---
title: Release of Medical Records
description: A simple guide for providers and care coordinators on how to obtain and release patient medical records in compliance with authorization requirements.
---

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# Release of Medical Records

## Steps to requesting and obtaining patient medical records

**Step 1:**

Patient requests medical records to Provider/PCC.

*Provider must be made aware of request, if request not directed to them.* 

**Step 2:**

Provider or PCC sends the patient the [Authorization for Release of Medical Records](https://docs.google.com/document/d/1i5rDWiZfCNO8cE3loscIfWy42fCwfwUcDgsm6sOL2Wk/edit?usp=sharing) document to the patient for e-signature. 

**Step 3:**

When a form is completed by the patient, attach the completed form to a [ticket to tech](https://support.joinportrait.com/knowledge-legacy/kb-tickets/new?hsLang=en-us) requesting medical records for the patient. The Provider/PCC must also add this form to the patient's EHR profile.

**Step 4:**

Our technical team will pull the requested medical records and send them to the provider.

**Step 5:**

The provider must send these records to the provider's Medical Director for a quick review and approval before being sent to the patient.

**Step 6:**

The provider or PCC will send the medical records to the patient directly via email.

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