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Platform overview

Every capability behind release and retrieval, from the work queue and the network to tracking, reporting, forms, and security. Book a demo Trusted across the network 490K+ record requests fulfilled annually
4.9 rating across 1,707 reviews on Google
Platform · Overview

One platform, both directions

Release and retrieval share one platform, one audit trail, one tracking system, and one support team. Manual steps become automated tasks, and every touchpoint on every request is logged.
What the platform does

Every capability, release and retrieval

Whether your team does the work or ours, and whether you release records or request them, these are the tools underneath.

Release workflow

One work queue takes each request from intake through verification, fulfillment, delivery, and billing, with every step in the audit trail. Guided workflows walk your team through each request, whatever their experience. See the release software

Retrieval network

One intake reaches custodians across all 50 states. Carequality-connected custodians exchange records digitally; for the rest, HIPAA-compliant requests go out automatically and a person escalates any request that stalls. See how retrieval works

Live tracking

Real-time status online, 24/7, for staff, requesters, and patients. Requesters check progress instead of calling, with 7 fewer status calls per request.

Reporting

A dashboard of request demand, turnaround, and team performance, in hourly, daily, weekly, or monthly views and filtered by location. You address needs before they turn into problems.

Forms and notarization

Forms completed in 2.5 days on average, with digital signatures and notary stamps applied in the same workflow. See forms completion

Security

HIPAA compliant and regularly audited, with role-based access control and 256-bit SSL, 2048-bit private keys, and multilayered AES encryption. Every request is double-verified before release. Visit the Trust Center Both directions

The same platform, whichever side you’re on

What each capability does when you release records, and when you request them.
Platform capabilities for release and retrieval
Capability When you release records When you request records
Intake Every request, from every source, lands in one work queue One intake reaches custodians across all 50 states
The work Your staff on guided workflows, or ChartRequest’s team Carequality-connected exchange, automated requests, and a person who escalates stalls
Status Requesters check online instead of calling, with 7 fewer status calls per request You check every request online, 24/7, instead of calling custodians
Security Each request double-verified, so only the minimum necessary leaves Records arrive over 256-bit SSL with multilayered AES encryption
Audit trail Every check and release logged as it happens Every request, update, and delivery logged
Customer story · Orthopedics

One support team, years in

An eight-location orthopedic group moved release to ChartRequest’s full-service team and has stayed. Support replies in under an hour, and its patients receive records in about two days.
<1 hrSupport reply time 7+Years on ChartRequest ~2 daysPatient delivery
More about this case study Choose how to run it

Every capability, four ways to use it

The platform is the same under each. What changes is who does the work and which direction it runs. ChartRequest Complete

Fully managed release

ChartRequest’s team runs release on the platform, from intake to delivery. Flat rate based on volume and billable mix. Explore Complete ChartRequest Select

No-cost release service

The same full-service release for eligible specialties, at no cost. Billable requesters cover the full service. Explore Select ChartRequest Pro

Software for your release team

Your team releases on the platform’s guided workflows and keeps the revenue. Keep 80%+ of revenue after processing fees. Explore Pro Fully managed

Services

A retrieval team works your requests on the network and escalates the custodians who stall. A custodian who will not respond is escalated. Explore retrieval services

More of the platform

Real-time tracking

Live status for staff, requesters, and patients, so nobody has to call to find out where a records request stands. Go to Real-time tracking

The network

Custodians across all 50 states from one intake, Carequality-connected, with a retrieval team for every record that is not. Go to The network

Compliance & security

The controls, certifications and logging behind every release — HIPAA enforcement, SOC 2, audit readiness, and how the security model handles a records team that works remotely. Go to Compliance & security

See ChartRequest on your own records

A 20-minute walkthrough of release, retrieval, and the audit trail — using the workflow you run today. Book a demo

Founded 2012 in Atlanta, GA. The medical records exchange network — release and retrieval on one HIPAA-compliant platform.

Health information, exchanged the right way

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