DA Form 8005-2: Outpatient Treatment Records Guide – DA Form 8005-2 serves as the official yellow Outpatient Medical Record (OMR) folder used by the U.S. Army and broader military health system to organize and maintain outpatient treatment documentation. It primarily supports non-military beneficiaries, such as family members, retirees, and civilians eligible for care at military treatment facilities (MTFs).
What Is DA Form 8005-2?
DA Form 8005-2 is a standardized medical record jacket (folder) designated as the Outpatient Medical Record (OMR) (Yellow). It houses paper-based documentation for outpatient care when electronic systems like AHLTA (now part of the broader Military Health System electronic health record) are supplemented or when specific paper records are required.
It differs from:
- DA Form 8005-1 (Light Green OMR) — often used in other contexts.
- DA Form 3444-series — alternative jackets for outpatient treatment records (OTR).
These folders ensure continuity of care, medicolegal documentation, research support, and compliance with privacy standards under HIPAA and DoD policies.
Purpose and Importance of Outpatient Treatment Records
Outpatient treatment records document medical care that does not require overnight hospital admission, including clinic visits, consultations, preventive care, minor procedures, and follow-ups. For eligible beneficiaries, the DA Form 8005-2 jacket organizes these records securely at Military Treatment Facilities.
Key purposes include:
- Providing a complete medical history for ongoing patient care.
- Supporting administrative needs, such as benefits, claims, and fitness determinations.
- Facilitating transfers between facilities (e.g., during PCS moves).
- Ensuring compliance with AR 40-66 (Medical Record Administration and Healthcare Documentation).
In today’s hybrid system, paper records like those in DA Form 8005-2 complement electronic health records, especially for legacy documents or specific non-active duty patients.
Who Uses DA Form 8005-2?
- Family members of active duty, retirees, and eligible civilians receiving care at Army or joint MTFs.
- Retirees and veterans transitioning records.
- Non-military beneficiaries in outpatient settings (as opposed to active duty service treatment records).
Active duty members primarily use electronic records with limited paper components, while DA Form 8005-series jackets are more common for dependent and civilian outpatient records.
How to Prepare and Use DA Form 8005-2?
Per AR 40-66 guidelines:
- Patient identification — Use the patient’s recording card or identification plate to imprint details (name, SSN/DOD ID, DOB, etc.).
- Filing — Documents are filed in a specific order (e.g., SF 600 for progress notes, consultation reports, lab results, etc.).
- Maintenance — Providers document care contemporaneously. Records are maintained at the treating MTF.
Common documents filed in these jackets include encounter notes, history and physicals, immunization records, and specialist consultations.
How to Request, Transfer, or Access Your Records?
For active records:
- Contact the Medical Records Department at your local MTF.
- Use DD Form 2138 for transfers (e.g., during Permanent Change of Station).
For retired/inactive records:
- They are often retired to the National Personnel Records Center (NPRC).
- Submit requests via DD Form 877 or appropriate channels.
Privacy and Authorization:
- Records are protected under the Privacy Act and HIPAA.
- Use DD Form 2870 for authorization to disclose information.
Patients generally cannot hand-carry records; facilities manage transfers to maintain chain of custody.
Download DA Form 8005-2
Official DA Form 8005-2 PDF Download (or related Outpatient Record resources) is available through Army Publishing Directorate (armypubs.army.mil) or your MTF’s medical records portal. Always use official .mil sources for the most current version and instructions.
Note: Search “DA FORM 8005-2” on armypubs.army.mil or contact your MTF for the fillable or printable jacket template and filing guides.
Transition to Electronic Records and Best Practices
The Military Health System continues shifting toward fully electronic records. Paper jackets like DA Form 8005-2 are used on a limited basis or for specific supplemental documentation. Scanned documents and AHLTA/GENESIS entries ensure accessibility across facilities.
Tips for U.S. service members and families:
- Keep personal copies of key documents (labs, imaging reports) when permitted.
- Update contact and emergency information at your MTF.
- Understand TRICARE and MHS GENESIS for digital access where available.
- For veterans, coordinate with VA for seamless record transfer.
Proper management of outpatient treatment records supports continuity of care, deployment readiness, and benefits processing.
This article is for informational purposes only and is based on official U.S. Army regulations such as AR 40-66. For personalized assistance, contact your nearest Military Treatment Facility or the National Personnel Records Center.