ChartPro manages the complete lifecycle of Release of Information (ROI) on behalf of healthcare practices. Our team handles incoming requests, reviews authorizations, retrieves records, and fulfills requests securely and accurately using HIPAA and HITECH-aligned workflows. With specialist oversight managing each step, clinics can stay focused on patient care while we take care of the administrative burden.
Service Delivery Models
Remote ROI (Most Common)
- Secure system access via Digital Record Retrieval
- Fully managed by ChartPro specialists
- No clinic labor or in-office oversight required
On-Site ROI
- ChartPro-trained staff embedded within the clinic
- Same compliance standards as our remote team
Supported Request Types
ChartPro processes a wide range of medical record requests, including:
- Insurance audits
- Legal subpoenas
- Disability claims
- Workers’ compensation
- Continuity of care requests
Full-Service Release of Information (ROI)
ChartPro provides comprehensive Release of Information management supported by secure processes and trained specialists. Every request is professionally reviewed by our HIPAA-trained staff – ensuring accuracy, compliance, and peace of mind for your team.
What’s Included:
- Request Intake: All incoming medical record requests are received, evaluated, and queued for processing.
- Authorization Review: Our specialists verify patient authorizations to reduce risk and ensure proper documentation.
- Record Retrieval: We locate and retrieve records efficiently using secured access based on client-approved permissions.
- Quality Assurance: Retrieved records are reviewed to ensure compliance, and accuracy.
- Secure Fulfillment: Records are delivered through encrypted channels and handled using strict compliance protocols.
- HIPAA/HITECH Compliance: All processes align with federal privacy and security regulations to help protect PHI and reduce compliance risk.
Request Intake & Review
Every ROI request starts with careful intake and authorization review. Our specialists confirm all necessary documentation and verify that each request meets HIPAA and HITECH guidelines before records are released.
Secure Record Retrieval & Fulfillment
Using encrypted transmission and secure Digital Record Retrieval access, our team retrieves and fulfills requests with precision. Records are sent through protected channels to minimize risk and maintain compliance with regulatory standards.
Compliance You Can Confidently Rely On
ROI is highly complex and sensitive work. ChartPro’s security-focused, specialized processes help reduce the potential for breaches, unauthorized access, and improper disclosures. Our workflows are aligned with federal requirements and recent HHS 42 CFR updates supported by ongoing training from experienced specialists.
Speak With a Specialist
Ready to simplify Release of Information for your organization? Connect with our team to learn how ChartPro can manage ROI securely and efficiently–at no cost to your clinic.