Getting started

How Do I Transfer My Medical Records to WheelHouse Health?

A step-by-step guide to requesting your records from your previous practice, what to include and how long it usually takes.

WheelHouse Health guide to changing primary-care practices and transferring records

How to request records

  1. Ask for a records release form, or download it from your old provider’s website.
  2. Fill in your details and where to send the records.
  3. Sign and return it.
  4. Follow up after two weeks if nothing has arrived.
Patient preparing practical notes for changing primary-care practices and transferring records

What to request

  • Recent office notes and problem list
  • Medicine list and allergies
  • Lab and imaging results from the past two to three years
  • Vaccination records
  • Specialist letters and hospital discharge summaries

Faster options

Many practices have a patient portal where you can download a summary of care. Share it with us through our patient portal.

Clinician-guided care planning related to changing primary-care practices and transferring records

How we can help

We can send the request on your behalf once you sign a release. Bring whatever you have to your first visit; we will start care either way. See switching your primary care provider.

Questions people ask

How long does a records transfer take?

Often one to two weeks, and providers must respond within 30 days.

Can my old provider charge me?

They may charge a reasonable, cost-based fee for copies under HIPAA.

Do I need my records before my first visit?

No. They help, but we can start without them.

Talk it through with Lydia

Switching to WheelHouse Health? We will help bring your records over. See a board-certified nurse practitioner virtually anywhere in Virginia, in our Woodbridge office, or straight to your front door in much of Northern Virginia.

Visits start at $85, and every membership comes with a 30-day trial.

Book a visit Compare plans

Prefer to ask first? Text us at (571) 402-2102 or message us on WhatsApp.

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