Patient Request to Access/Disclose a Designated Record Set ... 2026

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Send if a patient wants to request a restriction on the disclosure via email, link, or fax. You can also download it, export it or print it out.

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the designated fields, including your name, date of birth, prior names used, contact phone number, and address. This ensures that your request is accurately processed.
  3. Indicate how you would like to receive your records by selecting one of the options: MyChart, Email, Disc, or Paper. Make sure to provide the recipient's details if you are not receiving them yourself.
  4. List the facilities from which you are requesting information. Include both hospitals and clinics as necessary for comprehensive access.
  5. Specify the range of dates for the records you wish to access. This helps narrow down the search for relevant documents.
  6. Select the types of information you want disclosed by checking the appropriate boxes such as History & Physical, Discharge Summary, etc. If there are additional specifics needed, use the 'Other' field.
  7. Finally, sign and date the form at the bottom. If a representative is submitting on your behalf, they must also complete their section.

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A covered entity may disclose PHI without the individuals permission for treatment, payment, and health care operations purposes. For other uses and disclosures, the Privacy Rule generally requires the individuals written permission, which is an authorization that must meet specific content requirements.
A covered entity is permitted, but not required, to use and disclose protected health information, without an individuals authorization, for the following purposes or situations: (1) To the Individual (unless required for access or accounting of disclosures); (2) Treatment, Payment, and Health Care Operations; (3)
A covered entity must disclose protected health information in only two situations: (a) to individuals (or their personal representatives) specifically when they request access to, or an accounting of disclosures of, their protected health information; and (b) to HHS when it is undertaking a compliance investigation or
A designated record set includes the following types of information: Enrollment, payment, claims adjudication, and medical management records maintained by or for a health plan. Medical records and billing records about individuals that are maintained by a physician or other provider.
The HIPAA Privacy Rule provides individuals with the right to inspect their PHI held in a designated record set, either in addition to obtaining copies or in lieu thereof, and requires covered entities to arrange with the individual for a convenient time and place to inspect the PHI.

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Mandatory disclosure of information Under the CMIA, medical information must be released when compelled: by court order. by a board, commission or administrative agency for purposes of adjudication. by a party to a legal action before a court, arbitration, or administrative agency, by subpoena or discovery request.

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