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In this video, Matthieu guides viewers on how to create a medical records release form using legaltemplates.net. He begins by directing viewers to the website and navigating to the "personal and family forms" section. After selecting their state—Matthieu chooses Texas—he outlines the required information to complete the form, including the patient's full name, date of birth, address, phone number, email, and social security number. He also mentions the option to add any other names the patient may be known by. Finally, Matthieu explains the importance of providing the sender's and recipient's information as part of the medical records release process.