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The scenarios in which a valid HIPAA authorization form is required are listed in 164.508 and include: Prior to disclosing PHI for marketing purposes. Prior to disclosing PHI for fundraising purposes. Prior to disclosing PHI to a research organization. Prior to disclosing PHI in psychotherapy notes.
If a HIPAA Authorization Form lacks the core elements or required statements, if it is difficult for the individual to understand, or if it is completed incorrectly, the authorization will be invalid and any subsequent use or disclosure of PHI made on the reliance of the authorization will be impermissible.
Content for a valid authorization includes: The name of the person or entity authorized to make the request (usually the patient) The complete name of the person or entity to receive the protected health information (PHI) A specific description of the information to be used or disclosed, including the dates of service.
I, the undersigned, authorize the release of, or request access to the information specified below from the medical record(s) of the above name patient. I understand that my records are confidential and cannot be disclosed without my written authorization, except when otherwise permitted by law.
Releasing patient records without proper authorization violates HIPAA regulations. The form must have a valid signature, date, and purpose of the release of the request. If the patients information is incorrect or incomplete, it may lead to the release of the wrong medical records.
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If requested by an individual, a covered entity must transmit an individuals PHI directly to another person or entity designated by the individual. The individuals request must be in writing, signed by the individual, and clearly identify the designated person or entity and where to send the PHI.
To respect HIPAA compliance rules, a signed HIPAA release form must be obtained from a patient before their protected health information can be shared with other individuals or organizations, except in the case of routine disclosures for treatment, payment or healthcare operations permitted by the HIPAA Privacy Rule.
All authorizations must be in plain language, and contain specific information regarding the information to be disclosed or used, the person(s) disclosing and receiving the information, expiration, right to revoke in writing, and other data.

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