Medical chart retrieval, tracked and proven at every step
95% average
medical chart retrieval rate*
↑ 40% gained
efficiency through utilization of Chart Retrieval
↑ 90% faster
chart ingestion**
*Across valid chart requests with accurate data through an 18-week project, using traditional retrieval methods.
**Compared to traditional (non-digital) retrieval methods, based on internal benchmarking against customer-reported timelines.
Connect medical record retrieval across every channel
Chart retrieval breaks down long before records arrive. Requests move through providers, retrieval vendors, EMR systems, portals, faxes, and onsite retrieval, leaving teams to manage status across disconnected systems and workflows.
Reveleer consolidates retrieval requests from every channel into one system with connected workflows and a shared view of each request. Once records arrive, Chart Retrieval prepares them for diagnosis validation, clinical evidence extraction, and downstream review.
How Reveleer Chart Retrieval works
See how requests move from provider outreach to validated records
Create provider packet requests
Configure once, then auto-generate provider packets for every new retrieval request.
Send provider packets automatically
Automatically send validated provider packets at launch, no manual work required.
Follow up with providers
Manage phone, fax, email, and mail follow-ups in a unified workflow.
Retrieve records your way
Receive records through fax, SFTP, secure upload, or other methods.
Index and deliver on schedule
Match charts to the right member for your downstream programs on time.
Chart retrieval built for enterprise programs
Medical record retrieval software for provider outreach, EMR and onsite retrieval, third-party copy services, and downstream review.
Intelligent provider
packet automation
Configure outreach packets and cover letters by project and program. Automated weekly statements and naming-based document routing keep every request moving without manual follow-up or status chasing.
Integrated
provider calling
Call providers directly from your workflow, with every conversation logged automatically. Passive productivity tracking occurs throughout all calls and comments.
Multi-channel
provider outreach
Reach providers by phone, fax, email, and mail from one place. Centralized outreach logging keeps every attempt organized, so your team can track historical outreach, what worked, and what is next.
Track every
retrieval request
See where every request stands, from first outreach to delivered chart. Dashboards and milestone tracking give your team a clear, auditable record of every retrieval, from first contact to final delivery.
Automatic escalation and pend tracking
Automatically flag stalled or pended requests so nothing sits idle. Dashboards surface exactly which retrieval requests need attention, so your team can resolve them before deadlines slip.
One record, reused
across programs
Retrieve a chart once and reuse it across risk, quality, and audit programs. Chart Lake stores records for use across your contracted projects, cutting duplicate requests to the same provider office.
Medical record retrieval solution tailored to your program and role
Retrieval for Retrospective Risk
Keep retrospective sweeps on schedule with provider outreach and record acquisition scoped to your risk adjustment universe. Coding teams receive charts faster, reducing pends and late-cycle rework.
See Retrospective Risk Adjustment →
Retrieval for HEDIS® Audit Readiness
Support measure abstraction with retrieval scoped to your HEDIS and Stars quality programs. Give abstraction teams the documentation they need without last-minute provider outreach to close gaps.
See HEDIS Retrieval and Abstraction →
RADV audit-ready retrieval
Acquire records for your CMS RADV sample universe with provider outreach and tracking built for audit timelines. Keep every requested chart accounted for, every retrieval step documented, and your team prepared for CMS review.
See RADV →
HHS-RADV IVA Services
Meet IVA requirements with a qualified vendor managing medical record retrieval for your audit sample. Reveleer coordinates provider outreach, tracks every record request, and maintains traceability of all retrieval.
See HHS-RADV IVA Results →
Retrieval for Year-Round Quality Program
Support ongoing quality and Stars initiatives with continuous retrieval throughout the year. Close documentation gaps as they’re identified instead of waiting for the annual retrieval cycle.
See how Clinical Quality and Chart Retrieval integrate →Retrieval for Retrospective Risk
Keep retrospective sweeps on schedule with provider outreach and record acquisition scoped to your risk adjustment universe. Coding teams receive charts faster, reducing pends and late-cycle rework.
See Retrospective Risk Adjustment →Retrieval for HEDIS® and Stars Quality
Support measure abstraction with retrieval scoped to your HEDIS and Stars quality programs. Give abstraction teams the documentation they need without last-minute provider outreach to close gaps.
See HEDIS Retrieval and Abstraction →RADV audit-ready retrieval
Acquire records for your CMS RADV sample universe with provider outreach and tracking built for audit timelines. Keep every requested chart accounted for, every retrieval step documented, and your team prepared for CMS review.
See RADV →HHS-RADV IVA Services
Meet IVA requirements with a qualified vendor managing medical record retrieval for your audit sample. Reveleer coordinates provider outreach, tracks every record request, and maintains traceability of all retrieval.
See HHS-RADV IVA Results →Retrieval for Year-Round Quality Program
Support ongoing quality and Stars initiatives with continuous retrieval throughout the year. Close documentation gaps as they’re identified instead of waiting for the annual retrieval cycle.
See how Clinical Quality and Chart Retrieval integrate →See what centralized chart retrieval can do for your team
Every day spent chasing charts across systems, vendors, and phone lines delays retrieval and increases audit pressure. Reveleer Chart Retrieval brings every method, channel, and provider relationship into one workflow, helping teams:
- Eliminate duplicate requests by reusing one chart across risk, quality, and audit programs
- Manage calls, emails, faxes, and uploads in one system
- Maintain an audit-ready chain of custody
- Resolve escalations and pends before deadlines slip
- Automate weekly statements and outreach follow-up
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Record requests are logged, HIPAA-compliant, and audit-ready
Medical chart retrieval software questions
What chart retrieval rate can Reveleer achieve?
Reveleer averages a 95% retrieval rate across valid chart requests over an 18-week project. This reflects eligible requests with complete, accurate chase data; actual results vary by project scope, provider responsiveness, and the quality of data provided at project start.
How quickly can Reveleer retrieve and deliver charts?
Overall turnaround time depends on provider responsiveness and the accuracy of your initial data; clean, complete site and provider information at upload can meaningfully reduce total cycle time by 53%.
Can the same medical record support multiple programs?
Yes. The Reveleer Platform uses a capability called, Chart Lake to store every retrieved record for reuse across retrospective risk adjustment, MA RADV, ACA IVA audits, HEDIS, and Year-Round Quality programs. A single chart can satisfy multiple outreach projects without being re-retrieved, reducing duplicate requests to the same provider.
How does Reveleer protect PHI and prove chain of custody?
Every request, outreach attempt, and delivery is timestamped and logged automatically, giving you a complete chain of custody from first contact to final delivery. QA sampling checks completeness before use. Role-based access, tenant data isolation, and audit logging align with HIPAA requirements for protecting PHI throughout the process.
What methods does Reveleer use for chart retrieval?
Reveleer retrieves charts through fax, SFTP, secure upload, mail, EMR connection, onsite or field visits, call center outreach, and coordinated third-party copy services. All methods run inside one workflow, so your team never switches systems mid-chase to acquire a record.
Does Reveleer offer services for retrieval, or is it self-service?
Reveleer offers record retrieval services, software, or a hybrid approach. Choose between self-service, where your team runs outreach and retrieval inside the platform; hybrid, where Reveleer's team shares the work; or full-service, where Reveleer runs retrieval end to end, including an AI-enabled phone agent that handles routine provider outreach.
What happens when a retrieval request stalls?
When a retrieval request (Reveleer calls these Chases) stalls, it routes into a designated pend workflow and standard progression pauses until it's resolved. Authorized users can view pend status and close pends once resolved.
HEDIS is a registered trademark of the National Committee for Quality Assurance (NCQA).
Put chart retrieval back on your side of the timeline
Every day a chart sits unretrieved is another day it isn't available to your coding, abstraction, or audit teams. See how multi-channel provider outreach, flexible intake across fax, SFTP, EMR, and onsite retrieval, and request-level tracking move records faster while reducing strain on provider relationships.
