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Reviewed · Updated 2026-06-17

medchart

Medical record request and release management platform for healthcare providers.

Reviewed by the Conversion Gems editorial team ·
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Pricing
Freemium
Best for
Medical record teams
Category
CRM & Sales
The bottom line

Purpose-built records retrieval platform that eliminates fax and phone tag for legal and insurance teams.

6.6
Our score
6.6 / 10
Conversion Gems editorial verdict
Custom; flat fee per record request
Features7/10
7 - strong consent and audit workflows; feature depth is narrowly vertical-specific.
Value6/10
6 - flat-fee model is predictable but opaque without a public rate card.
Ease of use7/10
7 - requestor-side workflow is streamlined; provider onboarding adds setup overhead.
Ecosystem6/10
6 - connects law firms to health providers; limited documented third-party app integrations.
Support7/10
7 - support docs available; enterprise accounts likely receive dedicated account help.
What it really is

MedChart — medical record request and release platform for law firms, insurers, and health providers.

Our take

MedChart digitizes end-to-end medical record retrieval with patient consent at its core, connecting law firms, insurers, and health systems. The DB category 'CRM & Sales' is incorrect — this is a legal-health-tech records management platform. The DB also labels it 'freemium', which is inaccurate; MedChart uses enterprise/custom flat-fee-per-request pricing with no publicly listed free tier or self-serve sign-up.

Why we rate it

Eliminates fax-based record retrieval with a consent-first digital workflow — a meaningful efficiency gain for high-volume personal injury and class-action practices.

The catch

No transparent public pricing and no self-serve free tier; cost visibility requires a direct sales conversation.

Best for
Personal injury and class-action law firms with high record-request volume
Insurance companies managing health record requests at scale
Health systems and clinics processing frequent record-release requests
Not good for
Individual patients managing their own medical records informally
Small practices with low record-request frequency
General-purpose document management or CRM workflows
Friction report
Time to value
Moderate: account setup and provider network integration required before submitting first requests.
Scale breakpoint
Per-request cost model accumulates quickly for very high-volume litigation teams without a negotiated volume contract.
Walled garden
Moderate: records export as standard files, but consent tracking and workflow history remain in-platform.

A look inside

medchart product screenshot

Frequently Asked Questions

Alternatives

Step up

ChartSwap or IOD for enterprise health systems needing larger-scale ROI (Release of Information) workflows.

Lighter alternative

Direct patient portal requests via MyChart for low-volume or individual patient use.

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Tags

#Healthcare#Records

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