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Medical Records Request Packets API reference

Collect patient identity, requester authority, provider mailing destination, requested record types, date range, records-delivery destination, signature, and any provider-specific authorization or identity documents needed to prepare and mail a patient-access request packet. Do not represent this workflow as a general HIPAA authorization.

Published Jun 20, 2026 • Updated Jul 11, 2026

Open guided form

Workflow slug: medical-records-request-packets. Workflow version: 1. Live schema · Markdown reference.

How it works

Step 1

Fill out form

Complete the guided fields online.

Step 2

Preview PDF

Review the generated PDF before mailing.

Step 3

Mail

We print and mail it via USPS.

How does an agent prepare this form?

PostalForm uses the same workflow definition for this API reference and its guided browser form. Fetch the live schema, collect the active required fields and attachments, and validate the completed request. Review the generated PDF, resolved recipient, mailing service and price with the owner before authorizing payment.

Submission and recipient rules

Setting Current workflow value
Form slug medical-records-request-packets
Recipient mode user
Certified Mail optional
Base U.S. mail service USPS First-Class Mail (mail_class="standard" in the API); not USPS Marketing Mail
Attachment total limit 12 MB
Validate without payment POST /api/machine/orders/validate or POST /api/machine/mpp/orders/validate
Machine order POST /api/machine/orders (x402) or POST /api/machine/mpp/orders (MPP)

Send a top-level form instead of pdf or letter; those three document sources are mutually exclusive. Workflow forms are letters, not postcards. The machine envelope requires buyer, sender and recipient fields. For predefined or computed recipients, the server binds the final recipient to the workflow rules. Inspect the resolved recipient returned by validation; do not substitute a convenient office address.

The template below is structural, not ready to submit: replace every placeholder, complete the active fields, omit unused optional attachments, and use the field options and visibility rules in the schema. Empty strings and unchecked checkboxes are not user answers. Never infer a signature, legal eligibility, factual declaration or consent from a default value.

JSON request template

{
  "request_id": "<new UUID; preserve on retry>",
  "buyer_name": "<buyer name>",
  "buyer_email": "<buyer email>",
  "sender_name": "<sender name>",
  "sender_address_type": "Manual",
  "sender_address_manual": {
    "line1": "<street address>",
    "city": "<city>",
    "state": "<state or region>",
    "zip": "<postal code>",
    "countryCode": "US"
  },
  "recipient_name": "<confirmed recipient name>",
  "recipient_address_type": "Manual",
  "recipient_address_manual": {
    "line1": "<street address>",
    "city": "<city>",
    "state": "<state or region>",
    "zip": "<postal code>",
    "countryCode": "US"
  },
  "mail_class": "standard",
  "double_sided": true,
  "color": false,
  "certified": false,
  "form": {
    "slug": "medical-records-request-packets",
    "fields": {
      "lane_patient_request": false,
      "lane_authorized_representative": false,
      "lane_records_to_new_provider": false,
      "lane_billing_or_insurance_records": false,
      "patient_name": "",
      "patient_date_of_birth": "",
      "patient_phone": "",
      "patient_email": "",
      "patient_address_line1": "",
      "patient_address_line2": "",
      "patient_city_state_zip": {
        "city": "",
        "state": "",
        "zip": ""
      },
      "requester_name": "",
      "requester_relationship": "",
      "requester_email": "",
      "requester_phone": "",
      "requester_address": "",
      "provider_name": "",
      "recipient_name": "",
      "recipient_address": "",
      "record_type_full_chart": false,
      "record_type_visit_notes": false,
      "record_type_lab_imaging": false,
      "record_type_billing_records": false,
      "record_type_immunization_records": false,
      "record_type_other": false,
      "records_date_range": "",
      "request_purpose": "",
      "release_to_name": "",
      "release_delivery_method": "",
      "delivery_instructions": "",
      "records_needed_by_date": "",
      "authorization_context": "",
      "request_notes": "",
      "requester_signature": "",
      "signature_date": "",
      "representative_authority_acknowledged": false,
      "third_party_request_acknowledged": false,
      "provider_requirements_acknowledged": false,
      "preview_acknowledged": false
    },
    "attachments": [
      {
        "id": "authorization_or_release_form",
        "file_name": "<filename>",
        "base64": "<base64 file content>"
      },
      {
        "id": "identity_or_relationship_proof",
        "file_name": "<filename>",
        "base64": "<base64 file content>"
      },
      {
        "id": "prior_request_or_provider_form",
        "file_name": "<filename>",
        "base64": "<base64 file content>"
      },
      {
        "id": "other_supporting_documents",
        "file_name": "<filename>",
        "base64": "<base64 file content>"
      }
    ]
  }
}

Field reference

Field ID Label Type Required when active Choices
lane_patient_request Patient requesting own records checkbox Yes See schema
lane_authorized_representative Authorized representative requesting records checkbox Yes See schema
lane_records_to_new_provider Send records to a new provider checkbox Yes See schema
lane_billing_or_insurance_records Billing or insurance records request checkbox Yes See schema
patient_name Patient full name text Yes See schema
patient_date_of_birth Patient date of birth date Yes See schema
patient_phone Patient phone (optional) text No See schema
patient_email Patient email (optional) text No See schema
patient_address_line1 Patient address line 1 (optional) text No See schema
patient_address_line2 Patient address line 2 (optional) text No See schema
patient_city_state_zip Patient city, state, ZIP (optional) compound No See schema
requester_name Requester full name text Yes See schema
requester_relationship Relationship to patient select Yes Patient, Parent or legal guardian with authority under applicable law, Other legal personal representative with authority under applicable law
requester_email Requester reply email text Yes See schema
requester_phone Requester reply phone text Yes See schema
requester_address Return mailing address address Yes See schema
provider_name Provider, hospital, or clinic name text Yes See schema
recipient_name Records department or attention line text Yes See schema
recipient_address Provider mailing address address Yes See schema
record_type_full_chart Complete medical record or chart checkbox Yes See schema
record_type_visit_notes Visit notes, discharge summaries, or reports checkbox Yes See schema
record_type_lab_imaging Lab results, imaging reports, or test results checkbox Yes See schema
record_type_billing_records Billing, itemized statements, or insurance records checkbox Yes See schema
record_type_immunization_records Immunization or vaccine records checkbox Yes See schema
record_type_other Other records (describe below) checkbox Yes See schema
records_date_range Date range or visit dates requested text Yes See schema
request_purpose Purpose of request (optional) select No Personal records, Continuing care, Insurance claim or appeal, Billing review, Legal or administrative matter, Other
release_to_name New provider or other designated recipient text Yes See schema
release_delivery_method Records delivery method select Yes Secure portal, Encrypted email, Mail paper copies, Mail electronic media, Fax, Provider's standard method
delivery_instructions Exact delivery destination for the records textarea Yes See schema
records_needed_by_date Requested response date (optional) date No See schema
authorization_context Authorization or representative context (optional) textarea No See schema
request_notes Describe the other records you need textarea No See schema
requester_signature Requester signature signature Yes See schema
signature_date Signature date date Yes See schema
representative_authority_acknowledged I am the patient's legal personal representative under applicable law, and I will include any proof of authority the provider requires. checkbox Yes See schema
third_party_request_acknowledged I understand this is a signed access request, not a general HIPAA authorization, and the provider may require its own authorization for this third-party release. checkbox Yes See schema
provider_requirements_acknowledged I understand the provider may require its own form, proof of identity or representative authority, a valid authorization, a portal request, or a permitted fee before releasing records. checkbox Yes See schema
preview_acknowledged I will review the generated packet before checkout and confirm the mailing address is correct. checkbox Yes See schema

Compound fields use nested objects keyed by subfield ID. Evaluate group and field visibility before deciding which fields are active. Conditional requirements, validation rules, recipient rules, attachment formats and compliance policies are preserved in the complete schema below.

Complete workflow schema

{
  "schema_version": 1,
  "workflow_version": 1,
  "slug": "medical-records-request-packets",
  "name": "Medical Records Request Packets",
  "description": "Build a medical records request packet online, review the generated PDF, and mail it to a provider, hospital, clinic, or records department.",
  "agent_summary": "Collect patient identity, requester authority, provider mailing destination, requested record types, date range, records-delivery destination, signature, and any provider-specific authorization or identity documents needed to prepare and mail a patient-access request packet. Do not represent this workflow as a general HIPAA authorization.",
  "form_summary": "Use this workflow to prepare a signed patient-access request under HIPAA, or a request by the patient's legal personal representative, with the records scope, destination, supporting authority, and final packet preview before checkout. It does not generate a general HIPAA authorization.",
  "data_collected": [
    "Patient name, date of birth, contact details, and optional patient address",
    "Requester name, relationship, return address, email, phone, and signature",
    "Provider, hospital, clinic, or medical records department mailing details",
    "Record types, date range, release-to instructions, delivery preference, and optional supporting attachments"
  ],
  "topics": [
    "medical records",
    "health records",
    "HIPAA",
    "healthcare",
    "records requests"
  ],
  "category": "medical_records_request_packets",
  "publish_state": "published",
  "aliases": [
    "medical-records-request-packet",
    "medical-records-request-letter",
    "medical-record-request"
  ],
  "llms": true,
  "indexable": true,
  "certified_mail": "optional",
  "recipient": {
    "mode": "user"
  },
  "checkout_flow": "forms_order",
  "published_at": "2026-06-20",
  "updated_at": "2026-07-11",
  "groups": [
    {
      "id": "request_type",
      "label": "Request type",
      "description": "Choose the job this medical records request needs to do.",
      "depends_on": []
    },
    {
      "id": "patient",
      "label": "Patient details",
      "description": "Identify the patient whose records are being requested.",
      "depends_on": []
    },
    {
      "id": "requester",
      "label": "Requester and return address",
      "description": "Provide the requester details and signature that should appear on the request.",
      "depends_on": []
    },
    {
      "id": "records",
      "label": "Records requested",
      "description": "Specify the records, date range, and release instructions.",
      "depends_on": []
    },
    {
      "id": "recipient",
      "label": "Provider mailing address",
      "description": "Enter the medical records department or provider address you want the packet mailed to.",
      "depends_on": []
    },
    {
      "id": "authorization",
      "label": "Review acknowledgments",
      "description": "Confirm the request details before building the packet.",
      "depends_on": []
    }
  ],
  "fields": [
    {
      "id": "lane_patient_request",
      "label": "Patient requesting own records",
      "type": "checkbox",
      "required": true,
      "meta_class": "radio",
      "ui_width": null,
      "group_id": "request_type",
      "choice_group": "request_type_selection",
      "choice_label": "Which request type best matches what you need?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "lane_authorized_representative",
      "label": "Authorized representative requesting records",
      "type": "checkbox",
      "required": true,
      "meta_class": "radio",
      "ui_width": null,
      "group_id": "request_type",
      "choice_group": "request_type_selection",
      "choice_label": "Which request type best matches what you need?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "lane_records_to_new_provider",
      "label": "Send records to a new provider",
      "type": "checkbox",
      "required": true,
      "meta_class": "radio",
      "ui_width": null,
      "group_id": "request_type",
      "choice_group": "request_type_selection",
      "choice_label": "Which request type best matches what you need?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "lane_billing_or_insurance_records",
      "label": "Billing or insurance records request",
      "type": "checkbox",
      "required": true,
      "meta_class": "radio",
      "ui_width": null,
      "group_id": "request_type",
      "choice_group": "request_type_selection",
      "choice_label": "Which request type best matches what you need?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_name",
      "label": "Patient full name",
      "type": "text",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_date_of_birth",
      "label": "Patient date of birth",
      "type": "date",
      "required": true,
      "meta_class": "date",
      "ui_width": "half",
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_phone",
      "label": "Patient phone (optional)",
      "type": "text",
      "required": false,
      "meta_class": "phone",
      "ui_width": "half",
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_email",
      "label": "Patient email (optional)",
      "type": "text",
      "required": false,
      "meta_class": "email",
      "ui_width": "half",
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_address_line1",
      "label": "Patient address line 1 (optional)",
      "type": "text",
      "required": false,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_address_line2",
      "label": "Patient address line 2 (optional)",
      "type": "text",
      "required": false,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "patient_city_state_zip",
      "label": "Patient city, state, ZIP (optional)",
      "type": "compound",
      "required": false,
      "meta_class": null,
      "ui_width": null,
      "group_id": "patient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": {
        "join_with": null,
        "subfields": [
          {
            "id": "city",
            "label": "City",
            "meta_class": "city",
            "required": false
          },
          {
            "id": "state",
            "label": "State",
            "meta_class": "state",
            "required": false
          },
          {
            "id": "zip",
            "label": "ZIP",
            "meta_class": "zip",
            "required": false
          }
        ]
      }
    },
    {
      "id": "requester_name",
      "label": "Requester full name",
      "type": "text",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "requester",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "requester_relationship",
      "label": "Relationship to patient",
      "type": "select",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "requester",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "options": [
        "Patient",
        "Parent or legal guardian with authority under applicable law",
        "Other legal personal representative with authority under applicable law"
      ],
      "compound": null
    },
    {
      "id": "requester_email",
      "label": "Requester reply email",
      "type": "text",
      "required": true,
      "meta_class": "email",
      "ui_width": "half",
      "group_id": "requester",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "requester_phone",
      "label": "Requester reply phone",
      "type": "text",
      "required": true,
      "meta_class": "phone",
      "ui_width": "half",
      "group_id": "requester",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "requester_address",
      "label": "Return mailing address",
      "type": "address",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "requester",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "provider_name",
      "label": "Provider, hospital, or clinic name",
      "type": "text",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "recipient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "recipient_name",
      "label": "Records department or attention line",
      "type": "text",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "recipient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "recipient_address",
      "label": "Provider mailing address",
      "type": "address",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "recipient",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "record_type_full_chart",
      "label": "Complete medical record or chart",
      "type": "checkbox",
      "required": true,
      "meta_class": "multi_select",
      "ui_width": null,
      "group_id": "records",
      "choice_group": "records_requested",
      "choice_label": "Which records should the provider release?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "record_type_visit_notes",
      "label": "Visit notes, discharge summaries, or reports",
      "type": "checkbox",
      "required": true,
      "meta_class": "multi_select",
      "ui_width": null,
      "group_id": "records",
      "choice_group": "records_requested",
      "choice_label": "Which records should the provider release?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "record_type_lab_imaging",
      "label": "Lab results, imaging reports, or test results",
      "type": "checkbox",
      "required": true,
      "meta_class": "multi_select",
      "ui_width": null,
      "group_id": "records",
      "choice_group": "records_requested",
      "choice_label": "Which records should the provider release?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "record_type_billing_records",
      "label": "Billing, itemized statements, or insurance records",
      "type": "checkbox",
      "required": true,
      "meta_class": "multi_select",
      "ui_width": null,
      "group_id": "records",
      "choice_group": "records_requested",
      "choice_label": "Which records should the provider release?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "record_type_immunization_records",
      "label": "Immunization or vaccine records",
      "type": "checkbox",
      "required": true,
      "meta_class": "multi_select",
      "ui_width": null,
      "group_id": "records",
      "choice_group": "records_requested",
      "choice_label": "Which records should the provider release?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "record_type_other",
      "label": "Other records (describe below)",
      "type": "checkbox",
      "required": true,
      "meta_class": "multi_select",
      "ui_width": null,
      "group_id": "records",
      "choice_group": "records_requested",
      "choice_label": "Which records should the provider release?",
      "depends_on": [],
      "compound": null
    },
    {
      "id": "records_date_range",
      "label": "Date range or visit dates requested",
      "type": "text",
      "required": true,
      "placeholder": "Example: January 2024 through June 2026, or all records related to the 04/12/2026 visit",
      "meta_class": null,
      "ui_width": null,
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "request_purpose",
      "label": "Purpose of request (optional)",
      "type": "select",
      "required": false,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "options": [
        "Personal records",
        "Continuing care",
        "Insurance claim or appeal",
        "Billing review",
        "Legal or administrative matter",
        "Other"
      ],
      "compound": null
    },
    {
      "id": "release_to_name",
      "label": "New provider or other designated recipient",
      "type": "text",
      "required": true,
      "placeholder": "Full name of the person, provider, or organization",
      "meta_class": null,
      "ui_width": null,
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "lane_records_to_new_provider",
        "operator": "truthy"
      },
      "depends_on": [
        "lane_records_to_new_provider"
      ],
      "compound": null
    },
    {
      "id": "release_delivery_method",
      "label": "Records delivery method",
      "type": "select",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "lane_records_to_new_provider",
        "operator": "truthy"
      },
      "depends_on": [
        "lane_records_to_new_provider"
      ],
      "options": [
        "Secure portal",
        "Encrypted email",
        "Mail paper copies",
        "Mail electronic media",
        "Fax",
        "Provider's standard method"
      ],
      "compound": null
    },
    {
      "id": "delivery_instructions",
      "label": "Exact delivery destination for the records",
      "type": "textarea",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "lane_records_to_new_provider",
        "operator": "truthy"
      },
      "depends_on": [
        "lane_records_to_new_provider"
      ],
      "compound": null
    },
    {
      "id": "records_needed_by_date",
      "label": "Requested response date (optional)",
      "type": "date",
      "required": false,
      "meta_class": "date",
      "ui_width": "half",
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "request_purpose",
        "operator": "in",
        "value": [
          "Insurance claim or appeal",
          "Legal or administrative matter"
        ]
      },
      "depends_on": [
        "request_purpose"
      ],
      "compound": null
    },
    {
      "id": "authorization_context",
      "label": "Authorization or representative context (optional)",
      "type": "textarea",
      "required": false,
      "meta_class": null,
      "ui_width": null,
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "lane_authorized_representative",
        "operator": "truthy"
      },
      "depends_on": [
        "lane_authorized_representative"
      ],
      "compound": null
    },
    {
      "id": "request_notes",
      "label": "Describe the other records you need",
      "type": "textarea",
      "required": false,
      "meta_class": null,
      "ui_width": null,
      "group_id": "records",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "record_type_other",
        "operator": "truthy"
      },
      "depends_on": [
        "record_type_other"
      ],
      "compound": null
    },
    {
      "id": "requester_signature",
      "label": "Requester signature",
      "type": "signature",
      "required": true,
      "meta_class": null,
      "ui_width": "half",
      "group_id": "authorization",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "signature_date",
      "label": "Signature date",
      "type": "date",
      "required": true,
      "meta_class": "date",
      "ui_width": "half",
      "group_id": "authorization",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "representative_authority_acknowledged",
      "label": "I am the patient's legal personal representative under applicable law, and I will include any proof of authority the provider requires.",
      "type": "checkbox",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "authorization",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "lane_authorized_representative",
        "operator": "truthy"
      },
      "depends_on": [
        "lane_authorized_representative"
      ],
      "compound": null
    },
    {
      "id": "third_party_request_acknowledged",
      "label": "I understand this is a signed access request, not a general HIPAA authorization, and the provider may require its own authorization for this third-party release.",
      "type": "checkbox",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "authorization",
      "choice_group": null,
      "choice_label": null,
      "visibility": {
        "fieldId": "lane_records_to_new_provider",
        "operator": "truthy"
      },
      "depends_on": [
        "lane_records_to_new_provider"
      ],
      "compound": null
    },
    {
      "id": "provider_requirements_acknowledged",
      "label": "I understand the provider may require its own form, proof of identity or representative authority, a valid authorization, a portal request, or a permitted fee before releasing records.",
      "type": "checkbox",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "authorization",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    },
    {
      "id": "preview_acknowledged",
      "label": "I will review the generated packet before checkout and confirm the mailing address is correct.",
      "type": "checkbox",
      "required": true,
      "meta_class": null,
      "ui_width": null,
      "group_id": "authorization",
      "choice_group": null,
      "choice_label": null,
      "depends_on": [],
      "compound": null
    }
  ],
  "attachments": [
    {
      "id": "authorization_or_release_form",
      "label": "Authorization or release form",
      "required": false,
      "instructions": "Attach the provider's release form or another valid authorization when required. A generated access-request letter does not replace a general HIPAA authorization.",
      "allowed_types": [
        "pdf",
        "jpg",
        "jpeg",
        "png"
      ],
      "max_files": 6,
      "max_size_mb": 12
    },
    {
      "id": "identity_or_relationship_proof",
      "label": "ID or relationship proof",
      "required": false,
      "instructions": "Attach an ID copy, guardianship document, health-care power of attorney, or other proof that establishes the requester's authority when the provider asks for it.",
      "allowed_types": [
        "pdf",
        "jpg",
        "jpeg",
        "png"
      ],
      "max_files": 6,
      "max_size_mb": 12
    },
    {
      "id": "prior_request_or_provider_form",
      "label": "Prior request or provider form",
      "required": false,
      "instructions": "Attach prior correspondence, a provider-specific request form, portal printout, or instructions showing what the records office requested.",
      "allowed_types": [
        "pdf",
        "jpg",
        "jpeg",
        "png"
      ],
      "max_files": 10,
      "max_size_mb": 12
    },
    {
      "id": "other_supporting_documents",
      "label": "Other supporting documents",
      "required": false,
      "instructions": "Any other supporting PDF or image you want appended behind the request packet.",
      "allowed_types": [
        "pdf",
        "jpg",
        "jpeg",
        "png"
      ],
      "max_files": 10,
      "max_size_mb": 12
    }
  ],
  "attachments_max_total_size_mb": 12,
  "machine_submission": {
    "payload_property": "form",
    "create_paths": {
      "x402": "/api/machine/orders",
      "mpp": "/api/machine/mpp/orders"
    }
  }
}

Preview, payment and retries

Validation does not mail the document. For a human checkout, use MCP postalform.create_form_order_draft and present the returned preview, total and checkout URL. Machine API clients must handle the returned MPP or x402 challenge only within owner-approved spending authority. Preserve request_id and the exact payload for retries; changing the content requires a new request ID. After an uncertain payment, retrieve order status before creating another order. Provider handoff is not USPS delivery.

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