What eRequest does

eRequest LLC is a privately held, founder-led healthcare information technology company founded in 2006 and headquartered in Alexandria, Virginia, with operational offices in Bryan, Texas and legal jurisdiction in Washington State. The company builds web-based SaaS products that automate Release of Information (ROI) workflows, CMS audit response, and patient-facing digital intake for medical records and Disability/FMLA forms. Its TRIMSNet platform currently processes requests for more than 300 hospitals and clinics, serving both Healthcare Providers running ROI in-house and outsourced ROI service companies operating on a revenue-sharing basis.

The company's product portfolio spans six integrated modules: TRIMSNet (request processing core), e-Request (patient medical records portal), d-Request (patient disability/FMLA forms portal), IMOD (radiology imaging sharing), esMD (CMS audit submission), and eMDR (electronic ADR letter receipt). The platform is HIPAA, HITRUST CSF, PCI DSS, and 21 CFR Part 11 compliant, hosted at a Tier 3+ data center via LightEdge. eRequest is one of only twelve CMS Health Information Handler (HIH)-certified companies in the United States, a regulatory authorization required to operate the esMD Gateway and eMDR product lines.

eRequest monetizes through a blend of per-chart transaction fees ($5/patient chart plus $0.01/page for esMD with a $125 monthly minimum subscription floor), retained ROI fulfillment fees for in-house providers, patient pre-payment on online orders, transaction fees on disability forms, and managed outsourcing services with revenue sharing and an open-book transparency policy. Go-to-market is direct enterprise field sales to healthcare providers supplemented by channel partnerships with ROI service companies; the company has 11–50 employees and notable anchor customers including Rothman Orthopaedic Institute (45+ locations, 200+ physicians, 1,500+ digital FMLA forms per month) and Carrell Clinic in Dallas.

Name

eRequest

Legal name

eRequest LLC

Website

https://e-requestllc.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

eRequest LLC is a healthcare SaaS company founded in 2006 that automates Release of Information, CMS audits, and patient intake for medical records and Disability/FMLA forms via its TRIMSNet platform, serving more than 300 hospitals, clinics, and outsourced ROI service companies across the US.

Ownership category

akta.pro rank

Product category

Healthcare Document Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Business Support Services (5614)

SIC

Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Healthcare Provider ERP (Hospital Operations, Supply Chain, Finance) (HDAEAEAH)

akta.pro secondary industries

ERP Managed Services & AMS (Application Management) (BPAEAGAB), ERP Implementation & Systems Integration Services (BPAEAGAA)

Keywords

• Medical records software
• Release of information
• Disability forms processing
• Healthcare workflow automation
• CMS audit solutions

Headquarters

HQ city

Alexandria

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. esMD Subscription and Transaction Fees: Pay $5 per patient chart plus $0.01 per chart page with a minimum monthly subscription fee of $125.00. Chart and page fees accrue against the minimum monthly subscription fee.
2. ROI Processing Fees: Healthcare Providers can retain fulfillment fees from processing requests for medical records when performing ROI in-house. For outsourcing, revenue is shared with the provider.
3. Patient Pre-payment for Online Orders: New source of revenue by requiring pre-payment with online patient orders for medical records and disability forms.
4. Disability Forms Processing: Revenue from processing disability/FMLA forms with online credit card payment option for patients. Over 70% of provider-clients' patient communities submit forms online through d-Request portal.
5. Outsourcing Services with Revenue Sharing: ROI and Disability Forms outsourcing services with full operational and financial transparency. Comprehensive report library for monitoring. The company maintains open-book policy sharing all revenue intake with Provider clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

eRequest LLC develops and sells a SaaS platform suite (TRIMSNet, e-Request, d-Request, IMOD, esMD, eMDR) that automates the processing of medical records requests, disability/FMLA forms, and CMS audit submissions for hospitals, clinics, and ROI service companies. The company also provides outsourcing services with revenue sharing for Release of Information and disability forms fulfillment.

Product overview

eRequest LLC offers a device-independent software suite for Release of Information, CMS Audits, and patient digital access to medical records and disability forms. The portfolio includes six integrated software products: TRIMSNet (core medical records request processing platform), e-Request (patient-facing medical records request portal), d-Request (patient-facing disability/FMLA forms portal), IMOD (radiology imaging sharing), esMD (CMS audit submission), and eMDR (electronic ADR letter reception). The company also offers two outsourcing services: Medical Records ROI Outsourcing and Disability Forms Outsourcing. Solutions are available for in-house implementation using the TRIMSNet platform, outsource services with revenue sharing, or hybrid combinations. eRequest LLC is one of only twelve CMS HIH-certified companies in the US.

Differentiator

Problem solved

Functional benefit

Brands

• TRIMSNet: Leading software platform for processing requests for medical records used by Healthcare Providers and ROI service companies. Processes requests for 300+ hospitals and clinics.
• e-Request
• d-Request
• IMOD (Imaging on Demand)
• esMD
• eMDR

Products and services

• TRIMSNet Core SaaS platform that automates medical records request processing for Healthcare Providers and ROI service companies. CMS HIH-certified, processes requests for 300+ hospitals and clinics. Enables in-house or outsourced processing with customizable workflow, fee schedules, invoices, and comprehensive reporting.
• e-Request Patient-facing web portal enabling patients to request and access medical records online 24/7 from any digital device or browser without downloading apps. Features automatic camera activation for identity authentication and continuous text/email status notifications.
• d-Request Patient-facing portal for online submission and access of Disability/FMLA Forms. Eliminates mail, fax, and office visits. Reduces patient calls by 90%. Features on-screen form editing, digital signature tool, online credit card payment, and automatic status alerts.
• IMOD (Imaging on Demand) Web-based radiology imaging release solution that allows patients to view diagnostic-quality images instantly on any browser or device via a single web link. Eliminates physical media such as CDs and thumb drives.
• esMD Automates submission of CMS-requested medical records through TRIMSNet to meet CMS audit requirements. Supports Prior Authorization Requests, ADR responses, appeal requests, and Durable Medical Equipment requests. Available only through CMS HIH-certified companies.
• eMDR Enables Healthcare Providers to receive Additional Documentation Request (ADR) letters electronically from CMS through TRIMSNet. Provides structured electronic data for system processing with faster delivery and traceability.
• Medical Records (ROI) Outsourcing Full outsourcing service for Release of Information processing, providing 24/7 patient support with 2-hour response time, same-day turnaround, revenue sharing model, and transparent reporting. Providers can transition to in-house or hybrid processing at any time.
• Disability Forms Outsourcing

Quantifiable outcome

• 70%+ of provider-clients' patients submit Disability/FMLA forms online
• +4 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

One partnership is on record.

• LightEdge Solutions (Data Center)coreTechnology or IntegrationNationally recognized Tier 3+ data center providing hosting infrastructure for eRequest's SaaS solutions. LightEdge provides HIPAA-compliant hosting ensuring security and privacy of medical records. The data center is HITRUST certified.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Ellkay: Ellkay is a healthcare data interoperability company that connects EMR/EHR systems to downstream systems for data exchange. Its connectivity-focused approach to healthcare workflows is adjacent to eRequest's TRIMSNet integration with EMR systems.

Others

• Sharecare: Sharecare is a digital health company offering patient engagement, health information access, and wellness tools. Its patient access-to-records features are thematically related to eRequest's e-Request patient portal.

Broad incumbents

• Oracle Health (Cerner): Oracle Health (formerly Cerner) is a major EHR and healthcare IT vendor serving hospitals and health systems. Its patient engagement and health information management portfolio overlaps with several of eRequest's product capabilities.
• Epic Systems: Epic is the largest EHR vendor in the US, used by the majority of large hospital systems. Epic's patient portal and document management capabilities overlap with eRequest's patient-facing intake and ROI features, making it a broad incumbent that could absorb eRequest's use cases.

Direct peers

• Ciox Health (Datavant): Ciox Health, now part of Datavant, is one of the largest health data exchange and medical record retrieval companies in the US. It is the dominant scale player in the same ROI and health information management category as eRequest.
• HealthMark Group: HealthMark Group is a release-of-information and medical record retrieval provider serving hospitals, health systems, and ambulatory providers. Its technology-enabled ROI services directly overlap with eRequest's offerings.
• MRO Corp: MRO Corp is a leading provider of release-of-information (ROI) and health information management services for hospitals and health systems. It competes directly with eRequest's TRIMSNet platform and ROI outsourcing services for the same healthcare provider customer base.
• RecordQuest: RecordQuest is a medical records retrieval and ROI services company serving attorneys, insurance companies, and healthcare providers. It competes in the same medical record retrieval workflow as eRequest.
• Verisma: Verisma provides cloud-based release-of-information automation software and services to hospitals and health systems. Its Verisma Release Manager (VRM) platform is a close analogue to eRequest's TRIMSNet for automating ROI workflows.
• ChartRequest: ChartRequest operates an online patient-initiated medical records request platform, similar in concept to eRequest's e-Request product. It serves as a marketplace-style alternative for patients requesting records from healthcare providers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance5 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 eRequest