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Add-on services

Notarization, forms, care coordination and staffing — the tasks that attach to a records request and usually land on whoever is nearest. Each switches on alongside release or retrieval. Book a demo Trusted across the network 490K+ record requests fulfilled annually
4.9 rating across 1,707 reviews on Google
Solutions · Add-on services

The work around release, handled too

Records requests bring other work with them: forms to complete, records to certify for court, outside records to chase, and requests to staff in states where release can’t be billed. Each add-on takes one of those jobs, on the same platform you release or retrieve on. See how it works
Four jobs off your desk

Pick the add-on by the problem it solves

Release where you can’t charge for it

Staff augmentation puts dedicated virtual assistants on your inbound requests, for states where providers can’t charge for releasing electronic records.

Outside records your clinicians need

Care coordination hands the follow-up to our team. We chase another provider’s records, escalate ignored requests, and check what comes back before you see it.

Records that have to be certified

Digital notary tools let your authorized staff certify medical, billing, and imaging records for court inside the app, with no printing and no wet ink.

Patient forms waiting on a physician

Forms completion has our team fill out workers’ comp, disability, school, and sports forms, in 2.5 days on average. Same platform

Every add-on inherits the release safeguards

An add-on is not another vendor to vet. It runs in the ChartRequest app you already use, under the same HIPAA controls and on the same audited platform as release and retrieval. Where our team does the work, two members check it for completeness and accuracy before it goes out, and you see its status the whole way through.

What carries over

  • HIPAA compliant, regularly audited
  • Works with any EHR, with no integration required
  • Real-time status online, 24/7
  • Electronic delivery, with no fax machine on your side
Customer story · Physical therapy

What handing work to our team gives back

This study is from release, not an add-on, but it shows what moving records work to our team does for a staff. A physical therapy network across 42 locations handed release to ChartRequest Complete and got about 50 staff hours a week back.
50 hrs/wkStaff time saved 2.4 daysAverage turnaround <30 daysOnboarding
More about this case study Track record

Speed you can measure

How long since a record went where it shouldn’t, how long we guarantee, and how many calls each request saves. 315Days this year without an accidental information share (AIS) 5 daysTurnaround guarantee, in days 7 fewerCalls per request

Explore Add-on services

Staff augmentation

Dedicated personnel embedded in your operation, billed as a service rather than a hire — how the arrangement works, and when it beats recruiting. Go to Staff augmentation

Care coordination

A referral service that moves the chart alongside the patient, with virtual assistant support for the follow-up either practice would otherwise chase. Go to Care coordination

Digital notary

Electronic notarization and certification, what makes a record admissible, and which jurisdictions accept a remote notary. Go to Digital notary

Forms completion

Which forms are covered, how they reach the right clinician, and what the turnaround looks like once they leave the inbox. Go to Forms completion

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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