Answer a patient records request

Verify, gather and send a patient's records within the HIPAA time limit.

1. Log the request and the date it came in. Most people forget this: HIPAA gives 30 days from receipt, and late replies are a common complaint to the Office for Civil Rights
2. Verify the identity of the patient or their representative
3. Check any fee is a reasonable cost based fee
4. Pull records from the EHR, billing and imaging
5. Remove psychotherapy notes and other excluded records
6. Check the right patient's records are in the file
7. Approve the release (Privacy officer signs off)
8. Send in the format the patient asked for and log it

All recipes