Ask the patient to fill out all relevant information on the form
Scan and rename the form to reflect the patient’s name, DOB and that it is a records release request
Open MediRef, and search the provider/practice to retrieve their email address
Email the completed Authority to Release form to the provider/practice, including the patient’s full name and DOB in the bulk of the email so they can be easily located
E.g. “Please find attached a signed Authority to Release form for patient FirstName LastName (DOB ddmmyyy)”
Different providers/practices may use different means to share patient records, and may not always come through the MediRef system we use
Make a note in the patient’s file that the Authority to Release form has been sent