Forms and publications – Kaiser Permanente Washington
- Medical records and health care information
- Summary of benefits and coverage
- Evidence of coverage
- Specialty visit questionnaires
- Well-care questionnaires
- Family and Medical Leave Act (FMLA) & WA State Paid Family & Medical Leave
- Virtual care
- Confidential communications
- Clinical guidelines
- Member resource guides
- Individual and Family plan resources
- Health Care Benefit Managers (HCBMs)
Instructions: How to transfer and get copies of your medical records
- Request for Health Information (PDF) - authorization for Kaiser Permanente to obtain healthcare information from external medical providers
- Request for Restriction of Health Information Disclosures by Kaiser Permanente for Self-Pay Patients (PDF)
Summary of benefits and coverage
Summary of benefits and coverage (SBC) documents summarize important information about health coverage options in a standard format developed by Health and Human Services. SBCs allow you to check plan benefits and coverage. You can also easily compare Kaiser Permanente plan benefits and coverage with other carriers.
You may be asked to fill out a questionnaire prior to an appointment with a specialist.
These questionnaires need to be filled out before a well-care visit, also known as preventive care.
- Preteens ages 10 to 12 (PDF)
- Teens ages 13 to 17 (PDF)
- Young adults ages 18 to 21 (PDF)
- Adults ages 22 to 64 (PDF)
- Adults ages 65 and older (PDF)
Use these forms to request medical certification for your FMLA and/or Paid Family & Medical Leave application for yourself or a family member and release information to your employer or another third party. Please note, the patient must be receiving care from a Kaiser Permanente clinician to use these forms.
- Intake form for your own condition (PDF)
- Intake form to care for a family member (PDF)
- Intake form non-FMLA/PFML (PDF)
- Release of information form (PDF)
- FAQs (PDF)
Under Washington laws you have the right to submit a Request for Confidential Communications asking Kaiser Permanente to send any communications containing your personal health information to you alone, and not to the insurance subscriber that pays for your health insurance. For example, you can request that explanation of benefits (EOB), notices of adverse benefit determinations, and other health plan information only be sent to you. There are three ways to request confidential communications:
- Complete and sign a Confidential Communications Request form (see the link below), and send it to:
Attn: Member Services, P.O. Box 34590, Seattle, WA 98124 - Complete and sign the Confidential Communications Request form, and fax it to 1-888-874-1765
- Contact Member Services at 1-888-901-4636 and ask for assistance
Washington Request for Confidential Communications
WA Office of the Insurance Commissioner (OIC) Confidentiality Request Form
The following member resource guides are for enrollees in each of our health plans. They are designed to help you understand your plan and how to access your care.
- Access PPO (PDF)
- Core (PDF)
- Medicare Advantage HMO (PDF)
- Options (PDF)
- Options for Federal Employees (PDF)
- SoundChoice Plans (PDF)
- Summit PPO (PDF)
- Virtual Plus - Connect (PDF)
- 2024 enrollment guide (PDF)
- 2024 monthly rates (PDF)
- 2024 WA Healthplanfinder enrollment guide (PDF)
- Enrollment application (PDF)
- Account change form (PDF)
- Dental plans summary of benefits (PDF)
Health Care Benefit Managers
Kaiser Foundation Health Plan of Washington (KFHPWA) and Kaiser Foundation Health Plan of Washington Options, Inc. (KFHPWAO) utilize Health Care Benefit Managers for certain services. Below is a list of Health Care Benefit Managers along with a brief description of the services they provide.
Health Care Benefit Manager (HCBM) | Services Provided | Carrier – KFHPWA | Carrier – KFHPWAO |
Cotiviti | Utilization management reviews for provider payment | X | X |
Exponent Health (formerly HRGi) | Provides claims repricing | X | X |
First Choice Health Network, Inc. | Supports claims repricing and network management | X | |
First Health Group Corp. (First Health Network) | Supports claims repricing | X | X |
MultiPlan, Inc. | Data iSight is an application for non-contracted HMO claims supporting usual and customary rates for the services provided | X | X |
OptumInsight, Inc. | Supports analysis of post adjudication prepay claims and provider reconsideration requests for related claim denials | X | X |
OptumRx, Inc. | Provides services including pharmacy claim adjudication, direct member reimbursement processing, accumulator tracking and reconciliation, benefit plan/formulary set up and maintenance, pharmacy network maintenance, call center to support for all pharmacies and member calls. | X | X |
Quantify Health | Provides medical necessity and billing reviews of high dollar claims | X | X |
Radiant Services, LLC | Performs utilization management reviews, claims quality audits, claims processing, and external audit support | X | X |
WholeHealth Living, Inc (Tivity Health) | Supports chiropractic utilization management reviews and network management | X | X |
Kaiser Permanente requires pre-authorization for some services to be covered. Some requests for pre-authorization and/or claims will be reviewed by a clinician for medical necessity. The criteria used to determine medical necessity is available on our Provider site.
- Services that require prior authorization and notification for PPO and Options Federal plan types (PDF)
For questions regarding pre-authorization requirements for specific services, please consult your Certificate of Coverage or Evidence of Coverage, or contact Member Services toll-free at 1-888-901-4636.
Instructions: Request access to your child's online record - From birth through age 17; access changes on child's 13th birthday
Instructions and forms: How to submit claims for reimbursement - For both Medicare and non-Medicare claims, as well as foreign claims.
- Drug Formulary Exception Request*
- New Prescription Order (PDF)
- Refill Prescription Order (PDF)**
- Prescription Transfer (PDF)**
Claim forms
Accident and injury questionnaires
Please contact The Rawlings Company at 1-855-967-6607 or visit the Rawlings website to complete accident and injury questionnaires.
For existing cases prior to June 15, 2022, leave a voicemail message with Kaiser Permanente Other Party Liability line at 1-866-783-9594. For personal injury protection or workers compensation forms submitted through Kaiser Permanente clinics, contact Patient Financial Services at 1-800-442-4014.
Other claim forms
- Coordination of Benefits Questionnaire*
- Coordination of Benefits Questionnaire (PDF)
- Coverage and claim appeals
- How to submit claims for reimbursement
- Member reimbursement form for medical claims (PDF)
- Member reimbursement form for over-the-counter COVID-19 tests (PDF)
- Prescription claim form - Medicare Part D (PDF)
- Prescription claim form (non-Medicare, Medicare without Part D, or over the counter contraceptive drugs and devices) (PDF)
- Authorization to Provide Informed Consent for a Minor (PDF)
- What You Should Know About Informed Consent for a Minor (PDF)
- Consent for Blood and Blood Product Transfusion (PDF)
- Consent for Low-Risk, Non-Invasive Procedure (PDF)
- Declaration of Relative Responsible for Health Care of a Minor Patient (PDF)
- Informed Consent for Conscious Sedation (PDF)
- Know your rights under the Balance Billing Protection Act (Washington state notice, 2024)
- Know your rights under the Balance Billing Protection Act (Washington state notice, Effective Jan. 1, 2025)
- Know your rights under the Balance Billing Protection Act (Federal notice)
*To protect the security of personal information, you must sign on to the member website to use these online forms. This helps us process your request more quickly. (To sign on, you need to be registered.)
If you don't want to sign on, in some cases, there is also a PDF version of the same form. However, you must print the PDF, fill it out, and send it via postal mail. For security reasons, PDFs cannot be submitted as email attachments.
**You can refill and transfer prescriptions online by signing on to the member website. (To sign on, you need to be registered.)