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Charta Health

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Pre bill AI chart review platform reading one hundred percent of encounters immediately after note close, with configurable oversight from autocorrect in the EHR to human review queues, and document citations behind every decision.

Charta Health, Inc. of San Francisco sells AI chart review for provider organizations and payers. Every time a provider closes a note in the EHR, Charta identifies the encounter type, runs the analysis modules built for it and can fully code the visit, reviewing 100 percent of encounters before the bill goes out; it reads typed and handwritten notes, faxes and images. Practice leadership chooses what happens to each finding: autonomous coding in the EHR, autocorrect of coding mistakes, an automated note to the provider, or a human review queue where reviewers approve or reject each code against direct citations. Every AI decision is backed by detailed reasoning and document citations, and dashboards track revenue capture, clinical quality and documentation compliance.

Provider solutions cover autonomous coding, revenue discovery, payer compliance, clinical quality, risk adjustment, provider feedback and documentation improvement; payer products cover risk adjustment, second-pass QA, RADV audits and HEDIS analytics. Each implementation is custom built by a dedicated Charta engineer, who trains its LLMs to local documentation and tracks accuracy and denials after go-live. Charta states HIPAA, SOC 2 and GDPR compliance with reports on request and reports an 11 percent average revenue increase; it publishes no API, hosting details or pricing.

Vendor details

Canonical URL

https://www.chartahealth.com

Category

Healthcare agent

Company status

independent

Use cases & customers

Target customers

primary care, urgent care and behavioral health groupsFQHCshealth systems and MSOspayers

Deployment options

SaaScloudEHR integrated

Integrations

Pulls charts from and writes corrected codes back into the customer's EHR (dozens of commercial and custom EHRs stated; athenahealth, eClinicalWorks and Experity covered in its resources). No public API.

In practice

Fewer than one percent of your charts get reviewed because manual audit does not scale. Charta reviews every encounter pre bill, immediately after the note closes.

You want autonomy but not the same amount everywhere. Oversight is configurable, from autocorrecting directly in the EHR through provider notes to queueing problem charts for a human.

You want every coding decision to be defensible. Each AI decision carries detailed reasoning and document citations, so reviewers validate against the source rather than a score.

Agentic Index coverage score

7.5 / 14 capabilities · 54%

Integrations & Tool Calling Full

Charta connects to the customer's EHR to pull charts directly, states integrations with dozens of commercial and custom EHRs, and writes corrected codes back into the patient record right after the note is submitted.

Sourcechartahealth.com/solutions/autonomous-codingread 2026-09-29

Workflow Orchestration Full

When a note closes Charta identifies the encounter type and runs the analysis modules built for that type, then routes each finding by the practice's chosen path: autocorrect in the EHR, an automated note to the provider, or a human review queue, branching on conditions the buyer sets.

Sourcechartahealth.comread 2026-09-29

Knowledge Grounding & RAG Partial

Each chart is read across file types (typed and handwritten notes, faxes, images) and decisions cite the documentation. No maintained payer policy library or knowledge structure is documented, and the organization's own standards enter by Charta engineers training LLMs to local documentation, which puts the knowledge in model weights.

Sourcechartahealth.com/ai-chart-reviewread 2026-09-29

Human Oversight & Guardrails Full

Practice leadership sets the oversight level: autonomous coding in the EHR, autocorrect, or a human-in-the-loop mode that queues problem charts for reviewers, who approve or reject each AI-generated code against direct citations before it stands.

Sourcechartahealth.com/solutions/autonomous-codingread 2026-09-29

Security, Identity & Governance Partial

Charta states HIPAA, SOC 2 and GDPR compliance with reports on request from its compliance address. No SSO, roles or permissions a buyer operates are documented beyond an account sign-in, and trust.chartahealth.com does not resolve.

Sourcechartahealth.com/contactread 2026-09-29

Observability & Auditability Full

Every AI decision is backed by detailed reasoning and document citations so the organization is prepared for an audit, reviewers see the reasoning and citations for each suggested code, and dashboards track revenue capture, clinical quality and documentation compliance.

Sourcechartahealth.com/solutions/payer-complianceread 2026-09-29

Memory & State Persistence Not documented

No agent memory with a scope or lifetime is documented; engineers retraining the model on feedback is model training rather than memory the agent reads.

Sourcechartahealth.com/resources/forward-deployed-engineeringread 2026-09-29

Deployment & Data Residency Not documented

No hosting provider, region, residency choice or customer-environment option is documented; the privacy policy names none and offers the subprocessor list on request.

Sourcechartahealth.com/legal/privacy-policyread 2026-09-29

Prebuilt Agents, Templates & Packs Partial

Provider solutions (autonomous coding, revenue discovery, payer compliance, clinical quality, risk adjustment, provider feedback, CDI) and payer products (risk adjustment, second-pass QA, RADV, HEDIS) are uses of one review engine. Charta engineers custom build that engine for each implementation rather than shipping packaged assets a customer adopts.

Sourcechartahealth.comread 2026-09-29

Triggers & Channel Coverage Full

Review starts automatically every time a provider closes a note in the EHR, across 100 percent of encounters, with no one initiating each chart.

Sourcechartahealth.com/solutions/autonomous-codingread 2026-09-29

Model Flexibility & Routing Not documented

Charta uses advanced large language models that its engineers train per customer; no model provider, routing policy or customer choice of model is documented (provider undisclosed).

Sourcechartahealth.com/ai-chart-reviewread 2026-09-29

APIs, SDKs & MCP Extensibility Not documented

No API, SDK or MCP surface for Charta's own platform is documented and the sitemap carries no developer pages; EHR integrations are Charta reaching into the customer's systems rather than a way in.

Sourcechartahealth.com/sitemap.xmlread 2026-09-29

Testing, Debugging & Optimization Full

After go-live Charta's engineers track coding accuracy, denial rates and reasons for each customer, run rapid-cycle improvement on chart review outcomes, and retrain the models when quality analysis shows the AI struggling with a code or documentation pattern. The limit: the loop is run by the vendor's team on the customer's deployment rather than by the customer.

Sourcechartahealth.com/resources/forward-deployed-engineeringread 2026-09-29

Browser & Computer Use Not documented

No browser, desktop or computer control by the agent is documented; Charta reads charts and writes corrections through EHR integrations.

Sourcechartahealth.com/solutions/autonomous-codingread 2026-09-29

The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Not published

not disclosed

What is public

Nothing on price. Outcome figures and the oversight options are published.

Billing mechanics

Not established. No pricing page, rate card or billing unit is published; each implementation is custom built by a dedicated Charta engineer, who stays assigned after go-live.

Cost watchouts

A dedicated Charta AI engineer trains and retrains the customer environment, which is a service component that should be scoped for continuity as well as cost

Variable cost rationale

Cannot be assessed without a disclosed billing unit. Peers price per encounter or per record so volume linked exposure is likely, but that is inference rather than evidence.

Additional watchouts

Confirm which oversight mode (autonomous coding, autocorrect or human review queue) and which solution modules are in scope, and whether the dedicated engineer is bundled or billed. Charta states HIPAA, SOC 2 and GDPR compliance with reports on request.

Sales call required

Yes, required for paid access

Free / trial

None public

Commercial notes

Charta sells through a demo and publishes outcome figures rather than price: an 11 percent average revenue increase, 98 percent accuracy on coding projects, and a 98 percent reduction in cost per chart reviewed against manual audit.

Key ambiguities

No rate, unit or contract structure is published; whether Charta charges per chart, per provider, per encounter or as a subscription is undisclosed.

Missing data

Everything commercial: unit, rate, contract length, minimum volumes, and whether the AI engineer service is bundled or billed.

Agentic Index verified 2026-09-29

Alternatives to Charta Health

The closest documented capability profiles to Charta Health among healthcare agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

  • Anterior8.5 / 14Adds documented APIs, SDKs & MCP Extensibility
  • Nym7.5 / 14Fuller documented coverage on Knowledge Grounding & RAG
  • AlethianAI7.0 / 14Fuller documented coverage on Prebuilt Agents, Templates & Packs
  • Arintra7.0 / 14Adds documented Deployment & Data Residency
  • Claim Health6.0 / 14A lighter documented profile than Charta Health
  • Ember Copilot9.0 / 14Fuller documented coverage on Knowledge Grounding & RAG and Security, Identity & Governance

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

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