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Medical Records (ROI) Set-up Form - eRequest LLC
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Medical Records Set-up Form
Medical Records (ROI) Set-up Form
Your Contact Information
Name:
Title:
Organization:
Provider Identity
Primary Location Name:
*
Primary Location Address:
*
Patient Fees
Enter processing fee to be charged for patient requests for medical records. Enter "NA" if an item does not apply.
Written Records:
Imaging CD:
Will the patient be given the option to direct their records to another Healthcare Provider?:
Yes
No
Will the patient be given the option to direct their records to a non-Provider third party?:
Yes
No
Explain any variations in above-stated patient fee below.:
Turnaround Times
Enter processing turnaround time in hours or days. Do not factor in any non-web delivery timeframes here.
Written Records:
Imaging CDs:
Processing Responsibility
Indicate if "Service Company" or "Provider" will process the PHI for the following categories.
Written Records:
Service Company
Provider
Imaging CDs:
Service Company
Provider
Patient-Specific Delivery Methods and Mail Timeframes
Select all patient delivery options offered for specified record type. For pick-up, please specify pick-up location, including facility, city/state, building, floor, or other details to be communicated to patients.
Written Records (if applicable):
Online via TRIMSNet
Pick-up (specify location below)
Mail
Fax
Imaging CD (if applicable):
Mail (specify mail delivery time below)
Pick-Up (specify location below)
Pick-up Location(s):
Mail Delivery Time:
Delivery Responsibility to Patients
Which patient-specific delivery methods will the Provider be solely responsible for?
Written Records (if applicable):
Online via TRIMSNet
Pick-up
Mail
Fax
Imaging CD (if applicable):
Mail
Pick-up
Release Restrictions
In the Provider’s state, what is the age of majority for patients to request their own medical records?
Years Old?:
If Provider has locations in other states, specify those states and ages of majority:
Specify restrictions regarding who is allowed to order records on a patient’s behalf and what documents must be submitted or on file with Provider to do so.
Will Physical Therapy records be included in the standard release of records to the patient?:
Yes
No
Provider Locations Using TRIMSNet
Which provider location(s) will use TRIMSNet? Attached sheet if needed:
Contact for Provider Medical Records Management
Enter contact information for provider’s HIM/practice manager.
Contact Name and Job Title:
Email Address:
Phone Number:
Contact for Provider IT
Enter contact information for person/company responsible for Provider IT.
Contact Name:
Email Address:
Phone Number:
Contact for Provider Website Modification
Enter contact information for person/company responsible for editing provider’s website, if applicable.
Contact Name:
Email Address:
Phone Number:
Provider’s Contact Information for Referring Requestor Inquiries
Enter contact information to be given to patients and other Requestors who need to speak directly to provider regarding their request (e.g., for an issue with delivery handled by the clinic, issue with CD quality/condition).
Name:
Address:
Support Phone:
Support Email:
Healthcare Provider Logo
Email a copy of the Healthcare Provider’s logo as an image file to
smanske@e-requestllc.com
. The logo will be displayed on invoices and retrieval-related documents.