Streamline
Medical Records & Care Coordination

ChartRequest + PhoenixOrtho deliver faster ROI turnaround, automated reporting, and care coordination workflows—designed for orthopedic practices.

The Challenge: Burdened Teams, Delayed Records, Risky Compliance

Slow Turnaround

Records take days or weeks, impacting patient care and legal timelines.

Manual Overhead

Staff overwhelmed by faxes, emails, calls, and follow-ups.

Compliance Gaps

Inconsistent audit trails, missed redactions, and unclear status tracking.

What ChartRequest + PhoenixOrtho Unlock Together

Without ChartRequest

With ChartRequest

How It Works: Simple, Secure, Seamless

Step 1

Trigger
Request

From PhoenixOrtho or any authorized channel.

Step 2

Request
Validated

ChartRequest reviews, prepares, and organizes records.

Step 3

Compliance
Review

Redactions and legal checks applied automatically.

Step 4

Delivery & Notifications

Records sent securely with confirmations and logs.

Step 5

Care Coordination Automation

Follow-ups, alerts, and record-sharing triggered as needed.

Automate Your Follow-Up, Reduce Manual Touchpoints

Auto-Notifications

Patients, legal requestors, and providers alerted instantly.

Follow-Up Reminders

Escalations if requests stall beyond internal SLAs.

Care Pathway Integration

Push records into referral workflows or EMR queues.

Bi-Directional Sync

Secure updates between PhoenixOrtho and ChartRequest.
of Requests Completed
0 %
within 7 days
Audit-Ready
0 %
with tracked status & access logs

Trusted by Industry Leaders

We used to spend hours every week chasing down records. With ChartRequest, our PhoenixOrtho system now works like an extension of our admin team.

Clinic Administrator

Orthopedic Group

Compliance-First, Audit-Ready

SOC 2 Type II Certified

HIPAA & HITECH Compliant

Detailed Exportable Logs

Role-Based Permissions

CareQuality + CommonWell

Frequently Asked Questions

Is this built into PhoenixOrtho?
The ChartRequest platform integrates securely with your existing PhoenixOrtho system to initiate, track, and complete Release of Information (ROI) requests. This includes a bi-directional sync to ensure secure updates between both systems and push records into your EMR or referral workflows.
Our team provides a seamless, customized implementation. We configure the integration with your PhoenixOrtho system and establish your compliance and user settings. The process is designed to minimize disruption to your practice’s daily operations.
Because the system automates many manual follow-ups and centralizes requests, your team will spend less time chasing records and more time coordinating care. We offer focused training to get your staff comfortable with the streamlined dashboard and automated workflows quickly.
The pricing model is designed to deliver a fast return on investment (ROI) by significantly reducing the staff time and manual overhead currently spent on medical record requests. Pricing is typically based on your practice’s volume and specific needs. Request a demo to get a precise quote tailored to your orthopedic group.
Absolutely. ChartRequest is built for compliance first. The platform is SOC 2 Type II certified, HIPAA & HITECH compliant, and provides a full audit trail and redaction log for every request, ensuring you are always audit-ready.
The partnership is designed for speed. Our platform automates the request validation, compliance review, and delivery process. The result: 98% of requests are completed within 7 days, reducing the delays that impact patient care and legal timelines.

Ready to Eliminate the ROI Backlog?

Let us handle your Release of Information so you can get back to patients, not paperwork.

What ChartRequest + PhoenixOrtho Unlock Together

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