How To Transfer Medical Records to a New Provider

Tips for Transferring Your Medical Records to a New Provider

•     Ask your new Doctor’s office if they will make the request for records on your behalf (if so, than you must simply sign the authorization form that they will provide to you.)

•     The Privacy Rule under the Health Insurance Portability and Accountability Act (HIPAA) allows for you to receive copies of your medical records. Providers are allowed to charge a reasonable fee to cover the costs of copying and mailing the paperwork. These fees vary from provider to provider. (* please note the OSU Health Plan does not cover charges incurred for copying or obtaining medical records).

•     If the new doctor’s office does not request records on your behalf, ask what records they are specifically interested in. (If you’ll be charged for your records, this step can save you money as well as time.)

Here is a list of general needs if switching to a new primary care provider
* Problem List
* Health maintenance history (i.e. mammography, PAP, colonoscopy) including immunizations
* EKG’s up to the last 3 EKGs
* Labs within the last year
* Imaging studies, even if they are normal, unless for a simple injury (i.e. sprain)
* Medication List
* Current treatment plan for chronic conditions
* All notes and studies related to something they are working on but have yet to be officially diagnosed
* Pertinent information from any specialists you are seeing
* If on ADHD medication, records from that diagnosis and treatment.

•     You will need to fill out an authorization form from your previous provider. Call the Provider office to find out what your responsibilities are and follow their instructions carefully.  Ask whether there is a fee, and how you’ll be billed. Make sure you write down name and date you spoke with them.

As a partner of The Ohio State University Wexner Medical Center and a provider to Your Plan for Health, we are helping the greatest university on earth promote better health and wellness – one plan member at a time.

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If you want to learn more about the Health Plan, we would love to hear your questions, comments, and suggestions.

If you want to learn more about the health plan we would love to hear your questions, comments and suggestions.

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