Request Records
Request billing records in two steps.
Complete the form, then upload your signed authorization and photo ID through the secure link. We cannot begin a request until both steps are done. If anything is missing, we will email you a notice listing exactly what we still need.
Complete the request form
About 5 minutes. Secure form hosted in our HIPAA-covered Microsoft 365 environment.
The form asks who you are requesting as, the practice name, the patient's name and date of birth, the dates of service, what you need (itemized ledger, payment history, balance verification, appointment history, reconstructed CMS-1500 if available), whether to limit the request to a specific payer, injury, or case, and how to deliver the records.
If the form does not load, open it in a new window.
Upload your documents
Secure upload. Files go only to our records team.
- Signed HIPAA authorization — download our form (PDF) or use your own
- Government photo ID of the person signing
- If requesting for someone else: proof of authority (power of attorney, letters testamentary, or guardianship order)
PDF, JPG, or PNG · up to 25 MB each
Open secure uploadPlease do not email these documents. The upload link is encrypted and stores files in our HIPAA-covered environment. You may also fax them to 888-518-4948 with the patient's name on the cover sheet.
What happens next
We review every request for completeness within [X] business days. Complete requests are fulfilled within [X] business days of review. Releases are limited to the dates of service, payer, and condition stated on the authorization.
Questions: billingrecords@sunsetbillingarchive.com
Fax: 888-518-4948
Fees for copies
Fees follow the state law and federal guidelines that apply to the practice whose records you are requesting. Patients requesting their own records are charged only the cost-based fee HIPAA allows. We will tell you the fee, if any, before records are released.