Revenue Discovery

Turn compliance risk into revenue

Capture missed billable services for compliant, maximum reimbursement.
The Problem

Compliance gaps hide billable revenue

Undercoded, Compliant Revenue

Providers under-bill by an average of 11% of RVUs per patient, from lower-paying E/M MDM levels and missed codable services already supported by documentation.
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Illustration of a hand holding a star

Missed Billable Services

Providers often fail to perform, document, or bill reimbursable add-on services, such as preventative screenings or chronic care management - a payer-funded revenue opportunity.
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Preventable Denials

Up to 70% of denials can be prevented by addressing documentation gaps and understanding payer rules like medical necessity and proper primary diagnoses.
The Solution

AI Chart Review for Revenue Discovery

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Capture every billable service

Charta’s AI reviews 100% of charts pre-bill, ensuring that all documented services are coded correctly and billed at the appropriate level, increasing per-visit revenue.
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Unlock new revenue streams

Charta identifies patients eligible for reimbursable add-on services and validates documentation against CMS/payer rules to support the highest defensible level for maximum reimbursement.
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Automate revenue discovery

Charta replaces limited manual audits with continuous, automated chart review, eliminating conservative underbilling and capturing missed revenue across the organization.

How Charta Health Works

Step 1

Customize your Charta AI environment

Define your clinical and billing audit criteria with your Charta AI Engineer, who will train the AI model to be customized to your organizational needs. Your dedicated AI Engineer will regularly train your environment, keeping a close eye on commonly missed billable services and undercoding trends.
Step 2

Conduct pre-bill reviews on 100% of your charts

Charta will pull records directly from your EHR, and review 100% of the charts, progress notes, and any other documentation in real-time. This pre-bill review will not only show you missed coding opportunities, but also automate corrective coding to build a systematic way of capturing missed revenue.
Step 3

Automate corrections and generate claims

After the chart review is complete, you can choose to send corrections directly back to the EMR to automatically update the charts or flag charts for manual approval by a billing or RCM lead. At this point, we can also generate a claim file and push the 837 to the clearinghouse.

Charta can also compile comprehensive, recurring reports on missed revenue and coding trends to gain insight into systemic issues–creating a continuous feedback loop that improves coding accuracy, compliance, and overall revenue capture across the organization.
11%

Our customers achieve revenue increases of an average of 11%, with increases as high as 15.2%, measured by RVUs per patient.

*Measured based on RVUs per patient over a random 90-day sample.
FAQs

Frequently Asked Questions

Upload a sample batch of your past charts and billing claims to see coding opportunities our AI could have captured. Review and evaluate the results yourself before paying a penny.

Is Charta HIPAA, SOC 2 and GDPR compliant?

Yes, Charta is HIPAA, SOC 2 and GDPR compliant. You may request a copy of our compliance reports at anytime by emailing compliance@chartahealth.com.

How can I ensure my existing billing and clinical standards are followed when using AI?

Charta's AI uses advanced language models, custom-built with modern healthcare billing knowledge. Our implementation team will work closely with you during your onboarding period to learn from your feedback until you are confident our AI is following your standards precisely and consistently.

Does Charta offer any kind of free trial period?

Yes, absolutely! We are very confident that our AI will be able to create significant positive ROI for your practice. Thus, we'll happily work with you to define a free trial period together where you can confidently evaluate our technology before making any long-term financial commitments.

How do I connect my EHR with Charta?

Charta has hundreds of built-in integrations with EHRs, clearinghouses, and billing providers. It's highly likely Charta already integrates with your EHR system, automatically streaming in your charts within minutes. If not, we will happily custom-build the integration free of charge.

Does Charta provide any reporting or analytics on individual provider performances?

Yes, Charta provides both real-time dashboards and downloadable spreadsheets on how each of your providers are performing based on your clinical and billing audit criteria.
Ready to see the product in action?
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Integrating Charta Health was an easy solution. Their platform seamlessly consolidates diverse clinical and billing data into one intuitive interface that accurately pinpoints missed coding opportunities — boosting provider value and reducing coding errors that could lead to claim denials.
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Dr. Will Sampson, Co-Founder at Eventus WholeHealth
Documentation review time was cut by at least 25%... instead of spending 25–30 hours per week reviewing documentation, spending more like 15 to 20 hours per week. Just because you're really focusing on the high-priority things that have been flagged—things that may be an issue for fraud, waste, and abuse.
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Anthony Thompson, Chief Operating Officer of Preventive Measures
You basically have changed the entire work capabilities of our clinical management team. So that to me is huge.

Nobody wants to sit in an office and do workflow. That's not why people become therapists.
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Micki Roget, Chief Operating Officer of KidsCare Home Health
Their platform helps us proactively identify documentation opportunities—such as unsupported or missing codes and E/M leveling inconsistencies—before they affect billing or audit readiness, ultimately improving the provider, payor, and patient experience. What’s been most valuable is that we’ve increased our internal pre-bill review coverage by 90% without needing to add additional QA staff.
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Vanessa Miller, VP of Revenue Operations of Family Care Center

We didn’t even realize it could be this much better. The ability to audit 100% of claims prepayment, prevent denials, and scale efficiently has been a game-changer.

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Laurie Dotas, Chief Operating Officer of Third Eye Health

See how you can capture missed billable services for maximum reimbursement

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Charta Health raises $22M in Series A funding.Read more