HIPAA authorization to release medical information

Let a family member, agent, attorney or other person receive your medical records and talk to your providers. Written to the federal rule so any provider can accept it. Fill it in, sign, and send the PDF to the provider.

A written authorization under the HIPAA Privacy Rule (45 CFR §164.508) permitting a named health care provider or plan to disclose your protected health information to a named recipient for a stated purpose, for a set period. You sign it; no witnesses or notary are required.

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What it covers

When to use it

What it does not do

Signing, witnesses and delivery

The agreement

Authorization for Release of Protected Health Information (HIPAA)

I, [Patient: full name], born [Patient: date of birth], of [Patient: address], telephone [Patient: phone] (the “Patient”), authorise the use and disclosure of my protected health information as described in this Authorization. This Authorization is made under the Standards for Privacy of Individually Identifiable Health Information at 45 CFR Parts 160 and 164 (the “Privacy Rule”), issued under the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”), and under the laws of the State of [Governing law (state)], and is intended to satisfy the requirements of 45 CFR §164.508.

1. Who May Disclose

I authorise [Provider or plan releasing the information], of [Provider: address], and its workforce, medical staff, business associates and records custodians (the “Provider”) to use and disclose my protected health information as described below. If the Provider has transferred my records to another custodian, that custodian is also authorised.

2. Who May Receive

The Provider may disclose the information to [Person or organisation receiving the information], my [Recipient: relationship to patient], of [Recipient: address], telephone [Recipient: phone] (the “Recipient”), and to the Recipient’s staff and advisers acting on the Recipient’s behalf in the purpose stated in Section 4. The Provider may disclose by any reasonable means, including in person, by telephone, by mail, by fax, by secure email or through a patient portal, and may confirm the Recipient’s identity before doing so.

3. Information Covered

3.1 Scope. The information covered by this Authorization is: [Information to be released]. Description of the records: [Description of records (or “All”)]. Date range: from [Records from (date)] to [Records to (date)]. The information includes, within that scope, my medical history, diagnoses, treatment and progress notes, test results, imaging, medication lists, immunisations, discharge summaries, correspondence and billing and insurance records.

3.2 Specially protected information. Federal and state law give extra protection to certain categories, which are released only if marked “Included” here: mental health treatment records: [Mental health records]; substance use disorder treatment records from a program covered by 42 CFR Part 2: [Substance use disorder treatment records]; HIV/AIDS test results and sexually transmitted infection information: [HIV/AIDS and sexually transmitted infection information]; genetic testing information: [Genetic testing information]. If any of these is included, I specifically consent to its disclosure, and I understand that the Provider may require a separate form under state law or 42 CFR Part 2.

3.3 Psychotherapy notes. Psychotherapy notes, as defined in 45 CFR §164.501, are: [Psychotherapy notes]. I understand that an authorization for psychotherapy notes may not be combined with an authorization for any other information; if I have chosen to include them, this Authorization covers psychotherapy notes only, and I will sign a separate authorization for other records.

4. Purpose

The purpose of this use and disclosure is: [Purpose of the disclosure]. Where the disclosure is made at my request, the Privacy Rule allows me to state “at the request of the individual” as the purpose, and I do so to the extent no other purpose is stated.

5. Expiration

This Authorization expires: [This authorization expires]. Expiration date: [Expiration date (or “None”)]. Expiration event: [Expiration event (or “None”)]. If I have chosen expiry on revocation, this Authorization remains in effect until the Provider receives my written revocation. Unless earlier revoked, an authorization for research may continue for the duration of the research. I understand that state law may limit the period for certain categories of information and that the Provider may ask me to renew it.

6. Right to Revoke

I may revoke this Authorization at any time by delivering a signed, dated written revocation to the Provider’s privacy officer or medical records department. Revocation takes effect when the Provider receives it. It does not apply to information the Provider has already used or disclosed in reliance on this Authorization, and, if this Authorization was obtained as a condition of obtaining insurance coverage, other law may give the insurer the right to contest a claim under the policy or the policy itself.

7. Conditions

I understand that the Provider may not condition my treatment, payment, enrolment in a health plan or eligibility for benefits on whether I sign this Authorization, except that a provider may condition research-related treatment on an authorization for that research, and a health plan may condition enrolment or eligibility on an authorization made before enrolment for underwriting or risk-rating purposes. I sign this Authorization voluntarily.

8. Redisclosure

I understand that once my information is disclosed to the Recipient under this Authorization, it may be redisclosed by the Recipient and may no longer be protected by the Privacy Rule, unless the Recipient is itself a covered entity or business associate required to protect it. Records protected by 42 CFR Part 2, if included, may not be redisclosed by the Recipient except as that Part permits, and this notice accompanies those records. I accept the risk of redisclosure in choosing the Recipient and the scope of information.

9. Payment for Disclosure

Whether the Provider will receive direct or indirect remuneration from the Recipient or a third party in exchange for this disclosure: [Will the provider receive payment from the recipient for this disclosure?]. The Provider may charge me or the Recipient a reasonable, cost-based fee for copies as the Privacy Rule and state law permit, which is not remuneration for this purpose.

10. Copy of This Authorization

I am entitled to a copy of this Authorization after I sign it, and I have received or will receive one. A photocopy, scan, fax or electronically signed copy of this Authorization is as valid as the original.

11. Personal Representative

If this Authorization is signed by a personal representative on my behalf, the representative’s name and the authority under which they sign (for example, parent of a minor, court-appointed guardian, agent under a health care power of attorney, or executor of an estate) is: [If signed by a personal representative: name and authority (or “Not applicable”)]. The Provider may ask to see the document that establishes that authority before releasing information.

12. Governing Law; Signature

This Authorization is governed by the Privacy Rule and, to the extent they are more protective, the laws of the State of [Governing law (state)]. If any provision is held invalid, the remaining provisions shall be given full effect. This Authorization may be signed electronically under the federal Electronic Signatures in Global and National Commerce Act, and the electronic execution record, timestamps and document fingerprints kept by the signing platform are evidence of execution. I sign this Authorization on the date shown in the execution record, having read and understood it.

Signatures

Patient (or personal representative)

HIPAA Authorization FAQ

What has to be in a valid HIPAA authorization?

Federal rule 45 CFR §164.508(c) lists the core elements: a specific description of the information, who may disclose it, who may receive it, the purpose, an expiration date or event, and the signature and date. It must also state the right to revoke, that treatment cannot be conditioned on signing, and that the information may be redisclosed by the recipient. This form contains all of them, so a provider has no basis to refuse it.

Can my spouse just call my doctor without this?

Providers may share information with family involved in your care if you do not object, but many refuse without something in writing, and none will release the actual records or discuss billing. This authorization removes the doubt, and your spouse can keep it on file.

How long does it last?

As long as you say. You can name a date, or an event such as the end of a treatment or a legal matter, or write “until revoked”. Some states cap the period for certain records, and a provider may ask you to renew after a year or two.

Can the provider charge for the records?

Yes, a reasonable cost-based fee for copies, which HIPAA limits. If the disclosure itself is being paid for by the recipient (for example, a marketing use), the rule requires that to be disclosed here, which is why there is a remuneration line.

Can I fill this in for my father and leave the details blank?

Yes. Enter the provider and the recipient, leave the scope, purpose and expiry blank, and send it. Your father chooses each item when he opens the link and signs it. If he lacks capacity and you are his agent under a health care power, you sign as his personal representative instead.

What does the redisclosure warning mean?

Once the records leave the provider, HIPAA no longer applies to the person holding them unless that person is also a covered entity. Your attorney or a family member is not bound by the Privacy Rule and could pass the information on. Choose recipients you trust and limit the scope to what they need.

Related templates

This template is general information, not legal advice. Laws differ by state; review anything important with a lawyer.

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