Request of Records Protocol

  • Written permission must be obtained in order to release records from our office to another party.
    • Carabelli Record Release Form
    • Other Dental/Medical Office Record Release Form
    • Written statement with signature (digital signature not valid) if forms are not available to the patient(s).
  • Carabelli Dental must do their do diligence to ensure that the person requesting the records is in fact the patient
    • Ask for ID when signing in office
    • Send copy of ID if emailing personally
    • Verifying signature match
  • Only the person (over 18 years old) whose file is being released may sign the request form unless we have legal documentation/POA on file.
    • Parents no longer own medical/dental records when their child turns 18 years old.
    • Spouses cannot sign for each other.
    • One Form per person
  • Records request coming from a Law Firm/Insurance Agency/Law Enforcement should go through the Office Manager/Legal Department prior to being sent.
  • Records must be sent via [email protected] email address and ALWAYS use encryption (Virtue)
  • Ensure a response is made to the requesting provider office letting them know we have received the request and that we will release records between 1 week but not to exceed 30 days via encrypted email.
  • Comm Logs must be made when receiving records request, when sending records, and any conversation in regards to records has taken place.
    • Example 1: “ Received records request via email from (dental office). Office has been notified that we have received the request and that we will review and release records between 1 week to 30 days”
    • Example 2 “ Dental x-rays taken in the last 5 years have been emailed with encryption to (other dental office) via info email account on (date) by (name of carabelli employee).“
  • Records Request form is completed by staff and scanned into the patient chart.
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