Handle a patient record transfer request

Record transfers matter to continuity of care. A clear reply stops patients falling between practices.

Last reviewed October 14, 2026

Acknowledge the request

Confirm what they have asked for.

Give the usual time to prepare and send records.

Say if records go by secure post, portal or direct to the new practice.

State any charge up front, within local rules.

Say who will contact them and when.

Usually yes. Check your local rules and say so in the reply.

Only by a secure route that meets your rules.

It shares the process and forms. A person verifies and sends records.

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