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Consent to Obtain Information

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CONSENT TO OBTAIN INFORMATION

University of Iowa Hospitals and Clinics

Hosp. #:

Please PRINT (except signatures) and provide complete answers (information) in each section.

Patient’s Legal Name Birth Date

I, the undersigned, hereby authorize: to release medical information concerning the above named patient to:

Name of Person and/or Institution

Dr.

First Name          Last Name

Department of

University of Iowa Hospitals and Clinics

200 Hawkins Dr., Iowa City, IA 52242

Complete Mailing Address/Street/P.O. Box

City, State, Zip Code

Check the information to be disclosed (include dates where indicated): Minimum necessary or specify:

Medication list     Allergy list     Immunization record     Problem List (Patient Summary List)

Most recent history and physical or specific date(s)

Most recent discharge summary or specific date(s)

Laboratory results, specify types or dates

X-ray and imaging reports, specify types or dates

Consultation reports from (doctors' names or clinic)

Test results (i.e. EKG, PFT, etc.), specify type and date

Billing Information

Other, specify:

Please indicate the reason for release, and provide a date by which the info is needed:

Insurance    2nd opinion    Rehab/disability    Personal file    Moving out of area    Legal

Other medical care    Transferring care

This authorization is voluntary. If I choose to cancel this consent at a later date, I must send written notification to the Director of Health Information Management, University of Iowa Hospitals and Clinics, 200 Hawkins Drive, Iowa City, IA 52242. If this consent is cancelled, I understand that information may have been released prior to the cancellation, and that action would not be considered a breach of confidentiality. I also acknowledge that: 1) recipients of this information may possibly re-release the information without proper authorization, and 2) once information is disclosed it may no longer be protected by federal privacy regulations. I understand that I may review the disclosed information or ask questions by contacting the Director of Health Information Management at the above address.

UIHC does not require completion of this form as a condition of evaluation or treatment. However, when the requested evaluation or treatment is solely for the purpose of creating a medical report for a third party if authorization to release the information to that third party is not provided, it may result in the cancellation of those services.

I understand that the information may be released electronically, and may include information in the following categories unless I specifically deny the release (initial any category not to be released).

Substance Abuse     Mental Health     HIV-related information     *Genetic tests/info

*Refers to genetic testing to screen for possible future health issues, does not refer to testing to diagnose or treat current health conditions.

This agreement will expire one year from the date of signature, or as indicated (specify number of days or months) unless cancelled by the patient/guardian.

Signature of Patient or Legal Guardian

Date

Complete Mailing Address/Street/P.O. Box

City, State, Zip Code

Relationship, if Not the Patient

Witness Signature

UIHC use only: Form mailed by

Date Name Department

Gray – To Be Mailed    Pink – Medical Record

Green – To Be Mailed, Then Returned to UIHC With Requested Information    Yellow – Patient (Required)

Revised 8-2011

Enter text✕

What a Consent to Obtain Information Is and When it’s Used

A Consent to Obtain Information is a written authorization that allows a named party to request and receive specified personal or business data about an individual or organization. Typical uses include background checks, credit reports, medical record releases, employment verification, and third‑party data requests. The form identifies the requester, the categories of information to be released, the recipient(s), the purpose, and the period of consent. It must make clear what is being requested and who may rely on the released information to be effective and enforceable.

Why a Clear Consent Matters

A clear, properly executed consent documents legal permission to obtain protected information, reduces disputes over authority, and supports compliance with ESIGN and UETA requirements for electronic transactions.

Why a Clear Consent Matters

Who Typically Completes This Consent

The document is applicable across private and regulated sectors; the exact language depends on the data type and governing law.

  • Real estate firms conducting tenant screening and credit checks for lease approval.
  • Healthcare providers requesting prior medical records or specialist summaries for treatment.
  • Employers or staffing agencies running background or employment verification checks.

Step-by-Step: How to Complete the Consent

Follow these sequential steps to prepare and execute a valid consent to obtain information.

  • 01
    Prepare Form: Enter all requester and recipient details, including purpose and data categories.
  • 02
    Confirm Identity: Verify signer identity using government ID or agreed authentication method.
  • 03
    Sign and Date: Signer must sign and date; include witness/notary if required by law.
  • 04
    Distribute Copies: Provide the signer and recipient with a signed copy and retain a certified record.

Core Components Every Professional Consent Should Include

A well-structured consent balances clarity, legal coverage, and minimal data scope while documenting authority and retention instructions.

Requester Identity

Full legal name and contact information for the party requesting the information, so recipients can verify authorization and return records.

Authorized Recipient

Name or organization permitted to receive the information; specify additional third parties if needed and whether onward disclosure is allowed.

Scope of Release

Explicit categories of records to be disclosed (medical, credit, employment); narrow scopes limit privacy exposure and legal risk.

Purpose Statement

A concise explanation of why the data is requested; purpose can affect permissibility under sector laws such as HIPAA or FCRA.

Effective Period

Start and end dates for the consent; shorter periods generally reduce compliance burden and limit stale authorizations.

Signature and Attestation

Signatory name, signature, date, and any required witness or notary acknowledgment to validate the consent under applicable law.

Essential Data Elements to Include

Full name: Exact legal name
Date of birth: MM/DD/YYYY
Identifier: SSN or EIN if required
Address: Street, city, state, ZIP
Recipient: Authorized organization
Expiration: End date of consent

Online Setup: Typical Workflow Settings

Configure these settings when preparing an electronic consent to ensure secure routing, authentication, and retention.

Field Configuration
Authentication Email link, SMS code, or ID verification
Conditional Fields Show additional fields only if certain checkboxes are selected
Notifications Automatic emails to requester and signer upon completion
Storage Secure cloud storage with audit trail

Where the Form Goes: Routing and Submission Paths

Understand the common submission destinations and how each recipient processes the consent to obtain information.

  • Third‑Party Vendor: Credit bureau or background check vendor receives signed consent and returns reports.
  • Healthcare Provider: Medical records office receives request under HIPAA authorization rules.
  • Employer or HR: Human resources uses consent for employment verification or drug testing authorizations.
  • Legal Counsel: Attorneys may request records for litigation or due diligence purposes.

Digital Signing and Distribution Considerations

Ensure the chosen service provides retention, export, and access logs to meet legal and internal recordkeeping needs.

  • Integrations: Salesforce, NetSuite, Microsoft 365 and Google Workspace supported
  • File Formats: PDF, DOCX, and HTML upload and export
  • Security: TLS in transit and AES‑256 at rest

Timing Expectations and Processing Windows

Set realistic timelines for processing requests and for how long consents remain effective to avoid disputes and delays.

Typical Processing Time:

5–10 business days for third‑party records retrieval

Signer Response Window:

Request that signers return the form within 7–14 days

Revocation Effective Date:

Revocation takes effect upon receipt by the requester

Renewal Reminder:

Send renewal notices 30 days before expiration

Retention Start:

Record retention begins on date of signed consent

Common Mistakes to Avoid

  • Overbroad language that authorizes all records rather than specified categories creates unnecessary privacy risk.
  • Failing to include effective and expiration dates leads to ambiguity about consent validity.
  • Using mismatched names or incomplete identifiers prevents record retrieval and triggers verification delays.
  • Neglecting required sector disclosures (for example ESIGN consumer disclosures) can invalidate electronic consent for consumer transactions.

Potential Legal and Compliance Risks

Invalid Consent: May render disclosures unlawful
HIPAA Violation: Civil penalties and breach obligations
State Fines: Varies by statute and severity
Litigation Delay: Evidence disputes slow legal processes
Identity Exposure: Improper handling increases breach risk
Tax Withholding: Incorrect TINs trigger backup withholding

Real-World Examples of Consent Use

These case arcs show how organizations structure consents for common scenarios and operational benefits realized.

Optica Ventures — Tenant Screening

Optica used a concise consent to streamline tenant credit checks and reduce processing time by centralizing releases.

  • Resulted in faster applicant verification.
  • The standardized consent reduced follow‑up clarifications and allowed automated vendor retrieval while maintaining documented authorization for each applicant.

Fertility Centers — Medical Records

A clinic used a targeted medical‑records authorization to request prior treatment notes and test results from referring providers.

  • Improved clinical continuity.
  • Clear scope and expiration provisions limited disclosures to necessary records and reduced administrative back‑and‑forth during patient intake.

eSignature Vendor Comparison for Executing Consents

Pricing and core capabilities differ across vendors; signNow appears first with representative plan data and common capability indicators for comparison.

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 Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (premium tier) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Consent to Obtain Information

Answers to common questions about validity, revocation, signatures, and handling of sensitive records.


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