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 Fields the company does not publish are marked as unpublished below rather than estimated.
Evaluation criteria
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.
Profile notes
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.
- 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.
- 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.
- 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.
Key facts
| Segment | Medical Record Retrieval / ROI, Mass Tort / Settlement / Lien |
| Website | |
| 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 |
