Every organization with a clinical workforce runs into the same operational reality. Chart review is one of the most expensive and manually taxing processes that compounds with every clinician, state, and specialty added.

That’s why we’re excited to launch Elevate, a chart review tool that brings agentic AI to clinical oversight. Elevate automates the chart auditing cycle so supervising physicians, clinicians, and administrators focus on the work that requires their judgement, at one-twelfth the cost of manual review. 

Why Chart Review Breaks at Scale

Most organizations run their chart review program on spreadsheets, email, and manual follow-up. That approach grows more fragile with every clinician, state, and specialty added.

The cost lands in three places. Scarce physician and administrative time goes to scheduling, chasing, and tracking. Leadership loses any centralized view of what has been reviewed or what the findings show. And when a payer, board, or diligence request arrives, compiling the documentation can take weeks.

Chart audits also produce one of the most direct signals an organization has about the quality of its care, and physicians want to use it that way. In a recent survey of Zivian collaborating physicians:

• 63% said chart review should serve a dual purpose: meeting regulatory requirements and evaluating and improving clinical performance.
• 39% called their current chart review process “very effective.”
• 24% were “very confident” their reviews meaningfully improve clinician performance.

Designed as a compliance spot-check, chart review buries the quality signal. Organizations struggle to see whether clinicians are delivering high-quality care, where patterns of risk are emerging, or whether feedback is changing practice.

How Elevate Works

Elevate brings agentic AI to clinical oversight, with specialized intelligence across regulations, organizational policy, and care delivery context. Here is what that does to the chart auditing cycle.

AI reads every chart before a physician does

With EHR integration, charts flow into Elevate with notes, labs, and prescriptions attached. Elevate’s AI pre-screens each one against the organization’s rubric, its policies, and the requirements of the state where care was delivered, then routes what needs clinical judgment to the collaborating physician with the relevant findings already surfaced. Elevate handles sampling, reviewer assignment, and reminders on its own.

Physicians spend their review time on the exceptions, significantly reducing the overall cost of chart review. For example, a reviewed chart in Elevate costs about $1, where manual review runs roughly $13.

The right charts, in every state

Elevate applies approximately 4,000 state collaboration and chart review rules across all 50 states, including 100% review of adverse outcomes. Sampling matches each state’s actual requirement, so nobody maintains a spreadsheet of rules and no organization over-reviews or under-reviews its way into risk.

A live view of where the workforce stands

Administrators, collaborating physicians, and the clinicians being reviewed all work in the same system, with questions, rubrics, and cadence configured to each specialty, service line, and state. Administrators see who has charts outstanding, what is past due, what got flagged for patient safety or a failing score, and how performance is trending by clinician, specialty, and site.

Clinicians log in to see their own results, acknowledge findings, and follow their own progress, which most chart review programs never give them.

Audits that take minutes

Every review, score, signature, and follow-up is timestamped and exportable. A payer delegation review, state board inquiry, or M&A diligence request becomes one filtered export.

Each review makes the next one better

Findings accumulate in the platform. As review history grows, Elevate surfaces patterns across clinicians, sites, and specialties: where coaching will move the needle, and what an organization’s strongest clinicians do differently.

The compliance work an organization already owes becomes the data foundation for an AI-powered clinical quality program.

Built to Meet the Requirement and Raise the Bar

We built Elevate for organizations that treat their compliance obligations as a strategic operational variable. The regulatory environment governing multi-state clinical workforces is one of the most underestimated constraints on healthcare growth, and the complexity compounds with every clinician, state, and specialty added.

When you can scale a clinician workforce without scaling its complexity, every completed review becomes an investment in clinician performance and patient outcomes.

How a Multi-State Urgent Care Organization Put Elevate to Work

CRH Healthcare, a multi-state urgent care organization, is one of Elevate’s early customers. Before adopting it, CRH ran chart review through manual workflows that were difficult to track across states, with each supervising physician reviewing charts their own way and compliance leaders lacking a reliable view of what had been done.

“When you’re managing a clinical workforce at scale, staying compliant comes down to having a tool that gives you a window into what’s actually happening. Our old process was manual, cumbersome, and extremely difficult to track, but with Elevate everyone now grades against the same standard, which gives us an objective view of our clinicians’ work and helps us identify who needs support faster. For the first time, our compliance, legal, and medical leaders all have a window into our chart review that none of us had before.” — Pam Reid, Senior Director of Compliance, CRH

CRH’s experience reflects the vision for Elevate, turning a recurring compliance obligation into a source of visibility and clinical insight that strengthens as an organization grows. Any organization scaling its clinical workforce across state lines can put Elevate to work the same way.

Get Started

Elevate is available now to organizations managing clinical workforces across multiple states. To learn more and see it in action, request a demo here.