Medical Records Request Procedure

1. Client must sign a Release of Information Form (ROI)

2. Leigh or Brianna will email all clinicians involved in the requested period regarding any objections to the records being shared.

   1. “Please respond within 48 hours if you have any objections to this request. Otherwise, we will proceed with sending the records.”

   2. Add that email thread as a Miscellaneous Note on the client’s profile.

3. A member of the admin team will contact the client to let them know we are processing their request.

4. If no objections are received, Leigh or Brianna will share copies of the requested documents via the client portal, secure email, fax or with the requesting party.

   1. For clinicians who are no longer with us, do not share their notes - only share the Treatment Plans as long as they were signed by the client.