Kaiser Records Request Template Access Kaiser Records Request Editor Now

Kaiser Records Request Template

The Kaiser Records Request form is a document designed for Kaiser Permanente patients or their authorized representatives to formally request the use or disclosure of their health information to third parties, which may include legal, insurance, or medical certification purposes. This process is directed through a specific protocol on Kaiser Permanente's website, ensuring patient convenience and confidentiality. For those needing to access or share their health records, simply click the button below to fill out the form.

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Table of Contents

The Kaiser Records Request Form is a critical document for patients or their authorized representatives seeking to disclose their health information to third-party recipients, which may entail certain fees. It encompasses a comprehensive authorization for the use or disclosure of patient health information to specified parties for distinctive purposes such as legal matters, insurance claims, medical certification, among others. This form notably addresses the inclusion of sensitive information, including mental health, addiction, and HIV medical details, with explicit consent from the patient or their representative. Additionally, the form delineates options for the time frame of records to be disclosed, ranging from the last two months to all electronic records, and specifies the conditions under which certain protected health information, like mental health treatment or genetic testing results, can be included in the disclosure. The authorization's duration extends for six months from the signature date, with provisions for revocation by the patient or their representative to discontinue future releases. It also highlights the implications of redisclosure, which may not be protected under federal privacy law (HIPAA) once the information is released. Moreover, it reassures that Kaiser Permanente does not condition treatment or payment on the signing of this authorization, underscoring the patient’s autonomy in the decision. Lastly, the form prompts the patient to keep a copy for their records and provides guidance on obtaining a copy of this authorization for personal records, ensuring transparency and accessibility in managing personal health information.

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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

Form Breakdown

Fact Name Description
Form Purpose Used for authorizing the disclosure of patient health information to third parties.
Not for Patient Copies Patients seeking copies of their records should visit kp.org/requestrecords.
Third-Party Recipient Information can be disclosed to a specified recipient; fees may apply.
Types of Information Disclosed Includes medical records, diagnostic images, billing records, and specific medical conditions like mental health, addiction, and HIV.
Time Frame for Disclosure Patients can select a specific time frame for the disclosed records, ranging from the last 2 months to all electronic records.
Special Protections Includes options for disclosing mental health, addiction treatment records, HIV lab test results, and in Oregon, genetic testing information.
Authorization Duration Remains in effect for 6 months from the date of the signature below the form.
Revocation Authorization can be revoked at any time by submitting a written request, without affecting previously released information.
Governing Laws for Virginia Specifics for Virginia patients include the inclusion of the authorization copy and a note on disclosures in the medical record.

Guidelines on Filling in Kaiser Records Request

After completing the Kaiser Records Request form, individuals are authorizing the release of their health information to a specified third party. This may be necessary for a variety of reasons, including legal matters, insurance claims, or medical certifications. It's important to fill out the form carefully to ensure accurate handling and transfer of potentially sensitive information. Following the submission of the form, it is advisable to keep a copy for personal records. Additionally, the information released as described on the form may no longer be protected under federal privacy law (HIPAA), and further disclosures by the recipient may require additional authorizations.

  1. Write the patient's name, medical record number, birth date, and email address in the provided spaces at the top of the form.
  2. Fill out all required recipient information including name, address, city, state, zip code, phone number, and a valid email address.
  3. Select the purpose of the disclosure by checking the appropriate box: Legal, Insurance, Medical Certification, or Other.
  4. Indicate the type of information to be disclosed (e.g., Medical Records, Diagnostic Images, Itemized Billing Records, Pharmacy Copays, Medical Copays) and select a time frame from the options provided. Check the appropriate boxes.
  5. If inclusion of specially protected information is desired, such as Mental Health Treatment Records, Addiction Medicine Treatment Records, or HIV Lab Test Results, check the corresponding boxes.
  6. Enter the date on which you are signing the authorization.
  7. Sign the form to validate the authorization.
  8. If the form is being completed by a personal representative, print the name and relationship to the patient.
  9. Submit the completed form to the third party authorized to obtain the records.
  10. Keep a copy of the form for your records.

It's important for Kaiser Permanente members and their representatives to accurately complete and submit this form to the correct recipient to facilitate the authorized use or disclosure of patient health information. Should the circumstances change, the authorization can be revoked by submitting a written request to the appropriate Release of Information Unit, ensuring control over one's personal health information.

Learn More on Kaiser Records Request

What is the Kaiser Records Request form used for?

The Kaiser Records Request form is designed for a patient to authorize Kaiser Permanente to disclose their health information to a third-party recipient. This could be for purposes such as legal, insurance, medical certification, or others. It is not intended for patients seeking copies of their records for personal use. In those cases, patients are directed to use kp.org/requestrecords.

How can I request my medical records for personal use?

For personal access to medical records or requests for FMLA and Disability certifications, you should visit kp.org/requestrecords. This website provides a convenient way for patients to request their medical records directly.

What information can be included in the release?

The form allows for the disclosure of various types of information, including:

  • Medical records
  • Diagnostic images
  • Itemized billing records
  • Pharmacy copays
  • Medical copays

In addition, you can opt to include specially protected information such as mental health treatment records, addiction medicine treatment records, HIV lab test results, and, for Oregon locations, genetic testing information.

What time frame can I select for the records to be disclosed?

You can choose the time frame for the records you wish to disclose. Options include the last 2 months, 6 months, 1 year, 2 years, 5 years, or all electronic records.

Can this authorization be revoked?

Yes, either you or your personal representative may cancel this authorization at any time by submitting a written request to the Release of Information Unit for your region, as listed on kp.org/requestrecords. Note that revoking this authorization will not affect any information that was released prior to the receipt of your request.

How long does this authorization last?

This authorization remains valid for 6 months from the date it is signed. After this period, a new authorization must be completed if further disclosures are needed.

What are the potential risks regarding the privacy of disclosed information?

Once your health information is released, it may no longer be protected by federal privacy law (HIPAA). State or other federal laws might require the recipient to obtain further authorization from you before they can disclose your information to others. Kaiser Permanente will not condition treatment, payment, enrollment, or eligibility for benefits on your decision to sign the authorization.

What should I do if I'm requesting on behalf of someone else?

If you are a personal representative making the request, you should sign the form and print your name and relationship to the patient. Additional documentation confirming your authority to act on behalf of the patient may be required.

Where do I submit the completed form?

The completed form should be submitted to the third-party recipient that you are authorizing to obtain your records. Ensure you keep a copy for your records.

Is it important to provide an email address on the form?

Yes, providing a valid email address for the recipient is crucial to ensure the requested information can be sent electronically, unless the recipient requests a different arrangement.

Common mistakes

When filling out the Kaiser Records Request form, people often make several mistakes that can delay or complicate the process of getting the necessary health information. Avoiding these common errors ensures the request is processed smoothly and efficiently.

  1. Not specifying the patient's information correctly: It's crucial to provide the exact patient name, medical record number, birth date, and email address at the top of the form. This precise information is necessary to identify the patient accurately.
  2. Using the form for the wrong purpose: The form explicitly states it should not be used for patients seeking copies of their medical records, FMLA, or disability certifications. Instead, patients are directed to use an online portal for such requests.
  3. Leaving recipient details incomplete: Every field concerning the third-party recipient, including their name, address, city, state, zip code, phone number, and email address, should be filled out completely. Missing details can prevent the forwarding of information.
  4. Failing to check the purpose of disclosure: The form requires indicating the reason for the records request, such as legal, insurance, medical certification, or other purposes. Neglecting to check the appropriate box can lead to confusion about how the information will be used.
  5. Omitting the type of information and timeframe: The form allows for the selection of specific types of information (e.g., medical records, billing records) and the timeframe these should cover. Not making these selections can result in incomplete disclosures.
  6. Ignoring the signature and date: A common oversight is forgetting to sign and date the form at the end, which is essential for the authorization to be valid. If the requester is a personal representative, they must also print their name and relationship to the patient.

By paying close attention to these details, individuals can facilitate a smoother process in obtaining the necessary medical information from Kaiser Permanente.

Documents used along the form

When dealing with healthcare, particularly when requesting records from large organizations like Kaiser Permanente, it’s important to have all the necessary documents ready. Along with the Kaiser Records Request form, there are several other forms and documents you might need to complete the process smoothly. Here’s a list of documents commonly used in conjunction with the Kaiser Records Request form:

  • Authorization for Release of Information: This form is essential when you’re authorizing the release of your medical records to another party (e.g., a new doctor or a lawyer).
  • Advance Directive: An advance directive is a document that outlines your preferences for medical treatment in case you are unable to express your wishes in the future.
  • Power of Attorney for Healthcare: This legal document allows you to appoint someone you trust to make healthcare decisions on your behalf if you're unable to do so.
  • Notice of Privacy Practices Acknowledgement Form: This form is an acknowledgment that you’ve received and understand the provider’s notice of their privacy practices, which explains how your medical information can be used and shared.
  • Request for Restriction on Use/Disclosure of Medical Information: If you want to limit how your health information is used or disclosed, you would use this form to make your request.
  • Consent to Treatment: Before receiving any medical treatment, you're usually required to sign a consent form that indicates you understand the procedure and agree to proceed with the treatment.
  • Complaint or Grievance Form: If you have concerns or complaints about your medical care or how your medical records were handled, this form allows you to formally submit your grievances.

Understanding the purpose of these documents and having them prepared ahead of time can significantly streamline the process of requesting and transferring medical records or receiving care. Remember, the specifics of each document might vary by state and the healthcare provider, so it's wise to check with Kaiser Permanente or your healthcare provider directly for the most accurate information. Keeping a personal copy of all submitted forms for your records is also a good practice.

Similar forms

  • HIPAA Authorization Form for Release of Information: Similar to the Kaiser Records Request form, the HIPAA Authorization Form is utilized to authorize the release of a patient's health information to a third party. Both documents are essential for ensuring that the disclosure of sensitive medical information complies with the Health Insurance Portability and Accountability Act (HIPAA), focusing on protecting the patient's privacy. Like the Kaiser form, it specifies the nature of the information to be disclosed, the purpose of the disclosure, and the duration of the authorization.

  • Medical Power of Attorney (Healthcare Proxy): This legal document allows an individual to appoint someone else to make medical decisions on their behalf if they become unable to do so. Although it serves a different primary purpose from the Kaiser Records Request form, both involve elements of medical decision-making authority and patient consent, particularly when the Kaiser form is signed by a personal representative who might also hold a Medical Power of Attorney.

  • Request for Access to Protected Health Information: This request form is used by patients to access their health records directly from medical providers. It shares similarities with the Kaiser Records Request form in function and purpose but is specifically geared toward patient access rather than third-party disclosures. Both forms facilitate the provision of health information, albeit for slightly different purposes and recipients, and emphasize following HIPAA guidelines.

  • Disability Benefits Forms: These forms are used to apply for disability benefits and require medical information as part of the application process. They are similar to the Kaiser Records Request form in that they might require specific medical records or certifications concerning the individual's health condition. While the Kaiser form can specifically request this information for purposes such as disability certification, both types of documents are instrumental in accessing benefits that depend on medical documentation.

  • Life Insurance Application: Throughout the application process for life insurance, individuals may need to authorize the release of their medical records to the insurance company. This process mirrors the mechanism of the Kaiser Records Request form, where individuals specify the nature of information to be disclosed for insurance purposes. Both forms ensure that sensitive health information is shared securely and with explicit consent for insurance-related evaluations.

  • Consent Form for Research Studies: Like the Kaiser Records Request form, consent forms for participation in medical research studies often require detailed health information disclosure clauses. These consent forms are critical for ensuring that participants are aware of the type of health information being accessed and used for research, emphasizing voluntary participation and informed consent, akin to the patient authorization necessary for the Kaiser form.

Dos and Don'ts

When filling out the Kaiser Records Request form, it's important to follow a set of guidelines to ensure the process is smooth and effective. Here are a list of things you should and shouldn't do:

Things You Should Do:
  • Thoroughly fill out the patient identification information at the top of the form, including the patient's name, medical record number, birth date, and email address. This ensures the correct records are accessed and disclosed.
  • Provide complete information for the third-party recipient, including their name, address, city, state, zip code, phone number, and a valid email address. This is crucial for directing the disclosure to the right entity.
  • Select the purpose(s) of disclosure, such as legal, insurance, medical certification, or other reasons. This specifies the context in which the records will be used.
  • Check the boxes for the type of information you are authorizing to be disclosed and select the appropriate time frame. It's important to be clear about what is being requested to ensure the correct data is released.
  • If applicable, include specially protected information by checking the appropriate boxes for mental health treatment records, addiction medicine treatment records, HIV lab test results, or genetic testing information. This step is necessary for including sensitive information that may be relevant to the recipient's needs.
  • Sign and date the authorization form and, if acting as a personal representative, print your name and relationship to the patient. This confirms your authority and agreement to the disclosure of information.
Things You Shouldn't Do:
  • Don't leave any patient identification fields blank. Missing information can lead to delays or incorrect processing of your request.
  • Avoid submitting incomplete forms. Failing to fill out parts of the form can result in denial of disclosure or partial, incorrect information being sent.
  • Don't use this form for personal copies or access to your medical records. As advised, patients looking for their own records should use the designated online request portal.
  • Do not forget to check the appropriate boxes for specially protected information if you require this to be included. Omitting these checks could lead to incomplete disclosure relevant to your needs.
  • Don't disregard the requirement for a third-party recipient's complete contact information, as this could lead to your records being sent to the wrong place or not at all.
  • Avoid submitting the form without reviewing it for accuracy. Mistakes in your submission could delay processing or result in the incorrect handling of sensitive information.

Misconceptions

Misconceptions about the Kaiser Records Request form can lead to confusion and a delay in obtaining necessary information. Understanding the form helps in making the process smoother for patients and their families. Here are seven common misconceptions and their clarifications:

  • Patients cannot access their own records through this form: Indeed, this form is not intended for patients seeking copies of or access to their own medical records. Patients are directed to use kp.org/requestrecords for a more convenient process tailored to personal record access.
  • The form can be used for any purpose: The purposes for which the information can be disclosed are specifically listed on the form, including legal, insurance, and medical certification. It's not a blanket authorization for any and all disclosures.
  • There is a fee associated with all requests: While it mentions fees may be required, this is generally dependent on the specific request and the recipient. This means not all requests will incur a fee.
  • Information on sensitive conditions is always included: The form specifically allows the inclusion of mental health, addiction, and HIV medical conditions to be optional. Patients have the control to include or exclude these details.
  • The authorization is permanent: The authorization remains effective only for 6 months from the date of signature, which is a crucial detail for planning and managing the release of information.
  • Canceling the authorization is complicated: You or your personal representative can cancel the authorization simply by submitting a written request to the Release of Information Unit for your region, which can prevent future releases of information.
  • All released information remains protected under HIPAA: Once the information is released, it may not be protected under the federal HIPAA law, although state or other federal laws might step in regarding further disclosures.

Addressing these misconceptions clarifies the specific uses and limitations of the Kaiser Records Request form, helping patients and third parties navigate the process of information disclosure more effectively.

Key takeaways

When navigating the complexities of the Kaiser Records Request form, understanding its key components is crucial for ensuring that your request for medical records is processed smoothly and efficiently. Below are six vital takeaways that can guide patients and their representatives through this process.

  • Designated Purposes for Disclosure: The form allows for the disclosure of health information to third parties for specific purposes, including legal, insurance, and medical certification needs. Disclosures tailored to precise purposes can assist in streamlining the process and ensuring that only necessary information is shared.
  • Selection of Information to be Disclosed: Patients have the flexibility to authorize which types of records are released - including medical records, diagnostic images, and billing information. This ensures autonomy over one’s personal health information by allowing patients to control the scope of what is disclosed.
  • Time Frame Specification: The form provides options for selecting the time frame of the records to be disclosed. This feature enables patients to request the most relevant information, limiting the disclosure to the necessary time period and maintaining the privacy of older, potentially irrelevant records.
  • Inclusion of Sensitive Health Information: It includes options to specifically authorize the release of sensitive health information, such as mental health, addiction medicine treatment records, and HIV lab test results. This facet of the form underscores the importance of patient consent in sharing sensitive health data.
  • Revocation and Duration of Authorization: The authorization remains in effect for six months from the date of signing, with the option for the patient or their representative to revoke the authorization at any time. Understanding this aspect is critical for maintaining control over personal health information over time.
  • Redisclosure Protection: Once the information is released, it may no longer be protected under federal privacy law, such as HIPAA. This reminder prompts patients to consider the implications of their records potentially being redisclosed without the protective confines of HIPAA, highlighting the importance of trust in the third parties receiving their health information.

Accurately completing the Kaiser Records Request form requires attention to detail and a clear understanding of one’s rights and the implications of sharing personal health information. By considering these key takeaways, patients can navigate the process more confidently, ensuring that their health records are used appropriately and that their privacy is respected.

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