Care first. Seek urgent medical or dental attention for serious or worsening symptoms. Researching or preparing a complaint should never delay treatment.

Get my records

Build a complete, usable record set.

A billing statement is not the clinical record. Ask for the relevant record set and original information in a usable format, keep it unchanged, and make a separate note of anything that appears absent. Access rights are broad, but legal exceptions and state rules can matter.

Record sets

Ask for categories that match the care.

Not every item exists in every case. The point is to avoid receiving only a short summary when the underlying record contains more.

Dental

Dental record set

  • Complete chart and health histories
  • All clinical notes and dated addenda
  • Odontogram and tooth-surface charting
  • All periodontal charts
  • Original radiographs in usable quality
  • Clinical photographs and scans
  • Diagnosis and treatment-plan versions
  • Referrals and specialist reports
  • Consent and refusal documents
  • Prescriptions and laboratory or pathology reports
  • Itemized billing and insurance submissions
  • Portal, email, and telephone communications
Medical & facility

Medical record set

  • Office, urgent-care, and emergency notes
  • Triage, physician, nursing, and therapy notes
  • Orders and order-status history
  • Laboratory results and critical-result notices
  • Imaging reports and original image files
  • Pathology reports and consultations
  • Medication orders and administration record
  • Medication reconciliation and allergy history
  • Discharge and return instructions
  • Referrals, authorizations, and specialist reports
  • Portal, telephone, and scheduling messages
  • Facility grievance correspondence

Blank template—complete outside Ulekai

Records-request outline

Send this through the provider’s official records process. Ulekai does not collect, transmit, or store the completed request.

Review HHS information ↗
To: [Records department or practice]

I request a copy of the complete [dental / medical / facility] record for the period [date range]. Please include [relevant categories from the checklist], including original image files in a usable electronic format when available.

Please provide the records in [electronic / paper] format. If any requested item will not be provided, please identify it and give the reason in writing. Please provide advance written notice of any fee.

Requester information and authorization: [Complete only through the provider's official process]

When the record arrives

Check completeness before interpretation.

Missing information can be important, but absence from your copy does not automatically prove that it never existed.

  1. 01

    Inventory

    List what was requested, received, unreadable, duplicated, or missing.

  2. 02

    Preserve

    Keep files and metadata unchanged. Store working copies separately.

  3. 03

    Compare

    Match the note, orders, results, images, itemized bill, and explanation of benefits.

  4. 04

    Clarify

    Ask in writing about missing categories, factual errors, and dated addenda.

Correction versus deletion

Records systems often preserve the original entry and add an amendment, addendum, or statement of disagreement. A disagreement about judgment is different from a factual error. Ask the record holder to explain its process and use applicable HHS or state guidance.

Next: turn the record into a short, reviewable chronology.

Prepare a factual complaint →