Hipaa Authorization Medical Records Release
Customized Agreements
HIPAA Authorization / Medical Records Release
Prepare a federal-baseline authorization for a defined use or disclosure of medical records, with explicit scope, expiration, revocation, and sensitive-record limits. The workflow keeps records release separate from healthcare decision-making and fails closed for unsupported sensitive categories.
Also called: hipaa authorization medical records release, medical records release authorization, authorization to disclose medical records.

What you walk away with
A clean multi-page PDF and DOCX after you finish — not a web-form dump. Preview the document before you pay.
- PDF export
- DOCX export
- E-sign included
- No subscription
This product uses the federal HIPAA authorization baseline under 45 CFR § 164.508. Unsupported state-sensitive record categories fail closed.
Jurisdiction details
See how this document starts in your state
Choose the state where the document will be used. The state page shows the maintained coverage level, local-rule limits, and a builder link with the canonical state code already selected.
When this fits
Use this document when…
- Authorize a named person or organization to receive specified records
- Authorize a provider, plan, or other covered source to disclose records
- State the purpose, expiration, revocation method, and personal-representative authority
- Prepare a clear records-release request for a covered healthcare organization
Before you start
Information you will need
- Individual or patient identity
- Authorized disclosers and recipients
- Specific records and optional date range
- Purpose, expiration, revocation destination and method
- Signature and personal-representative authority where applicable
What you receive
- Structured HIPAA authorization
- Professional preview
- PDF and DOCX export
- Electronic signature capability
Document questions
Questions about this document
What is a HIPAA Authorization / Medical Records Release?
Prepare a federal-baseline authorization for a defined use or disclosure of medical records, with explicit scope, expiration, revocation, and sensitive-record limits. The workflow keeps records release separate from healthcare decision-making and fails closed for unsupported sensitive categories.
How do I create a HIPAA Authorization / Medical Records Release?
Authorize a named person or organization to receive specified records; Authorize a provider, plan, or other covered source to disclose records; State the purpose, expiration, revocation method, and personal-representative authority
What should a HIPAA Authorization / Medical Records Release include?
Individual or patient identity; Authorized disclosers and recipients; Specific records and optional date range; Purpose, expiration, revocation destination and method; Signature and personal-representative authority where applicable
Special situations
- Psychotherapy notes require a separate authorization workflow.
- 42 CFR Part 2 substance-use-disorder records require a separately verified overlay.
- This document does not appoint a healthcare agent, authorize treatment decisions, or create a Medical Power of Attorney.
Frequently asked questions
Does this authorize healthcare decisions?
No. It authorizes only the specified use or disclosure of health information and does not appoint a healthcare agent or authorize treatment decisions.
Can psychotherapy notes be included?
No. Psychotherapy notes remain outside this workflow and require a separate authorization.
Can this include substance-use-disorder records?
Not under the current supported scope. 42 CFR Part 2 records remain fail-closed until a separate verified overlay is available.
What does the authorization cover?
Only the people or organizations, record categories, purpose, expiration, and revocation terms selected in the guided questionnaire.
Is this a Medical Power of Attorney?
No. It is a records-release authorization only.
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Not legal advice
Locke Direct helps structure documents and workflows. It does not replace a qualified lawyer for complex, unusual, or high-risk situations.
Last reviewed September 1, 2026.