Insurance & Legal Medical Records Request

Instructions for Submitting a
Legal or Insurance Request


Morgan Records Management provides complete medical records in response to authorized requests. Morgan Records serves solely as a custodian of records; we are not a medical office and therefore do not create, alter, or remove any information from the records we maintain. Records are not curated or limited to specific date ranges. By submitting a request, you agree to receive the full record and to pay the applicable service fee for the full record in accordance with state and federal pricing guidelines.

STEPS TO REQUEST:

  • * Select the state and medical facility the patient previously saw – this will be the facility records are needed from.
  • * Follow the prompts.
  • * Check the box labeled “Is this a Third-Party Request”.
  • * Enter your company name and any reference ID number for the request (if any).
  • * Under Reason for Request, select Legal Purposes or Insurance Purposes (as applicable).
  • * Upload the required documentation – we will need the subpoena or legal request from your office with the patient’s signature authorizing the release of records in order to process.
  • * Add the request to your cart.

PLEASE NOTE:
We do receive a high volume of requests, and it can take up to 30 days to process a request. Morgan Records Management is a custodian of records, not a doctor’s office, and applicable fees are based on allowable charges.

You can submit the request and payment directly on our website at the time of submission. Please note that we are a custodian of records, not a doctor’s office, and applicable fees are based on allowable charges. Once your request is submitted through our website, it will be reviewed and processed accordingly.

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Insurance & Legal Requests


Frequently Asked Questions

Select the “Records Request Form” button on this page then choose from the options provided. You can either search for your provider or select a state to begin the form process. Once completed we will be notified your request and you will receive a confirmation email with a link to check the status of your request.
You can check the status of your request online anytime by visiting our "Records Request Status" page HERE.
When a doctor’s office closes there is a transition period between when they close and when we receive full access to their records. In rare cases it can take several weeks to months for us to gain full access.
Most states allow by law up to 30 days to process records requests. It can take that long for a variety of reasons including influx of requests, pulling your paper records from our Records Center to be scanned, or waiting for the complete data transfer from the doctor’s office. There is usually a transitional period between when an office closes and we get full access to the records.
When you filled out the electronic form you may have seen a notation in red saying “Coming Soon”. When a doctor’s office closes there is a transitional period between when they close and when we receive full access to their records. In rare cases it can take several weeks to months for us to gain full access.
No, we do not mail paper records. You can have records sent to you via secure email link (preferred) or mailed via certified USPS on a USB drive.
a. The fee charged is for the processing of your request, not for the actual contents of the records. The fee may include the cost of copying, extracting, and mailing the records, supplies, and labor costs for the time involved. Because we use our resources to reproduce a copy of the medical file, we are allowed to charge a fee.