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How Do I Transfer Medical Records?

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