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The analysis of any legal or medical billing is dependent on numerous specific facts — including the factual situations present related to the patients, the practice, the professionals and the medical services and advice. Additionally, laws and regulations and insurance and payer policies are subject to change. The information that has been accurate previously can be particularly dependent on changes in time or circumstances. The information contained in this web site is intended as general information only. It is not intended to serve as medical, health, legal or financial advice or as a substitute for professional advice of a medical coding professional, healthcare consultant, physician or medical professional, legal counsel, accountant or financial advisor. If you have a question about a specific matter, you should contact a professional advisor directly. CPT copyright American Medical Association. All rights reserved. CPT is a registered trademark of the American Medical Association.

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Release of Records

An occupational therapist shall provide one copy of the client record of the occupational therapy services provided by the licensee within thirty (30) days of a written request by the client, the client's guardian or any other party designated by the client or the client's guardian.


An occupational therapist may charge a fee for the reproduction of the client record. Such fee shall be no greater than $1.00 per page or $100.00 for the entire record, whichever is less. If the record request is less than 10 pages, the occupational therapist may charge up to $10.00 to cover postage and the miscellaneous costs associated with retrieval of the record.

An occupational therapist may provide a summary of the client record, unless otherwise required by law, provided that the summary adequately reflects the history of the occupational therapy services provided to the client. If a summary is provided, the charge for the summary shall not exceed $1.00 per page or $100.00, whichever is less. If the summary provided is less than 10 pages, the occupational therapist may charge up to $10.00 to cover postage and the miscellaneous costs associated with producing the summary

When a report is needed to enable a client to receive ongoing care by another practitioner or for use in judicial proceedings, an occupational therapist shall not require advance payment as a condition for releasing the report, except that an occupational therapist may require advance payment for release of a report prepared by the occupational therapist for use by the occupational therapist as an expert witness on behalf of the client.


N.J.A.C. ยง 13:44K-10.3

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