top of page


Outgoing Records Request Procedure

  • Create Records Request letter

    • (BMPC Files > Administrative Assistant > Office Documents > Request Form)​

  • Create Fax Cover Sheet

    • (BMPC Files > Administrative Assistant > Office Documents > Fax Cover Sheets)​

  • Fax the following documents to the appropriate office: Fax cover sheet, records request form, and a copy of patient's release of information

  • Place paper clipped fax and transmission sheet (transmission sheet will print once fax is completed) in Outgoing Records Request Folder with Admin Note attached to the front

  • Note any and all follow up on Admin Note

  • Call to verify that fax was received (Document on Admin Note)

  • Once verified, call weekly for status update (Document on Admin Note)

  • Once records are received, document Admin Note that records were received, and scan paperwork into patient's electronic file into folder labeled “Records Requests.” If folder does not exist, create it.

bottom of page