How to Transfer Pediatricians and Medical Records

A pediatrician is a physician dedicated to the specialized care of children, from infancy through adolescence, typically up to age 21. Their work focuses on comprehensive physical, emotional, and developmental health, including regular well-child checkups and the diagnosis and treatment of illnesses. Families often find themselves needing to change this provider, but transferring care to a new medical home is a manageable transition.

Deciding It’s Time to Change

The decision to change a pediatrician often stems from two categories: logistical needs or relational issues. Logistical factors include events like a family relocating, a change in health insurance that restricts the network of available providers, or the current doctor retiring from practice.

Relational or philosophical differences are equally valid reasons for a change. Parents may feel dissatisfaction with the doctor’s communication style, a lack of confidence in the medical advice, or a disagreement over treatment approaches such as vaccination schedules. If the foundation of trust and collaboration erodes, seeking a better fit for the family’s values is a reasonable step.

Selecting a New Pediatrician

The search for a new physician should begin by verifying that potential candidates are within your health insurance network to avoid unexpected costs. Gather recommendations from trusted sources, such as friends, family, or other healthcare providers. Focus on vetting the candidates’ credentials and logistics.

Investigate the doctor’s board certification status and hospital affiliations, which indicate specialized training and access to facilities if complex care is needed. Practical considerations like office hours, proximity to your home, and the availability of same-day sick appointments are also important. Many pediatricians offer a “meet and greet” consultation, which is an ideal opportunity to interview the physician, assess their philosophy of care, and determine if their communication style suits your family.

The Formal Transfer of Care

After selecting a new physician, the formal transfer process begins with administrative steps to ensure continuity of care. First, contact the new pediatrician’s office to confirm they are accepting new patients and initiate registration. Then, formally notify the former pediatrician’s office of your decision to leave the practice.

The most important step is requesting the transfer of your child’s medical records using a written, HIPAA-compliant release form. This form must be signed by a parent or legal guardian and specifically authorizes the release of Protected Health Information (PHI) to the new practice. The former office is responsible for sending the records and must comply with the request in a timely manner, typically within 30 days.

While some states allow the former office to charge a small, reasonable administrative fee for copying and transferring paper records, many offices will waive this fee when sending records directly to a new physician for continued treatment. Essential records that must be transferred include the complete immunization history, growth charts documenting progress, and any notes from specialists. Obtaining these documents ensures the new provider has the historical data necessary to accurately track development and maintain the proper vaccine schedule.

Preparing for the First Visit

The first appointment with the new pediatrician requires preparation. You should bring your current insurance card, a photo ID, a complete list of any medications or supplements your child is currently taking, and any medical records provided directly to you. This documentation streamlines the check-in process and allows the doctor to focus on your child.

Use this initial visit to ensure the new doctor has fully reviewed the transferred medical history and understands any ongoing health concerns. Discuss communication preferences, such as how the office handles after-hours calls or prescription refills, setting clear expectations for future interactions.