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When it comes to managing health information, the Kaiser Records Request form plays a critical role, particularly for those looking to authorize the use or disclosure of their medical records to third parties. This noteworthy document facilitates the sharing of an individual's health information for various purposes, including legal matters, insurance claims, and medical certification, among others. The form specifically outlines the types of records that can be released, ranging from medical records to diagnostic images and even itemized billing records, thus ensuring that patients have comprehensive control over their medical information. It also addresses the inclusion of sensitive data pertaining to mental health, addiction, and HIV medical conditions. Furthermore, it sets forth the conditions under which the authorization will remain active, highlights the process for revocation by the patient or their representative, and discusses the implications of redisclosure under federal privacy laws. Not to be overlooked, the form advises patients on how to request records for personal use, directing them to a straightforward online process, signifying Kaiser Permanente's commitment to both privacy and accessibility in managing patient health information.

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Patient Name: __________________________________________

Medical Record Number: _________________________________

Birth Date: ___________ Email: ____________________________

Do not use for patient copies of or access to their medical records. Patients should go to kp.org/requestrecords to conveniently request medical records, FMLA and Disability certifications.

AUTHORIZATION FOR USE OR DISCLOSURE OF PATIENT HEALTH INFORMATION

To the Following Third-Party Recipient (Fees may be required)

Recipient Name: ______________________________________________________________________________

Address: ______________________________________________________________________________________

City: ___________________________________________________ State: ________ Zip Code: ______________

Phone # ( ______ ) __________________ Email: _____________________________________________________

This disclosure can be used for the following purpose(s): Legal Insurance Medical Certification Other

Hospital and Medical Office records released as part of this authorization may contain references related to mental health, addiction, and HIV medical conditions documented by primary care.

I authorize the following to be disclosed for the selected time frame:

Form Completion (a substitute form or relevant medical records may be released in lieu) Medical Records

 

Diagnostic Images

 

 

Itemized Billing Records

 

Pharmacy Copays

 

Medical Copays

 

 

 

 

Time Frame: Last

2 months

 

6 months

 

1 year

2 years

 

5 years

 

All electronic records

 

 

 

 

 

 

Check the boxes below if you want this release to include the protected treating department or HIV initial test result information. If not checked, this treating department information will be excluded.

Mental Health Treatment Records Addiction Medicine Treatment Records HIV Lab Test Results Kaiser Permanente Oregon locations need to also check this box if they want Genetic Testing information released.

DURATION: Authorization shall remain in effect for 6 months from the date of signature below.

REVOCATION: You or your personal representative may cancel this authorization for future releases by submitting a written request to the Release of Information Unit listed for your region of service found on kp.org/requestrecords. Your cancellation will not affect information that was released prior to receipt of the written request.

REDISCLOSURE: Once this information is released, it may not be protected under federal privacy law (HIPAA). State or other federal law may require the recipient to obtain your authorization before further disclosure.

Kaiser Permanente may not condition treatment, payment, enrollment, or eligibility for benefits on whether you sign this authorization. This disclosure is made at your request. For Virginia patients, a copy of this authorization, and a note stating to whom your information was disclosed will be included in your medical record. A copy of the original authorization is valid. You have a right to a copy of this completed authorization.

We will provide the requested information in electronic format to the recipient unless the recipient contact us to make other arrangements.

 

 

 

 

 

 

 

Date

 

Signature

 

 

If personal representative, print name/relationship

NS-9934 (08-21) SPANISH-NS-1614; CHINESE-NS-6274

ORIGINAL - DISCLOSING PARTY CANARY - PATIENT

Instructions:

1)Complete the patient identification information on the top right-hand corner

2)Complete all required information for the recipient including a valid email address

3)Check the box for purpose of disclosure

4)Check the box(es) for the type of information to be disclosed and also check the box for a timeframe

5)If you want specially protected information to be included, check the appropriate box(es)

6)Enter the date you are signing the authorization

7)Sign the form

8)If you are a personal representative, print your name and relationship. We may reach out for you to provide additional documentation if needed.

9)Submit this form to the third party you are authorizing to obtain records

10)Keep a copy for your records

“Kaiser Permanente” means both your insurance company (a Kaiser Permanente health plan) and your doctors (a Permanente medical or dental group). It also includes different groups depending on where you live.

To find contact information go to kp.org and search locations for your region/market listed below or alternatively go to kp.org/requestrecords and indicate your region/market.

All states where we do business:

Kaiser Foundation Hospitals

Kaiser Permanente Insurance Company

Colorado:

Kaiser Foundation Health Plan of Colorado

Colorado Permanente Medical Group, P.C.

Georgia:

Kaiser Foundation Health Plan of Georgia, Inc.

The Southeast Permanente Medical Group, Inc.

Mid-Atlantic (Maryland/Virginia/Washington, D.C.):

Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.

Mid-Atlantic Permanente Medical Group, P.C.

Washington:

Kaiser Foundation Health Plan of Washington

Washington Permanente Medical Group, P.C.

Hawaii:

Kaiser Foundation Health Plan, Inc., Hawaii Region

Hawaii Permanente Medical Group, Inc.

Maui Health Systems

Northwest (Oregon/SW Washington):

Kaiser Foundation Health Plan of the Northwest

Northwest Permanente, P.C.

Permanente Dental Associates, P.C.

California - North:

Kaiser Foundation Health Plan, Inc., Northern California Region

The Permanente Medical Group, Inc.

California - South:

Kaiser Foundation Health Plan, Inc., Southern California Region

Southern California Permanente Medical Group

Patient Name: __________________________________________

Medical Record Number: _________________________________

Birth Date: ___________ Email: ____________________________

Do not use for patient copies of or access to their medical records. Patients should go to kp.org/requestrecords to conveniently request medical records, FMLA and Disability certifications.

AUTHORIZATION FOR USE OR DISCLOSURE OF PATIENT HEALTH INFORMATION

To the Following Third-Party Recipient (Fees may be required)

Recipient Name: ______________________________________________________________________________

Address: ______________________________________________________________________________________

City: ___________________________________________________ State: ________ Zip Code: ______________

Phone # ( ______ ) __________________ Email: _____________________________________________________

This disclosure can be used for the following purpose(s): Legal Insurance Medical Certification Other

Hospital and Medical Office records released as part of this authorization may contain references related to mental health, addiction, and HIV medical conditions documented by primary care.

I authorize the following to be disclosed for the selected time frame:

Form Completion (a substitute form or relevant medical records may be released in lieu) Medical Records

Diagnostic Images

Itemized Billing Records Pharmacy Copays Medical Copays

Time Frame: Last

2 months 6 months 1 year 2 years 5 years All electronic records

Check the boxes below if you want this release to include the protected treating department or HIV initial test result information. If not checked, this treating department information will be excluded.

Mental Health Treatment Records Addiction Medicine Treatment Records HIV Lab Test Results Kaiser Permanente Oregon locations need to also check this box if they want Genetic Testing information released.

DURATION: Authorization shall remain in effect for 6 months from the date of signature below.

REVOCATION: You or your personal representative may cancel this authorization for future releases by submitting a written request to the Release of Information Unit listed for your region of service found on kp.org/requestrecords. Your cancellation will not affect information that was released prior to receipt of the written request.

REDISCLOSURE: Once this information is released, it may not be protected under federal privacy law (HIPAA). State or other federal law may require the recipient to obtain your authorization before further disclosure.

Kaiser Permanente may not condition treatment, payment, enrollment, or eligibility for benefits on whether you sign this authorization. This disclosure is made at your request. For Virginia patients, a copy of this authorization, and a note stating to whom your information was disclosed will be included in your medical record. A copy of the original authorization is valid. You have a right to a copy of this completed authorization.

We will provide the requested information in electronic format to the recipient unless the recipient contact us to make other arrangements.

 

 

 

 

 

 

 

Date

Signature

 

 

If personal representative, print name/relationship

NS-9934 (08-21) SPANISH-NS-1614; CHINESE-NS-6274

ORIGINAL - DISCLOSING PARTY CANARY - PATIENT

Document Attributes

Fact Name Description
Purpose of the Form Authorization for Use or Disclosure of Patient Health Information to Third-Party Recipient
How to Request Records Patients should use kp.org/requestrecords for requesting medical records, FMLA, and Disability certifications instead of using this form.
Types of Information Disclosable Medical Records, Diagnostic Images, Itemized Billing Records, Pharmacy Copays, Medical Copays, Mental Health Treatment Records, Addiction Medicine Treatment Records, HIV Lab Test Results, and Genetic Testing information for Oregon locations.
Duration of Authorization Authorization remains effective for 6 months from the date of signature.
Revocation of Authorization Authorization can be cancelled at any time by submitting a written request to the Release of Information Unit for the patient's region of service.
Redisclosure Information released may not be protected under HIPAA once disclosed. Recipients may be required to obtain authorization before further disclosure under state or other federal laws.
Special Note for Virginia Patients A copy of the authorization and a note of to whom information was disclosed will be included in the patient's medical record.

How to Fill Out Kaiser Records Request

When the need arises to share your health information with a third party, the Kaiser Records Request form is pivotal. Filling out this form accurately ensures that your medical records, including potentially sensitive information, are handled securely and in accordance with your wishes. Follow these steps meticulously to complete the form:

  1. Fill in the patient identification section at the top with the patient's name, medical record number, birth date, and email.
  2. Enter all required recipient information, ensuring the email address provided is valid.
  3. Select the purpose of the disclosure by checking the appropriate box.
  4. Identify the type of information to be disclosed by checking the relevant box(es), and select a timeframe for the records you want to include.
  5. If applicable, check the boxes to indicate if specially protected information, such as mental health treatment records, addiction medicine treatment records, or HIV lab test results should be included. For Kaiser Permanente Oregon locations, also check if genetic testing information is to be released.
  6. Enter the date on which you are signing the authorization.
  7. Sign the form to validate the authorization.
  8. If you are signing as a personal representative of the patient, print your name and describe your relationship to the patient.
  9. Submit the completed form to the third party authorized to obtain the records, as indicated on the form.
  10. Keep a copy of the form for your personal records.

Once submitted, the form facilitates the secure and authorized transfer of health information to the specified third party. This ensures that your records are used appropriately for the purposes you designate, whether for legal, insurance, medical certification, or other needs. Be aware that after your information is released, the protections provided under federal privacy law (HIPAA) might not apply to further disclosures by the recipient. Kaiser Permanente takes your privacy seriously and provides this process as a measure to safeguard your health information while accommodating your needs.

More About Kaiser Records Request

Welcome to the FAQ section about the Kaiser Records Request Form. This part is designed to help address some of your common questions and make the process of requesting records smoother.

  1. Who can use the Kaiser Records Request Form?

    This form is intended for use by patients or their authorized representatives who wish to authorize the disclosure of their health information to a third-party recipient. This might include legal representatives, insurance companies, or other entities requiring documented medical information. Remember, patients seeking access to their medical records for personal use should not use this form. Instead, they should request records online through kp.org/requestrecords for a more convenient process.

  2. What types of information can be requested using this form?

    You can request various types of information, including medical records, diagnostic images, itemized billing records, and information on pharmacy and medical copays. The form also allows for the inclusion of sensitive health information, such as mental health treatment, addiction medicine treatment records, or HIV lab test results, if specifically requested. Kaiser Permanente's Oregon locations additionally offer the option to request genetic testing information.

  3. Is there a fee associated with requesting records?

    Yes, fees may be required for the disclosure of patient health information to a third-party recipient. It's important to note that while Kaiser Permanente strives to make healthcare information accessible, the processing of these requests can incur costs. The exact fee may vary depending on the nature and volume of the records requested. Patients or their representatives are encouraged to inquire about any applicable fees when submitting their request.

  4. How long does the authorization for the release of information last, and can it be revoked?

    The authorization remains in effect for 6 months from the date the form is signed. If at any point you wish to cancel this authorization for future releases, you or your personal representative can submit a written request to the Release of Information Unit listed for your region of service, as found on kp.org/requestrecords. Canceling the authorization will not affect any information already released before Kaiser Permanente receives your cancellation request. Also, remember that once your information is released as authorized, it may no longer be protected under the federal privacy law (HIPAA), but the recipient may be required to obtain further authorization before disclosing your information.

For detailed instructions on filling out the Kaiser Records Request Form or if you have more specific inquiries, visiting kp.org/requestrecords can provide guidance tailored to your region and needs. Understanding your rights and how to manage your health information is crucial, and Kaiser Permanente is committed to facilitating this process transparently and efficiently.

Common mistakes

When filling out the Kaiser Records Request form, it's crucial that every step is followed with care to ensure a smooth process. Here are some common mistakes that can lead to delays or errors in processing the request:

  1. Not using the website kp.org/requestrecords for obtaining copies of their own medical records, FMLA, and Disability certifications, as directed at the top of the form.

  2. Failing to complete the patient identification information accurately, including the patient name, medical record number, birth date, and a valid email address.

  3. Omitting recipient information such as the recipient's name, address, city, state, zip code, phone number, and email, which can lead to processing delays.

  4. Forgetting to check a box to indicate the purpose of the disclosure (e.g., Legal, Insurance, Medical Certification).

  5. Not specifying the type of information to be disclosed (e.g., Medical Records, Diagnostic Images, Pharmacy Copays) and missing the selection of a time frame for the records requested.

  6. Overlooking the need to check boxes for the release of particularly sensitive information, such as Mental Health Treatment Records, Addiction Medicine Treatment Records, or HIV Lab Test Results.

  7. Not understanding the duration of the authorization, which remains in effect for 6 months from the date of signature, leading to confusion about how long the permission lasts.

  8. Ignoring the revocation process, which allows for cancellation of the authorization for future releases through a written request.

  9. Failing to keep a copy of the form for personal records, as advised by the instructions, which can be helpful for any future reference or in case of disputes.

Ensuring that these common mistakes are avoided can help in the timely and accurate processing of your records request. Always review your form before submission and keep a copy for your records to maintain a smooth experience in managing your health information.

Documents used along the form

When managing healthcare documentation, particularly in scenarios involving the Kaiser Records Request form, individuals might find themselves in need of various other forms and documents to ensure comprehensive management of their health records or to facilitate certain requests. These documents support a range of processes from legal proceedings to personal health management.

  • Authorization for Release of Information Form: Allows healthcare providers to share your medical records with specified parties, ensuring that sensitive health information is handled properly and according to your wishes.
  • Advance Directive Form: Enables individuals to outline their preferences for medical treatment and end-of-life care in advance, ensuring that their healthcare choices are respected even if they become unable to communicate their wishes.
  • Power of Attorney for Healthcare Form: Appoints a trusted individual to make healthcare decisions on your behalf, should you become unable to make these decisions yourself.
  • Disability Certification Form: Required for employer or insurance claims related to disability, confirming that an individual's medical condition qualifies as a disability.
  • Family and Medical Leave Act (FMLA) Certification Form: Used to request leave under the FMLA for medical reasons, either for the employee's own health condition or to care for a family member.
  • Privacy Complaint Form: Allows individuals to file complaints if they believe their health information privacy rights have been violated under HIPAA regulations.
  • Medication List Form: Keeps track of all prescriptions, over-the-counter drugs, and supplements being taken, which can be critical for avoiding drug interactions and ensuring optimal care.
  • Request for Amendment of Health Information Form: If individuals believe there is an error in their medical records, this form allows them to request a correction or amendment to their health information.
  • Insurance Claim Form: Required to submit a claim to your insurance for reimbursement or direct payment for medical services received.
  • Notice of Privacy Practices Acknowledgement Form: Acknowledges that an individual has received a notice of the privacy practices of a healthcare provider or health plan, which explains how medical information may be used and disclosed.

Together, these forms and documents create a framework for individuals to manage their healthcare information, make informed decisions about their medical care, and navigate the legal and insurance systems effectively. Handling such documentation with care and precision upholds the integrity of the healthcare process and ensures that individuals' health information and rights are protected.

Similar forms

  • Health Insurance Portability and Accountability Act (HIPAA) Authorization Forms: Like the Kaiser Records Request form, HIPAA Authorization Forms are designed to authorize the release of personal health information to a third party. They both require detailed information about the patient and specify the types of information that can be disclosed, such as medical records or treatment history.

  • Family and Medical Leave Act (FMLA) Certification Forms: These forms, akin to the Kaiser Records Request form, are used to document and certify an individual's need for taking FMLA leave due to medical reasons. Both forms involve the disclosure of medical information to certify a condition, often requiring specific details about the medical provider and patient.

  • Health Insurance Claim Forms: Health insurance claim forms and the Kaiser Records Request form share similarities in that they collect patient information, including medical history and treatment details, to process insurance claims or release information to insurers for coverage verification purposes.

  • Medical Consent Forms for Minors: Similar to the Kaiser form, these consent forms are used to authorize the release of medical information for minors. They require the guardian’s signature, detail the scope of information to be released, and specify the purpose of the disclosure.

  • Disability Benefits Forms: Both the Kaiser Records Request form and disability benefits forms involve disclosing medical records to assess eligibility for disability benefits. They require detailed medical information and authorization to release that information to a reviewing entity, like an insurance company or government agency.

  • Medical Power of Attorney (POA) Documents: Medical POA documents authorize an appointed person to make health-related decisions on behalf of the patient. Similarly, the Kaiser Records Request form involves authorizing a party to access medical information, encompassing the aspect of decision-making based on released information.

  • Request for Medical Records Transfer Forms: These forms, like the Kaiser Records Request form, facilitate the transfer of medical records between medical facilities or to a third party. They both outline the specific types of documents to be shared and the purpose behind the request.

  • Drug Prescription Forms: Prescription forms and the Kaiser Records Request form both deal with patient-specific information. While prescription forms authorize the dispensing of medications, the Kaiser form may include the authorization to release medication records, such as pharmacy copays and itemized billing records.

  • Privacy Consent Forms in Research: Similar to the Kaiser Records Request form, these consent forms are used in clinical research to authorize the use and disclosure of participants' health information. They involve detailed patient information and specify the scope and purpose of the information being released, ensuring compliance with privacy laws.

Dos and Don'ts

When filling out the Kaiser Records Request form, it's essential to ensure accurate and complete information. Here are some dos and don'ts to guide you:

Do:
  • Review the entire form before beginning to ensure you understand all requirements.
  • Fill out patient identification information accurately, including the patient's name, medical record number, date of birth, and email address. This information is crucial for correct record retrieval.
  • Select the correct purpose of disclosure, such as legal, insurance, medical certification, or other. This helps in processing your request appropriately.
  • Check the appropriate box(es) for the type of information needed (e.g., medical records, diagnostic images) and the timeframe. Being specific helps get the information you require.
  • Include specially protected information by checking the boxes for mental health treatment records, addiction medicine treatment records, or HIV lab test results, if necessary.
  • Sign and date the form. Your signature authorizes the release of the specified records.
  • Keep a copy of the completed form for your records. This is important for your personal record and future reference.
Don't:
  • Leave sections blank. If a section does not apply, indicate with "N/A" or "None" to show it was reviewed but not needed.
  • Use the form for accessing your own patient records. Patients should request their records through kp.org/requestrecords as indicated.
  • Ignore the section on specially protected information if it applies to your request. Failing to check the relevant boxes might result in missing information you need.
  • Forget to specify a third-party recipient if records are to be sent to someone other than yourself, including their name, address, and contact information.
  • Skip the signature and date. An unsigned form will not be processed.
  • Miss the duration and revocation section. It's important to note the authorization's effective period and how to cancel it if necessary.
  • Assume the information will remain private after release. Once records are disclosed, they may not be protected under HIPAA, depending on the recipient's obligations.

Misconceptions

When it comes to requesting medical records from Kaiser Permanente through the Kaiser Records Request form, several misconceptions exist which can complicate the process for patients and their representatives. Understanding these misconceptions can significantly streamline how one goes about obtaining the necessary health information.

  • Misconception 1: The form is for requesting patient copies for personal use. In reality, patients should request records for personal use through kp.org/requestrecords, as stated explicitly on the form.
  • Misconception 2: Any requested records will incur fees. While the form does indicate that fees may be applied for the disclosure to third-party recipients, this does not mean all requests will necessarily involve a cost. The fees are often dependent on the nature and volume of the records requested.
  • Misconception 3: The form limits the request to recent health information. Although the form allows selecting a timeframe for records, including options like the last 2 months to all electronic records, it does not strictly limit requests to recent information only. The "all electronic records" option enables access to the comprehensive history as available.
  • Misconception 4: Mental health, addiction, and HIV records are automatically included. These sensitive areas are specifically marked on the form to include or exclude, indicating that not all health information is automatically disclosed unless explicitly authorized.
  • Misconception 5: Authorization is indefinite. The form clearly states that the authorization remains effective for 6 months from the date of signature, meaning that consent for record release is not open-ended.
  • Misconception 6: Cancellation of authorization has retroactive effects. The form specifies that revoking authorization will not affect any information that was already released, indicating that cancellation only impacts future disclosures.
  • Misconception 7: Once released, the information is always protected by HIPAA. The notice on the form under "REDISCLOSURE" reveals that once information is disclosed, it may not be protected under federal privacy laws, emphasizing the importance of understanding the risks of information sharing.
  • Misconception 8: Signing the authorization is required for receiving medical care or benefits from Kaiser Permanente. The form explicitly states that Kaiser Permanente cannot condition treatment, payment, enrollment, or eligibility for benefits on whether one signs this authorization, dispelling worries about mandatory compliance.
  • Misconception 9: The form is complicated to submit. While the form requires detailed information and decisions on what to include, its instructions are clear on how to complete and submit it effectively, making the process straightforward for those who read it carefully.

Addressing these misconceptions can clarify the process, ensuring that patients and their representatives can request and obtain medical records with a better understanding of their rights and the procedures involved.

Key takeaways

When dealing with Kaiser Records Request forms, there are several key points you need to understand to ensure the process is smooth and effective.

  • Correct Portal for Requests: Patients aiming to access their own medical records should not use this form but instead, should request records through kp.org/requestrecords for a more direct and convenient process.
  • Purpose of the Request: Clearly indicate the intended use of the records, such as for legal, insurance, or medical certification purposes, to ensure the information provided will be relevant and useful for your needs.
  • Specific Information Release: The form allows you to specify what kind of information you need, including medical records, diagnostic images, and billing information. Selecting the correct type of information ensures you will receive exactly what you need.
  • Time Frame Specification: You can request information from a specific period by indicating the time frame, which helps in obtaining the most relevant records for your situation.
  • Inclusion of Sensitive Information: If required, you must explicitly opt in to include sensitive information such as mental health treatment, addiction medicine records, or HIV lab test results by checking the appropriate box.
  • Authorization Duration: Be aware that the authorization remains effective for 6 months from the signing date, allowing you ample time to use the disclosed information for your purposes.
  • Revocation of Authorization: You have the option to revoke your authorization for future releases at any time by submitting a written request, providing control over how long your information is shared.
  • Redisclosure Warning: Once your information is shared, it might no longer be protected under federal privacy law (HIPAA), emphasizing the importance of considering carefully who you are sharing your information with.
  • Maintaining a Record: It’s advisable to keep a copy of the completed authorization for your records. This can be crucial for tracking what information has been disclosed and to whom.

Understanding these key points helps ensure that you can navigate the process of requesting and disclosing health records through Kaiser Permanente efficiently and with the necessary privacy considerations.

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