Zivian brings EHR-integrated chart audits, clinical oversight, and AI-powered quality intelligence into one auditable workflow.
Most clinical chart auditing programs run on reviews that live in spreadsheets, manual chart sampling, and compliance teams that are left assembling proof after the fact.
Zivian Elevate provides organizations with an automated, end-to-end workflow for clinical chart review — reviews run on time, and AI-assisted chart auditing and longitudinal insights lay the foundation for continuous clinical quality improvement.
Elevate replaces disconnected coordination with a closed-loop workflow that keeps reviews moving, documents every step, and gives leaders real-time visibility across the workforce.
- Admins see status across review cycles: what’s due, what’s overdue, what’s flagged
- Physicians review charts side-by-side with state-specific templates
- Providers see and acknowledge results, respond to follow-up, and track their own progress
- EHR integration and real-time chart mapping
- Standard review workflows
- Performance evaluation templates and scoring rubrics
- Fully configurable by organization, service line, and state
- Admins see clinical performance trends across the workforce.
- Supervising physicians see question-level performance, behavioral patterns, and AI summaries of review notes.
- Providers see their own performance trends and feedback themes.
- Flagged adverse-outcome charts are pulled into the review queue automatically, independent of your routine sampling.
- Meet the review requirement for every state without manual tracking
- Keep an auditable record of what was reviewed, by which physician, and when
- Every review, score, and signature is timestamped and exportable
- Filter by provider, reviewer, state, date range, and more.
- Export complete documentation for board inquiries, payor requests, internal QA reviews, or diligence
See below for commonly asked questions about Zivian Elevate.
What is Zivian Elevate?
Elevate is an AI chart review tool built for organizations deploying NP and PA teams at scale. It automates chart sampling, reviewer assignment, physician feedback, APP acknowledgment, audit trails, and clinical quality insights in one system.
Who is Elevate for?
Elevate is built for organizations that are managing collaborating physician oversight across multiple states, scaling APPs faster than their compliance program can keep up with, or ready to turn chart review into a clinical quality program.
Can Elevate support state-specific chart review requirements?
Yes. Elevate is built on 4,000+ chart review and collaboration rules to solve the state-by-state complexity of NP/PA compliance. Review workflows can be configured based on state requirements, specialty, service line, internal QA standards, and organization-specific policies.
How does AI work in Elevate?
Elevate brings agentic AI to clinical oversight, automating complex chart review workflows with specialized intelligence across regulations, organizational policy, and care delivery context.
Elevate also uses AI to help organize review data, summarize feedback themes, and surface clinical quality patterns across providers, reviewers, service lines, and states.
With Elevate, AI supports insight generation, chart selection, and auditing. It does not independently score providers, make clinical decisions, or replace reviewer judgment.
What can I track in Elevate?
Teams receive an all-in-one view of ongoing chart review compliance and quality — track review cycles, assigned reviewers, completed reviews, overdue items, scores, comments, signatures, APP acknowledgments, follow-up actions, and audit records. Leaders can also view workforce-level trends and longitudinal behavioral patterns as review data accumulates.
Does Zivian Elevate integrate with my EHR?
Yes. Zivian can support encounter data through EHR integration or bulk import, depending on your organization’s workflow and technical needs.
We meet your EHR where it is, connecting over FHIR R4, proprietary REST APIs, or secure SFTP, with OAuth 2.0 authentication and a standards-based encounter schema. Enterprise-grade security controls protect data in transit and at rest.
In addition, Zivian Elevate also offers ready-built connections with Athena Health, Zenoti, Snowflake, Healthie, and Experity.
How long does implementation take?
You can choose between one of three different implementation pathways, customized based on your organization’s timeline and IT capacity.
Full implementation of Elevate can launch across your workforce in 6-8 weeks.
Quick start pathways range from 5 days to 4 weeks.
Implementation also depends on your organization’s size, data needs, and workflow complexity.
How is this different from managing reviews in spreadsheets?
Spreadsheets can track that work happened, but they do not run the workflow. Zivian automates review coordination, centralizes documentation and real-time status, timestamps key actions, supports exportable audit trails, and turns review data into clinical quality intelligence over time.
What is the main benefit for clinical operations and compliance teams?
Zivian Elevate automates the chart review cycle from end to end for operations and compliance teams, delivering 90% cost savings in administrator, collaborating physician, and clinician time.
Elevate removes the manual coordination behind a chart auditing program. It applies over 4,000 collaboration and chart review rules across 50 states to select exactly the charts each state requires — sampling percentages, review timing, co-signature — and routes every adverse outcome for 100% review. Charts are delivered from your EHR with notes, labs, and prescriptions; AI pre-screens each one so physician reviewers work the exceptions; and reviewer assignment, reminders, and sign-offs run on their own. Every action is timestamped and exportable, so an audit record is one filtered export rather than a rebuild. Instead of chasing reviewers, reconciling spreadsheets, and reconstructing documentation, teams run the full cycle from one workflow with real-time status.
What is the main benefit for clinical quality teams?
Spot-check audits can prove a review happened, but they do not show whether care is improving.
Elevate grades every chart against one rubric, configured by specialty and service line, and captures each review as structured data mapped to your organization’s clinical quality dimensions (documentation, diagnostic reasoning, treatment plans, safety, medication management, etc.) with feedback tied to the chart evidence.
Quality teams see performance trends by clinician, specialty, and site, and over time learn where coaching will move the needle and what the strongest clinicians do differently.
As review data accumulates, Elevate provides the foundation for continuous clinical quality improvement.