Request Status
Current stage of the medical record transfer.
Patient Record Request Details
Details for request ID RR011

Patient Name

Jason Phillips

MRN

MRN52468

Status

Denied

Requesting From

Community Clinic

Requested Date

8/12/2026

Case Details
Additional information and context for this request.

This record request was initiated for continuity of care following the patient's recent relocation. The patient, Jason Phillips, has a complex medical history including chronic hypertension and Type 2 Diabetes, managed by Community Clinic. We require the last 24 months of clinical notes, lab results, and imaging reports to ensure a safe and effective transition to our practice.

Please expedite this request as the patient has an upcoming appointment for medication management. The signed patient consent form is attached to the electronic request sent via the health information exchange (HIE).

Denial Reason

The request was denied due to an invalid or expired patient consent form. Please obtain a new consent form from the patient and resubmit the request.

Eligibility Results
Patient's coverage details based on last check.
StatusInactive
Plan NameUnitedHealthcare Choice Plus
Coverage Dates01/01/2023 - 12/31/2023
Primary Care Co-payN/A
Specialist Co-payN/A

Deductibles

IndividualN/A / N/A
FamilyN/A / N/A

Out-of-Pocket Max

IndividualN/A / N/A
FamilyN/A / N/A

Notes

Coverage terminated on 12/31/2023. Please check for new insurance.

AI-Generated Medical Summary
This summary was generated by AI and can be edited.

Patient is a 58-year-old male with a history of well-controlled hypertension and Type 2 Diabetes, currently managed with Lisinopril and Metformin. He reports good medication adherence and denies any new symptoms. Vitals are stable. Plan is to continue current treatment and follow up in 3 months.

J

Okay, I will follow up with my previous provider to see what's causing the delay.

Aug 14, 9:39 AM
Y

We're still waiting for some documents from your previous clinic. We'll notify you once we receive them.

Aug 14, 11:08 PM
J

Just confirming my new address is on file for the transfer.

Aug 15, 6:11 AM
Y

You're welcome. We're happy to help facilitate this process for you.

Aug 16, 5:40 PM