Phi Authorization Form for the United States

Phi Authorization Form Template for United States

A PHI Authorization Form is a legally binding document required under U.S. federal law (HIPAA) that gives healthcare providers and other covered entities permission to use or disclose protected health information to specified recipients for specific purposes. This document must comply with both federal HIPAA requirements and any additional state-specific privacy laws, which may impose stricter standards for certain types of health information.

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What is a Phi Authorization Form?

The PHI Authorization Form is a crucial document required by U.S. federal law whenever protected health information needs to be shared with third parties. This form ensures compliance with HIPAA regulations and state privacy laws while protecting patient rights. The document specifies what information can be shared, with whom, for what purpose, and for how long. It includes mandatory elements such as a description of the information to be disclosed, the purpose of disclosure, expiration date, and the patient's right to revoke the authorization. The form must be written in plain language and signed by the patient or their legal representative.

What sections should be included in a Phi Authorization Form?

1. Patient Information: Basic identifying information about the patient including name, date of birth, address, and contact details

2. Authorization Statement: Clear statement indicating the patient's permission to share Protected Health Information (PHI)

3. Information to be Disclosed: Specific description of what health information can be shared, including type and date range of records

4. Purpose of Disclosure: Explicit reason why the information is being shared or released

5. Recipient Information: Details of individuals or entities authorized to receive the information

6. Expiration: Specific date or event when the authorization expires

7. Rights Statement: Description of patient's rights including right to revoke authorization and right to refuse to sign

8. Signature Block: Area for patient/representative signature, date, and witness signature if required

What sections are optional to include in a Phi Authorization Form?

1. Specific Authorizations: Special permissions required for sensitive information such as HIV status, mental health records, or substance abuse treatment

2. Representative Authorization: Section for legal representative details and proof of authority when someone other than the patient is authorizing disclosure

What schedules should be included in a Phi Authorization Form?

1. State-Specific Addendum: Additional provisions and requirements specific to the applicable state law

2. Detailed Records List: Comprehensive itemized list of specific medical records to be disclosed

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Publisher

Genie AI

Cost

Free to use
Industries

HIPAA Privacy Rule: Core federal regulation governing the use and disclosure of Protected Health Information (PHI), establishing national privacy standards

HIPAA Security Rule: Federal standards for securing electronic protected health information, including technical, physical, and administrative safeguards

HIPAA Enforcement Rule: Procedures for compliance and investigations, as well as penalties for HIPAA violations

HITECH Act: Legislation that strengthens HIPAA enforcement and addresses electronic health records requirements, enacted in 2009

State Privacy Laws: Additional state-specific requirements for health information protection that may be more stringent than federal regulations

Plain Language Requirement: Authorization must be written in clear, understandable language avoiding complex legal terminology

PHI Description Requirement: Mandatory element specifying what protected health information will be disclosed

Authorized Parties Requirement: Must clearly identify who is authorized to disclose and receive the protected health information

Purpose Statement Requirement: Must specify the purpose for which the protected health information will be disclosed

Expiration Requirement: Must include an expiration date or event for the authorization

Revocation Right: Must include statement about the right to revoke the authorization and how to do so

Redisclosure Statement: Must include statement about potential redisclosure by recipients and that information may no longer be protected by HIPAA

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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