Medical Records Transfer: Coming to Our Practice! Please print and fill out this form if you are planning on joining our practice.Send the completed SAR form with supporting documentation to the appropriate CCS county or Regional Office via fax or mail. In section 2, select the "GET" information box and enter the name and address of the hospital, school, physicians, clinic, laboratory, pharmacy, insurer or. Fill out ALL sections of this form to allow CalOptima to release your protected health. Instructions: The person completing this authorization should be advised that this form may not be used to release psychotherapy notes. Complete the form, providing the date(s) of service, the information you are requesting to amend or correct, and the reason for making the request. We strongly recommend patients to sign up for and complete their pre-visit paperwork via MyChart prior to your appointment. You must still submit the appropriate authorization form, making sure to include the physician's name, mailing address, phone number, and fax number. For questions about billing, your claims, medical records, or expenses, log into your secure Medicare account, or call us at 1-800-MEDICARE.