Charta Health
Charta Health is a San Francisco-based healthcare AI company whose LLM-powered chart review platform reviews 100% of patient encounters pre-billing for providers, payers, MSOs, and health systems, delivering autonomous coding, compliance, and revenue recovery.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Charta Health does
Charta Health is a San Francisco-based healthcare AI company founded in 2023 that operates an AI chart review platform designed to replace sample-based manual coding audits with automated review of 100% of patient encounters at the pre-billing stage. The platform is built on large language models trained to read structured EHR fields as well as unstructured inputs such as handwritten notes, faxes, and referral documents, and it exposes a modular solution set covering autonomous coding, revenue discovery, payer compliance, clinical quality, provider feedback, clinical documentation improvement, and HCC risk adjustment for payers. Each client is onboarded by a dedicated Charta AI engineer who customizes the EHR integration and tunes the models to that customer's payer mix, state guidelines, and clinical workflows; current EHR integrations include athenahealth (via the athenahealth Marketplace), Experity, eClinicalWorks, and HomeCare HomeBase.
The company sells primarily through a high-touch enterprise SaaS motion with quote-based pricing, annual billing cadence, and "Request a demo" calls to action targeting revenue cycle leaders, clinical leadership, compliance officers, and C-suite executives at provider organizations, MSOs, health systems, and payers. Customer evidence spans behavioral health (Family Care Center), pediatric home health (KidsCare Home Health), urgent care, FQHCs, home health and hospice, an unnamed major payer (26x ROI on retrospective risk-adjustment review), and other healthcare technology organizations, with reported outcomes including 11% average revenue uplift, 98% reduction in cost per chart reviewed, and 90%+ increase in pre-bill review coverage.
Charta is venture-backed, having raised approximately $30M+ to date across a February 2025 round of roughly $8.1M and a July 2025 $22M Series A led by Bain Capital Ventures with participation from Madrona, SV Angel, Refract Ventures, South Park Commons, and strategic angels. It holds HIPAA, SOC 2 Type 2, and GDPR certifications, is led by co-founder and CEO Justin Liu alongside co-founder and CTO Scott Morris, and employs between 11 and 50 people out of its headquarters at 600 Harrison Street in San Francisco.
Charta Health firmographics
Firmographics- Name
- Charta Health
- Legal name
- Charta Health, Inc.
- Website
- https://chartahealth.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Charta Health is a San Francisco-based healthcare AI company whose LLM-powered chart review platform reviews 100% of patient encounters pre-billing for providers, payers, MSOs, and health systems, delivering autonomous coding, compliance, and revenue recovery.
- Ownership category
- akta.pro rank
Charta Health industry classification
Industry- Product category
- Healthcare Revenue Cycle Management Software
- NAICS
- Medical and Diagnostic Laboratories (62151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Computer-Assisted Physician Documentation (CAPD) & Clinical Documentation Improvement (CDI) (HLACAAAH)
- akta.pro secondary industries
- Healthcare Data Quality, Profiling & Observability (HLACAIAE), Quality Measurement, Reporting & Benchmarking (HEDIS/Stars/CQM) (HLACAHAC), Data Access, Sharing & Marketplace Platforms (incl. TEFCA/QHIN enablement) (HLACAIAL)
Keywords
Where Charta Health is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Charta Health business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- AI Chart Review Platform Subscription: SaaS platform subscription model where Charta integrates with provider EHRs and provides AI-powered chart review across 100% of patient encounters. The platform delivers revenue uplift through identifying missed codes, improving coding accuracy, and reducing denials. Pricing appears to be quote-based, likely varying by practice size, encounter volume, and scope of analysis modules deployed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS platform with customizable modules |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Charta Health product offering
Product offeringCore offering
Charta Health provides an AI-powered chart review platform that uses large language models to review 100% of patient encounter charts at the pre-billing stage, autonomously coding notes, identifying missed revenue opportunities, ensuring payer compliance, surfacing clinical quality measures, and capturing HCC codes for risk adjustment. The platform integrates directly with provider EHRs (athenahealth, Experity, eClinicalWorks, HomeCare HomeBase) and serves healthcare providers, payers, MSOs, and health systems with custom implementations built by dedicated AI engineers.
Product overview
Charta Health is an AI-powered healthcare operations platform built around a core AI chart review engine that delivers 11% revenue uplift by reviewing 100% of patient encounters pre-billing. The platform uses advanced large language models to automate coding accuracy, payer compliance, provider performance management, and clinical quality measures. The product portfolio consists of the core AI Chart Review Platform with integrated solution modules including Autonomous Coding, Revenue Discovery, Payer Compliance, Clinical Quality, Risk Adjustment (HCC coding), Provider Feedback, and Clinical Documentation Improvement. The platform integrates directly with provider EHRs (including athenahealth, Experity, eClinicalWorks, and HomeCare HomeBase) and offers specialized workflows for RADV audits for Medicare Advantage payers.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Chart Review Platform Unified AI chart review platform that delivers 11% revenue uplift by scaling pre-billing chart review across 100% of patient encounters. Integrates directly with provider EHRs to analyze documentation for coding accuracy, payer compliance, and clinical quality measures. For healthcare provider organizations, payers, MSOs, and health systems.
- Risk Adjustment Solution AI-powered HCC coding review solution for payers and Medicare Advantage plans that captures and defends every diagnosis code. Reviews patient charts and surfaces clinical documentation needed to support HCC codes with human-in-the-loop validation for accurate, defensible risk adjustment submissions.
- RADV Audit Workflow Specialized workflow for Medicare Advantage plans managing RADV audits. Provides a centralized operational layer for retrieval coordination, evidence management, HCC validation, and submission readiness across multiple simultaneous audits.
Quantifiable outcome
- 11% average revenue uplift for fee-for-service providers through comprehensive pre-billing chart review
- +7 more outcomes
Companies that use Charta Health
Customer profileNamed customers7 records
Segments8 records
Ideal customer profiles7 records
Charta Health technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability7 records
Feature5 records
Charta Health partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- athenahealthcoreCharta Health has integrated into the athenahealth Marketplace, enabling provider organizations on the athenaOne platform to access AI-powered chart review directly within their existing EHR workflow. The integration allows Charta to access charts and review them for coding accuracy, payer compliance, and clinical quality measures. The partnership grants Charta access to athenaOne's network of over 160,000 providers.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Charta Health competitors and assessment
Company assessmentDirect peers
- SmarterDx: SmarterDx is an AI platform for hospital revenue cycle that analyzes clinical documentation to identify missed diagnoses, coding gaps, and revenue opportunities — directly comparable to Charta's AI chart review approach at the pre-billing stage, with similar use cases across mid-revenue-cycle integrity and CDI.
- CodaMetrix: CodaMetrix provides AI-powered autonomous medical coding for hospital and ambulatory settings using NLP/LLMs, closely mirroring Charta's autonomous coding, revenue discovery, and pre-billing accuracy use cases for provider organizations.
- Nym Health: Nym Health offers autonomous medical coding powered by clinical NLP and LLMs for emergency departments, radiology, and urgent care — directly competing with Charta's autonomous coding and revenue discovery modules across ambulatory specialties.
- AKASA: AKASA applies generative AI to healthcare revenue cycle operations including coding, claims, and denials management for health systems — a direct competitor to Charta across RCM use cases with similar enterprise health system and provider organization buyers.
- Fathom: Fathom (formerly DeepScribe) provides AI medical coding and clinical documentation automation for ambulatory practices, directly competing with Charta's autonomous coding and CDI modules across provider organizations.
Broad incumbents
- Waystar: Waystar is an established healthcare revenue cycle technology platform serving providers and health systems with claims management, denials, and analytics. While broader than Charta's chart-review focus, it overlaps on pre-billing accuracy and payer compliance workflows.
- Optum (UnitedHealth Group): Optum is the largest healthcare services and innovation business of UnitedHealth Group, offering coding, CDI, and revenue cycle solutions at scale. Its Coding & Documentation services and Risk Adjustment offerings compete broadly with Charta's provider and payer modules.
- 3M Health Information Systems: 3M HIS (now part of Solventum) provides the dominant medical coding, CDI, and risk-adjustment software suite used across the industry. Charta's autonomous coding, payer compliance, and HCC risk-adjustment modules compete with portions of 3M's portfolio.
Emerging players
- Notable: Notable deploys AI agents across the patient journey including scheduling, documentation, coding, and billing workflows for provider organizations — overlapping with Charta's autonomous coding and provider feedback modules, particularly in ambulatory settings.
- Cohere Health: Cohere Health applies AI to prior authorization, utilization management, and payer-provider collaboration. While more authorization-focused, it overlaps with Charta's payer compliance and risk-adjustment use cases on the payer side of the market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Charta Health social profiles
Digital presenceCharta Health compliance and trust
Trust signalCompliance3 records
Charta Health financial estimates
Financial estimateRevenue estimate
Valuation estimate
Charta Health leadership team
Management profileNumber of profiles
Profiles2 records
Charta Health funding detail
Funding detailFunding overview
Funding rounds2 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Charta Health M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Charta Health
What does Charta Health do?
Charta Health provides an AI-powered chart review platform that uses large language models to review 100% of patient encounter charts at the pre-billing stage, autonomously coding notes, identifying missed revenue opportunities, ensuring payer compliance, surfacing clinical quality measures, and capturing HCC codes for risk adjustment. The platform integrates directly with provider EHRs (athenahealth, Experity, eClinicalWorks, HomeCare HomeBase) and serves healthcare providers, payers, MSOs, and health systems with custom implementations built by dedicated AI engineers.
Is Charta Health a public or private company?
Charta Health is a private company. It is classified as venture growth investor backed and is currently operating.
When was Charta Health founded?
Charta Health was founded in 2023. It employs 11 to 50 people.
Where is Charta Health based?
Charta Health is headquartered in San Francisco, United States, in the North America region.
How does Charta Health make money?
One revenue line is on record: AI Chart Review Platform Subscription.
Who are Charta Health's main competitors?
Direct peers on record are SmarterDx, CodaMetrix, Nym Health, AKASA and Fathom. Broad incumbents are Waystar, Optum (UnitedHealth Group) and 3M Health Information Systems. Emerging players are Notable and Cohere Health.
Does Charta Health have an API?
No public API is recorded for Charta Health.
What industry is Charta Health in?
Charta Health's product category is Healthcare Revenue Cycle Management Software. Its primary akta.pro industry code is HLACAAAH, Computer-Assisted Physician Documentation (CAPD) & Clinical Documentation Improvement (CDI), with a secondary code of HLACAIAE, Healthcare Data Quality, Profiling & Observability. Its NAICS code is 62151 and its SIC code is 7370.