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01. Edit your form online
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How to Use or Fill Out the Authorization to Release/Request Confidential Information Form Online

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Client Name and Date of Birth in the designated fields. This information is crucial for identifying the individual whose records are being requested.
  3. Select whether you want to release or request protected health information (PHI) by checking the appropriate box.
  4. Fill in the details of where to send the information, including Name, Agency (if applicable), Address, Phone, and Fax. If email is your preferred method of disclosure, provide an email address.
  5. Indicate the purpose for requesting this information by selecting one of the options provided, such as Further Medical Care or Insurance Eligibility/Benefits.
  6. If applicable, ensure that a minor's signature is included for substance abuse records.
  7. Review all entered information for accuracy before signing and dating the form at the bottom.

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How to Create a Request Form Define Your Use Case and Requirements. Start Building Your Form. Add and Customize Form Fields. Personalize the Form Design. Set Up Notifications and Approvals. Publish and Share Your Form. Test and Manage Submissions.
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An online form is an electronic application in which data is entered by the person filling it out for recording and further processing via predefined data fields. Such electronic forms can be found, for example, on websites or as attachments in e-mails.