Free H1836 A Form in PDF

Free H1836 A Form in PDF

The H1836-A form, also known as the Medical Release/Physician's Statement, is a crucial document for individuals applying for exemptions from employment services programs due to physical or mental incapacity. This form, required by the Health and Human Services Commission (HHSC), must be completed by a physician to verify an individual's health condition and ability or inability to work. If you need to confirm your medical condition to apply for an exemption, click the button below to fill out your H1836-A form with the necessary information.

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The H1836-A form, known as the Medical Release/Physician's Statement, plays a crucial role in determining whether individuals applying for benefits through the Health and Human Services Commission (HHSC) are able to work or participate in work-related activities due to physical or mental limitations. As outlined in this document, the process involves a detailed assessment by a physician, who evaluates the patient's capability to engage in employment, considering any restrictions that might exist. This evaluation covers various aspects of physical activity such as sitting, standing, walking, and more, to ascertain the extent to which the individual can perform work-related tasks. Additionally, the form contains sections for both the physician to detail the patient's diagnosis and for the patient or their representative to authorize the release of medical information to HHSC. This authorization is pivotal for those seeking exemption from employment services programs, underscoring the form's significance in the nexus of healthcare and employment services. Importantly, the form recognizes the rights of patients concerning the privacy of their health information, ensuring protections are in place while facilitating the necessary verification process for benefit eligibility.

Preview - H1836 A Form

Medical Release/Physician's Statement

Form H1836-A

March 2015-E

Section I – To Be Completed By Staff

Name of Patient

Date of Birth

Social Security No.

 

 

 

Case Name (caregiver)

Case No.

Patient's Usual Job

 

 

 

Health and Human Services Commission (HHSC) Office Address

HHSC Mail Code

HHSC Fax No.

 

 

 

Section II – To Be Completed By Physician

The patient named above has applied for benefits with our agency. Federal and state regulations require that persons receiving benefits work or participate in activities to prepare them for work unless they are physically or mentally incapable of working. This patient claims that disability. Please complete the appropriate parts. After you complete the form, you may give it to the person or mail it to HHSC at the address in Section I.

Part A – Personal Disability

To what extent is the individual able to work or participate in activities to prepare for work? Please check one of the following boxes:

1. The individual is able to work, or participate in activities to prepare for work, without restrictions:

a. Full time (40 hours/week)

 

b. Part time at

hours/week

2. The individual is able to work, or participate in activities to prepare for work, with restrictions: (Please complete Part B and C)

a. Full time (40 hours/week)

 

b. Part time at

hours/week

3. The individual is unable to work, or participate in activities to prepare for work, at all: (Please complete Part C)

a. The disability is permanent.

b. The disability is not permanent and is expected to last more than 6 months.

c. The disability is not permanent and is expected to last 6 months or less.

Part B – Activity Restrictions

What can this individual do now? Check the appropriate boxes that are applicable during a workday:

Maximum Hours per Workday

2

4

6

8 Other

Sitting

Standing

Walking

Climbing stairs/ladders

Kneeling/Squatting

Bending/Stooping

Pushing/Pulling

Keyboarding

Lifting/Carrying

Other (please describe)

The individual may not lift/carry objects more than Ibs. for more than hours per day.

Individuals with employment limitations may still be assigned to complete community work in an office environment with little physical strain or demand (answering phones, filing while seated, etc.) Others may be assigned to complete employment-related activities in a classroom

setting. In your opinion, can this individual participate in activities of this nature?

Yes

No

Any other remarks, recommendations or restrictions?

Form H1836-A

 

 

 

 

Page 2 / 03-2015-E

 

 

 

 

 

Part C – Diagnosis

 

 

 

 

Primary Disabling Diagnosis

 

 

Secondary Disabling Diagnosis

 

 

 

 

 

 

Comments

 

 

 

 

 

 

 

 

Name of Physician (please type or print)

Signature – Physician

Date

 

 

 

 

Physicians License No.

Office Address (Street or P.O. Box, City, State and ZIP)

Area Code and Phone No.

 

 

 

 

 

Section III – To Be Completed By Patient or Patient's Personal Representative

Authorization to Release Medical Information

Patient's Name:

HHSC is requesting verification of the medical condition that prevents you from participating in the employment services program. When you sign this authorization, you are giving HHSC permission to contact your doctors, medical facilities or other health care providers to request copies of your health information as indicated below. You do not have to sign this form to be eligible for TANF, SNAP, or Medicaid. However, you must sign this form if you want to be eligible for an exemption from the employment services program.

I authorize

 

to complete Form H1836-A, Medical Release/Physician's Statement, and

 

 

 

 

Doctor, Medical Facilities or other Health Care Providers

release the information to HHSC and the Texas Workforce Commission for purposes of verifying the medical condition that prevents me from

participating fully in the employment services program. This authorization expires on

.

 

 

 

 

 

 

 

 

 

 

 

 

 

Client or Personal Representative's Signature

 

 

 

Date

If you are signing for the client, please describe your authority to act for the client:

 

 

 

 

Note: If the person requesting the release of case information cannot sign his/her name, two witnesses to his/her mark (X) must sign below:

Witness

Date

Witness

Date

Notice to Client

HHSC, as receiver of this information, will protect your personal health information in accordance with federal and state privacy regulations. If you authorize release of your health information to other parties, it may no longer be protected by privacy regulations.

You can withdraw permission you have given your doctor or health care provider to use or disclose health information that identifies you, unless they have already taken action based on your permission. You must withdraw your permission in writing.

Document Specs

Fact Name Description
Form Identification The form is identified as H1836-A, titled Medical Release/Physician's Statement.
Publication Date The form's version date is March 2015-E.
Primary Purpose Its primary purpose is to assess an individual's physical or mental capability to engage in work or work-related activities.
Sections Overview It is divided into three main sections: Information by staff, physician's assessment, and patient or representative authorization.
Physician's Role A physician completes the assessment of the patient's ability to work, noting any restrictions and providing a disability diagnosis.
Patient Authorization A section for patient or their personal representative's consent to release medical information is included, underscoring the importance of privacy and consent.
Governing Laws This form is governed by federal and state regulations governing work requirements for recipients of certain public benefits.

Instructions on Writing H1836 A

Once the H1836 A form, or the Medical Release/Physician's Statement, is in your hands, you're tasked with gathering specific health information crucial for applying for benefits, which might exempt you from work requirements due to a physical or mental disability. It's a straightforward document that requires attention to detail to ensure all the necessary information is correctly provided. This process involves collaboration between you, your physician, and, if applicable, your personal representative. Here's how to fill it out:

  1. Section I – To Be Completed By Staff:
    • Start by entering the patient's name, including your own if you are the patient.
    • Fill in the date of birth and social security number of the patient.
    • Include the case name, which is often the caregiver's name, and the corresponding case number for identification.
    • Provide the patient’s usual job or occupation.
    • Record the Health and Human Services Commission (HHSC) office address, mail code, and fax number, available from your HHSC contact or their website.
  2. Section II – To Be Completed By Physician:
    • The physician must answer questions in Part A related to the patient’s ability to work or participate in work-related activities, choosing from the options given.
    • In Part B, the physician should mark the patient's limitations, specifying any restrictions on activities like sitting, standing, walking, etc., including maximum hours per workday and lifting/carrying capabilities.
    • For Part C, the doctor must provide a diagnosis of the primary and secondary disabling conditions, if applicable.
    • Complete the physician’s information, including name, signature, license number, office address, and contact details.
  3. Section III – To Be Completed By Patient or Patient's Personal Representative:
    • The patient or their representative must authorize the release of medical information by filling out their name.
    • Indicate the physician, medical facilities, or other health care providers authorized to release medical information to HHSC.
    • Sign and date the form, certifying the authorization for HHSC to obtain the medical records. If the form is filled out by a personal representative, they must describe their authority to act for the patient.
    • If the patient cannot sign, two witnesses must observe the mark (X) made by the patient and sign their names, including the date.

After completing these steps, ensure the form is directed back to the HHSC office listed in Section I. This could involve handing it directly to the patient, who can then submit it, or mailing it to the specified address. By accurately completing this form, you aid in the efficient processing of the application for benefits, potentially exempting the patient from certain work requirements due to their medical condition.

Understanding H1836 A

What is Form H1836-A and who needs to fill it out?

Form H1836-A, also known as the Medical Release/Physician's Statement, is a document required by the Health and Human Services Commission (HHSC) for individuals applying for benefits who claim they are physically or mentally incapable of working. The form must be completed by two parties: Section I by HHSC staff involved with the patient's case, and Section II by the physician assessing the patient's capability to work or participate in work-related activities.

How does a physician determine the patient's ability to work or participate in activities?

In Section II of the form, the physician must select one of three options regarding the patient's ability to work, which can range from being able to work without restrictions to being completely unable to work. Further details, such as the extent of any restrictions or the nature of the patient's disability, are provided in subsequent parts of the section.

What information is needed in Part B – Activity Restrictions?

Part B requires the physician to specify what the patient is capable of doing, like sitting, standing, walking, and more, during a typical workday. It also includes questions on the maximum weight the patient can lift or carry, and whether they can participate in less physically demanding activities, such as filing or answering phones.

Is the release of medical information mandatory for benefits eligibility?

No, signing the authorization to release medical information section (Section III) is not mandatory for eligibility for TANF, SNAP, or Medicaid. However, it is necessary for those seeking an exemption from the employment services program based on a medical condition.

What happens if the patient cannot sign the form?

If the patient is unable to sign the form, two witnesses must observe the patient making a mark (X) on the form and sign to confirm this action. This ensures the patient's intent to authorize the release of medical information even if they cannot provide a traditional signature.

Can a patient revoke their authorization to release medical information?

Yes, patients can withdraw their permission at any time, which will stop further sharing of their health information. This withdrawal must be in writing and submitted to the physician or health care provider who was originally given the authorization. It's important to note, however, that any actions already taken based on the granted permission cannot be reversed.

Who can act on behalf of the patient in signing the form?

The patient's personal representative, such as a legal guardian or someone holding a power of attorney, can sign the form on the patient's behalf. They must clearly describe their authority to act for the patient in the designated section of the form.

How does the HHSC protect the patient's personal health information?

The HHSC is committed to protecting the privacy of personal health information in accordance with federal and state regulations. However, it's important to understand that once health information is released to other parties, it may not be covered by these privacy protections. This underscores the importance of patients carefully considering to whom they authorize the release of their information.

Common mistakes

Filling out the H1836-A form, also known as the Medical Release/Physician's Statement Form, is a crucial step for individuals applying for benefits who claim a disability that prevents them from working. However, mistakes can easily be made during this process. Being aware of these common errors can help ensure that the form is completed accurately and efficiently.

First, a common mistake is not completely filling out Section I, which must be completed by staff. This section captures essential information about the patient, including their Social Security Number and case details. Omitting information here can delay the processing of the form.

In Section II, to be completed by the physician, it's critical to accurately assess and check the appropriate box regarding the patient's ability to work or participate in activities. A frequent mistake is the physician not completing Part B and Part C when indicating that the individual has restrictions or is unable to work, respectively. These parts are essential for detailing the limitations and the medical condition of the patient.

Another common error in Part B involves not specifying or inaccurately listing the patient's activity restrictions. This section should detail what the patient can do, such as sitting, standing, and walking, including the maximum hours per workday. Leaving this vague or unchecked can lead to misinterpretation of the patient's capabilities.

Moreover, physicians sometimes provide insufficient detail in Part C, which asks for the primary and secondary disabling diagnoses. A thorough description is necessary for a clear understanding of the patient's health condition. Skipping remarks, recommendations, or restrictions can also undermine the patient's case for benefit eligibility.

In Section III, the mistake often made by patients or their representatives is not properly authorizing the release of medical information. This authorization is crucial for HHSC to verify the medical condition. Failure to sign this section or to provide a clear description of the representative's authority to act for the patient can result in an incomplete application.

An additional error involves not paying attention to the expiration date of the authorization to release medical information. This needs to be filled out thoughtfully to ensure that the authorization does not expire too soon.

Finally, neglecting to withdraw permission in writing, when necessary, is another oversight. While not directly related to the form completion, understanding one's right to withdraw permission and how to do it is vital. If circumstances change, this step ensures the patient's privacy is maintained according to their current wishes.

Completing the H1836-A form accurately and in its entirety is vital for a smooth benefits application process. Avoiding these common mistakes can significantly impact the outcome and efficiency of obtaining necessary benefits and support.

Documents used along the form

When applying for benefits or services that require a demonstration of disability or work-related incapacity, the H1836-A form is a crucial document. However, it's often just one part of a broader set of documents needed to comprehensively assess an individual's situation. Each associated form or document serves a specific purpose, contributing to a detailed and accurate understanding of the individual's needs and qualifications for assistance.

  • Form H1010: Texas Health and Human Services Application for Benefits - This form is the initial application for benefits like SNAP (Supplemental Nutrition Assistance Program), TANF (Temporary Assistance for Needy Families), and Medicaid, serving as a gateway to receiving assistance.
  • Form H1028: Employment Verification - Used to verify a person's employment status and income, this form helps determine eligibility for various programs based on financial need and work capability.
  • Form H1200: Medicaid for the Elderly and People with Disabilities - Specifically designed for Medicaid applicants with disabilities or aged individuals, offering a detailed assessment of their medical condition and financial status.
  • Form SSA-827: Authorization to Disclose Information to the Social Security Administration - Allows healthcare providers to share medical records with the SSA for disability claims, ensuring all relevant health information is considered.
  • Form H1020: Request for Information or Action - Sent by Texas Health and Human Services when additional information is needed to process an application, ensuring decisions are made based on comprehensive data.
  • Form H4100: Agreement to Release Your Facts - This form is a more general agreement allowing the release of personal information necessary for the administration of health and human services programs.
  • Proof of Citizenship or Legal Status: Documents such as a birth certificate or passport are required to confirm U.S. citizenship or lawful presence, a criteria for many assistance programs.
  • Physician’s Detailed Statement: Although not a standardized form, a letter from a treating doctor detailing the applicant's condition and limitations can provide in-depth support for a claim of disability.

The understanding of an individual's need for assistance and their qualification for benefits programs is significantly enhanced with these documents, forming a comprehensive view that facilitates informed decision-making by agencies. Each one plays a vital role in ensuring that assistance is provided accurately and to those who most need it, outlining the personal, financial, and medical context necessary for a full assessment.

Similar forms

The Form SSA-827 (Authorization to Disclose Information to the Social Security Administration) has a significant resemblance to the H1836-A form, particularly in its function of authorizing medical information release. Both require explicit permission from the patient or their representative to gather medical information from healthcare providers, crucial for determining eligibility for certain benefits or programs. The forms play a pivotal role in assessing an individual’s capacity to work or participate in activities due to health conditions.

Another document quite similar to the H1836-A form is the HIPAA Authorization Form, which allows for the release of an individual's protected health information. Just like the H1836-A, it requires the individual’s or their representative’s signature to authorize health information disclosure. Both serve the purpose of sharing necessary medical information with specific entities, although the HIPAA form is broader in its application across various healthcare contexts.

The FMLA Certification of Health Care Provider for Employee’s Serious Health Condition (Form WH-380-E) also shares similarities with the H1836-A form. It is designed to certify that an employee’s health condition makes them unable to perform their job, mirroring the intention behind the H1836-A to confirm a person's inability to work or participate in work-related activities. Both forms are crucial for determining the appropriateness of granting certain exemptions or benefits based on health conditions.

The VA Form 21-4142 (Authorization to Disclose Information to the Department of Veterans Affairs) is paralleled to the H1836-A in its aim to collect medical information necessary for determining eligibility for benefits. Both documents require authorization to collect health-related details that impact an individual’s participation in specific programs or receipt of benefits, specifically focusing on the disability's impact on the individual's life.

The Disability Report - Adult - Form SSA-3368 is utilized by the Social Security Administration to gather detailed information on how an individual's condition affects their daily life and ability to work. This form's focus on the specifics of an individual’s disability and its impact on their work capabilities closely aligns with the purpose of the H1836-A, which also seeks to understand the extent of work limitation due to health issues.

The Workers' Compensation Claim Form (DWC 1) is similar to the H1836-A as it involves the process of documenting an individual's injury or illness related to their job, affecting their ability to work. Both forms are integral in the process of determining eligibility for support due to health conditions that limit work capacities, though the Workers' Compensation form is specifically for job-related incidents.

The Consent for Release of Information (Form SSA-3288) is akin to the H1836-A form in that it facilitates the release of personal information by the Social Security Administration for specific purposes. Both documents require the individual’s consent to release their personal information, ensuring that the process respects the individual’s privacy and adheres to legal standards.

The Medical Examination Report Form for Commercial Driver Fitness Determination parallels the H1836-A in its goal to assess an individual's physical ability to perform work-related tasks. This form is specifically used to ensure a commercial driver’s health status allows them to safely operate commercial vehicles, mirroring the H1836-A’s purpose of assessing general work ability in the face of health issues.

Lastly, the Health Insurance Portability and Accountability Act (HIPAA) Privacy Authorization Form, though generally broader in application, is similar to the H1836-A in that it permits the disclosure of health information for specific purposes. Like the H1836-A form, it requires a signed authorization to release medical information, ensuring that the individual’s health information is used appropriately and with consent for particular objectives.

Dos and Don'ts

When filling out the H1836-A form, it's essential to follow these guidelines to ensure the process is completed correctly and efficiently.

Things You Should Do

  1. Ensure all the information in Section I is accurate, including the patient's name, date of birth, and social security number.
  2. Double-check the Health and Human Services Commission (HHSC) office address and fax number to prevent any mailing or communication errors.
  3. Accurately describe the patient's usual job and any health limitations they may have in the appropriate sections, providing clear details when necessary.
  4. Have the physician complete Section II thoroughly, ensuring they select the correct level of the patient's ability to work or participate in work-related activities.
  5. Remember to sign and date the Authorization to Release Medical Information at the end of Section III, as this is crucial for the form's processing.

Things You Shouldn't Do

  • Don't leave any sections incomplete. If a section doesn't apply, mark it as "N/A" instead of leaving it blank.
  • Avoid providing vague or non-specific answers, especially in the description of the patient's disability and restrictions.
  • Do not attempt to fill in Section II if you are not the attending physician. This section is strictly for medical professionals.
  • Refrain from making unauthorized changes or corrections to the physician's statements in Section II.
  • Do not forget to check the expiration date of the authorization in Section III to ensure it remains valid for the required period.

Misconceptions

There are several common misconceptions regarding Form H1836-A, the Medical Release/Physician's Statement that's necessary for obtaining exemptions from work requirements in certain benefit programs. Below, these misconceptions are dispelled to provide clarity on the form's requirements and use.

  • Form H1836-A is only for disability claims: While Form H1836-A focuses on medical conditions that may exempt individuals from work requirements in benefit programs, it is not solely for disabilities. It can encompass temporary conditions or injuries that impact the ability to work or participate in related activities.
  • Any doctor can sign the form: The physician completing the form should be familiar with the patient's medical condition and provide an accurate assessment of their ability to work. It's not the case that any available doctor without prior knowledge of the patient's condition can or should complete the form.
  • Signing the form guarantees an exemption: Completing and signing Form H1836-A does not automatically result in an exemption from work requirements. The information provided is subject to review by the relevant agency, which will make the final determination.
  • All sections of the form must be completed for it to be valid: The necessity to complete certain sections of the form depends on the patient's specific circumstances—particularly whether they can work with or without restrictions, or not at all.
  • The form must be physically handed to the physician by the patient: Patients can hand the form to their physician, but it can also be mailed by either the patient or the agency requesting the completion of the form, as indicated in the physician's section instructions.
  • There is a fee to have the form completed: While some physicians may charge a fee for completing forms or for the medical evaluation that informs the completion of the form, there is no standardized fee associated with Form H1836-A itself.
  • Information filled out on Form H1836-A will be publicly accessible: Information provided on the form is protected by federal and state privacy regulations and is shared only with authorized entities for the specific purpose of evaluating benefit eligibility or exemption requests.
  • Patient authorization is not required for the form's submission: Section III of the form requires patient authorization to release medical information for the purpose of evaluating the exemption request. Without this authorization, the medical information provided may not be used in the evaluation process.
  • Form H1836-A is only applicable for permanent disabilities: This form accommodates both permanent and temporary conditions impacting work ability, with sections dedicated to specifying the expected duration of the condition.
  • The form's completion and submission can only be done by the patient: While the patient or their personal representative must authorize the release of medical information, any involved party, including caseworkers or legal representatives, can assist with the form's completion and ensure its submission to the appropriate agency.

Understanding these points clarifies the process and requirements involved with Form H1836-A, making it easier for individuals and professionals to navigate the system effectively.

Key takeaways

Filling out and using the H1836-A form, known as the Medical Release/Physician's Statement, is an essential process for individuals applying for certain benefits who are unable to meet work requirements due to a physical or mental disability. Here are key takeaways to ensure its proper completion and use:

  • Understanding the Purpose: The form aims to document a patient's capability (or lack thereof) to work or participate in work preparation activities due to a disability, as required by federal and state regulations for benefit eligibility.
  • Completing Section I: This section should be filled out by staff, including details such as the patient's name, date of birth, Social Security Number, case name, and other relevant details.
  • Physician's Responsibility: In Section II, the physician will indicate the patient's ability to work, any restrictions, and provide a detailed assessment of the patient’s condition, including a diagnosis and any activity limitations.
  • Detailed Assessment Required: Physicians are asked to provide specific information about the patient’s ability to perform work-related activities, including sitting, standing, walking, and lifting restrictions. This information is crucial for determining the patient's eligibility for work exemption.
  • Authorization by Patient: Section III requires the patient or the patient's personal representative to authorize the release of medical information by signing the form. This permission is necessary for the Health and Human Services Commission (HHSC) to obtain the medical details relevant to the benefits application.
  • Privacy Protections and Rights: It is important for patients to know that their health information is protected under federal and state privacy regulations. They have the right to withdraw permission for the release of their health information, though this must be done in writing.
  • Expiration of Authorization: The authorization given by the patient or representative for releasing medical information has an expiry date, which should be noted carefully to ensure ongoing compliance with requirements for benefit eligibility.
  • Witness Requirement: If the patient cannot sign their name on the authorization section, two witnesses must sign, attesting to the patient’s mark (X). This safeguards the integrity of the authorization process.

This form serves as a critical tool for verifying the medical condition that may prevent a patient from participating in employment services, thus affecting their eligibility for certain benefits. Proper completion and submission are vital for this process.

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