hipaa-release-authorization
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.
Best use case
hipaa-release-authorization is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.
Teams using hipaa-release-authorization should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/hipaa-release-authorization/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How hipaa-release-authorization Compares
| Feature / Agent | hipaa-release-authorization | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare agent access, advance directive support, medical record release.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# HIPAA Release Authorization Generates a 45 CFR §164.508-compliant authorization permitting designated recipients to access a patient's protected health information (PHI) from covered entities, typically in an estate-planning context. ## Quick Start Gather before drafting: 1. **Jurisdiction** — state governs signature and witness/notary formalities 2. **Patient identity** — legal name, DOB, contact details 3. **Recipients** — healthcare agent, successor agent(s), other representatives 4. **Disclosing entities** — providers, hospitals, labs, pharmacies, health plans 5. **PHI scope** — all records or limited categories 6. **Purpose and duration** — expiration date, event, or condition 7. **Representative authority** (if applicable) — POA, guardianship order, court appointment 8. **Related documents** — healthcare proxy, advance directive for terminology alignment ## Required Sections Every authorization must include these elements per §164.508: | Section | Key requirement | |---|---| | Patient identification | Name, DOB, contact | | Authorization statement | Voluntary, specific written consent | | Authorized recipients | Agent names, roles, relationships — no ambiguity | | Disclosing entities | Covered entities / record holders | | PHI scope | Explicit categories; do not mix "all records" with narrow limits | | Purpose | Specific estate-planning healthcare decision-making purpose | | Expiration | Explicit end date, event, or condition | | Required notices | Re-disclosure warning, treatment non-conditioning, right to refuse | | Revocation | How and where written revocation is sent; prospective-only effect | | Execution block | Patient signature first, then representative if applicable | | Witness/notary | Only where state law requires [VERIFY] | ## Draft Workflow 1. **Confirm inputs** against the Quick Start checklist; flag any gaps. 2. **Select PHI scope** — if client wants full-record access, state it unambiguously; otherwise enumerate categories. Sensitive categories (substance use, mental health, genetic, HIV/AIDS) require explicit inclusion [VERIFY]. 3. **Draft the form** using this structure: - Title citing 45 CFR §164.508 - Patient identification block - Authorization statement - Disclosers list - Recipients list (match names/roles to healthcare POA document) - PHI scope with checkbox-style selection - Purpose statement tied to healthcare directives - Duration clause (date, revocation, or death — whichever first) - Patient rights / required statements (all six §164.508 notices) - Execution block (patient, then representative if signing on behalf) - Witness/notary block if state law applies 4. **Validate** — all placeholders visible, recipients consistent across sections, terminology aligns with governing POA/directive. 5. **Add state-specific addendum** only when confirmed for target jurisdiction. ## Pitfalls - Never authorize broader disclosure than needed unless client explicitly requests full-record access. - Never leave recipient or discloser fields unidentified. - Never leave representative signature fields blank without authority documentation. - Federal law is not exclusive — state mandates may impose additional form requirements [VERIFY]. - Estate-planning variants must match healthcare POA terminology in the core delegation document [VERIFY]. - Include attorney-review language in cover memo if template is client-facing.
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