Form 8691 04-2026

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Definition & Meaning of Form 8691-04

Form 8691-04 serves as a document used to authorize the release of medical information under specific conditions. It is designed to protect the privacy of the patient while allowing healthcare providers to disclose necessary information for various purposes, such as continued healthcare, insurance claims, or personal use. The form complies with federal confidentiality laws, ensuring that sensitive medical records, including those related to substance abuse, are managed with the highest standard of privacy protection.

How to Obtain Form 8691-04

To obtain the form 8691-04, individuals can typically access it through their healthcare provider or institution's website. The form may also be available in physical form at hospitals and clinics. For those needing a digital version, it is often offered as a downloadable PDF to print and complete. It’s crucial to ensure that the correct and most current version of the form is obtained, as regulations and laws governing medical information disclosure can change.

Steps to Complete Form 8691-04

  1. Patient Information: Start by filling in the patient’s personal details, including full name, date of birth, and address. This section confirms the identity of the individual whose records are being disclosed.

  2. Authorized Entity: Specify the individual or organization authorized to release the information. This typically includes the provider’s name and contact details.

  3. Recipient Details: Enter the name and address of the person or entity that will receive the information, ensuring all details are accurate to prevent unauthorized disclosures.

  4. Information to be Disclosed: Clearly outline the type and scope of records to be released, such as discharge summaries, lab results, or entire medical records. Select relevant checkboxes to indicate the specific documents required.

  5. Purpose of Disclosure: State the reason for the disclosure—options may include continued healthcare, legal matters, or personal requests.

  6. Expiration Date: Set an expiry for the authorization to ensure it does not remain valid indefinitely, protecting patient privacy.

  7. Signature and Witness: The document requires the signature of the patient or a legal representative. If signed by a representative, the relationship to the patient must be specified. A witness's signature is often also necessary.

Key Elements of Form 8691-04

  • Patient Identification: Encompasses name, date of birth, and social security number to ensure accurate identification.
  • Disclosure Authorization: Details who can release and receive the information and the kinds of records that can be disclosed.
  • Confidentiality Clause: Advises that disclosed substance abuse records are subject to confidentiality under federal law.
  • Revocation Rights: Outlines the patient’s right to revoke the authorization in writing at any time.

Legal Use of Form 8691-04

Form 8691-04 is legally binding under the stipulations of federal confidentiality laws such as 42 U.S.C. 290dd-2 and corresponding regulations in 42 CFR Part 2. These laws prohibit further unauthorized disclosure without explicit consent. It is an important tool for protecting patient privacy and ensuring that health information is shared only with appropriate justification and consent.

State-Specific Rules for Form 8691-04

Healthcare laws can vary by state, influencing the nuances of form 8691-04. For instance, certain states may have laws that extend the protection of specific types of medical records need additional consent. It is important to consult state regulations to ensure compliance and attention to any unique requirements or additional documentation.

Who Typically Uses Form 8691-04

This form is typically used by:

  • Patients wishing to transfer their medical records for personal, legal, or further healthcare purposes.
  • Healthcare Providers who need consent to release information to other professionals or organizations.
  • Legal Representatives acting on behalf of a patient, particularly in cases of minors or individuals unable to consent.

Examples of Using Form 8691-04

  • Continued Healthcare: A patient relocating to another state gives authorization to transfer medical records to a new primary care provider.
  • Legal Cases: Attorneys obtain medical information relevant to ongoing litigation with the patient’s consent.
  • Insurance Claims: Insurers require detailed medical records to process claims, necessitating the use of this form to access those records legally.
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