A strategic and collaborative approach to retrieval
Medical record retrieval is essential for health plans to optimize their risk adjustment programs, quality measurements and HEDIS® scores, as well as to attain accurate member health profiles and risk reimbursement. Optum utilizes a strategic and collaborative approach to chart retrieval, based on client criteria and goals. Our flexible approach helps maximize yield and improve outcomes while minimizing the impact on providers.
We provide a full suite of retrieval methods but lead with a digital-first approach. Digital retrieval is faster, more efficient and less demanding on providers than traditional manual methods. It also supports the industry-wide drive toward interoperability in healthcare.
The advantages of digital chart retrieval
Interoperability
We offer direct EMR connections via FHIR integration or remote automation and digital connections via APIs and aggregators. Optum can intake multiple formats (PDF, CCD, CCDA, FHIR, HL7) and convert to readable formats for coding and abstraction.
Digital adoption
Our provider recruitment team focuses on actively recruiting identified high‑volume providers to the program, working toward a continually expanding electronic contribution.
Targeted network expansion
We collaborate with clients to identify and prioritize a provider recruitment target list. We work with provider technical teams to test and secure connections. We provide transparent recruitment updates and electronic conversion progress.
Key benefits
Discover the advantage of a nationwide, full-service, tech-driven retrieval solution.
National coverage
We provide access to 1.5M+ providers, chart downloads from more than 800 electronic medical records (EMRs), and third‑party partnerships that extend our provider coverage.
Multimodal retrieval
Our retrieval processes include digital, remote access, onsite, secure provider portal, manual and Health Information Handler (HIH) management.
Digital-first approach
Clients can access major EMRs and interoperability networks. Our network includes access to 264,000 providers using digital methods.
Active digital adoption
Efforts to influence use of digital retrieval methods include integration of APIs and RPA. We can intake multiple formats (FHIR, CCD, CCDA, HL7) and convert to readable outputs for coding and abstraction use.
Intelligent workflows
Use of AI/NLP helps enhance delivery effectiveness and quality during chart image validation and outreach engagement.
Customer service
Our client service team provides transparency and support while our client‑facing portal allows for real‑time status reports, actionable insights and client‑determined cadence for delivery of records and reporting.
Related healthcare insights
E-book
Creating a connected system to improve risk and quality outcomes.
White paper
Unlock new efficiencies with a digital-first, AI-powered approach to empower value-based care and enhance health plan performance.
Case study
Empower provider success and improve member care through digital integration.
Product information and resources
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Retrieval overview
Explore a better way to retrieve medical charts. Learn how Optum can customize retrieval solutions for you.
HEDIS® is a registered trademark of the National Committee for Quality Assurance (NCQA).