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Fill a Valid DD 2870 Form

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, serves as a critical document in the United States military. It grants permission for the release of a service member's medical or dental records to designated individuals or organizations. Understanding how to properly fill out and submit this form is essential for maintaining privacy and ensuring the right parties have access to necessary health information.

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Navigating through the vast landscape of healthcare documentation can often feel overwhelming, especially when trying to manage or access personal medical records within military healthcare systems. Among the essential forms utilized for such purposes is the DD 2870 form, a critical document designed to authorize the disclosure of personal medical or dental information. This form represents a key piece in ensuring that individuals have the ability to share their health information with designated parties, whether for reasons pertaining to insurance claims, continuing care coordination, or personal record keeping. Its relevance stretches across various circumstances, making it indispensable for service members, veterans, and their families who seek to maintain control over their health information. The form serves as a bridge, facilitating communication between healthcare providers and entities requiring access to an individual’s medical records, all the while ensuring that the privacy and security of such sensitive information are upheld in accordance with federal regulations.

Preview - DD 2870 Form

Prescribed by: DoDM 6025.18

CONTROLLED when filled

AUTHORIZATION FOR DISCLOSURE OF MEDICAL OR DENTAL INFORMATION

PRIVACY ACT STATEMENT

In accordance with the Privacy Act of 1974 (Public Law 93-579), the notice informs you of the purpose of the form and howit will be used. Please read it carefully.

AUTHORITY: Public Law 104-191; E.O. 9397 (SSAN); DoD 6025.18-R.

PRINCIPAL PURPOSE(S): This form is to provide the Military Treatment Facility/Dental Treatment Facility/TRICARE Health Plan with a means to request the use and/or disclosure of an individual's protected health information.

ROUTINE USE(S): To any third party or the individual upon authorization for the disclosure from the individual for: personal use; insurance; continued medical care; school; legal; retirement/separation; or other reasons.

DISCLOSURE: Voluntary. Failure to sign the authorization form will result in the non-release of the protected health information.

This form will not be used for the authorization to disclose alcohol or drug abuse patient information from medical records or for authorization to disclose information from records of an alcohol or drug abuse treatment program. In addition, any use as an authorization to use or disclose psychotherapy notes may not be combined with another authorization except one to use or disclose psychotherapy notes.

SECTION I - PATIENT DATA

1. NAME (Last, First, Middle Initial)

 

2. DATE OF BIRTH (YYYYMMDD)

3. SOCIAL SECURITY NUMBER

 

 

 

 

 

 

4. PERIOD OF TREATMENT: FROM - TO (YYYYMMDD)

 

5. TYPE OF TREATMENT (X one)

 

 

 

 

 

OUTPATIENT

INPATIENT

BOTH

 

 

 

 

 

 

 

 

 

SECTION II -

DISCLOSURE

 

 

 

6. I AUTHORIZE

 

 

TO RELEASE MY PATIENT INFORMATION TO:

 

 

 

 

 

 

(Name of Facility/TRICARE Health Plan)

 

 

 

a. NAME OF PERSON OR ORGANIZATION TO RECEIVE MY

 

b. ADDRESS (Street, City, State and ZIP Code)

 

MEDICAL INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

c. TELEPHONE (Include Area Code)

 

d. FAX (Include Area Code)

 

 

 

 

 

 

 

7. REASON FOR REQUEST/USE OF MEDICAL INFORMATION (X as applicable)

 

 

 

 

PERSONAL USE

INSURANCE

CONTINUED MEDICAL CARE

RETIREMENT/SEPARATION

SCHOOL

LEGAL

OTHER (Specify)

8. INFORMATION TO BE RELEASED

9. AUTHORIZATION START DATE (YYYYMMDD)

10. AUTHORIZATION EXPIRATION

DATE (YYYYMMDD)

SECTION III - RELEASE AUTHORIZATION

ACTION COMPLETED

I understand that:

a. I have the right to revoke this authorization at any time. My revocation must be in writing and provided to the facility where my medical records are kept or to the TMA Privacy Officer if this is an authorization for information possessed by the

TRICARE Health Plan rather than an MTF or DTF. I am aware that if I later revoke this authorization, the person(s) I herein name will have used and/or disclosed my protected information on the basis of this authorization.

b. If I authorize my protected health information to be disclosed to someone who is not required to comply with federal privacy protection regulations, then such information may be re- disclosed and would no longer be protected.

c. I have a right to inspect and receive a copy of my own protected health information to be used or disclosed, in accordance with the requirements of the federal privacy protection regulations found in the Privacy Act and 45 CFR 164.524.ss

d. The Military Health System (which includes the TRICARE Health Plan) may not condition treatment in MTFs/DTFs, payment by the TRICARE Health Plan, enrollment in the TRICARE Health Plan or eligibility for TRICARE Health Plan benefits on failure to

obtain this authorization.

I request and authorize the named provider/treatment facility/TRICARE Health Plan to release the information described above to the named individual/organization indicated.

11. SIGNATURE OF PATIENT/PARENT/LEGAL REPRESENTATIVE

12. RELATIONSHIP TO PATIENT

13. DATE (YYYYMMDD)

 

(If applicable)

 

 

 

 

SECTION IV - FOR STAFF USE ONLY (To be

completed only upon receipt of written revocation)

14. X IF APPLICABLE:

AUTHORIZATION REVOKED

15. REVOCATION COMPLETED BY

16.DATE (YYYYMMDD)

17. IMPRINT OF PATIENT IDENTIFICATION PLATE WHEN AVAILABLE

SPONSOR NAME:

 

SPONSOR RANK:

 

FMP/SPONSOR SSN:

 

BRANCH OF SERVICE:

 

PHONE NUMBER:

 

 

 

 

DD FORM 2870, DEC 2003

 

 

 

 

Reset

 

 

 

 

 

 

 

 

Form Characteristics

Fact Name Description
Form Title DD Form 2870, Authorization for Disclosure of Medical or Dental Information
Purpose Used to request and authorize the release of medical or dental records by military healthcare facilities.
Applicable Users Members of the military, veterans, and their authorized representatives.
Key Information Required Personal identification details, the information to be released, the purpose of the release, and the recipient of the information.
Privacy Act Statement Includes a mandatory Privacy Act Statement to inform the individual about the purpose of the form and the potential uses of the disclosed information.
Signature Requirement The person requesting the release of information or their legal representative must sign the form.
Expiration Date The form may contain an expiration date, specifying when the authorization to release information ends.
Filing Procedure The completed form is submitted to the healthcare provider or facility holding the medical records.
Governing Laws This form is governed by federal laws related to privacy and the handling of medical records, including the Health Insurance Portability and Accountability Act (HIPAA).
Accessibility Available for download from official Department of Defense (DOD) websites and military healthcare facilities.

How to Use DD 2870

When needing to share your medical or dental records with someone, the DD 2870 form is the document you'll use. It's a request to share information between medical providers, different military branches, or with a civilian provider if transitioning care. Given the importance of handling personal health information correctly, filling out this form accurately ensures that your records are shared responsibly and with the right people. Below are the steps to fill out the form properly. Remember, handling your health information with care is crucial, so take your time to fill out each section thoroughly.

  1. Start by entering your full name (last, first, middle initial) to ensure your records are correctly identified.
  2. Provide your Social Security Number (SSN) or DoD Identification Number for verification purposes.
  3. Fill in your date of birth, using the military format (DD MMM YYYY) to avoid any confusion.
  4. Specify your status (active duty, retired, etc.) and the branch of service you're associated with, if applicable.
  5. If you're authorizing the release to or from a specific military medical facility, include its name and address in the appropriate sections.
  6. Identify the purpose of the request by checking the appropriate box, such as personal use, insurance, or continued healthcare.
  7. List the types of documents or information you're authorizing to be disclosed, such as medical records, lab results, or dental records. Be as specific as possible to ensure the correct information is shared.
  8. Include the dates or range of dates for the records being requested. This helps the medical provider locate the correct documents.
  9. State the name and address of the person or organization receiving the information. Ensure accuracy to prevent your private information from being sent to the wrong place.
  10. Review the authorizations and limitations section carefully. This section outlines your rights regarding the release of your information and any restrictions you wish to place on its use.
  11. Sign and date the form at the bottom. Your signature authorizes the release of the specified information.

Once you've completed the DD 2870 form, double-check the information for accuracy and completeness. Submitting a form with incorrect details can delay the process. After you've reviewed the form, submit it according to the specified instructions from the requesting or releasing medical facility. It's important to keep a copy for your records. Sharing your health information is a sensitive task, and this form is a key step in managing that process with care.

Important Queries on DD 2870

What is the DD 2870 form used for?

The DD 2870 form, also known as the "Authorization for Disclosure of Medical or Dental Information," is a document used by military personnel, veterans, and their families to authorize the release of medical or dental records. This form is typically required when individuals wish to allow healthcare providers, insurance companies, or other authorized entities access to their medical information for the purpose of receiving treatment, making claims, or for other specified reasons.

Who needs to fill out the DD 2870 form?

Individuals who need to grant permission for the release of their medical or dental records must fill out the DD 2870 form. This includes active duty service members, reservists, veterans, and family members of military personnel who have received treatment at military healthcare facilities or from providers who accept military health insurance.

Where can one obtain the DD 2870 form?

The DD 2870 form can be obtained from military healthcare providers, the medical records department of military hospitals, or it can be downloaded from official government websites that provide military forms. It's important to ensure that the form is the latest version to avoid processing delays.

What information is required to complete the DD 2870 form?

To complete the DD 2870 form, individuals must provide personal identification details, including their full name, Social Security Number (SSN), and the specific medical or dental information they authorize to be disclosed. The form also requires the name and address of the person or organization receiving the information, the purpose of the disclosure, and any date restrictions on the authorization. Lastly, it must be signed and dated by the individual authorizing the release or their legal representative.

How is the DD 2870 form submitted?

Once completed, the DD 2870 form should be submitted to the medical records department of the military hospital or clinic where the individual received treatment. The form can also be submitted directly to the healthcare provider or organization authorized to receive the medical or dental records. Some facilities may accept submissions via mail, fax, or secure electronic methods, but this varies by location.

Is there a deadline for submitting the DD 2870 form?

There isn't a universal deadline for submitting the DD 2870 form as the need for medical information can arise at any time. However, specific programs, insurance claims, or legal matters may have their own deadlines, making it crucial to submit the form promptly to meet those specific requirements. It's advisable to check with the receiving entity for any time-sensitive deadlines.

What happens if the DD 2870 form is not filled out correctly?

If the DD 2870 form is not filled out correctly, it may lead to delays in the authorization process. The healthcare provider or records department will typically contact the individual to request the necessary corrections or additional information. To avoid delays, it's important to review the form for accuracy and completeness before submission.

Common mistakes

When completing the DD 2870 form, individuals often make errors that can delay the process or impact the outcome. To ensure accuracy and efficiency, it's crucial to avoid these common mistakes:

  1. Not reading the instructions thoroughly before starting. The instructions are designed to guide you through each step and ensure you fill out the form correctly.

  2. Failing to check a box for the Authorization Type. It’s a small but crucial step that signifies what the authorization is for and is often overlooked.

  3. Using an outdated form version. Always make sure you're filling out the most current version available to avoid any processing delays.

  4. Skipping essential sections such as patient information, which can lead to processing delays or denials because the reviewer has insufficient data to proceed.

  5. Printing illegibly. If the information is hard to read, it can cause errors in processing the form.

  6. Omitting signature and date at the end of the form. Without these, the form cannot be processed as it’s considered incomplete.

  7. Not specifying the records or information being requested. Be as detailed as possible to ensure the exact documents needed are received without unnecessary delay.

  8. Forgetting to include contact information for follow-up. Providing a direct way for the processing party to reach you can expedite the procedure.

  9. Sending the form to the wrong department or location. Double-check the submission instructions to ensure your form goes to the correct place for processing.

Mitigating these mistakes can streamline the process, making it faster and more efficient to obtain the necessary authorization or information. Always take your time to review the form in its entirety before submitting to ensure all information is accurate and complete.

Documents used along the form

In the realm of managing healthcare information and ensuring the proper authorization for the release of medical records, the DD Form 2870, Authorization for Disclosure of Medical or Dental Information, plays a critical role. However, this form often works in conjunction with other important documents. These documents facilitate a range of needs, from ensuring proper consent is documented to verifying identity and relationship to the patient, thus ensuring the smooth operation of healthcare administration within military and civilian contexts alike.

  • DD Form 1172-2: This form is used to verify DEERS (Defense Enrollment Eligibility Reporting System) enrollment, which is essential for military personnel, retirees, and their dependents to access healthcare services. It proves eligibility for care.
  • DA Form 3349: This form provides medical profiling for physical activities, detailing any limitations a service member may have. It's often used alongside medical records to provide a comprehensive view of an individual’s health status.
  • Standard Form 507 (SF-507): The Clinical Record Continuation Sheet, used to document ongoing clinical notes and treatment details, is critical for a thorough understanding of a patient’s medical history and ongoing care requirements.
  • Standard Form 502 (SF-502): The Narrative Summary, which summarizes clinical care, surgeries, and treatment outcomes. This document is often required for a detailed recount of specific treatments or hospitalizations.
  • DD Form 214: Certificate of Release or Discharge from Active Duty, is vital for veterans as it details their service, including health and medical records during service. This document often accompanies requests for medical records post-discharge.
  • PHS-731: The International Certificate of Vaccination or Prophylaxis, used for recording vaccinations, is important for service members and their families, especially when deployed overseas.
  • Standard Form 2823 (SF-2823): This form designates beneficiaries for government life insurance, often requiring health information to process claims or changes.
  • DA Form 31: Request and Authority for Leave, is pivotal for documenting official leave periods which may correlate with medical treatments or convalescence, thus becoming part of the healthcare documentation process.

Together, these forms and documents comprise a toolkit that, alongside the DD Form 2870, ensures that healthcare information is handled efficiently and sensitively. They address various aspects of healthcare administration, from eligibility and treatment to insurance and leave, reflecting the complexity of healthcare management within military and affiliated civilian environments. Understanding and properly utilizing these documents safeguards individuals' rights to privacy and access to healthcare information.

Similar forms

The Health Insurance Portability and Accountability Act (HIPAA) Authorization Form is quite similar to the DD 2870 form, as both provide a mechanism for the release of medical or health-related information. This form is used to authorize the disclosure of an individual’s health information to someone other than the patient, much like the DD 2870 form, which authorizes disclosure of medical or dental information to specified parties. The primary goal is to ensure that sensitive health information is shared only with the consent of the individual or their legal representative.

The Power of Attorney (POA) document, while broader in application, bears resemblance to the DD 2870 in that it can specifically grant someone the authority to make healthcare decisions or access medical records on behalf of another person. This legal document goes further by possibly including the ability to make financial and legal decisions, depending on how it is structured. However, the similarity lies in the delegation of authority from one individual to another, especially concerning personal affairs.

The Release of Information (ROI) form is commonly used in medical practices and is quite similar to the DD 2870 form. This form grants healthcare providers permission to release medical records or information to specified individuals or entities. Like the DD 2870, this process is guided by privacy laws and regulations, ensuring that an individual’s health information is protected and disclosed only with proper authorization.

The Consent to Treatment form, often encountered in medical settings, shares similarities with the DD 2870 form in that it requires the patient or their legal representative to give explicit permission for medical treatment or procedures. While its primary focus is on treatment rather than the sharing of medical records, it embodies the principle of informed consent and the protection of the patient’s rights, akin to the permissions granted for sharing medical information in the DD 2870.

The Medical Records Release Form, specific to the transfer of medical records, aligns closely with the DD 2870 form’s purpose. It serves to authorize healthcare providers to release a patient’s medical records to specified individuals or organizations. The form requires specific identification of the information to be released and to whom, ensuring that only the necessary information is shared, under the protection of privacy laws.

The Privacy Act Release Form is another document with similarities to the DD 2870 form, particularly in the context of government records. It allows individuals to authorize the release of their personal information held by a government agency to designated parties. While broader in scope—potentially covering more than just medical information—the premise of providing consent for the disclosure of personal information remains central.

The Educational Records Release Form, found in educational institutions, parallels the DD 2870 form in the context of releasing information. Though it primarily deals with academic records, the underlying concept of authorizing the release of personal information to third parties under specific conditions echoes the authorization process of the DD 2870 for medical records.

The Financial Information Release Authorization form, like the DD 2870 form, is centered on giving permission for the sharing of personal information, focusing on financial records. This can include bank statements, tax returns, and other financial documents. The form ensures that sensitive financial information is disclosed only with the explicit consent of the individual, reflecting the privacy considerations similarly observed in the sharing of medical records.

Last but not least, the Veteran's Consent for Release of Medical Information Form, specifically tailored for veterans, shares a direct purpose with the DD 2870 form by facilitating the release of medical records held within military facilities or the Department of Veterans Affairs. This document ensures that a veteran’s medical information can be shared with designated parties, adhering to similar standards of privacy and consent as the DD 2870 form.

Dos and Don'ts

Filling out the DD 2870 form, which is the Authorization for Disclosure of Medical or Dental Information, requires careful attention to detail. The following lists provide guidance on what you should and shouldn't do when completing this form to ensure your request is processed accurately and efficiently.

Do:

  1. Read the instructions carefully before filling out the form to understand each section's requirements fully.
  2. Print clearly in black ink to ensure that all information is legible and can be processed without delay.
  3. Include your complete contact information and that of the individual or entity authorized to receive the disclosed information to prevent any confusion or misdirection of sensitive data.
  4. Specify the types of medical or dental records you need access to, making it easier for the processing department to locate and provide the exact documents requested.
  5. Indicate the purpose of the disclosure clearly, whether for continuing medical care, insurance claim, or personal use, to help the authorizing agency understand the necessity of the request.
  6. Sign and date the form to officially authorize the release of information, as unsigned forms will not be processed.
  7. Review the completed form before submission to catch and correct any mistakes or omissions.

Don't:

  • Leave any required fields blank. Incomplete forms may result in delays or the refusal of your request.
  • Use pencil or colors other than black ink, as this can make the form hard to read and photocopy.
  • Forget to specify the dates of service if you're requesting records from a specific period. This helps in quickly locating the required information.
  • Ignore the privacy notice on the form. Understanding your rights and the use of your personal information is crucial.
  • Provide incorrect contact information, as this could lead to sensitive information being sent to the wrong recipient.
  • Attempt to alter the form layout or content, as this can invalidate your request.
  • Send the form without keeping a copy for your records. Having a personal copy is important for follow-up or in case of discrepancies.

Misconceptions

The DD 2870 form is often surrounded by myths and misunderstandings, which can create confusion for individuals trying to navigate through their healthcare or administrative procedures. Here, we aim to clarify some of these misconceptions:

  • The DD 2870 form is only for military personnel. In reality, this form is used by both military personnel and their dependents. Its purpose is to authorize the disclosure of medical or dental information to designated recipients, which can include civilians.
  • It's a one-time authorization form. Contrary to this belief, the DD 2870 form can authorize both one-time and ongoing disclosures, depending on how it's filled out. The individual completing the form can specify the duration of the authorization.
  • You can only send the DD 2870 form via mail. While mailing is a traditional method, many institutions now accept electronic submission of the form or through secure online portals, reflecting advancements in digital security and accessibility.
  • It releases all your medical records. The person filling out the form has the flexibility to specify which types of information can be disclosed. This means you can restrict access to sensitive information or specify particular documents or dates.
  • Completing the form is complicated. Although it might seem daunting at first, the form is designed to be straightforward. Clear instructions accompany the form to guide individuals through each section, ensuring it’s filled out accurately.
  • The form is only for authorizing release to external entities. While it often is used to release information to third parties, the DD 2870 can also authorize the transfer of information between departments within the Department of Defense or to other federal agencies, facilitating continuity of care or administrative processes.
  • Any medical professional can sign off on the DD 2870. The form actually requires the signature of the individual authorizing the release of their medical information or their legal representative. A medical professional's signature might be required in specific sections, depending on the context, but they do not authorize the release.
  • The form's authorization is irreversible. Individuals have the right to revoke their authorization at any time. This revocation must be done in writing, but it ensures that the individual maintains control over their personal information.
  • You must fill out every section of the form. Not all sections of the DD 2870 form will be relevant to every individual's situation. It's important to read the instructions carefully and fill out only those sections applicable to your specific circumstances.

Understanding these aspects of the DD 2870 form can help demystify the process, making it more accessible for those who need to use it. Clearing up these misconceptions is essential in ensuring the form is used effectively and that individuals' rights and privacy are adequately protected.

Key takeaways

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, holds significant importance in ensuring the privacy and security of one’s medical records within military health systems. Understanding how to correctly fill out and use this form is crucial for individuals in the military who seek to manage the access and sharing of their health information. Below are key takeaways to guide you through the process.

  1. Identification of the requester: The form requires the individual requesting the release of information to clearly identify themselves. This includes providing full name, Social Security Number (SSN), and any other identifying details.
  2. Specifying the information to be disclosed: It is essential to detail the specific type of medical or dental records being requested. This could range from treatments received to diagnoses made, ensuring only necessary information is shared.
  3. Naming the recipient: Clearly state the name and address of the person or entity (e.g., another healthcare provider, insurance company, or family member) that the information is to be disclosed to.
  4. Purpose of the disclosure: The form requires the requester to indicate the reason for the disclosure, whether it be for continued medical care, insurance purposes, or personal use.
  5. Right to revoke consent: Individuals should be aware that they have the right to revoke their authorization at any time, barring a few exceptions. This revocation must be done in writing.
  6. Expiration of authorization: The DD 2870 form allows for setting an expiration date for the authorization or an event that will cause the authorization to expire, protecting the individual’s information from indefinite use.
  7. Signature requirement: The form must be signed by the requester or a legally authorized representative if the requester is a minor or unable to sign for themselves. The signature is a necessary step in validating the authorization.
  8. Importance of accuracy: Ensuring that all information provided on the form is accurate and complete is critical. Incorrect or incomplete forms may delay the process of information release.
  9. Understanding the limitations: While the DD 2870 form authorizes the sharing of health records, individuals should understand that there are limitations and protections under law, such as the Health Insurance Portability and Accountability Act (HIPAA), that safeguard the privacy of their health information.

In conclusion, the DD 2870 form is a vital tool for managing the disclosure of medical and dental information in a controlled and secure manner. By carefully completing this form, individuals can ensure that their health information is shared according to their wishes, while also understanding their rights and the protections in place to maintain their privacy.

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