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Cleveland Clinic Florida Authorization to Use and Disclose Protected Health Information Form Instructions

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AUTHORIZATION TO USE AND DISCLOSE PROTECTED HEALTH INFORMATION

Specify Information to be Disclosed/Brief Description of PHI Disclosed: (Check one, or all that apply)

Face sheet

Lab test results, specify:

Radiology test results, specify:

Entire Medical Record

Emergency Room Record

Other, specify:

History and Physical

Discharge Summary

Consultation

Itemized bill or billing information

Discharge Medication List

Purpose or use of Disclosure

Continuity of Care

Personal

Legal

Insurance

Other:

By applying a check next to a category of highly confidential information listed below and signing on the appropriate line after the checked box, I specifically authorize the use and/or disclosure of the type of highly confidential information indicated next to my signature, if any such information will be used or disclosed pursuant to this Authorization: (May waive this section of not pertinent)

Mental Illness

Developmental Disability

Psychotherapy Notes

HIV/AIDS Testing or Treatment (regardless of result)

Venereal Disease

Abuse of an Adult with a Disability

Sexual Assault

Child Abuse or Neglect

Other:

RECIPIENT: Name of the person or class of persons to who CLEVELAND CLINIC FLORIDA may disclose my health information:

TERM: This authorization will remain in effect:

From the date of this Authorization until the day of , 20.

Until Covered Entity fulfills this request.

Until the following event occurs:

PURPOSE:

I authorize CLEVELAND CLINIC FLORIDA to use or disclose my health information (including the highly confidential I selected above, if any) during the term of this Authorization for the following specific purpose(s):

I understand that once CLEVELAND CLINIC FLORIDA discloses my health information to the recipient, CLEVELAND CLINIC FLORIDA cannot guarantee that the recipient will not redisclose my health information to a third party. The third party may not be required to abide by this Authorization or applicable federal and state law governing the use and disclose of my health information.

I understand the CLEVELAND CLINIC FLORIDA may, directly or indirectly, receive remuneration from a third party in connection with the use or disclose of my health information.

I understand that I may refuse to sign or may revoke (at any time) this authorization for any reason and that such refusal or revocation will not affect the commencement, continuation or quality of my treatment at CLEVELAND CLINIC FLORIDA; except, however, if my treatment at CLEVELAND CLINIC FLORIDA is for the sole purpose of creating health information for disclosure to the recipient identified in this Authorization, in which case CLEVELAND CLINIC FLORIDA may refuse to treat me if I do not sign this Authorization.

I understand that this Authorization will remain in effect until the term of this Authorization expires or I provide a written notice of revocation to the Cleveland Clinic Florida Privacy Office at the address listed below. The revocation will be effective immediately upon CLEVELAND CLINIC FLORIDA receipt of my written notice, except that the revocation will not have any effect on any action taken by CLEVELAND CLINIC FLORIDA in reliance on this Authorization before it received my written notice of revocation.

I may contact Cleveland Clinic Florida Privacy Office by mail at: Cleveland Clinic Florida, Attn: Privacy Officer, 3100 Weston Road, Weston, Florida 33331, or telephone at 954-689-5072 (c/o HIM Department Director).

I have read and understand the terms of this Authorization and I have had an opportunity to ask questions about the use and disclosure of my health information. By my signature below, I hereby, knowingly and voluntarily, authorize CLEVELAND CLINIC FLORIDA to use or disclose my health information in the manner described above.



If patient is a minor or is otherwise unable to sign this Authorization, obtain the following signatures:




For Internal Use Only:

The identity of the requestor has been validated either with a government issued picture ID, such as a driver's license or passport, or comparison of signatures documented in the PHI records.

Cleveland Clinic Florida • Health Information Management Department • 3100 Weston Rd. • Weston, FL 33331 • (954) 689 5071 (office) / (954) 689-5519 (fax)

Enter text✕

What this Cleveland Clinic Florida authorization instruction covers

The Cleveland Clinic Florida Authorization to Use and Disclose Protected Health Information Form Instructions explain how a patient or authorized representative completes the HIPAA authorization required to permit disclosure of protected health information (PHI). These instructions describe the form’s purpose, required data elements, signature and authentication options, how to set an expiration or purpose limitation, and how to revoke the authorization. They also summarize legal requirements under HIPAA (45 CFR §164.508), the ESIGN Act (15 U.S.C. ch. 96), and state notary or witness rules where applicable. Follow them to ensure valid, auditable PHI disclosures.

Why clear instructions matter for PHI authorizations

Clear, consistent instructions reduce processing delays, protect patient privacy, and help ensure the authorization meets HIPAA requirements for a valid authorization. They also reduce the risk of denied requests or rework due to missing data or invalid signatures.

Why clear instructions matter for PHI authorizations

Who typically completes this Cleveland Clinic Florida authorization

If you are unsure whether you should sign, consult patient relations, a privacy official, or legal counsel before completing the authorization.

  • Patients and adult guardians — Individuals authorizing release of their own or a dependent’s PHI for care coordination, insurance, or legal reasons.
  • Personal representatives — Court-appointed guardians, health care proxies, or holders of power of attorney who act for an incapacitated patient.
  • Third-party requestors — Attorneys, insurers, or other organizations receiving PHI after the patient signs the authorization.

Step-by-step: completing the authorization form

Follow these core steps to complete the Cleveland Clinic Florida authorization accurately and in compliance with HIPAA.

  • 01
    Identify Parties: Enter patient name, date of birth, and Cleveland Clinic Florida facility details.
  • 02
    Name Recipient: Specify the person or organization allowed to receive PHI, including address.
  • 03
    Specify PHI: List specific records, date ranges, or types of information to be released.
  • 04
    Sign and Date: Sign using allowed method and include signature date; witness/notary if required.

How to set up digital workflow for this authorization

Configure your e-signature workflow so signers can authenticate, sign, and receive copies while preserving an audit trail.

Field Configuration
Authentication Email link plus SMS code
Signature type Typed or drawn signature allowed
Audit trail Enable IP, timestamp, and action log
Delivery Automatic copy to patient and recipient

Typical electronic submission flow

This sequence shows a common e-submission path for authorizations at Cleveland Clinic Florida.

  • Upload form: Staff uploads completed form to the EHR or document system.
  • Place fields: Signer name, date, signature fields are added and locked.
  • Send to signer: Signer receives an email or SMS with a secure link.
  • Complete and store: Signed record stored with audit trail and patient copy delivered.

Technical considerations for electronic completion and submission

Use systems that maintain a reproducible record and preserve chain-of-custody for regulatory review and patient inquiries.

  • PHI security: TLS 1.2/1.3 and AES-256 encryption
  • Audit data: IP, timestamp, and signer details
  • BAA availability: Platform must support a HIPAA BAA

Core components included in a compliant authorization

A complete authorization form contains several legally required elements and operational fields that control scope, duration, and permitted redisclosure.

Patient identification

Full legal name, date of birth, and medical record number to ensure PHI is associated with the correct individual and to prevent improper disclosure.

Recipient details

Exact name and contact information for the party receiving PHI; ambiguous recipient names increase the risk of misdirected disclosures.

Description of PHI

Clear description of records or date ranges to be released; avoid open-ended language that may allow broader disclosure than intended.

Purpose statement

Specify the reason for disclosure (treatment, payment, legal); some uses require additional consumer disclosures under federal law.

Expiration or event

An expiration date or event (e.g., 'one year from signature') that limits how long the authorization is effective under HIPAA.

Signature authority

Signature line for patient or authorized representative and date, plus witness or notary fields if state law requires authentication.

Required data elements at a glance

Patient identity: Full legal name
Birth date: MM/DD/YYYY
Medical record: MRN or account number
Recipient: Name and contact
PHI scope: Specific records/dates
Expiration: Date or triggering event

Risks of incomplete or incorrect authorizations

HIPAA violations: Civil and criminal penalties
Invalid release: Denial of request or record withholding
Patient harm: Unauthorized disclosure of sensitive data
Identity risk: Wrong recipient increases fraud risk
Legal exposure: Litigation or regulatory inquiry
Operational delay: Rework and extended processing time

Common mistakes to avoid when completing the authorization

  • Leaving the PHI description too broad (for example, 'all records') rather than specifying types or date ranges can invalidate the authorization under HIPAA.
  • Omitting patient identifiers such as DOB or MRN often causes the release to be delayed or refused while staff verify the correct chart.
  • Using initials or stamping a signature when the form requires a wet or auditable electronic signature can lead to rejection.
  • Failing to include an expiration date or condition allows ambiguity about how long the authorization remains valid and complicates record retention.

Timelines and processing expectations for authorization requests

Be aware of typical timeframes for processing release requests and how signature type or missing data can affect timing.

Standard processing time:

Cleveland Clinic Florida typically processes requests within 7–14 business days.

Expedited requests:

Medical necessity or emergency requests may be prioritized; indicate urgency clearly.

Effective date:

Authorization becomes effective on the signature date unless a later date is specified.

Revocation timing:

Revocation is effective upon receipt; prior disclosures are not reversed.

Record availability:

Copies of released records are retained per retention policy and provided per state timelines.

Comparing e-signature vendor plans for PHI authorizations

Overview of common plan features and starting prices; signNow is listed first per platform comparison standards.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial, no credit card Trial varies by vendor Trial varies by vendor Trial varies by vendor Trial varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions about authorizations and electronic signing

Answers to common questions about validity, revocation, signatory authority, and how electronic signatures interact with HIPAA and ESIGN.


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