Chart Swap
ChartSwap is a HIPAA-compliant B2B health information exchange platform connecting medical record requestors (law firms, insurers, RCM vendors) with 190,000+ provider locations, processing thousands of daily record retrieval requests via Salesforce-built infrastructure and transaction-based fees.
- Company typePrivate
- Founded2012
- HeadquartersLeague City, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Chart Swap does
ChartSwap is a B2B health information exchange company founded in 2012 and headquartered in Houston, Texas, with 101–250 employees. It operates a HIPAA-compliant, cloud-based medical and billing record exchange platform built on Salesforce.com infrastructure, connecting record requestors (law firms, insurance companies, record retrieval vendors, RCM companies, third-party administrators) with healthcare record providers (hospitals, physician groups, billing groups, labs, imaging centers, EMS providers). The platform reports over 190,000 provider locations, states that 95% of U.S. legal requestors utilize it, and processes 4,000–12,000+ record requests daily serving 220,000–260,000+ active users.
The product suite centers on the ChartSwap core exchange platform and a set of add-on modules: Chronology by ChartSwap (chronological record organization with OCR and full-text search), Indexing by ChartSwap (Bates labeling and OCR), Summary by ChartSwap (record summary with single-click access), Medical Canvass (geographic treatment-history discovery), Record Finder (patient-demographics search across 1.1M+ physicians and 661K+ clinical facilities), ChartShare (in-network provider-to-provider sharing), and CloudNetwork (extended network of non-native providers with a $37 Digital Delivery Fee). Security and compliance certifications include HITRUST Risk-Based 2-year (r2), SOC 2 Type II, and HIPAA, with 256-bit AES encryption at rest, HTTPS/SHA-256/RSA for transport, and multi-factor authentication.
Revenue is generated entirely from requestor-side transaction and delivery fees — including the Instant Download Fee for native providers and the CloudNetwork Digital Delivery Fee ($37) — while providers access the platform at no cost. Custodian fees set by providers (within state guidelines) are facilitated through ChartSwap as payment processor and passed through to providers. ChartSwap combines a self-serve direct registration portal with an enterprise/demo-led sales motion, plus channel distribution through Salesforce AppExchange, AthenaHealth Marketplace, and the Experity partnership for urgent care clinics. The company has undergone multiple ownership changes: acquired by Ontellus in October 2018, subsequently by Aquiline and Capstreet, and in June 2025 Datavant signed an agreement to acquire ChartSwap for integration into its Legal & Insurance vertical.
Chart Swap firmographics
Firmographics- Name
- Chart Swap
- Legal name
- ChartSwap
- Website
- https://chartswap.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- ChartSwap is a HIPAA-compliant B2B health information exchange platform connecting medical record requestors (law firms, insurers, RCM vendors) with 190,000+ provider locations, processing thousands of daily record retrieval requests via Salesforce-built infrastructure and transaction-based fees.
- Ownership category
- akta.pro rank
Where Chart Swap is headquartered
LocationHeadquarters
- HQ city
- League City
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Chart Swap business model
Business model- GTM type
- B2B
- Offering type
- Software
Revenue model
- Transaction/Instant Download Fees: ChartSwap charges requestors a transaction fee when they elect to deliver requested records electronically. This fee is paid when records are made available for download. The service is optional - requestors can opt for traditional mailed records without this fee.
- CloudNetwork Digital Delivery Fee: $37 Digital Delivery Fee for CloudNetwork provider requests, paid at the time the request is initiated. Records are downloaded once the CloudNetwork Provider has uploaded them to the ChartSwap Platform.
- Custodian Fee Facilitation: ChartSwap facilitates payment transfers between requestors and providers for custodian fees. Custodian fees are set by providers within state guidelines. ChartSwap acts as payment processor, transferring funds directly to providers.
- Platform Access for Providers: Providers access the ChartSwap platform at no cost. Revenue is generated entirely from requestor-side transaction and delivery fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | $37 Digital Delivery Fee for CloudNetwork requests |
| Transaction based/ take rate | Pay-as-you-go | Instant Download Fee for Native ChartSwap providers |
| Freemium | Monthly | Free platform access for providers |
Go-to-market motion4 records
Distribution channels6 records
Marketing channels10 records
Chart Swap product offering
Product offeringCore offering
No source content was provided in the input beyond an internal reasoning placeholder; the core offering cannot be extracted from supported source material.
Product overview
ChartSwap is a unified B2B medical and billing records exchange platform offering core record retrieval software plus modular add-on capabilities. The core ChartSwap platform enables requestors and providers to exchange records electronically with HIPAA compliance. Add-on modules include Chronology by ChartSwap (chronological record organization with OCR), Indexing by ChartSwap (Bates labeling and OCR), Summary by ChartSwap (record summarization), Medical Canvass by ChartSwap (treatment discovery), Record Finder (patient record search across 1.1M+ physicians), ChartShare (provider-to-provider record sharing), CloudNetwork™ (extended provider network), and RCM integration tools. All products operate within the same cloud-based platform built on Salesforce infrastructure.
Differentiator
Problem solved
Functional benefit
Brands
- Chronology by ChartSwap: Automatically and chronologically organize and manage records in one unified system where records are organized by date, provider and record type.
- Indexing by ChartSwap
- Summary by ChartSwap
- Medical Canvass by ChartSwap
- Record Finder
- CloudNetwork
- ChartShare
Quantifiable outcome
- 7.5 days average turnaround time vs industry standard of weeks or months
- +5 more outcomes
Companies that use Chart Swap
Customer profileNamed customers14 records
Segments4 records
Chart Swap technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature8 records
Chart Swap partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- DatavantcoreDatavant, a leading health data platform company, signed agreement to acquire ChartSwap from Aquiline (private investment firm) and Capstreet. ChartSwap will join Datavant to deliver an integrated, digital-first platform connecting those with health records to those who need them. Part of Datavant's Legal & Insurance vertical bringing together record retrieval, medical canvassing, expert services, and intelligent analysis.
- ExperitycoreExperity, the national leader in on-demand healthcare solutions, partnered with ChartSwap to power their Record Retrieval service. Through this collaboration, Experity's Record Retrieval provides seamless medical and billing record retrieval for authorized third-party requesters using ChartSwap's digital exchange. Designed to reduce administrative burdens and enhance operational efficiency for urgent care clinics across the U.S.
- SalesforcecoreChartSwap is built on Salesforce.com platform, leveraging Salesforce's leading security infrastructure with world-class physical, administrative and technical security safeguards. ChartSwap is a Salesforce ISV Partner listed on AppExchange.
- PayPalcoreChartSwap utilizes PayPal for easy, fast, and secure payment transactions. The PayPal platform establishes a transactional interface for electronic payments. Requestors do not need to register a PayPal account to pay with credit or debit card.
- AMFSminorAMFS (American Medical Forensic Specialists) logo appears on About page alongside ChartSwap and other Datavant L&I segment companies. Offers medical expert witness services integrated with ChartSwap.
- DigitalOwlminorAI-powered medical record analysis company. Logo appears on About page as part of Datavant L&I ecosystem for intelligent document analysis.
- Discovery ResourceminorLogo appears on About page as part of Datavant Legal & Insurance ecosystem, offering discovery and record retrieval services.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
Chart Swap competitors and assessment
Company assessmentBroad incumbents
- Datavant: Now ChartSwap's parent company and the leading health data platform connecting clinical and claims data. Broad incumbent in healthcare data exchange with overlapping provider and requestor relationships, and ChartSwap's integration expands Datavant's footprint into legal and insurance record retrieval.
- Epic Systems (Care Everywhere): Dominant EHR vendor with embedded Care Everywhere interoperability network used by most US health systems for record exchange. While ChartSwap complements rather than competes with Epic directly, Epic's exchange capability constrains the addressable market for third-party record retrieval within Epic-shop systems.
Direct peers
- HealthMark Group: Direct competitor providing medical record release management and patient-facing request solutions to health systems. Comparable in scale, customer base (hospitals and legal requestors), and value proposition centered on digitizing paper-based ROI workflows.
- MRO Corp: Direct competitor in release-of-information and medical records retrieval for hospitals, health systems, and requestors. Operates a comparable provider-side and requestor-side network with a similar transaction-based model serving legal and insurance customers.
- Verisma: Direct competitor offering cloud-based Release of Information (ROI) automation for healthcare providers, serving the same legal and insurance requestor base with a similar transaction-fee revenue model and HIPAA-compliant workflow.
- CIOX Health: Largest US release-of-information provider, now part of Datavant. Closest direct competitor in scale, scope of services, and customer footprint, serving hospitals, law firms, and insurance requestors through a comparable transaction-based model.
Emerging players
- 1upHealth: Health data interoperability platform built on FHIR APIs, enabling providers, payers, and app developers to exchange clinical records. Comparable in cloud-based health information exchange, but with a broader EHR-aggregation focus rather than legal ROI.
- Particle Health: Health data exchange API platform providing provider-to-third-party medical record retrieval. Comparable in healthcare interoperability and API-first delivery, but oriented toward payers and digital health apps rather than legal/insurance requestors.
- Health Gorilla: Health Information Exchange (HIE) platform enabling provider-to-provider clinical data sharing. Comparable in HIPAA-secure interoperability focus and provider network orientation, but focused on clinical care rather than legal/insurance requestor workflow.
Others
- Experity: Channel partner and EMR/PM vendor for urgent care clinics; powers its Record Retrieval service on ChartSwap. Adjacent ecosystem participant whose urgent care footprint provides ChartSwap with a distribution channel into ambulatory record exchange.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Chart Swap social profiles
Digital presenceChart Swap compliance and trust
Trust signalCompliance3 records
Chart Swap financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chart Swap leadership team
Management profileNumber of profiles
Chart Swap funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chart Swap 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 Chart Swap
What does Chart Swap do?
No source content was provided in the input beyond an internal reasoning placeholder; the core offering cannot be extracted from supported source material.
Is Chart Swap a public or private company?
Chart Swap is a private company. It is classified as unknown and is currently operating.
When was Chart Swap founded?
Chart Swap was founded in 2012. It employs 101 to 250 people.
Where is Chart Swap based?
Chart Swap is headquartered in League City, United States, in the North America region.
How does Chart Swap make money?
Four revenue lines are on record. Transaction/Instant Download Fees are the primary driver. The others are cloudNetwork Digital Delivery Fee, custodian Fee Facilitation and platform Access for Providers.
Who are Chart Swap's main competitors?
Broad incumbents on record are Datavant and Epic Systems (Care Everywhere). Direct peers are HealthMark Group, MRO Corp, Verisma and CIOX Health. Emerging players are 1upHealth, Particle Health and Health Gorilla. Experity is listed as an others.
Does Chart Swap have an API?
No public API is recorded for Chart Swap.