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.
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.
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
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.
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.
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.
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.