ChartPro’s Release of Information workflow is designed to reduce administrative burden while protecting patient data at every step. From initial awareness through ongoing support, our process focuses on secure access, clear communication, and specialist-led service – all at no cost to the clinic.
Who We Support
ChartPro partners with healthcare organizations across the Southeast and Midwest. We support ambulatory clinics, multi-site practices, and hospital-affiliated outpatient teams that require secure, compliant ROI services.
Decision Makers
We work directly with the leaders responsible for PHI protection and workflow integrity. Decision makers typically include office managers, practice administrators, HIM directors, compliance officers, and revenue cycle leaders.
Here’s what you can expect when you partner with us:
Stage 1: Understanding Your Unique Needs
ChartPro recognizes every clinic is unique. We will take time to discuss your practice’s pain points and what a ChartPro partnership can provide. We’ll learn about you and you will be introduced to ChartPro’s requester-funded, full-service ROI model.
Stage 2: Evaluation
During evaluation, we address your key questions – including security, compliance, workflow, and we walk through exactly how ChartPro integrates into your operations without disrupting your staff or slowing down care.
Stage 3: Decision
Once leadership and compliance teams review our processes and gain clarity on how our specialist-led service model works, onboarding plans are reviewed. Clinics choose ChartPro because of our experience, secure workflows, and trusted communication.
Specialist-Led Support & Service Quality
Your team works directly with experienced ROI specialists, not a call center or automated system. We emphasize reliability, consistency, and clear communication so your organization can remain confident that patient information is handled securely and correctly every time. Because we built these workflows for our own medical practice first, your team gets the same accountability we hold for ourselves.
Onboarding (1–2 Days)
Once approved, onboarding is fast and simple. Our team establishes secure access based on your clinic’s permissions and introduces your staff to the dedicated specialist who will manage your ROI. Most clinics are fully operational with ChartPro in one to two days.
Ongoing Relationship
Our service does not end at setup. ChartPro provides ongoing, specialist-led support throughout our relationship. We maintain open lines of communication and adapt to your workflow needs as they arise.
Speak with a specialist
Discover how ChartPro can support your clinic, network, or organization with secure, full-service ROI.