Medical Records Request: The Free Template You Need

If you need access to your medical records for personal or legal reasons, you will need to write a formal letter requesting them. A request for medical records can be made for a variety of reasons, such as to transfer your medical history to a new healthcare provider, to access your own medical information, or to use as evidence in a legal case. In this article, we will provide a step-by-step guide on how to write a letter to request medical records.

Identify the Recipient

The first step in writing a letter to request medical records is to identify the recipient. This may be the medical facility or healthcare provider where you received treatment, such as a hospital, clinic, or doctor’s office. Be sure to include the name of the facility or provider, their address, and any relevant contact information.


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Explain the Purpose of Your Request

In the opening paragraph of your letter, clearly state the purpose of your request. If you are transferring to a new healthcare provider, for example, you might write: “I am writing to request a copy of my medical records for transfer to a new healthcare provider.” If you are requesting your medical records for personal use, you might write: “I am writing to request a copy of my medical records for my own records.”

Provide Relevant Details

In the next section of your letter, provide any relevant details that will help the healthcare provider locate your medical records. This might include your full name, date of birth, social security number, and the dates of your visits. If you are requesting records for a family member or someone else, you will need to provide their name and any relevant information.

Specify the Records You Need

Be specific about the records you are requesting. This might include your entire medical record, or specific documents such as lab results, imaging studies, or surgical reports. If you are not sure what records you need, you can ask the healthcare provider for guidance.

Provide Authorization

In order to comply with federal privacy laws, healthcare providers will generally require written authorization from the patient or legal representative before releasing medical records. Be sure to include a statement authorizing the release of your medical records, and sign and date the letter.

Provide Contact Information

Finally, provide your own contact information so that the healthcare provider can reach you if they have any questions or need further information. This might include your phone number, email address, or mailing address.

Proofread and Send

Before sending your letter, be sure to proofread it carefully to check for any errors or typos. Once you are satisfied with the letter, print it out and mail it to the healthcare provider. You may also be able to submit your request online or by fax, depending on the provider’s policies.

Template 1: Requesting Medical Records for Personal Use

[Your Name]
[Your Address]
[City, State ZIP Code]
[Date]

[Healthcare Provider Name]
[Address]
[City, State ZIP Code]

Dear Sir/Madam,

I am writing to request a copy of my medical records for personal use. My full name is [Full Name], and my date of birth is [Date of Birth]. I was a patient at your facility from [Start Date] to [End Date], and I would like to request a copy of my medical records for this period.

Please include all relevant medical documents, such as diagnoses, lab results, imaging studies, and notes from my healthcare providers. I would appreciate it if you could provide me with an itemized list of any fees associated with this request.

I have attached a signed authorization form, as required by federal privacy laws. If you have any questions or require further information, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address].

Thank you for your prompt attention to this matter.

Sincerely,

[Your Signature]
[Your Name]

Template 2: Requesting Medical Records for Legal Purposes

[Your Name]
[Your Address]
[City, State ZIP Code]
[Date]

[Healthcare Provider Name]
[Address]
[City, State ZIP Code]

Dear Sir/Madam,

I am writing to request a copy of my medical records for use in a legal case. My full name is [Full Name], and my date of birth is [Date of Birth]. I was a patient at your facility from [Start Date] to [End Date], and I am requesting a copy of my medical records for this period.

Please include all relevant medical documents, such as diagnoses, lab results, imaging studies, and notes from my healthcare providers. I am requesting these records to be used as evidence in a legal case, and I would appreciate it if you could provide me with a certified copy of the records.

I have attached a signed authorization form, as required by federal privacy laws. If you have any questions or require further information, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address].

Thank you for your prompt attention to this matter.

Sincerely,

[Your Signature]
[Your Name]

Template 3: Requesting Medical Records for Transfer to Another Healthcare Provider

[Your Name]
[Your Address]
[City, State ZIP Code]
[Date]

[Healthcare Provider Name]
[Address]
[City, State ZIP Code]

Dear Sir/Madam,

I am writing to request a copy of my medical records for transfer to a new healthcare provider. My full name is [Full Name], and my date of birth is [Date of Birth]. I was a patient at your facility from [Start Date] to [End Date], and I am requesting a copy of my medical records for this period.

Please include all relevant medical documents, such as diagnoses, lab results, imaging studies, and notes from my healthcare providers. I would appreciate it if you could provide me with a certified copy of the records to facilitate their transfer.

I have attached a signed authorization form, as required by federal privacy laws. If you have any questions or require further information, please do not hesitate to contact me at [Your Phone Number] or [Your Email Address].

Thank you for your prompt attention to this matter.

Sincerely,

[Your Signature]
[Your Name]

Frequently Asked Questions (FAQs)

Q: Why would I need to request my medical records?

Answer: There are many reasons why you might need to request your medical records. Some common reasons include transferring to a new healthcare provider, applying for disability benefits, or seeking a second opinion. You may also need your medical records for legal purposes, such as in a personal injury lawsuit.

Q: Can I request medical records for a family member?

Answer: If you are the legal guardian of a minor child or an incapacitated adult, you can request their medical records. If you are not the legal guardian, you may still be able to request the records if the patient has given you written authorization to do so.

Q: Is there a cost associated with requesting medical records?

Answer: Yes, there may be a cost associated with requesting medical records. Healthcare providers are allowed to charge a reasonable fee for copying and mailing the records, as allowed by state law. The fee must be reasonable and based on the actual cost of copying and mailing the records.

Q: How long does it take to receive my medical records?

Answer: The amount of time it takes to receive your medical records can vary depending on the healthcare provider and the complexity of your request. In general, healthcare providers are required to respond to your request within 30 days. However, if the records are particularly complex or extensive, it may take longer to receive them.

Q: What information do I need to provide when requesting medical records?

Answer: When requesting medical records, you will typically need to provide your full name, date of birth, and the dates of your visits to the healthcare provider. You may also need to provide a signed authorization form, as required by federal privacy laws. If you are requesting records for a family member, you will need to provide their name and any relevant information.

Q: Can I request my medical records online or by phone?

Answer: Some healthcare providers may allow you to request your medical records online or by phone. However, it is always best to check with the healthcare provider to determine their policies and procedures for requesting medical records.

Q: What should I do if my request for medical records is denied?

Answer: If your request for medical records is denied, you may have the right to appeal the decision. You can contact the healthcare provider or the Department of Health and Human Services for more information on how to file an appeal.