# ChartSquad — profile, pricing & turnaround > ChartSquad in the Medical Record Retrieval / ROI segment. 7 of 8 rubric fields published; published cost: $0.35/page AI summaries (~$350 per 1,000 pages). Canonical page: https://medrecords.ai/content-hub/services/chartsquad/ --- [Content Hub](https://medrecords.ai/content-hub/) › Service Providers & BPOs CH ## ChartSquad — Profile & Assessment ChartSquad operates in the medical-record review ecosystem, within the Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien segment. This profile records what the company publishes, maps it to the Content Hub evaluation rubric, and cites every source behind it. 14 of 17 facts are confirmed from 6 public sources; unpublished fields are marked, never estimated. 4 sections·6 sources·Verified 2026-08-21 ✓ Disclosure 14/17 facts 01 ### What it does ChartSquad publishes these service lines: Medical record retrieval and management, Personal Health Record (PHR) platform, Patient Record Services, Professional Services for healthcare professionals, AI medical record summaries, secure record sharing/storage, Medical record retrieval ("from any U.S. provider"), Personal health record (PHR) management, AI-powered record summaries and Secure record sharing. Everything above is drawn from the 6 public sources cited at the foot of this page. Fields the company does not publish are marked as unpublished below rather than estimated. 02 ### Evaluation criteria Disclosure across the hub — 318 vendors profiled Bar chart of published rubric fields across 318 profiled vendors. ChartSquad sits at 7 of 8; the median is 5. ChartSquad publishes **7 of the 8** fields in the rubric. Across the 318 vendors profiled in this hub the median is 5. 5 of the 318 publish more; 16 publish exactly as many. Content Hub rubric — 7 of 8 published ✓ Processing model AI + Human Team (AI summaries; human-team chronologies) ✓ Human QA Included for chronology service; not disclosed for AI-only summaries ✓ Typical turnaround Published claim, repeated across the site: "Results in 15 Days" and "ChartSquad gets your results in about 15 days or less (average turnaround time)". FAQ is more hedged: "Our nationwide average turnaround is 15 days. ✓ Pricing model Per-page (AI summaries); per-request plus fee (retrieval) ✓ Indicative cost $0.35/page AI summaries (~$350 per 1,000 pages) ○ Export formats Not published ✓ Best for Law firms wanting low-cost AI record summaries ✓ Customer satisfaction 2.4/5 from 30 Google Business reviews (captured 13 Aug 2026). Platform aggregate, not a Medrecords AI rating. 03 ### Profile notes Who it serves Consumers/patients (PHR focus), law firms (via Clio integration for legal case record intake) Claims & platform notes AI Medical Record Summaries, portal.chartsquad.com, Clio integration for legal workflows, Web-based PHR portal, mobile app, AI-powered record summaries Site claims " $5,036,297 saved for patients in 12 months" Review summary Not independently rated by Medrecords AI. Cited public reviews are listed under Sources; Medrecords AI assigns no star rating without verified evidence. Competitive coverage [7 Best Yocierge Alternatives](https://www.getcodeshealth.com/blogs/yocierge-alternatives) · [EvenUp Alternatives](https://www.getcodeshealth.com/blogs/evenup-alternatives) 04 ### What to confirm before you sign ChartSquad publishes 7 of the 8 fields in the Content Hub rubric. Across all 318 vendors profiled in the Content Hub, the median is 5 of 8. The gaps below are not marks against the vendor — most of this industry quotes on request. They are simply the questions you still have to ask, and the answers are worth getting in writing before a file changes hands. 1. What formats does the deliverable come in, and do the citations survive export? Ask to see an exported file rather than a screen share. A citation that works inside the vendor's viewer and dies in Word is not a citation you can file. Export formats — 92% of all profiled vendors leave this unpublished[Ours: DOCX or HTML, every citation stays a live link](https://medrecords.ai/product/hyperlinked-exports/?src=content-hub-chartsquad) 2. Where do the records live, and who signs the BAA? Protected health information is going to leave your office. Ask which entity holds it, in which country, and who is on the hook if it leaks. Every vendor[Ours: HIPAA-eligible cloud under our own BAA](https://medrecords.ai/hipaa/?src=content-hub-chartsquad) 3. Is my data used to train a model? Ask for the answer in the contract rather than the sales call, and check whether it also binds their subprocessors. Every vendor[Ours: never trains a model](https://medrecords.ai/security/?src=content-hub-chartsquad) ### Key facts [](https://chartsquad.com) | Segment | Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien | | --- | --- | | Website | https://chartsquad.com | | Founded | 2012 | | Ownership | Privately held; founders/leadership include CEO Chris Carpenter and Melanie Carpenter | | Pricing | Provider-set fees passed through to requester, free to patient if provider charges no fee, no fixed public price list found, Base retrieval fee ~$6.50 (national average, payable to the records-holding provider) and no subscription or contract fees stated | | Turnaround | Typical delivery within 15 days per site claim | | Certifications | HIPAA compliant (site claims sole HITECH-compliant success record; unverified marketing claim) | | Not published | HQ — Headcount | ### Sources - [Source](https://chartsquad.com/about-us/) - [ChartSquad website](https://chartsquad.com) - [ChartSquad AI Summaries](https://chartsquad.com/medical-records-solutions/ai-summaries/) - [ChartSquad AI for Med Review and Summaries](https://chartsquad.com/about-us/medical-records-news-and-information/ai-for-med-review-and-summaries/) - [Codes Health: 7 Best Yocierge Alternatives](https://www.getcodeshealth.com/blogs/yocierge-alternatives) - [Codes Health: EvenUp Alternatives](https://www.getcodeshealth.com/blogs/evenup-alternatives) - [Google Business reviews for ChartSquad](https://www.google.com/maps/reviews/data=!4m8!14m7!1m6!2m5!1sChZDSUhNMG9nS0VJQ0FnSUNsdDVLcWN3EAE!2m1!1s0x0:0x61ca8fc687098919!3m1!1s2@1:CIHM0ogKEICAgIClt5Kqcw%7C%7C?hl=en) Medrecords AI Every line cited back to its page. Send one real record set. We return a cited chronology you can check line by line, and a human decides what it means. [Test on a file](https://medrecords.ai/test-a-file/?src=content-hub-chartsquad) [Book a demo](https://medrecords.ai/demo/?src=content-hub-chartsquad) ### How Medrecords AI does this work Medrecords AI does this category of work as software. The record is sorted, deduplicated and read in minutes, every statement cited back to its page, and a qualified human signs off on what it means. [Solution — **Mass tort case review** — One criteria set applied across an entire docket, not a sample of it. Read more →](https://medrecords.ai/solutions/mass-tort-case-review/?src=content-hub-chartsquad) [Product — **Mass tort batch processing** — The same extraction criteria run across every claimant file in a docket. Read more →](https://medrecords.ai/product/mass-tort-batch-processing/?src=content-hub-chartsquad) [Solution — **Settlement claim review** — Matrix criteria applied file by file, with the citation behind each call. Read more →](https://medrecords.ai/solutions/settlement-claim-scoring/?src=content-hub-chartsquad) Test it on a file you already have. Send one real record set. You get back a cited chronology and decide for yourself whether the read holds up — no obligation either way. [Test a file](https://medrecords.ai/test-a-file/?src=content-hub-chartsquad) [Book a demo](https://medrecords.ai/demo/?src=content-hub-chartsquad) ### Explore the Content Hub [ #### Software & platforms AI and case-management platforms across medical-record review. ](https://medrecords.ai/content-hub/software/) [ #### Service providers & BPOs IME, peer review, retrieval, and BPO providers. ](https://medrecords.ai/content-hub/services/) [ #### State programs Rules, AMA Guides edition, and MMI standards by state. ](https://medrecords.ai/content-hub/states/) [ #### Comparisons Head-to-head vendor and program comparisons. ](https://medrecords.ai/content-hub/compare/) [ #### Guides Editorial reference on report writing, MMI, and validity testing. ](https://medrecords.ai/content-hub/guides/) [ #### Conferences & events Workers' comp, claims, and IME conferences with editorial takes. ](https://medrecords.ai/content-hub/events/) [ #### Directories Link-out rosters of examiners, LNCs, and expert witnesses. ](https://medrecords.ai/content-hub/directory/) [ #### State matrix report All 10 verified state programs, side by side. ](https://medrecords.ai/content-hub/reports/ime-state-matrix-2026/) [ #### Content Hub home The full index of everything in the hub. ](https://medrecords.ai/content-hub/) Medrecords AI ### Minutes per file. Every line cited. 10¢ a page. Bring the hardest file from this page. Get a cited chronology and a report draft in minutes — every line traced to its source page, ready for your review and signature. - Minutes per file, not days - Every line cited to its source page - Flat 10¢/page, duplicates free — no license, no minimums - HIPAA-eligible · SOC 2 audit-ready [Test on a file](https://medrecords.ai/test-a-file/?src=content-hub-chartsquad) [Book a demo](https://medrecords.ai/demo/) See how Medrecords AI compares with anything on this page — over a 30-minute call, side by side. Last verified: 2026-08-15