Contact the doctor’s office, clinic, hospital, or other provider directly
Ask for the medical records department or health information management office
Submit a written records request if required
Provide identification and any required authorization forms
Specify which records you want and the date range
Ask whether you want paper copies, electronic copies, or both
Request records from your patient portal if available
Pay any required copying or processing fees
Follow up if you do not receive the records within the expected time
Request records from each provider separately if you received care at multiple places
Ask for records to be sent to another doctor if needed
Keep a copy of your request and any confirmation
If requesting records for someone else, provide legal proof of authority
If the provider denies access, ask for the reason and how to appeal
Check state or local rules for any special requirements