Authorization for Release of Occupational Therapy Records

HIPAA-Compliant Medical Records Release Form

Occupational Therapy

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: _________________________ Date of Birth: //___
  • Address: ________________________________________________
  • Phone: ______________________ Email: ______________________

Records to be Released From

Facility/Provider Name: ________________________________________ Address: ___________________________________________________ Phone: ______________________ Fax: __________________________

Records to be Released To

Facility/Provider Name: ________________________________________ Address: ___________________________________________________ Phone: ______________________ Fax: __________________________

Information to be Released (check all that apply)

□ Complete OT Records □ Initial Evaluation □ Progress Notes □ Treatment Plans □ Discharge Summary □ Billing Records □ Other (specify): ___________________________________________

Date Range

From: //___ To: //___

Purpose of Release

□ Continuing Care □ Insurance □ Legal □ Personal Use □ Other (specify): ___________________________________________

Authorization

I understand that:

  1. This authorization is valid for 12 months unless otherwise specified
  2. I may revoke this authorization at any time in writing
  3. Once information is released, the facility cannot prevent its redisclosure
  4. I have the right to receive a copy of this authorization
  5. Treatment is not conditional upon signing this authorization

Signature: _________________________ Date: //___ Relationship to Patient (if not self): ___________________________

For Office Use Only

Request received by: _________________ Date: //___ Request processed by: _______________ Date: //___

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