About ChartSwap

Medical Record Retrieval &
B2B Record Exchange

ChartSwap is a fast, simple and secure business-to-business (B2B) record exchange software – connecting a rapidly expanding network of requestors and providers. Our mission is to revolutionize the way personal health information (PHI) is transmitted, improving efficiency and reducing costs on both sides of the medical record retrieval process.

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ChartSwap Connects Medical Records Requestors & Providers Nationally

The ChartSwap network includes over 190,000 national physician groups, hospital systems, billing and RCM vendors – as well as 95% of the nation’s legal requestors (lawyers, record vendors, insurers, etc). ChartSwap continues to grow its provider network – branching out across the medical and business community to offer the most advanced, easy-to-use record exchange software in the nation.

Over 190,000+ Records Providers
95% Of The Nation’s Legal Requestors
Processes Over 4,000 Medical Records Request Per Day

How We Help Medical Records Requestors

SOC 2 Type II Certified

Chartswap is proud to have achieved SOC 2 Type II certification from the American Institute of Certified Public Accountants (AICPA), verifying our commitment to customer data security and stringent security practices.

To achieve SOC 2 Type II Certification, comprehensive audits of Chartswap’s security, availability, processing integrity, confidentiality and privacy controls is conducted annually. To learn more visit Assure Professional.

HIPAA Compliant, Online, B2B Record Exchange Software

Our HIPAA compliant software offers requestors a single online platform where they can initiate a request then track, pay for and download records from any provider.

50% Productivity Increase

50% Average Increase In Productivity

Requestors pay a Transaction Fee for electronic copies of any medical or billing records sent over via our secure platform – eliminating the need for countless faxes and phone calls as well as outdated and slow-moving postal service. By utilizing ChartSwap, requestors can improve employee productivity by up to 50% while saving on labor and postage costs that are difficult to track but add up quickly.

Medical Records Retrieval Cloud Based Software

Secure, Easy-To-Use, Cloud-Based Software

Our easy-to-use, cloud-based software expedites the record retrieval process – allowing custodians to fulfill requests in hours or days, rather than weeks or even months.

How We Help Medical Record Providers

Medical Records Retrieval Cloud Based Software

Fullfill 3rd Party Record Request Easily

Our secure, web-based software allows providers to easily, quickly and securely fulfill third-party record requests as well as share records with other providers – all at no cost to the user.

Fast Cost Effective

Respond To Record Requests With A Click, Not A Postage Stamp

Providers can access our web-based software easily and quickly – where an all-in-one platform allows them to respond to record requests with the click of a mouse, no postage necessary.

Chartswap Handles Mailed Payments

Instantly Receive Electronic Payments

In addition to being able to communicate with requestors electronically, providers can set their fees individually (following applicable state guidelines) and instantly receive electronic payments. No more postage, no more faxes, no more status calls and no more lost checks!

ChartSwap Medical Record Requestor & Provider Process

How ChartSwap Works

  • A requestor (law firm, record retrieval vendor, insurer, etc.) uses ChartSwap to request records.
  • The receiving provider reviews the request and determines whether it can provide the records.
  • If the provider chooses to provide the records, it uploads them into the ChartSwap platform.
  • After the records are uploaded to ChartSwap, the requestor is notified of records being available to purchase.
  • The requestor uses ChartSwap to pay the custodian fee and download the records.
  • ChartSwap then transfers the custodian fee to the provider of the records.

ChartSwap is built on the SalesForce.com platform, recognized as having a leading security infrastructure with world-class physical, administrative and technical security safeguards. In addition, ChartSwap has comprehensive information security and privacy policies. With advanced event monitoring, ChartSwap administrators can receive detailed reports, accounting for every action occurring on the system.

Who We Are

Founded in 2012, ChartSwap was acquired in October 2018 by Ontellus records retrieval services – the nation’s largest technology-enabled provider of records retrieval and data analytics. ChartSwap is headquartered in downtown Houston with an additional location in Kemah, Texas.

ChartSwap has three dedicated software developers and engineers who drive innovation and technology enhancements across the platform. The team is led by our COO, who has a deep background in managing development teams working on the Salesforce platform.

Three corporate attorneys, with a cumulative total of more than 35 years in record retrieval, insurance defense and claims evaluation, make up our legal team.

Our executive team prides itself on being extremely hands-on, consistently working to improve daily operations – whether that is through advancing technology, expedited turnaround times or client service teams who interact with records requestors and records providers directly to ensure optimal user experience.

The ChartSwap executive team retains key stakeholder relationships to ensure that the platform’s features meet ever-evolving industry demands. ChartSwap continues to invest in its leadership and personnel – offering ongoing, innovative software solutions to our requestor and provider networks alike.

ChartSwap Logo

What Our Customers Have To Say About Us

Check Out Even More Rave Reviews

5 Stars

I Give ChartSwap 5 Stars

I have found Chartswap to be an excellent source for my medical billing, and I wish more providers used them. The turnaround time has greatly improved in the 2 years that I have had an account with them. When it does happen that I find a (billing) discrepancy, I bring it to their attention, and they promptly correct it. I give ChartSwap 5 stars!!!!

5 Stars

Wish We Started Using ChartSwap Sooner

I cannot say enough good things about the folks at ChartSwap. We have now worked with them for two years and their platform has allowed our company to take a mammoth project — which was labor intensive, costly and not at all satisfactory for our customer — into a well-oiled, purring engine! I would never hesitate to recommend this company for their great product, more than reasonable rates, streamlined processes that allows us to process requests fairly and consistently and a team that is supportive, responsive and fair to both the provider and the requester alike. My only reservation is, why did it take us so long!!!!

5 Stars

Now Everything Is Electronic

With ChartSwap, we have completely eliminated the manual process. Now everything is electronic, which is so much more efficient. They are great getting back with solutions to our problems or requests. ChartSwap is able to fix all our problems and make requested modifications.

Christi, Intermedix

Just A Few Of The Medical Records Providers Registered On ChartSwap

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