How to Transfer Medical Records

When you change physicians or health care providers, you’ll want to transfer copies of your medical records to your new provider so that they’ll know your medical history and can give you better care. Or, you might just want a copy of a specific record forwarded to someone like a specialist. Whatever your reason for transferring medical records, it’s a fairly simple process -- just fill out a Medical Records Transfer Form and send it to your doctor, clinic, medical group, or health care organization, along with directions as to where to send the copies. You’ll need to include the following information:

• Your name, and any other names under which your records may be filed
• Contact information (address, email, phone number)
• Your social security number
• Your birthdate
• Any specifics about which records to release
• The expiration date of this authorization to transfer records

It’s quick and easy to create a Medical Records Transfer Form online with Rocket Lawyer.  

Laws on this topic may vary from state to state. This content is not meant to provide you with complete information and it is not intended to be legal or tax advice. It is recommended that you consult with your own attorney, accountant or other advisor regarding your specific situation.