Revenue capture for a 20+ site FQHC in Florida

A FQHC with 20+ clinics in Southwest Florida focused on providing accessible healthcare to patients in Collier County, relied on manual chart reviews across its primary care encounters. Because auditors could only sample a small portion of charts each month, most encounters went out unchecked, leaving the organization exposed to audit risk it couldn't easily catch.

With Charta, the organization found that 25% of charts had additional billable CPT codes that had gone unclaimed, and that 38% of E/M encounters were undercoded relative to their documentation. Seeing the scale of the gap made it clear leadership needed a way to review every chart before billing, not a sample.

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Charta built a fully automated, pre-bill chart review workflow inside the organization's Athena EHR. It audited roughly tens of thousands of charts a month across primary care encounters with results were returned to the billing team within 24 hours.

Not only did the findings capture missed revenue opportunity, but it also identified audit exposure risk.  Results from the AI chart review showed that 64% of telehealth encounters lacked appropriate billing modifiers and that 57% of notes had gaps in Chief Complaint or HPI documentation.

Rather than surfacing these issues after the fact, Charta's AI corrected claims the same day, before they reached billing, without adding manual sampling or outside coders.

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By adopting Charta as its primary coding tool to autonomously review and code 100% of patient charts, the organization is able to free its team to focus on what matters most: delivering high-quality community care.

Looking ahead, the organization plans to grow its partnership with Charta as operations expand. As encounter volume increases, AI chart review offers a scalable way to maintain coding accuracy and drive revenue uplift, without adding headcount.