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Estate Planning

HIPAA Release Form

Drafting HIPAA release forms manually requires careful attention to compliance requirements, proper authorization language, and client-specific details. Attorneys spend valuable time formatting documents, ensuring all required elements are present, and customizing standard templates for each client's healthcare agent designations.

Automation ROI

Time savings at a glance

Manual workflow1.5 hoursAverage time your team spends by hand
With CaseMark3 minutesDelivery time with CaseMark automation
EfficiencySave 11.3x time with CaseMark

The Problem

Estate planning attorneys spend valuable time drafting HIPAA authorization forms from scratch, ensuring compliance with federal privacy regulations while coordinating with healthcare powers of attorney. Manual drafting requires careful attention to required elements under 45 CFR § 164.508, increasing the risk of omissions or non-compliance.

The CaseMark Solution

CaseMark automates HIPAA release form creation with built-in compliance checks and customizable templates. Generate professionally formatted, legally compliant authorization forms in minutes, ensuring all required elements are included while maintaining consistency across your estate planning documents.

Key benefits

How CaseMark automations transform your workflow

Generate compliant HIPAA authorization forms in under 10 minutes

Ensure all required elements including authorization statements, scope, and revocation rights

Customize authorized persons, providers, and disclosure purposes automatically

Reduce drafting time by 90% while maintaining compliance standards

Seamlessly integrate with estate planning document packages

What you'll receive

Authorization Statement
Authorized Persons and Organizations
Authorized Healthcare Providers
Scope of Information to be Disclosed
Purpose of Disclosure
Duration and Expiration Terms
Right to Revoke
Execution and Signature Block

Document requirements

Optional

  • Healthcare Power of Attorney
  • Advance Directive

Perfect for

Estate planning attorneys
Elder law practitioners
Healthcare law attorneys
Solo practitioners handling estate matters
General practice attorneys with estate planning clients

Also useful for

This workflow is applicable across multiple practice areas and use cases

Healthcare Law98% relevant

Healthcare attorneys need HIPAA release forms for client representation in medical disputes, compliance matters, and healthcare transactions where accessing protected health information is essential.

HIPAA compliance is core to healthcare law practice, and attorneys regularly need properly drafted authorization forms to access client medical records for regulatory investigations, compliance audits, and healthcare-related legal matters.

Personal Injury95% relevant

Personal injury attorneys require HIPAA release forms to obtain medical records and health information essential for proving injuries, damages, and causation in tort claims.

Accessing medical records is fundamental to personal injury cases, and attorneys must obtain properly executed HIPAA authorizations from clients to gather evidence of injuries and treatment from healthcare providers.

Family Law82% relevant

Family law attorneys use HIPAA releases in custody disputes, disability determinations, and cases involving mental health or substance abuse issues where medical records are relevant to parental fitness or child welfare.

Medical and mental health records are frequently critical evidence in family law matters, particularly in custody battles and cases involving allegations of substance abuse or mental health concerns affecting parenting ability.

Employment litigators require HIPAA authorizations in disability discrimination cases, ADA claims, and workers' compensation disputes to obtain medical evidence supporting or defending employment-related claims.

Medical records are essential evidence in employment litigation involving disability, medical leave, workplace injuries, and discrimination claims based on health conditions, requiring properly executed HIPAA releases.

Employment attorneys need HIPAA releases for disability accommodation cases, FMLA matters, and workers' compensation claims where employee medical information must be obtained and reviewed.

Employment law frequently intersects with healthcare privacy when handling disability claims, leave requests, and workplace injury matters that require access to employee medical records while maintaining HIPAA compliance.

Frequently asked questions

Q

What makes a HIPAA authorization form legally valid?

A

A valid HIPAA authorization must include specific core elements required by 45 CFR § 164.508: a description of the information to be disclosed, identification of who may disclose and receive the information, the purpose of disclosure, an expiration date or event, and the individual's signature and date. It must also include required statements about the right to revoke, potential re-disclosure, and the right to refuse to sign. CaseMark ensures all these elements are automatically included in every generated form.

Q

How is a HIPAA release form different from a healthcare power of attorney?

A

A healthcare power of attorney designates an agent to make medical decisions on your behalf, while a HIPAA release form specifically authorizes healthcare providers to disclose your protected health information to designated individuals. The HIPAA release is necessary because privacy laws prevent providers from sharing medical information even with your healthcare agent unless you've executed a proper authorization. These documents work together in estate planning to ensure your agent can both access information and make decisions.

Q

Can a HIPAA authorization form be revoked after signing?

A

Yes, patients have the right to revoke a HIPAA authorization at any time by providing written notice to the healthcare provider. However, revocation does not affect any actions already taken in reliance on the authorization before the provider received the revocation notice. The authorization form must include a statement informing the patient of this revocation right, which CaseMark automatically incorporates into every generated document.

Q

Does a HIPAA release form need to include mental health and substance abuse records?

A

For comprehensive healthcare decision-making in estate planning contexts, it's advisable to explicitly include mental health, substance abuse treatment, HIV/AIDS, and genetic information in the scope of authorized disclosures. Some states require specific authorization language for these sensitive categories. CaseMark's forms include comprehensive language covering all categories of protected health information to ensure your healthcare agent has complete access to necessary medical information.