The steps to log a request are different, depending on the Request Type selection:
Request Type |
Description |
Any request that does not fall into the other categories. |
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Business Office Client |
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Generally refers to the sharing of information about a patient between multiple health care providers. For example, an allergy specialist may need to see the medical records from a patient’s primary care physician. May also include requests made when the patient is forced to switch providers because of a change in insurance coverage. |
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Patients (including parents or guardians) can request copies of their own medical records. |
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Social Security Administration (SSA) offices request records to determine a person’s eligibility for disability benefits. |
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Some requesters send a single Request Letter that asks for the records of multiple patients. The patients are typically listed in a spreadsheet-style document, called a Pull List. HealthSource Clarity normally identifies Pull Lists automatically, but they can be manually logged if the automatic process does not work properly. |