What form should be completed before a client's records can be shared with an insurance company?

The appropriate form that should be completed before sharing a client's records with an insurance company is a release of information. This form is crucial because it specifically allows healthcare providers to disclose personal health information to third parties, such as insurance companies.

The release of information form typically includes details about what specific information can be shared, with whom it can be shared, and for what purpose. It protects the client's rights and ensures that they have given informed consent for their sensitive health information to be disclosed, which is essential in maintaining confidentiality and complying with regulations like HIPAA.

While a consent form is also important, it usually pertains to the client's agreement to undergo specific treatments or procedures, rather than the sharing of records. A financial agreement addresses payment responsibilities and terms between the client and the provider, while a privacy policy statement informs clients about how their information is used and protected, but does not authorize the sharing of records. Therefore, the release of information is the correct and necessary document for this situation.