Skip to main content

Patient forms and information

Records request form

Download and fill out this form form to ask to send your records to another location.

Member reimbursement claim form

Please use this form to ask to be reimbursed for care you paid for.

NWP medical record transfer forms

Find forms for requesting medical record transfers to and from providers.

Appeal and grievance form

Use this form if you have an individual or family plan.

State consumer privacy notice

Depending on which Optum product or service you use, and your state of residency, you may have rights as outlined in this Notice.

Specialty financial assistance

Everyone should be able to access the treatments they need. We're here to help you find ways to access and afford your medication.

Nevada Accountable Care Organization (ACO)

Optum Care ACO West is part of Medicare's Accountable Care Organization (ACO) program. Get important information about the ACO.

Specialty Pharmacy Community Residency

This 12-month post-graduate program offers a unique community practice environment to develop expertise in specialty pharmacy.

Surprise billing protection

Know your rights and protections against surprise billing.

Interpreting services

Language assistance services are available to you at no cost.

Medicare Shared Savings Program

Learn more about the Optum California ACO and the high-quality care we offer Medicare patients.

Patient rights and responsibilities

This document explains your rights and responsibilities as an Optum patient.

Patient rights and responsibilities

Please complete these forms before your first visit with your doctor.

Better financial health and improved operations

Improve cost optimization by controlling fixed costs, increasing efficiency and enabling organizational flexibility and agility.

PHI Access Request – Infusion

Complete and return this form if you would like to access and inspect the information Optum Infusion Pharmacy maintains and uses to make decisions about the services we provide you.

PHI Amendment – Infusion

Complete and return this form if you would like to amend the records Optum Infusion Pharmacy maintains about you if they are inaccurate or incomplete.

PHI Non-Routine Disclosure – Infusion

Complete and return this form if you would like to receive an accounting of certain disclosures of PHI made by Optum Infusion Pharmacy.

PHI Restriction – Infusion

Complete and return this form if you would like to request restrictions on certain uses and disclosures of your PHI from Optum Infusion Pharmacy.

Manufacturer PHI authorization form

We use this form to obtain your written consent to disclose your protected health information to pharmaceutical manufacturers, patient support programs, and their authorized agents. This request does not allow those parties to make any of your treatment decisions or direct care decisions. The form also allows the pharmacy to receive additional compensation for using and disclosing your protected health information (PHI).

Streamline Medicaid Eligibility and Enrollment

The rise of healthcare consumerism has prompted many hospitals and health systems to rethink their patient satisfaction strategies.

Specialty Pharmacy Texting Terms of Use

Patient consent and assignment of benefits (AOB)

Form that designates Optum Specialty Pharmacy as an approved provider for a member's Medicare Part B eligible medications. Please complete and return the form to the requesting department.

Request for access to protected health information

Complete and return this form if you would like to access and inspect the information Optum Specialty Pharmacy maintains and uses to make decisions about the services we provide you.

Personal representatives form

Use this form to identify a person who can make decisions about your healthcare, request and disclose your PHI or exercise your rights on your behalf.

Request for an accounting of non-routine disclosures of protected health information

Complete and return this form if you would like to receive an accounting of certain disclosures of PHI made by Optum Specialty Pharmacy.

Personal representatives form Spanish

Use este formulario para identificar una persona que pueda tomar las decisiones sobre su atención de la salud, solicitar y divulgar su información de salud protegida, o ejercer sus derechos en su nombre.

Request to amend protected health information

Complete and return this form if you would like to amend the records Optum Specialty Pharmacy maintains about you if they are inaccurate or incomplete.

Notice of Privacy Practices

This notice describes how medical information about you may be used and disclosed and how you can get access to this information. This notice describes how medical information about you may be used and disclosed and how you can get access to this information. Please review it carefully.

Standard PHI authorization form Spanish

Use este formulario para dar su consentimiento para la divulgación de la información de salud protegida tanto verbal como escrita, que incluye su perfil o registro de recetas, a la persona que usted haya designado en el formulario.

Request to restrict use and disclosure of Protected Health Information (PHI)

Complete and return this form if you would like to request restrictions on certain uses and disclosures of your PHI.

Request for confidential communications at an alternative address or by another means

Complete and return this form if you would like to request confidential communications at an alternative address.

Standard PHI authorization form

Use this form to consent to the release of verbal or written PHI, including your profile or prescription records, to your designated person, named in the form.

New patient form

Download and fill out the health assessment and insurance information form.

Formulario de nuevo paciente

Descargue y llene el formulario de evaluación de salud e información de seguro aquí.

Advance beneficiary notice of noncoverage (ABN) Spanish

Form for patient to accept responsibility in case Medicare provider payments do not fully cover expected amounts to Optum Specialty Pharmacy. Please complete and return the form to the requesting department.

Advance beneficiary notice of noncoverage

Form for patient to accept responsibility in case Medicare provider payments do not fully cover expected amounts to Optum Specialty Pharmacy. Please complete and return the form to the requesting department.

New patient form - California

Download and fill out the personal information form.

Medical release form — Indiana

Use this form to release medical and billing records.

Appointment checklist

Make the most of your visit by being prepared.

Financial policies

This will inform you of your financial responsibilities.

Medical records request

Use our secure online form to ask for a copy of your records.

Medical release form — Ohio

Use this form to release medical and billing records.

Primary care new patient packet

Use this paperwork if you are a new patient.

Alternative access standards

Learn more about alternative access standards for Medi-Cal members.

Dr. Paula Hall colonoscopy packet

Use this paperwork if you are a new patient.