Q&A: Withholding medical records

Get your questions answered on handling an outstanding account balance.

Q: Is it legal to withhold the medical records of a patient who has an outstanding account balance?

A: As with most medical records-related issues, this one is state-specific, so the answer is, it depends. The states, as always, vary. Generally, however, if the record is needed for purposes of treatment, then it must be turned over. If the record is not needed for purposes of treatment, then you may be able to withhold the record pending payment of the patient balance, as if you had a lien on the record.