# Episource — Profile & Review | Medrecords AI

> Episource is a medical record retrieval / roi, insurance underwriting & payer chart review, him / rcm outsourcer & lpo at scale operating in the medical-record review and IME ecosystem. 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

Canonical page: https://medrecords.ai/ime-hub/services/episource/

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## What it does

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; not detailed on redirected Optum page this session)

## Evaluation criteria

| Criteria | Detail |
|---|---|
| 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 |

## Profile notes

**Who it serves:** Health plans/payers (Medicare Advantage risk adjustment) || Medicare Advantage / health plans || Medicare Advantage/health plans (risk-adjustment focus)

**Claims & platform notes:** Not published this session

**Review summary:** Not independently rated in v1. Cited public reviews are listed in Sources; MedRecords 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)

## Key facts

- **Segment:** Medical Record Retrieval / ROI, Insurance Underwriting & Payer Chart Review, HIM / RCM Outsourcer & LPO at scale
- **Website:** [https://www.episource.com (redirects to Optum)](https://www.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
- **Pricing:** Not published
- **Turnaround:** Not published
- **Certifications:** Not published this session

## Sources

- [Source](https://www.episource.com/ (redirect observed to https://business.optum.com/en/operations-technology/risk-adjustment.html))
- [Episource website](https://www.episource.com (redirects to Optum))
- [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)

Last verified: 2026-08-15