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Home Who we serve Who we serve, by role

Who we serve, by role

Six roles that touch release of information, and what each one is actually measured on. Pick yours for the workflow written around it rather than a general tour. Book a demo Trusted across the network 490K+ record requests fulfilled annually
4.9 rating across 1,707 reviews on Google
Who we serve · By role

One platform, a different job in every seat

Releasing records, retrieving them, and answering for them in an audit are separate jobs with separate deadlines. They run on one queue, with real-time status online, 24/7, and an audit trail that is always on. See how it works
Find your role

Pick the job you’re measured on

Each role page starts from that job, answers the objection that comes with it, and shows the proof.

HIM/ROI leaders

You run the release queue. Clear the backlog without adding staff. Explore HIM/ROI leaders

Practice managers

Records are your front desk’s second job. Take them off it. Explore practice managers

Compliance officers

You answer for every disclosure. Pass audits and avoid improper releases. Explore compliance

IT and security

You approve the vendor. Do it without another system to build or support. Explore IT and security

Legal case managers

Your court dates don’t move. Get records in time for them. Explore legal case managers

Insurance, claims, and HEDIS

You retrieve at audit volume. Keep charts moving to a fixed submission date. Explore insurance and claims The objection, answered

What each role worries about, and what answers it

Every role brings one doubt to a records vendor. Each role page answers it with the evidence below.
Objections by role and the evidence that answers them
Role The usual objection What answers it
HIM/ROI leaders “Switching vendors disrupts my team.” Implementation steps and a measured turnaround case study
Practice managers “We’re too small for a platform.” Release at no cost for eligible specialties, and pages for every size
Compliance officers “Outsourcing increases risk.” HIPAA compliance, regular audits, and an audit trail that is always on
IT and security “Another integration to maintain.” Works with any EHR, with no integration required, and published security controls
Legal case managers “Retrieval is a black box.” Real-time status online, 24/7, and custodians across all 50 states
Insurance, claims, and HEDIS “Volume retrieval stalls.” One view of every chart, and a team that escalates providers who go quiet
Customer story · Retina

One person’s week, given back

At a 17-location retina practice, release ran through one person: signatures, state pricing, mailed invoices. With ChartRequest, a request goes out in about 10 minutes, and 90% of that time went back to other work.
10 minTo process a request 20 hrs/wkAdmin time saved 90%Time back for other work
More about this case study Three ways to operate

Choose who does the release work

Whichever role you’re in, the platform and the audit trail stay the same. What you choose is whose team works the queue. ChartRequest Complete

Fully managed release

ChartRequest’s team runs release from intake to delivery, so no one in your role has to work the queue. Flat rate based on volume and billable mix. Explore Complete ChartRequest Select

No-cost release service

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

Software for your release team

Your staff releases on guided workflows, with every check built in and every action logged. Keep 80%+ of revenue after processing fees. Explore Pro 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

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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