Asking current providers to send records

The safest way to send records is to have your current provider send the specific items Mood Institute onboarding requested to the current secure records destination. Begin by confirming what is needed so your provider receives a focused request rather than a request for every document in your chart.

Before contacting the records office, write down the requested items, the secure destination, and any instructions onboarding gave you. Complete the consultation fields the practice requests, but do not upload medical records there or put health details in Mood Guide or general contact fields.

Use these five steps:

1. Ask Mood Institute onboarding which records are still needed and obtain the current secure records destination. Do not upload or paste medical records into the consultation form, Mood Guide, or general contact fields.
2. Contact the office that holds the records. Use its phone line or secure patient portal and ask for the medical records or health information team if the first person cannot process the request.
3. Be ready to verify your identity in the way your current provider requests. Give the office the secure destination provided by Mood Institute onboarding and ask whether it requires a signed authorization.
4. Request the specific notes, medication lists, or summaries Mood Institute onboarding said are needed. Ask when the office expects to send them and how you can confirm completion.
5. Follow up with Mood Institute onboarding to confirm what arrived and whether anything is still missing. Onboarding can coordinate the next request, while licensed clinicians review the records for care.

You can say or write: ‘Hello, I am arranging an appointment with Mood Institute and need help sending the records they requested. Could you tell me what authorization or identity verification you need from me? I have the current secure destination from Mood Institute onboarding. When should I follow up to confirm the records were sent?’

Keep a short note with the office name, department, date of contact, and expected send date. After the request is sent, ask Mood Institute onboarding what arrived, whether another item is missing, and what operational step comes next. Licensed clinicians review records for care decisions.