SacValley MedShare

What SacValley MedShare does

SacValley MedShare (SVMS) is a California 501(c)(3) non-profit Health Information Exchange (HIE) founded in 2012 and headquartered in Chico, California, designated in October 2023 by the state as a Qualified Health Information Organization (QHIO) to facilitate compliance with California's Data Exchange Framework (DxF). The organization provides secure health and social-services information exchange across a base of 26 Northern California counties and has begun extending into the Central Coast, serving hospitals and health systems (e.g., Adventist Health, CommonSpirit/Dignity, Enloe, Oroville, Banner Health, Prime Healthcare), FQHCs and tribal health centers (e.g., Ampla Health, Shasta Community Health, Hill Country, Mountain Valleys, Feather River Tribal Health, Chapa-De Indian Health), county health and human-services agencies (Butte, Colusa, Humboldt, Marin, Napa, Sonoma, Yolo), health plans (Partnership HealthPlan of California), ACOs (Aliados Health), laboratories (Quest Diagnostics), and EMS providers.

The core product is the CaliforniaCare360 platform, a longitudinal, real-time patient record portal and EMR-integrated exchange supporting Direct Secure Messaging, SmartAlerts/RapidAlerts, Member File Return, and the legacy Collective Medical EDIE product. The stack is built on DirectTrust-anchored Direct Messaging, FHIR APIs, Rhapsody Identity EMPI for cross-organization patient matching, a KONZA data warehouse for analytics and population-health dashboards, and an HIE infrastructure originally centered on the CareAlign portal before its February 2026 migration to KPI Ninja by Health Catalyst. Adjacent offerings include Thrive Together Care Network, a NinePatch-powered Whole Person Care platform launched in Q4 2025 that adds closed-loop referrals (RIE), SDOH screening, consent management, and CalAIM/BH-QIP reporting for county agencies, ECM/CS providers, and CBOs. National interoperability is delivered through KONZA QHIN participation under TEFCA, joined in 2025.

SVMS monetizes via recurring membership and service fees scaled off county population (per-county-population pricing, billed annually and not publicly disclosed), with incremental revenue from analytics dashboards, alerts, and onboarding services. Go-to-market is direct enterprise field sales targeting California healthcare entities required to comply with the DxF mandate that became effective January 31, 2024; the organization supplements this with industry-association positioning (CAHIE, HIMSS, Civitas for Health, Hospital Council of Northern & Central California), educational content marketing, and dedicated onboarding and training programs. The leadership team is small (11-50 employees), comprising a CEO (John D Helvey), Chief Technology and Quality Officer (Tiffany Hodgins), Director of Business Development and Marketing (James Forte), QHIO Program and Project Director (Becky Shoemaker), and Executive Assistant and Bookkeeper (Cheryl Risner), reflecting the lean operating model of a community-governed non-profit HIE.

Name

SacValley MedShare

Legal name

SacValley MedShare

Website

https://sacvalleyms.org

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

SacValley MedShare is a California non-profit Qualified Health Information Organization (QHIO) operating a statewide Health Information Exchange that enables secure, DxF-compliant clinical and social-services data exchange among hospitals, FQHCs, county agencies, health plans, labs, and tribal health providers.

Ownership category

akta.pro rank

Product category

Health Information Exchange

NAICS

Social Assistance (624)

SIC

Services-Health Services (8000), Services-Misc Health & Allied Services, Nec (8090)

akta.pro primary industry

HIE Platforms & Network Services (Community/Regional/National) (HLACABAB)

akta.pro secondary industries

Interoperability Standards, Profiles & Implementation (HL7/FHIR/IHE) (HLACABAA), Terminology Services & Semantic Interoperability (SNOMED/LOINC/RxNorm mapping) (HLACABAJ), Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)

Keywords

• Health information exchange
• Qualified health information organization
• Healthcare data interoperability
• Data exchange framework services
• Secure patient data exchange

Headquarters

HQ city

Chico

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. QHIO Services and HIE Membership Fees: SacValley MedShare operates as a non-profit Qualified Health Information Organization providing HIE services to healthcare providers and organizations across California. Revenue is generated through membership fees and services to participants who exchange health information through the platform. Fee structures are based on county population as referenced in pricing documentation.
2. Data Exchange and Compliance Services: Services supporting organizations in meeting California Data Exchange Framework (DxF) compliance requirements, including transaction exchange, patient record location, data translation to industry standards, and security measures.
3. Analytics and Reporting Services: Analytic dashboards and reporting services offered through partnership with KONZA, providing clinical data aggregation, quality reporting, and population health insights to participating members.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

SacValley MedShare operates as a non-profit Qualified Health Information Organization (QHIO) designated by the State of California to enable secure exchange of health and social services information across healthcare entities. The organization delivers HIE services through its CaliforniaCare360 platform (powered by KPI Ninja by Health Catalyst), providing web-based and EMR-integrated longitudinal patient records, Direct Secure Messaging, SmartAlerts/RapidAlerts, Member File Return, and analytics dashboards. It supports compliance with California's Data Exchange Framework (DxF) and participates in TEFCA via the Konza QHIN for national-scale interoperability.

Product overview

SacValley MedShare operates as a Qualified Health Information Organization (QHIO) providing a unified Health Information Exchange (HIE) platform for California healthcare providers. The core offering centers on CaliforniaCare360 — a comprehensive HIE platform combining a web-based portal, EMR-integrated data exchange, Direct Secure Messaging, SmartAlerts/RapidAlerts, Member File Return, and analytics dashboards. The portfolio extends through two key partnerships: the NinePatch Platform powers Whole Person Care closed-loop referrals (branded as Thrive Together Care Network), while KPI Ninja by Health Catalyst underpins the CaliforniaCare360 portal infrastructure launched in February 2026. A second analytics layer via Konza QHIN provides population health, quality, and readmissions dashboards. The QHIO DxF Services layer delivers mandated data exchange under California's Data Exchange Framework, with TEFCA participation through the Konza QHIN enabling national-scale interoperability.

Differentiator

Problem solved

Functional benefit

Brands

• CaliforniaCare360: A comprehensive HIE platform providing longitudinal patient records, real-time vitals, lab results, medication details, and analytics powered by KPI Ninja by Health Catalyst.
• Thrive Together Care Network
• HQ Insights
• Direct Secure Messaging
• SmartAlerts

Products and services

• CaliforniaCare360 Portal The primary HIE portal platform providing participating members with HIPAA-compliant web-based and EMR-integrated access to longitudinal patient records including medications, allergies, lab results, radiology reports, and Continuity of Care Documents. Migrated to KPI Ninja by Health Catalyst in February 2026.
• QHIO DxF Services QHIO-designated services enabling California healthcare entities to comply with the California Data Exchange Framework (DxF). Services include patient demographics exchange, clinical records, lab and radiology results, prescription history, hospital admission/discharge summaries, care plans, immunization records, and healthcare encounter data exchange.
• Thrive Together Care Network (NinePatch Platform) A Whole Person Care closed-loop referral platform that integrates Social Services, Behavioral Health, Public Health, and clinical data into a single connected ecosystem. Includes Referral Information Exchange (RIE), SDOH screening tools, consent management, and real-time interoperability with EHRs, county platforms, and CBO systems. Designed for county health agencies, ECM/CS providers, CBOs, and healthcare providers.
• HQ Insights Analytic Dashboards Web-based analytic dashboards powered by the Konza data warehouse, aggregating normalized clinical data from all SVMS members' EHR systems and connected Health Information Networks. Available dashboards include High Risk Patient, Polychronic Patients, Behavioral Health, Controlled Substances, Disease Registry, Population Health, Utilization, Readmissions, Quality Metrics, AcuteAlerts, and COVID-19 dashboards.

Quantifiable outcome

• Hospitals and pharmacies can verify insurance coverage efficiently through data exchange
• +4 more outcomes

Named customers24 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered core, strategic and supporting.

• KONZA (QHIN)coreTechnology or Integration · 1 January 2025SacValley MedShare joined KONZA as a QHIN (Qualified Health Information Network) under TEFCA (Trusted Exchange Framework and Common Agreement) in 2025. This partnership positions SVMS to securely exchange health information on a national scale, expanding interoperability beyond regional boundaries. KONZA provides shared services including a data warehouse that stores and aggregates clinical data from all SVMS members' EHR systems and other connected HINs for analytic dashboards and reporting.
• Health Catalyst (KPI Ninja Platform)coreTechnology or Integration · 1 January 2025SacValley MedShare partnered with Health Catalyst in 2025, utilizing their KPI Ninja Platform. The platform, named CaliforniaCare360, offers enhanced capabilities including single sign-on solutions, enhanced FHIR capability, API integration, and enhanced analytic and intelligence functionality. Migration to CaliforniaCare360 began February 2, 2026, with the CareAlign portal to be retired February 27, 2026.
• NinePatchcoreTechnology or Integration · 1 January 2024SacValley MedShare partnered with NinePatch to launch the Thrive Together Care Network, a Whole Person Care platform featuring Referral Information Exchange (RIE®), SDOH screening tools, consent management, built-in analytics and outcome tracking, and interoperability with EHRs, county platforms, and CBO systems. Platform launch scheduled for Q4 2025 to support CalAIM initiatives and DxF compliance.
• CommonSpirit HealthstrategicStrategic or Co-development Partner · 1 January 2024Strategic partnership with CommonSpirit Health enables broader interoperability and access across one of the nation's largest health systems. Dignity Health (part of CommonSpirit) participates in the SVMS network, and this partnership extends data exchange capabilities across the statewide health system.
• DirectTrustcoreTechnology or IntegrationDirectTrust provides the Direct Secure Messaging infrastructure enabling HIPAA-compliant, encrypted health information exchange between healthcare providers. SVMS supports Direct Secure Messaging for seamless, secure communication eliminating fax-based transmission.
• Rhapsody Identity EMPIcoreTechnology or IntegrationRhapsody Identity EMPI (Enterprise Master Patient Index) powers improved patient identity matching in the CaliforniaCare360 platform. The system links patient IDs across organizations to reduce duplicate records and improve accuracy.
• California Association of Health Information Exchanges (CAHIE)supportingOthersSacValley MedShare is a member of CAHIE, the California Association of Health Information Exchanges, playing a pivotal role in the state's HIE ecosystem.
• HIMSS (Healthcare Information and Management Systems Society)supportingOthersMember of HIMSS, a global advisor, thought leader, and association focused on better health through information and technology.
• Civitas for HealthsupportingOthersMember of Civitas for Health, a national network of health information exchanges working to advance health information exchange across the United States.
• Hospital Council of Northern & Central CaliforniasupportingStrategic or Co-development PartnerStrategic partner providing regional representation. T Abraham, Regional Vice President of Hospital Council of Northern & Central California, serves on the SVMS Board of Directors.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

• Xx.com/svmshie
• Facebookfacebook.com/svmshie
• LinkedInlinkedin.com/company/sacvalley-medshare

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SacValley MedShare