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DD 2870 Template

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, is a document utilized by the United States Department of Defense. This form allows individuals to grant permission for the release of their medical or dental records to authorized recipients. Filling out the DD 2870 accurately is crucial for ensuring that your medical information is shared securely and with the right parties — to get started, click the button below.

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Table of Contents

Navigating the landscape of medical records and access can be a challenging task for individuals and families navigating the complex world of healthcare within the Department of Defense (DoD). The DD Form 2870, otherwise known as "Authorization for Disclosure of Medical or Dental Information," plays a pivotal role in this process. This form serves as a crucial tool for service members, veterans, and their families, allowing them to grant authorization for the release of medical or dental information to designated parties. Such a provision is essential not only for facilitating continuity of care when transitioning between service providers but also in supporting claims for benefits or in circumstances requiring comprehensive medical documentation. By completing this form, individuals ensure that their health information is shared securely and only with those they trust, thereby safeguarding their privacy while fulfilling the necessary administrative or personal needs. The careful handling and understanding of the DD Form 2870 are, therefore, of paramount importance for anyone looking to navigate healthcare services within the military ecosystem effectively.

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Prescribed by: DoDM 6025.18

CONTROLLED when filled

AUTHORIZATION FOR DISCLOSURE OF MEDICAL OR DENTAL INFORMATION

PRIVACY ACT STATEMENT

In accordance with the Privacy Act of 1974 (Public Law 93-579), the notice informs you of the purpose of the form and howit will be used. Please read it carefully.

AUTHORITY: Public Law 104-191; E.O. 9397 (SSAN); DoD 6025.18-R.

PRINCIPAL PURPOSE(S): This form is to provide the Military Treatment Facility/Dental Treatment Facility/TRICARE Health Plan with a means to request the use and/or disclosure of an individual's protected health information.

ROUTINE USE(S): To any third party or the individual upon authorization for the disclosure from the individual for: personal use; insurance; continued medical care; school; legal; retirement/separation; or other reasons.

DISCLOSURE: Voluntary. Failure to sign the authorization form will result in the non-release of the protected health information.

This form will not be used for the authorization to disclose alcohol or drug abuse patient information from medical records or for authorization to disclose information from records of an alcohol or drug abuse treatment program. In addition, any use as an authorization to use or disclose psychotherapy notes may not be combined with another authorization except one to use or disclose psychotherapy notes.

SECTION I - PATIENT DATA

1. NAME (Last, First, Middle Initial)

 

2. DATE OF BIRTH (YYYYMMDD)

3. SOCIAL SECURITY NUMBER

 

 

 

 

 

 

4. PERIOD OF TREATMENT: FROM - TO (YYYYMMDD)

 

5. TYPE OF TREATMENT (X one)

 

 

 

 

 

OUTPATIENT

INPATIENT

BOTH

 

 

 

 

 

 

 

 

 

SECTION II -

DISCLOSURE

 

 

 

6. I AUTHORIZE

 

 

TO RELEASE MY PATIENT INFORMATION TO:

 

 

 

 

 

 

(Name of Facility/TRICARE Health Plan)

 

 

 

a. NAME OF PERSON OR ORGANIZATION TO RECEIVE MY

 

b. ADDRESS (Street, City, State and ZIP Code)

 

MEDICAL INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

c. TELEPHONE (Include Area Code)

 

d. FAX (Include Area Code)

 

 

 

 

 

 

 

7. REASON FOR REQUEST/USE OF MEDICAL INFORMATION (X as applicable)

 

 

 

 

PERSONAL USE

INSURANCE

CONTINUED MEDICAL CARE

RETIREMENT/SEPARATION

SCHOOL

LEGAL

OTHER (Specify)

8. INFORMATION TO BE RELEASED

9. AUTHORIZATION START DATE (YYYYMMDD)

10. AUTHORIZATION EXPIRATION

DATE (YYYYMMDD)

SECTION III - RELEASE AUTHORIZATION

ACTION COMPLETED

I understand that:

a. I have the right to revoke this authorization at any time. My revocation must be in writing and provided to the facility where my medical records are kept or to the TMA Privacy Officer if this is an authorization for information possessed by the

TRICARE Health Plan rather than an MTF or DTF. I am aware that if I later revoke this authorization, the person(s) I herein name will have used and/or disclosed my protected information on the basis of this authorization.

b. If I authorize my protected health information to be disclosed to someone who is not required to comply with federal privacy protection regulations, then such information may be re- disclosed and would no longer be protected.

c. I have a right to inspect and receive a copy of my own protected health information to be used or disclosed, in accordance with the requirements of the federal privacy protection regulations found in the Privacy Act and 45 CFR 164.524.ss

d. The Military Health System (which includes the TRICARE Health Plan) may not condition treatment in MTFs/DTFs, payment by the TRICARE Health Plan, enrollment in the TRICARE Health Plan or eligibility for TRICARE Health Plan benefits on failure to

obtain this authorization.

I request and authorize the named provider/treatment facility/TRICARE Health Plan to release the information described above to the named individual/organization indicated.

11. SIGNATURE OF PATIENT/PARENT/LEGAL REPRESENTATIVE

12. RELATIONSHIP TO PATIENT

13. DATE (YYYYMMDD)

 

(If applicable)

 

 

 

 

SECTION IV - FOR STAFF USE ONLY (To be

completed only upon receipt of written revocation)

14. X IF APPLICABLE:

AUTHORIZATION REVOKED

15. REVOCATION COMPLETED BY

16.DATE (YYYYMMDD)

17. IMPRINT OF PATIENT IDENTIFICATION PLATE WHEN AVAILABLE

SPONSOR NAME:

 

SPONSOR RANK:

 

FMP/SPONSOR SSN:

 

BRANCH OF SERVICE:

 

PHONE NUMBER:

 

 

 

 

DD FORM 2870, DEC 2003

 

 

 

 

Reset

 

 

 

 

 

 

 

 

Form Breakdown

Fact Name Detail
Purpose of Form DD 2870 Authorization for Disclosure of Medical or Dental Information
User Base Military members, veterans, and their dependents
Information Required Personal identification details, type of information to be disclosed, and the recipient of the information
Consent Validity Consent duration is specified by the individual but can be subject to state laws
Governing Laws Federal statutes; applicable state laws might influence the treatment of medical records privacy and consent
Revocation Process Individuals may revoke consent at any time, subject to providing notice as stipulated by policy or regulation
Accessibility Available through military health system facilities or official military websites

Guidelines on Filling in DD 2870

Filling out the DD 2870 form is essential for authorizing the disclosure of medical or dental records. It's a straightforward process that requires careful attention to detail. Completing this form accurately ensures that the proper information is shared with authorized individuals or organizations, respecting the privacy and security of personal health information. Here are the steps needed to fill out the form correctly.

  1. Start by entering the name of the organization or individual that the information will be disclosed to in the top section of the form.
  2. Fill in the patient's full name, including first, middle initial, and last name, to make sure the records are accurately identified.
  3. Provide the patient's Social Security Number (SSN) or Department of Defense (DoD) identification number for precise identification of the record holder.
  4. Include the patient's date of birth to further ensure the correct records are accessed.
  5. Specify the dates of the medical or dental service if requesting records for a specific period. This helps in quickly locating the relevant records.
  6. Indicate the specific information or types of documents being requested. Being clear about what is needed helps streamline the process.
  7. Choose the purpose of the request by selecting the appropriate option provided on the form. This might include medical care, insurance purposes, personal use, etc.
  8. State the preferred format for the information to be received, such as electronic, paper copy, or other means. This ensures the information is accessible in the way that best suits the requestor's needs.
  9. If the disclosure of the records is to be limited in any way, be sure to specify the restrictions in the designated section of the form.
  10. Review the authorization section, including the notice regarding revocation of consent and the warning about the potential for re-disclosure of information.
  11. Sign and date the form to officially authorize the disclosure. If the patient is a minor or unable to sign, a parent, guardian, or legal representative may sign on their behalf.
  12. Finally, submit the completed form to the appropriate office or authority as directed. This may vary depending on the organization or facility holding the records.

After submitting the form, the request will be processed according to the facility's procedures. It may take several days or weeks to receive the records, depending on the complexity of the request and the format of the records. Ensure contact information is clearly provided in case the office needs to reach out for any clarifications or updates on the status of your request.

Learn More on DD 2870

What is a DD 2870 form?

A DD 2870 form, officially known as "Authorization for Disclosure of Medical or Dental Information," is a document used by the U.S. Department of Defense. It permits the release of medical or dental records to authorized individuals or organizations. This form is often utilized when service members or their families need to share health information with parties outside the military health system, such as civilian healthcare providers, insurance companies, or legal representatives.

Who needs to fill out the DD 2870 form?

The individual whose medical or dental records are being requested, typically a service member or a dependent, is required to fill out the DD 2870 form. If the individual is a minor or unable to provide consent due to medical reasons, a parent, legal guardian, or authorized representative may complete the form on their behalf.

What information is required on the DD 2870 form?

Completing the DD 2870 form requires specific information, including:

  1. The full name and identification details of the individual whose records are requested.
  2. The name and address of the organization or individual who is to receive the medical or dental information.
  3. The specific types of records being requested (e.g., medical history, treatment records).
  4. The purpose for the request (e.g., continuing medical care, insurance claim).
  5. The dates of service for the records being requested.
  6. Signature of the individual authorizing the release and the date of authorization.

Ensuring all sections are completed accurately is important for the timely processing of the form.

How do I submit the DD 2870 form?

Once completed, the DD 2870 form should be submitted to the healthcare facility where the records are held. This can typically be done in person, by mail, or, in some cases, electronically. It's advisable to check with the specific facility for their preferred method of submission and whether any additional steps or documents are required.

Is there a fee to request records with the DD 2870 form?

While there is usually no fee to submit the DD 2870 form itself, some facilities may charge a fee for the copying or electronic transfer of medical records. These fees can vary depending on the volume of records and the method of delivery. It's recommended to inquire about any potential costs when submitting the request.

How long does it take to process a DD 2870 form?

The processing time for a DD 2870 form can vary based on the facility holding the records, the completeness of the information provided, and the volume of requests the facility is handling. Typically, requests can take anywhere from a few days to several weeks. If the information is needed urgently, it's worth communicating this when submitting the form, although expedited processing cannot always be guaranteed.

Common mistakes

Filling out the DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information form, requires careful attention to detail. Common mistakes can lead to delays or denial of requests. Here are seven common errors to avoid:

  1. Not checking the appropriate boxes to specify the type of information to be disclosed. This oversight can result in incomplete information being released or the request being denied.

  2. Forgetting to sign and date the form. The absence of a signature invalidates the request, as it cannot be processed without the requester's consent.

  3. Failing to provide complete contact information for both the individual releasing the information and the recipient. Incomplete details can lead to delays in processing.

  4. Not specifying the purpose of the disclosure clearly. A clearly defined purpose ensures that only relevant information is shared, respecting the individual's privacy.

  5. Overlooking the need to specify dates for medical records. Without specific dates, it may be unclear which records are being requested, potentially leading to incomplete information being provided.

  6. Leaving the "information not to be released" section blank when there are specific parts of the medical record that should remain confidential. This omission can result in unwanted disclosure of sensitive information.

  7. Ignoring the expiration date of the authorization. Failing to indicate when the authorization ends can lead to confusion and potentially unauthorized use of the medical information.

By avoiding these errors, individuals can ensure that their requests for the disclosure of medical or dental information are processed efficiently and accurately.

Documents used along the form

When individuals seek to authorize the disclosure of their medical or dental information, they often use the DD 2870 form. This document is typically utilized within military communities to consent to the release of personal health information, whether for personal use, continuity of care, or to support claims for benefits. Alongside the DD 2870 form, several other documents are frequently required to complete or support the process of health information release, each serving a unique purpose and facilitating various aspects of the authorization and information-sharing process.

  • HIPAA Release Form: This form is essential for complying with the Health Insurance Portability and Accountability Act (HIPAA), ensuring that the disclosure of any health information follows federal privacy laws. The form clarifies what information can be shared, with whom, and under what circumstances.
  • DD 214 – Certificate of Release or Discharge from Active Duty: Often accompanying requests for medical records, this document serves as proof of military service and discharge status, which is sometimes required when processing health information requests.
  • Power of Attorney (POA): A legal document granting one person the authority to act on behalf of another, including the power to request and access medical records. This document is particularly important if the individual is unable to submit requests personally due to health issues.
  • Advance Directive: This includes documents such as a Living Will or medical POA, which outline an individual’s preferences for medical treatment and end-of-life care, and can specify who has the authority to make health care decisions on their behalf.
  • Military Health System (MHS) Transfer of Care Form: Used when a service member is transitioning care from one facility to another, this form ensures the seamless transfer of medical records within the Military Health System to provide continuity of care.
  • VA Form 10-5345 – Request for and Authorization to Release Medical Records or Health Information: Used by veterans and service members to authorize the VA to release their medical records to designated parties, often required for claims and benefits processing within the Department of Veterans Affairs.

Each of these documents plays a critical role in the process of requesting, authorizing, and transferring medical information within military and civilian health systems. Whether ensuring compliance with privacy laws, verifying service-related eligibility, or designating legal authority, understanding and properly utilizing these forms enhances the efficiency and security of personal health information management.

Similar forms

  • The Health Insurance Portability and Accountability Act (HIPAA) Authorization Form is similar to the DD 2870 form in that both documents allow for the release of an individual's medical information. The HIPAA Authorization Form specifically permits the disclosure of protected health information to someone other than the patient, whereas the DD 2870 form is used by military personnel and their dependents for similar purposes within the military health system.

  • The Power of Attorney (POA) for Healthcare shares similarities with the DD 2870 form by enabling an individual to designate another person to make health care decisions on their behalf. While the POA for Healthcare covers a broad range of health-related decisions, the DD 2870 primarily focuses on authorizing the release and sharing of medical records.

  • Consent to Release Medical Information Form found in civilian medical practices resembles the DD 2870 form. Both documents serve the purpose of authorizing healthcare providers to disclose an individual’s medical information to specified parties. The key difference lies in their usage context, with the Consent to Release form being more common in the civilian healthcare sector.

  • The Medical Records Release Form is akin to the DD 2870 form as it facilitates the process of sharing an individual’s health information between medical facilities or with authorized personnel. Similar to the DD 2870, this form is essential for ensuring continuity of care by providing healthcare professionals access to previous medical records. However, the Medical Records Release Form is used across various healthcare settings, not just within the military.

Dos and Don'ts

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, is an essential document used within the United States Department of Defense. It allows for the release of medical or dental information to authorized individuals, agencies, or organizations. When filling out this form, attention to detail and an understanding of the process are crucial. Below are lists of what you should and shouldn't do to ensure the process goes smoothly.

What You Should Do:
  1. Read the instructions carefully: Before filling out the form, make sure to thoroughly read the instructions to avoid any mistakes or misunderstandings.
  2. Use black ink: Fill out the form using black ink to ensure that the information is legible and can be photocopied or scanned without issues.
  3. Provide accurate information: Double-check all the information you provide, such as your name, Social Security Number (SSN), and any other personal details, to ensure accuracy.
  4. Specify the purpose of the request: Clearly state why you're requesting the disclosure of medical or dental information, as this will guide the processing of your form.
  5. Sign and date the form: Your signature is required to authenticate the form. Make sure also to include the date when you sign it.
  6. Keep a copy for your records: After submitting the form, retain a copy for your personal records in case you need to refer to it in the future or if any issues arise.
What You Shouldn't Do:
  • Don't leave sections blank: If a section doesn't apply to you, write "N/A" (not applicable) instead of leaving it blank. Blank sections could lead to delays in processing.
  • Don't use pencil: Information filled out in pencil can easily be erased or smudged, making it unreliable for official documents.
  • Don't forget to specify recipients: Clearly state who the information is being released to. Forgetting to do so could result in your information not reaching the intended party.
  • Don't neglect privacy concerns: Understand what information you're authorizing to be released and consider the privacy implications. If unsure, consult with a legal advisor.
  • Don't submit without reviewing: Always review your form for any mistakes or missing information before submission. This step is crucial for avoiding any potential issues or delays.
  • Don't disregard deadlines: If the form is being submitted for a specific purpose that has a deadline, make sure to submit it well in advance. Processing times can vary and you wouldn't want to miss an important deadline.

Misconceptions

The DD Form 2870, also known as the Authorization for Disclosure of Medical or Dental Information, is surrounded by several misconceptions that need to be clarified. Understanding what this form is for and how it operates within the realms of medical information disclosure is essential for everyone in the military community, as well as their families. Below are eight common misconceptions about the DD 2870 form and the facts to correct them:

  • It allows unlimited access to medical records. The truth is the DD Form 2870 is used to authorize the release of specific medical or dental information to a designated party. It does not grant blanket access to all medical records.
  • It's only for military personnel. This is incorrect. While primarily used within the military, the DD 2870 form can also be utilized by military dependents and retirees to authorize the disclosure of their medical or dental information.
  • Once signed, it's impossible to revoke. You can revoke the authorization at any time. To do so, notify the facility that holds your records in writing to ensure your revocation is processed.
  • It's valid indefinitely. The form actually requires you to specify an expiration date or event that ends the authorization. If not specified, it generally expires one year after the date of signature.
  • The form grants access to mental health records without consent. Specific consent must be indicated on the form to release sensitive records, such as those pertaining to mental health, HIV, and drug abuse treatment.
  • It's a complicated process. Completing the DD 2870 is straightforward. It requires personal identification information, the type of information to be disclosed, the purpose of the disclosure, and to whom the information is being released.
  • Electronic signatures aren't accepted. This varies by facility, but many now accept electronic signatures in keeping with modern practices and to accommodate distance and deployment challenges.
  • No copy needs to be retained. Actually, it's advisable to keep a copy of the completed form for your records. This can be helpful in resolving any disputes or misunderstandings regarding the authorization.

Clearing up these misconceptions is crucial for ensuring that individuals are fully informed about their rights and responsibilities when it comes to the disclosure of medical and dental information. Always ensure to read and understand any document thoroughly before signing it.

Key takeaways

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, plays a crucial role in allowing healthcare providers to release an individual's health information to authorized parties. It's essential for ensuring that privacy and legal standards are met when handling personal health information. Here are ten key takeaways about filling out and using this form:

  1. Ensure all fields in the DD 2870 form are completed accurately to avoid delays or rejection of your request. Incomplete forms can result in the non-disclosure of necessary medical or dental information.
  2. Clearly specify the individual's personal information for whom records are being requested, including full name, date of birth, and social security number (SSN), to ensure the correct records are located and disclosed.
  3. Indicate the specific type of information being requested. For instance, specify if you need all medical records, immunizations, dental records, etc., to ensure the request is processed correctly.
  4. Determine the appropriate format for the disclosure of health information. Whether you require electronic copies, printed records, or another format, this should be clearly communicated on the form.
  5. Identify the person or organization authorized to receive the disclosed information. Providing accurate contact details for the recipient is crucial for the secure and efficient transfer of information.
  6. Understand the purpose of the information disclosure. Outlining why the information is needed helps in processing the request according to relevant privacy laws and policies.
  7. Set the expiration date for the authorization. This indicates when the consent to disclose information is no longer valid, ensuring that your information remains protected after the specified period.
  8. Be aware that, in certain circumstances, healthcare providers may charge a fee for the copying and delivery of medical or dental records. These costs can vary, so it’s wise to inquire in advance.
  9. Know your rights to revoke the authorization. You can cancel the permission to disclose your information at any time, but it must be done in writing and submitted to the healthcare provider or organization holding your records.
  10. Finally, review and sign the form to officially grant your consent for disclosure. Remember that the signature of a parent or legal guardian is required if the information pertains to a minor.

It's important to approach the process of filling out and submitting the DD 2870 form with care and attention to detail to ensure the proper handling of sensitive personal health information. Always double-check that all information is current and accurately reflects your request and consent for disclosure.

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