Patient Information - Request for Access to PHI 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal details in the designated fields: Patient name, Date of birth, Address, and Telephone number. Ensure all information is accurate for proper identification.
  3. Fill in your Medical Record Number if applicable; this is for office use only.
  4. Specify the Date(s) of Treatment you are requesting access to. This helps narrow down the records needed.
  5. Select the type of Requested Information by checking the appropriate boxes. Options include Abstract, Emergency Record, Discharge Summary, and more. If you have other specific requests, please specify them clearly.
  6. Provide details of where this information should be sent by filling in the Name, Address, and Phone number of the recipient.
  7. Choose your preferred method of receiving records: Printed copy, CD, or Electronic download/E-Mail. Note that email is not secure for sensitive information.
  8. Sign and date the form at the bottom. If applicable, a Health Care Agent may also sign if you lack capacity to do so yourself.

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If an individual directs a covered entity to send their PHI in a designated record set to a specified third party (a third-party directive), then the covered entity must comply so long as the third-party directive is in writing, is signed by the individual, and clearly identifies the third party and where to send the
Request by Patient to Access to Protected Health Information The patient has a right to access the Protected Health Information (PHI) maintained in his or her designated record set under both state and federal law.
General Right. The Privacy Rule generally requires HIPAA covered entities (health plans and most health care providers) to provide individuals, upon request, with access to the protected health information (PHI) about them in one or more designated record sets maintained by or for the covered entity.
Requesting Access A patient (or their personal representative) must make a written request for access to their PHI or health care information. This request must be documented on the HCCs designated form or in the notes of the patients medical record.
An individual has the right to request access to their PHI that is maintained in a Designated Record Set. Such right of access may be for inspection in person or to obtain a copy. Access may be provided electronically through the Patient Portal.

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An individuals personal representative (generally, a person with authority under State law to make health care decisions for the individual) also has the right to access PHI about the individual in a designated record set (as well as to direct the covered entity to transmit a copy of the PHI to a designated person or

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