When a patient requests a copy of their records, the dental practice must follow specific procedures. Written policies regarding how and when you provide a patient with their records ensures your practice team consistently follows both state law and HIPAA rules. Transparent communication with patients will also reduce potential liabilities.
Resources to support compliance with record requests:
- Patient Records – Requirements and Best Practices
- Patient Request to Access Records (Records Release) Form and Q&A
- Patient Oral Health Fact Sheet: Patient Records
Practice Health Checks are a benefit of your CDA membership. Sustain your practice’s ongoing health and vitality by evaluating your preparedness in key areas.

