How to Get Your Medical Records

Dylan Wenzlau
Dylan Wenzlau
October 7, 2021·5 min read

What are medical records?

Lab Results
Doctor Notes
Vital Signs
Immunizations
X-Ray / MRI

Medical records are all the documentation and data that a healthcare provider keeps about your health. It includes your medications, surgeries, doctor visit summaries and notes, x-ray and MRI imaging, lab tests, and sometimes device data like heart rate or glucose levels. It usually does not contain your genetic information, unless you specifically gave it to your doctor or took a test through your clinic. Your record also includes logistical information like your full name, date of birth, social security number, home address, and other demographics.

Why should I care about getting my records?

Having your comprehensive medical record empowers you to understand your health better and play a proactive role in improving it.

How can I get my records?

1 Make a list of your care providers

Checklist

Take some time and really think about all the healthcare and medical tests you've ever received starting at age 0. Even the healthiest people have often been to more providers than they think!

Some questions to help guide you:

2 Log in to your patient portals

Most health care providers, especially larger ones, have a "patient portal" which is a website or app where you can log in with a username and password. These portals generally give you online access to most of your health records and and let you send secure messages to your doctor and take other actions.

Some common patient portals:

Epic MyChart Logo
Epic MyChart
Nextgen NextMD Logo
NextGen / NextMD
eClinicalWorks Healow Logo
eClinicalWorks / Healow

If you already have a login for a given provider, you can just log in and view your records, and BOOM you're done! Almost. Many patient portals do not contain your radiology records like x-rays and MRIs. To get these, follow the steps below to manually request records.

If you don't yet have a login for a provider, you can obtain one by checking their website for a "create account" or "patient portal" link. When you first visit a clinic they'll often email you an activation code, but you can also request an account either on their website or by emailing or calling your doctor's office. Sometimes you can simply click "create account" on your hospital's website and input your name, date of birth, and social security number, and they will immediately activate your account if the info matches.

Does managing all those portals sound like a pain? Guava lets you instantly connect to as many providers as you want and easily view all your records in one place.

Start connecting portals

3 Request records manually

If you aren't able to easily access a patient portal, or if you want your complete record including imaging, then you'll have to submit a medical records request. You can sometimes request imaging records from your patient portal if you already have a login. Otherwise, your provider will usually display their contact information for records requests on their website, such as an email like [email protected] or a phone number. Sometimes they'll have a release form you can fill out right away on their website. They will likely ask you to verify your identity to authorize the medical record release using info like your date of birth and social security number, since HIPAA law is strict about when a copy of your medical records may be released. You may also be asked to sign their authorization form, but keep in mind that if you prefer to sign it digitally because that's faster and easier for you, US providers cannot force you to sign on paper due to the ESIGN Act.

Be sure to ask for your entire record including imaging, since otherwise you may only receive your written records. If you have any device measurements like continuous heart rate monitoring then you should also explicitly ask for this.

Keep in mind that all providers in the USA are legally required by HIPAA and other federal and state laws to give you your own records. Some smaller medical practices still aren't very familiar with these laws, so if your provider tries to deny you access or make you do anything unreasonable other than verify your identity, then you can politely inform them of their legal obligation.

Depending on your provider, you may receive records in one of many forms including secure email, fax, DVD, USB drive, or paper mail. If you want to store all those records digitally, you may want to buy a scanner or take pictures of each page and use a DVD reader for the bigger files.

Some advantages of storing records digitally:

Guava can remove the hassle of emailing, faxing, and calling your providers for you, and also take care of scanning and importing records on your behalf.

Get my records for me

How can I store and organize my health records?

You probably want all your records stored in one place, digitally and encrypted. One option is a generic cloud file service like Google Drive or Dropbox so that you can view your records from anywhere and they are backed up forever. If you prefer maximum privacy storage on your own hardware instead of a cloud service, then be sure to store your records on multiple devices such as USB drives or external hard drives to ensure you get the same redundancy as a robust cloud service. This way, your records aren't gone forever if your laptop fries.

In addition to storing all your medical records securely in one place, you may want to organize them to better utilize your valuable health information. You can categorize your visit notes, group related lab results, and track your numbers over time to see how your diet, medications, or lifestyle changes are affecting your health. Instead of using spreadsheets or manually charting your medical data, Guava can automatically organize your health data and help you understand it, so you can take better action toward improving your health.

Organize my records


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