Member Authorization Instructions

Member Authorization Allowing the Disclosure of Protected Health Information to another Person/Entity

In order for this authorization to be valid, the following areas must be completed:

  1. Patient Name
  2. ID #
  3. Date of Birth
  4. Group Name
  5. Group #

  6. The name and address of the recipient or class of recipients to whom the information may be disclosed or used. This may be an individual’s name. It may also be a ‘class’ of recipients such as the ‘Human Resources department at ABC Company’.

  7. The purpose(s) for the disclosure.  The individual should indicate specifically the reasons that they are asking for information to be shared.  

    Examples of valid reasons are:

    • To discuss the payment of claim #123456789
    • To discuss claim payment concerns for all claims that were sent to ODS relating to my hospitalization of 12/1/2005 to 6/15/06
    • To discuss all information related to my insurance coverage, treatment and payment

    **Please do not put in "For any purpose" or "Any and all information" as a purpose of the disclosure. We will return an authorization with this purpose as being invalid.

  8. HIV/AIDS test or result information and related records.  If the member desires that we share information, the member must writer their initials on this line.   No initial or any mark other than the member's initial will indicate that no information about this condition is to be shared. 

  9. Mental health information.  If the member desires that we share this information, the member must write their initials on this line.  No initial or any mark other than the member's initial will indicate that no information about this condition is to be shared. 

  10. Genetic testing information. If the member desires that we share this information, the member must write their initials on this line.  No initial or any mark other than the member's initial will indicate that no information about this condition is to be shared. 

  11. Drug/alcohol diagnosis, treatment or referral information.  If the member desires that we share information specifically related to this sensitive condition, the member must initial this line.   No initial indicates that no information about this condition is to be shared. 

  12. Either the date or event box must be checked and filled out.

**Please do not put in “until my death,” “until my coverage terminates” or “until I revoke it” as an event or date.   We will return an authorization with this event as being invalid. 


  1. The authorization must be signed and dated by the individual making the request in order to be valid. If a personal representative of the member is signing on behalf of the member, the applicable information must be attached.
Failure to fill out the following information will result in an ‘invalid authorization.’

Download the authorization form