Mental Health Records Transfer Request Form

Streamline Mental Health Records Transfers with a Secure, HIPAA-Compliant Form

Transferring mental health records between providers requires careful attention to patient privacy, legal compliance, and clear documentation. This Mental Health Records Transfer Request Form template helps healthcare providers, mental health practices, therapists, and counseling centers manage records release requests professionally while maintaining the highest standards of confidentiality.

Built with Paperform, this template gives mental health professionals a secure, easy-to-customize solution for collecting patient authorization, therapist information, treatment details, and special handling instructions—all in one streamlined form that can be embedded on your practice website or sent directly to patients.

Why Mental Health Providers Choose Paperform for Records Requests

Mental health records contain some of the most sensitive patient information, and the transfer process must be handled with care. Paperform's flexible form builder lets you create forms that look professional, feel reassuring to patients, and capture every detail needed for compliant records release.

With conditional logic, you can show different questions based on the type of records being requested or the receiving provider type. With Papersign, you can turn the completed form into a legally binding authorization that patients can eSign, creating a complete audit trail without juggling multiple tools.

This template is ideal for therapists, psychologists, psychiatrists, mental health clinics, counseling centers, substance abuse treatment facilities, and behavioral health practices that need to process records release requests efficiently while maintaining patient trust and regulatory compliance.

Connect Your Records Workflow with Stepper

Once a patient submits a records transfer request, Paperform can trigger automated workflows through Stepper to notify your medical records team, update your practice management system, log the request in your patient database, and send confirmation emails with expected timelines. This means less manual follow-up and faster turnaround times for patients who need their records.

Paperform is trusted by healthcare providers worldwide for its flexibility, security, and ease of use. While Paperform is not a HIPAA-compliant solution, it provides a professional foundation for collecting records requests that can integrate with your compliant records management system. Start with this template and customize it to match your practice's specific requirements and state regulations.