfer requests, a notation should be made in a log. Other documentation may also be possible. Facilities must keep this documentation for the same 5/10 years as they are required to keep the original records. Facilities should check to see if State or local laws related to release of records require additional documentation.

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Page Last Updated: 08/12/2014
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