What it does
Episource publishes these service lines: Risk adjustment chart retrieval and coding (historically), now marketed under Optum's risk-adjustment operations, Historically: risk adjustment chart review, HEDIS abstraction, medical record retrieval for Medicare Advantage plans, Risk adjustment coding, medical record retrieval and review for HCC/risk-adjustment purposes (per historical Episource positioning and not detailed on redirected Optum page this session). Everything above is drawn from the 7 public sources cited at the foot of this page. Fields the company does not publish are marked as unpublished below rather than estimated.
Key facts
| Segment | Medical Record Retrieval / ROI, Insurance Underwriting & Payer Chart Review, HIM / RCM Outsourcer & LPO at scale |
| Website | episource.com (redirects to Optum) |
| Founded | 2006 (self-reported on its LinkedIn company page) |
| HQ | Gardena, CA (self-reported on its LinkedIn company page) |
| Headcount | 5,001-10,000 employees (self-reported band on its LinkedIn company page, read 2026-09-18) |
| Ownership | episource.com now redirects to business.optum.com's risk-adjustment page, indicating Episource has been absorbed into Optum/UnitedHealth Group's risk-adjustment business line |
| Certifications | Not published this session |
| Not published | PricingTurnaround |
Medrecords AI vs Episource at a glance
Same 8 rubric rows, side by side. Vendor cells repeat what Episource publishes; a row it has not published stays that way. Medrecords AI cells are our own published terms.
| Rubric row | Medrecords AI | Episource |
| Processing model | AI drafts and cites; you review and sign. Every line cites its source page. | Human + AI-enabled retrieval (Optum risk adjustment platform) |
| Human QA | Yours, not ours. Output is editable and every claim links to the page it came from. | None disclosed |
| Typical turnaround | Minutes to hours per file | Not published |
| Pricing model | Pay per page, no subscription (Self-Service); annual licence for Enterprise On-Prem | Not published |
| Indicative cost | from 10¢ to as low as 5¢ a page, duplicates free | Not published |
| Export formats | DOCX, PDF and HTML, hyperlinked back to every source page; API or SFTP delivery | Not published |
| Best for | Law firms, IME clinics, legal nurse consultants and small TPAs | Health plans - end-to-end risk adjustment retrieval/coding |
| Customer satisfaction | We publish no rating of our own | 75.0/100 on KLAS (Episource Clarity Platform), based on 3 organizations, limited-data flag |
Longer versions: Medrecords AI vs Episource, head to head · Episource alternatives compared.
The boundary on our side does not move: the software drafts and cites; you review, you revise, you sign.
Evaluation criteria
Profile notes
What to confirm before you sign
Episource publishes 4 of the 8 fields in the Content Hub rubric. Across all 270 vendors profiled in the Content Hub, the median is 5 of 8. Of the 4 it leaves unpublished, these 2 matter most.
- How do you charge — per page, per file, per hour, or per seat?Get the unit before you scope a pilot. A per-hour or per-seat quote and a per-page quote behave very differently once a file runs past 1,000 pages.
- What does a real 1,000-page file cost, all in?Ask for a worked example rather than a rate card. Duplicate pages, rush fees and monthly minimums are where the quoted rate and the final invoice separate.
The other 7 questions, and what all 270 profiled vendors do and do not publish, are in the evaluation guide.
Sources
- Episource — LinkedIn company page
- Source
- Episource website
- KLAS - Episource (An Optum Company)
- Optum Business - Retrospective Risk Adjustment
- Arcadia: 20 Risk Adjustment Software Vendors to Consider in 2026
- FinancialContent / GlobePRwire: The Best Risk Adjustment Companies Health Plans Should Know in 2026
- Pelica Health: Reveleer Alternatives and Competitors in 2026
