An authorization to release is a client-signed document that legally permits third parties (medical providers, employers, insurers, government agencies) to disclose protected information to the law firm. Without proper authorization, providers cannot release records due to HIPAA, state privacy laws, and contractual confidentiality obligations. Authorizations must be specific about what records are being requested, who can receive them, and for what purpose. Blanket authorizations are generally invalid. For medical records specifically, this often includes emergency room records, operative reports, follow-up care notes, therapy records, and diagnostic imaging. Electronic signature platforms integrated into intake software can distribute authorizations to multiple providers simultaneously, expediting record collection. Signed authorizations should be retained in case files and may be needed for future requests or court proceedings.
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Authorization to Release
Signed consent form permitting medical providers or employers to release records to the law firm for case use.
Related terms
- HIPAA Compliance — Federal regulations governing how protected health information is handled, requiring secure storage, transmission, and access controls.
- Medical Records Request — Formal request for a client's health records from providers, essential for documenting injuries and building the damages case.
- Client Intake — The process of collecting initial information from a prospective client, verifying case viability, and establishing the attorney-client relationship.