Identify the healthcare provider, hospital, clinic, or health system that holds the records
Contact the medical records or health information management department
Ask for the records request form or access instructions
Provide proof of identity as required
Specify the exact records needed and the date range
Indicate the delivery method you want, such as paper, email, portal download, or pickup
Sign any required authorization or release forms
Submit the request by the provider’s required method
Pay any applicable copying or processing fees
Follow up if the request is delayed
Check your patient portal for downloadable records
Request records from each separate provider if care was received at multiple locations
Request imaging, lab results, visit notes, discharge summaries, and medication lists separately if needed
Keep copies of the request and confirmation for your records