# Episource — profile, pricing & turnaround > Episource in the Medical Record Retrieval / ROI segment. 4 of 8 rubric fields published. Unpublished fields are marked, never estimated. Canonical page: https://medrecords.ai/content-hub/services/episource/ --- [Content Hub](https://medrecords.ai/content-hub/) › Service Providers & BPOs EP ## Episource — Profile & Assessment Episource operates in the medical-record review ecosystem, within the Medical Record Retrieval / ROI, Insurance Underwriting & Payer Chart Review, HIM / RCM Outsourcer & LPO at scale segment. This profile maps what the company publishes to the Content Hub evaluation rubric, with sources. 11 of 17 facts confirmed from 7 public sources; the rest are marked unpublished. 4 sections·7 sources·Verified 2026-08-21 ✓ Disclosure 11/17 facts 01 ### What it does Episource publishes these service lines: Risk adjustment chart retrieval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 Fields the company does not publish are marked as unpublished below rather than estimated. 02 ### Evaluation criteria Disclosure across the hub — 318 vendors profiled Bar chart of published rubric fields across 318 profiled vendors. Episource sits at 4 of 8; the median is 5. Episource publishes **4 of the 8** fields in the rubric. Across the 318 vendors profiled in this hub the median is 5. 170 of the 318 publish more; 100 publish exactly as many. Content Hub rubric — 4 of 8 published ✓ Processing model Human + AI-enabled retrieval (Optum risk adjustment platform) ✓ Human QA None disclosed ○ Typical turnaround Not published ○ Pricing model Not published ○ Indicative cost Not published ○ Export formats Not published ✓ Best for Health plans - end-to-end risk adjustment retrieval/coding ✓ Customer satisfaction 75.0/100 on KLAS (Episource Clarity Platform), based on 3 organizations, limited-data flag 03 ### Profile notes Who it serves Health plans/payers (Medicare Advantage risk adjustment) and Medicare Advantage / health plans. Medicare Advantage/health plans (risk-adjustment focus). Claims & platform notes Not published this session 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 [20 Risk Adjustment Software Vendors to Consider in 2026](https://arcadia.io/resources/risk-adjustment-software) · [The Best Risk Adjustment Companies Health Plans Should Know in 2026](https://markets.financialcontent.com/stocks/article/globeprwire-2026-4-28-the-best-risk-adjustment-companies-health-plans-should-know-in-2026) · [Reveleer Alternatives and Competitors in 2026](https://www.pelica.com/blog/reveleer-alternatives) 04 ### What to confirm before you sign Episource publishes 4 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. 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. Pricing model — 58% of all profiled vendors leave this unpublished[Ours: flat per page, no seats, no subscription](https://medrecords.ai/plans/self-service/?src=content-hub-episource) 2. 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. Indicative cost — 83% of all profiled vendors leave this unpublished[Ours: 10¢ a page, duplicates free](https://medrecords.ai/plans/self-service/?src=content-hub-episource) 3. What is the turnaround on a 1,000-page file, and is that a median or a best case? Ask what the clock starts from — receipt, or the point the file clears intake — and what the same number looks like in your busiest week. Typical turnaround — 76% of all profiled vendors leave this unpublished[Ours: same day on the self-service plan](https://medrecords.ai/plans/self-service/?src=content-hub-episource) 4. 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-episource) 5. 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-episource) 6. 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-episource) ### Key facts [](https://www.episource.com) | Segment | Medical Record Retrieval / ROI, Insurance Underwriting & Payer Chart Review, HIM / RCM Outsourcer & LPO at scale | | --- | --- | | Website | episource.com (redirects to Optum) | | Founded | Not published this session (Episource founded ~2006 per general knowledge; not confirmed via fetch) | | HQ | Not published this session (Episource legacy HQ: Santa Monica/El Segundo, CA per general knowledge; site now redirects to Optum) | | Headcount | Not published this session | | 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 | Pricing — Turnaround | ### Sources - [Source](https://www.episource.com) - [Episource website](https://www.episource.com) - [KLAS - Episource (An Optum Company)](https://klasresearch.com/vendor-ratings/episource-an-optum-company/73467) - [Optum Business - Retrospective Risk Adjustment](https://business.optum.com/en/operations-technology/risk-adjustment/retrospective/retrieval-service.html) - [Arcadia: 20 Risk Adjustment Software Vendors to Consider in 2026](https://arcadia.io/resources/risk-adjustment-software) - [FinancialContent / GlobePRwire: The Best Risk Adjustment Companies Health Plans Should Know in 2026](https://markets.financialcontent.com/stocks/article/globeprwire-2026-4-28-the-best-risk-adjustment-companies-health-plans-should-know-in-2026) - [Pelica Health: Reveleer Alternatives and Competitors in 2026](https://www.pelica.com/blog/reveleer-alternatives) 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-episource) [Book a demo](https://medrecords.ai/demo/?src=content-hub-episource) ### 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 — **Life & disability underwriting** — Attending-physician statements condensed for the decision in front of you. Read more →](https://medrecords.ai/solutions/life-disability-underwriting/?src=content-hub-episource) [Solution — **APS medical summary** — Treating records reduced to a concise, cited summary. AI never scores risk. Read more →](https://medrecords.ai/solutions/aps-medical-summary/?src=content-hub-episource) [Product — **Billing summary** — Billing and coding data extracted into a reviewable ledger. Read more →](https://medrecords.ai/product/medical-billing-summary/?src=content-hub-episource) 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-episource) [Book a demo](https://medrecords.ai/demo/?src=content-hub-episource) ### 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-episource) [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