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Fill in Your DD 2870 Form

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, serves as a critical document used within the military community. This form allows service members or their dependents to grant permission for the release of their medical or dental records to designated individuals or entities. Understanding its purpose and how to correctly fill it out is essential for ensuring personal health information is shared securely and with the intended parties.

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Understanding the ins and outs of healthcare paperwork is a critical part of managing one's medical benefits, especially for those associated with the military. Among these essential documents is the DD 2870 form, a tool designed to authorize the disclosure of personal health information. This document plays a pivotal role in ensuring that military service members, retirees, and their dependents can grant permission for their medical records to be shared, whether for purposes of continuing care, filing insurance claims, or enabling designated representatives to make informed decisions on their behalf. Completing the DD 2870 form correctly is crucial, as it involves sensitive information that requires precise handling to protect the individual's privacy and rights under the law. Navigating through the specifics of this process not only helps in seamless communication between healthcare providers and patients but also safeguards against unauthorized access to confidential health data.

DD 2870 Example

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

 

 

 

 

 

 

 

 

File Overview

# Fact Name Description
1 Form Title DD Form 2870, Authorization for Disclosure of Medical or Dental Information
2 Purpose Used to request and authorize the release of medical or dental information by military health care providers to designated individuals or organizations.
3 Applicability Applicable to members of the U.S. Armed Forces, their dependents, and other individuals receiving care from military health care facilities.
4 Governing Laws Governed by the Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule.
5 Who Can Sign Can be signed by the patient, or a parent or legal guardian if the patient is a minor or unable to sign.
6 Information Released May include medical records, dental records, and other health information as specified by the individual.
7 Validity Typically valid for one year unless a different time frame is specified by the individual.
8 Revocation The authorization can be revoked at any time by the individual, except to the extent that action has been taken in reliance on it.
9 Where to Obtain Available at military health care facilities or can be downloaded from official military health system websites.
10 Submission Must be submitted to the specific military health care facility holding the records being requested.

DD 2870 - Usage Guidelines

Preparing and submitting the DD 2870 form can seem like a daunting task, but with clear, step-by-step instructions, it becomes manageable. This process is crucial for ensuring that your request is handled efficiently and correctly. To enhance the likelihood of a swift processing time, make sure to fill out the form with accurate and complete information. Below, you’ll find detailed guidance on how to properly fill out the DD 2870 form, designed to streamline the experience and avoid common pitfalls.

  1. Begin by clearly printing the patient's full name, including first, middle initial, and last name.
  2. Enter the patient's Social Security Number or other identification number assigned by the Department of Defense.
  3. Provide the patient's date of birth using the DD/MM/YYYY format.
  4. Fill in the current address of the patient, ensuring to include the street, city, state, and ZIP code.
  5. Specify the name of the military treatment facility or medical treatment facility from where the records are being requested, if applicable.
  6. Indicate the purpose of the request by selecting the appropriate box. If the options provided do not accurately describe the purpose, select "Other" and provide a brief explanation.
  7. List the specific types of information or documents you are requesting. Be as detailed as possible to ensure the request can be processed without unnecessary delays.
  8. Include the dates or range of dates for the records being requested to help narrow down the search and expedite the process.
  9. State the preferred method of delivery for the information, such as email, postal mail, or fax, including any necessary details like email addresses, postal addresses, or fax numbers.
  10. If the form is being completed by someone other than the patient, such as a legal representative, they must provide their name, relationship to the patient, and contact information.
  11. The patient or their authorized representative must then read the authorization statement carefully, sign, and date the form, indicating their consent for the release of the specified information.
  12. Finally, review the entire form to ensure all information is complete and accurate before submission. Missing or incorrect information can lead to processing delays or the request being denied.

Once the DD 2870 form is filled out completely and accurately, it should be submitted to the designated office as directed. The submission process often varies depending on the specific requirements of the department or facility handling the request. It is advisable to follow up after a reasonable period to confirm the receipt of the form and inquire about the estimated processing time. Taking these steps can help facilitate a smoother and more efficient process.

Your Questions, Answered

What is a DD 2870 form?

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, is a document used within the United States Department of Defense. It allows for the release of a patient's medical or dental records to authorized individuals, organizations, or entities. This form is particularly important for service members, veterans, and their families when they need to share health information with healthcare providers, schools, or insurance companies for continuity of care or benefits processing.

How do I complete the DD 2870 form?

Completing the DD 2870 form involves filling out several sections with accurate and detailed information. First, you'll need to provide the patient's identification details, such as their full name, date of birth, and Social Security Number or Department of Defense Identification Number. You must also specify the records you wish to release and to whom these records should be disclosed. This includes detailing the purpose of the disclosure. It's important to read the form carefully and provide clear authorization for the types of information to be shared. Don't forget to sign and date the form, as an unsigned form will not be processed.

Where do I submit the completed DD 2870 form?

Once you have completed the DD 2870 form, submit it to the medical or dental facility where the patient receives care. This could be a military hospital, clinic, or a civilian healthcare provider if the records pertain to care received outside of military facilities. Make sure to contact the specific facility directly to verify the correct address or office for submitting the form, as procedures and locations may vary. In some cases, you may also need to follow up to confirm receipt and processing of the form.

What should I do if my request for information is denied?

If your request to access medical or dental records using the DD 2870 form is denied, the first step is to understand the reason for the denial. Healthcare facilities have specific regulations regarding the release of medical information, and your request may have been incomplete or not compliant with these rules. You can contact the Privacy Officer at the facility for clarification and guidance on how to amend your request or provide any additional information required. If necessary, you can also seek advice from a legal professional experienced in health law or privacy issues to explore further options.

Common mistakes

Filling out the DD 2870 form, which authorizes the disclosure of medical or dental information, may seem straightforward but often leads to common mistakes. These errors can delay the process, affecting timely access to needed information or services. Below are eight typical mistakes made during this process, aiming to help you navigate this task more accurately.
  1. Not verifying the service member's information: It's crucial to double-check the service member's full name, Social Security number, and other personal identifiers. Incorrect information can lead to processing delays or the request being denied.

  2. Skipping important sections: Every section of the DD 2870 form is important. Leaving areas blank, especially those requiring specific details about the information being requested, can result in incomplete processing or outright rejection of the form.

  3. Inadequate description of the information requested: Vaguely stating the information needed often leads to confusion. Being precise about dates, types of records, and the purpose of the request helps ensure that the correct documents are released.

  4. Using incorrect dates: When specifying the time frame for the records requested, providing inaccurate dates can either limit the information received or expand it unnecessarily, complicating the process.

  5. Not specifying the purpose of disclosure: The form requires specification of why the information is needed. A clear statement of purpose guides the handling of your request and ensures compliance with privacy regulations.

  6. Forgetting to indicate the preferred format for receiving information: If you have a preference for how you'd like to receive the records (e.g., electronic format, paper copies), forgetting to state this can lead to receiving them in a less convenient format.

  7. Misunderstanding the scope of consent: It's important to understand that signing the form gives consent for a specific type of information to be released to designated individuals or organizations. Extending beyond the scope outlined in the form without additional consent is not permitted.

  8. Failure to sign and date the form: An unsigned or undated form cannot be processed. This oversight is a common reason for the delay or denial of the request, as it fails to provide the legally required consent.

Steering clear of these mistakes not only smoothes the process but also ensures that the necessary medical or dental records are disclosed in a timely and secure manner, respecting the privacy and needs of all parties involved.

Documents used along the form

The DD 2870 form, commonly referred to as the Authorization for Disclosure of Medical or Dental Information, plays a pivotal role within the framework of handling medical records within the Department of Defense. It authorizes healthcare providers to release medical or dental information to specified individuals or entities, ensuring privacy and compliance with healthcare regulations. However, this form is often not the only document needed when dealing with medical matters, particularly in military settings. Below is a curated list comprising various other forms and documents that are routinely utilized alongside the DD 2870, each serving its unique purpose in the broader context of medical record management and healthcare provision.

  • DD Form 214: Certificate of Release or Discharge from Active Duty — This document is crucial for veterans as it provides a comprehensive record of their military service, including healthcare benefits eligibility, making it indispensable for accessing certain medical services.
  • DD Form 2569: Third Party Collection Program/Medical Services Account/Other Health Insurance — This form is used for billing third-party payers for medical services provided to service members and their dependents.
  • DA Form 3349: Physical Profile — This document outlines any physical limitations a service member may have, with implications for their deployment and duty assignments and is critical for determining appropriate medical and dental care.
  • HIPAA Release Form: Health Insurance Portability and Accountability Act Release Form — Similar in purpose to the DD 2870, this form allows for the release of medical information but is used within civilian healthcare systems to ensure compliance with HIPAA privacy regulations.
  • Standard Form 600: Health Record – Chronological Record of Medical Care — This ongoing record of care documents all medical appointments, diagnoses, treatments, and outcomes for service members.
  • DD Form 1172: Application for Identification Card/DEERS Enrollment — Necessary for enrollment in the Defense Enrollment Eligibility Reporting System, this form is often required for dependents to access medical services.
  • DD Form 877: Request for Medical/Dental Records or Information — Used to request a copy of or access to existing medical or dental records, supplementing the information release authorized by DD 2870.
  • VA Form 10-5345: Request for and Authorization to Release Medical Records or Health Information — Similar to the DD 2870 but specifically used within the Veterans Affairs healthcare system to authorize the release of medical records.
  • DA Form 31: Request and Authority for Leave — Though primarily a leave request form, it may be required in conjunction with medical documentation for processing leave requests due to medical reasons.
  • DD Form 1750: Packing List — While not directly related to medical information, this form is crucial for ensuring that personal medical supplies and equipment are properly documented and transported during deployments or relocations.

Together, these documents form a comprehensive toolkit that ensures the effective management of medical and dental records, authorization of information release, and continuity of care within the military community. They facilitate the administration of healthcare benefits, ensure legal and regulatory compliance, and provide support for service members and their families in managing their health and wellbeing. In this complex ecosystem, the DD 2870 form is just the starting point, guiding the flow of information in a secure and regulated manner.

Similar forms

  • HIPAA Authorization Form: This form is similar to the DD 2870 because it also allows for the release of an individual’s health information. However, while the DD 2870 is used by military personnel and their families, the HIPAA form is used more broadly in civilian healthcare settings.

  • POA (Power of Attorney) for Healthcare: Like the DD 2870, a POA for healthcare authorizes another person to make healthcare decisions on one’s behalf. The distinction lies in the scope; the POA can grant more general powers beyond accessing medical records.

  • Release of Information (ROI) Form: Common in healthcare and therapy practices, this document is parallel to the DD 2870 as it permits the sharing of health or medical records with specified individuals or organizations but is not specific to military contexts.

  • FERPA Release Form: Similar in its function to authorize the release of personal information, this form pertains to educational records instead of medical, showing how privacy concerns cross various aspects of personal information.

  • Consent to Treat Form: This form is akin to the DD 2870 by allowing healthcare practitioners to proceed with medical treatments, where the DD 2870 might facilitate access to the records necessary for treatment decisions.

  • Medical Records Release Form: Very close in purpose to the DD 2870, this form enables the release and sharing of medical records among healthcare providers and sometimes with the patient or other authorized persons.

  • VA Form 10-5345: Veterans Affairs’ request for and authorization to release medical records or health information, this document serves a purpose similar to the DD 2870 but is specific to veterans’ affairs.

  • Consent for Disclosure of Protected Health Information: Although broader, this consent form covers similar ground as the DD 2870 by authorizing the disclosure of health information, adhering to privacy laws and regulations.

  • Form SSA-827 (Social Security Administration): Used for the release of medical information to the SSA, this form has parallels with the DD 2870 in that it facilitates access to crucial records for processing claims or benefits.

  • Child Healthcare Consent Form: This document authorizes the provision of healthcare to a minor when their legal guardian is not present. Similarly to the DD 2870, it deals with permissions related to health matters, albeit focusing on minors.

Dos and Don'ts

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, is a document used by military personnel and their dependents to authorize disclosure of medical information to specified individuals or organizations. When filling out this document, accuracy and clarity are paramount. Here are several do's and don'ts to consider.

Do's:

  1. Ensure all information provided is accurate and up-to-date, including personal identification details and the specific information you want to be disclosed.
  2. Clearly specify the name and address of the individual or organization authorized to receive the medical information.
  3. Indicate the specific types of medical information that can be disclosed, such as medical records, dental records, or lab results.
  4. Include the specific time period for which the authorization is valid. Ensure it covers the necessary duration.
  5. Sign and date the form in the designated area to validate the authorization.
  6. Keep a copy of the completed form for your records.
  7. Check with the medical records department or legal office if you have any questions or need assistance with the form.

Don'ts:

  • Do not leave any required fields blank. Incomplete forms may result in delays or non-disclosure.
  • Do not provide false or misleading information, as it could have legal repercussions.
  • Do not forget to specify the date of revocation if you wish to limit the duration of the authorization.
  • Do not authorize disclosure of more information than necessary. It's important to protect your privacy as much as possible.
  • Do not sign the form without reviewing all provided information for accuracy and completeness.
  • Do not disregard the need for a witness or notary if required by the form instructions or your jurisdiction.
  • Do not hesitate to revoke the authorization if your situation changes and you no longer wish the specified information to be shared.

Misconceptions

The Department of Defense Form 2870, or DD 2870, is a document used to request the release of medical or dental records. Despite its straightforward intention, there are many misconceptions surrounding this form. Let’s clarify some of the most common misunderstandings:

  • It's only for military personnel: A common misconception is that the DD 2870 form is exclusively for use by military members. In truth, it can be used by anyone who has received medical or dental treatment at a military facility, including family members and dependents.

  • It grants access to all medical records: Another misunderstanding is that submitting a DD 2870 form automatically provides access to all of an individual’s medical records. The form allows for the release of specific documents. The requester must indicate precisely which records or types of records are needed.

  • Approval is guaranteed: Some believe that once they submit a DD 2870, the approval for their request is guaranteed. Approval is subject to privacy laws and regulations, and in some instances, requests may be partially or fully denied based on these rules.

  • No follow-up is required: Submitting the form and then waiting passively is a common pitfall. It's often necessary to follow up with the medical facility's records department to ensure the request is being processed.

  • The form is lengthy and complex: The DD 2870 form may seem daunting at first glance, but it is actually relatively straightforward. The form requires basic information about the individual whose records are being requested, the specific records needed, and the purpose of the request.

  • Electronic submissions are preferred: While digital technology is increasingly used in many administrative processes, the acceptance of electronic submissions for DD 2870 forms depends on the specific facility’s policies. Some facilities may still require a hard copy to be mailed or delivered in person.

Understanding the correct process and requirements of the DD 2870 form can streamline the experience and ensure individuals can efficiently access their medical or dental records from military facilities.

Key takeaways

The DD 2870 form, also known as the Authorization for Disclosure of Medical or Dental Information, plays a pivotal role in ensuring appropriate access to an individual's health records. It serves multiple purposes, from granting loved ones insight into one's medical situation to enabling healthcare professionals to share necessary information. While filling out and utilizing this form may seem straightforward, there are several key takeaways to ensure the process is handled correctly and efficiently.

  • Complete Accuracy is Crucial: When filling out the DD 2870 form, the information provided must be exact and thoroughly detailed. This includes accurate personal identification details, the specific records requested, and the correct identification of the individual or entity authorized to receive the information. Errors or omissions in this area can lead to delays or the denial of the request.
  • Understanding the Scope of Consent: It is imperative to clearly define the scope of the authorized disclosure on the form. This includes specifying the types of records that can be released (medical, dental, etc.), the period of healthcare covered by the release, and whether sensitive information (such as mental health, HIV status, or substance abuse records) is included. Limiting or expanding the consent ensures that the individual’s privacy is protected while still providing the necessary information to the authorized parties.
  • Renewal and Expiration: An authorization given through the DD 2870 form is not indefinite. The form includes a section for specifying the expiration of the consent, which could be a set date or upon the occurrence of a certain event. Being mindful of this timeline is important, as a new authorization will be required once the original expires or the specified event occurs.
  • The Significance of Revocation Rights: Individuals have the right to revoke their consent at any time. This process, however, must be carried out in writing. Understanding the procedure for revocation is vital, ensuring that one’s privacy is maintained according to their current wishes. This right empowers individuals to control the flow of their personal health information.
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