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• Requests for medical record files and billing files

• Requests from any party, as long as there is an ROI on file

• Disability records requests AFTER the clinician has completed any necessary forms

• Requests from insurance companies EXCEPT for claim-specific requests

For external medical records requests, here are the steps to follow:

• Direct those who are not Thriveworks employees to this website.

That's it! So easy!

Some things to know:

• Those making the request will first need to create and account.

• Then they can either find "External Medical Records Request" in the Service Catalogue, or follow this link.

• There are 7 types of requests they can make:

  • Child Records Requests

  • Couple or Family Records Request

  • Individual Therapy Records Request

  • Disability/FMLA, etc.

  • Records Requests from Insurance Companies

  • Subpoenas

  • Third Party Requests

• Please remember to send the client an ROI through the Client Portal!

• Your Thriveworks email address

• The type of request being made

  • A individual therapy client requesting their own record

  • A couple or family therapy client request their own record (make sure all ROIs are on file)

  • Subpoena for records (subpoena should be put in client's record)

  • Insurance company request, unless claim-specific, then send to Billing

  • Request to send to PCP or other provider

  • Send to other third-party, such as an attorney or GAL

  • Administrative or government agency request

  • Disability, FMLA - for medical records only, the clinician must fill out any forms or provide any treatment statements

• Provide the name or company of the person requesting the record if not the client

• Client's first and last name

• Client's date of birth

• Client's City and State where their record would be found in AMD

• An preferred email - we now have safe encrypted email to send medical record!

• The clinician's name

• Affirmative acknowledgement that an ROI is in the client's record. No need to attach if it is properly within the client's medical record. If there is not one, please send through AMD to the client and put in the "additional information" section that this has been done.

• Upload any documentation that is not already in the medical record but is needed