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Benefits of Pre-visit Chart Review:
1.    Improved Appointment Efficiency: When physicians have all necessary information in advance, they can dedicate more time to patient care, reducing information retrieval time. This leads to shorter wait times and increased patient satisfaction.
2.    Enhanced Quality of Care: By reviewing a patient's medical history, physicians can identify potential problems or concerns, enabling the development of personalized care plans.
3.    Reduced Medical Errors: With comprehensive information, physicians are less likely to make mistakes, resulting in improved patient safety and outcomes.
4.    Enhanced Communication: A thorough understanding of the patient's medical history allows physicians to answer questions and address concerns more effectively, leading to improved patient understanding and satisfaction.
5.    Improved Patient Experience: Patients are more confident and trusting in their care when they know their physician has reviewed their medical history, enhancing satisfaction and loyalty.

Tasks in Pre-visit Chart Review:
•    Review the patient's medical history, including past medical problems, medications, allergies, and immunizations.
•    Examine the results of recent diagnostic tests, such as laboratory tests, imaging studies, or electrocardiograms.
•    Summarize the patient's current medical condition and any patient or family concerns.
•    Develop a plan for the upcoming appointment, including any questions the physician may have for the patient.

In conclusion, pre-visit chart review plays a vital role in delivering high-quality patient care. By dedicating time to review a patient's medical history and current condition beforehand, physicians can enhance efficiency, quality, safety, communication, and the overall patient experience.

Pre-visit chart review involves reviewing a patient's medical history and current condition before their scheduled appointment. This process can be carried out by trained clinical coders, clinicians, and physicians. 

The primary goal of pre-visit chart review is to ensure that the doctor at the point of care has all the necessary information to provide comprehensive care, enabling the assessment of all known conditions during the visit.


Pre-Visit Review Case Study

Patients Chart

700+ Bed

Large Health System

RAF Accuracy Improvement


Concurrent chart review involves the examination of a patient's medical record while they are currently receiving treatment in a hospital or private practice. Its primary aim is to promptly detect potential issues or concerns, allowing for early intervention to prevent complications or treatment delays.

Benefits of Concurrent Chart Review:

1. Enhanced Quality of Care: By ensuring accurate diagnoses and treatment, concurrent chart review contributes to improved patient care quality.

2. Reduced Medical Errors: Identifying issues in advance helps mitigate the risk of medical errors, thereby enhancing patient safety.

3. Efficiency Improvement: It facilitates the timely provision of additional services to patients who require them, leading to more efficient care delivery.

4. Improved Communication: Concurrent chart review fosters better communication among healthcare providers, ensuring everyone is well-informed about the patient's care.

Concurrent Chart Review Process:

  • Review the Patient's Medical Record: Thoroughly examine the patient's medical history and current records.

  • Identify Potential Issues: Spot any problems or concerns within the patient's records.

  • Communication with Healthcare Team: Share identified concerns with the patient's healthcare team for collaborative decision-making.

  • Develop an Action Plan: Create a plan to address the identified concerns, considering the patient's unique needs.

  • Monitoring and Adjustment: Continuously monitor the patient's progress and make adjustments to the care plan as necessary.

In conclusion, concurrent chart review plays a vital role in delivering high-quality patient care. By reviewing a patient's medical records while they are actively receiving treatment, healthcare providers can promptly address potential issues, resulting in improved care quality, reduced medical errors, and enhanced efficiency in care delivery.

Concurrent Review Case Study

Chirok Health collaborated with a large group of primary care physicians. Our team of 350+ experienced pro-fee and HCC coders reviews over 1.5 million visits annually, relieving primary care physicians from coding and charge entry nuances. Here’s a summary of the project’s benefits

Case study Results_edited.png

Retrospective Review

Retrospective chart review is integral to Medicare Advantage organizations (MAOs) or value based care organizations as it help ensure the accuracy of patient health status and reimbursement processes while maintaining compliance with Medicare regulations. Here's a summary of the benefits of this services.

  1. Risk Adjustment: MAOs rely on risk adjustment models to receive appropriate funding from Medicare based on the health status of their enrolled beneficiaries. Retrospective chart reviews are essential for identifying the health conditions of members to accurately assess risk.

  2. Payment Accuracy: Accurate risk adjustment is crucial for MAOs to receive the correct payments from Medicare. Retrospective chart reviews help identify missed diagnoses or conditions that should be considered during reimbursement calculations, thereby enhancing payment accuracy.

  3. Compliance: MAOs are subject to stringent regulations and guidelines set forth by Medicare. Retrospective chart reviews assist in ensuring that the organization complies with documentation and reporting requirements, reducing the risk of regulatory penalties or audits.

  4. Quality Improvement: Beyond reimbursement, retrospective chart reviews can reveal opportunities for quality improvement within MAOs. By identifying gaps in care, missed preventive services, or suboptimal treatment, these reviews help enhance the overall quality of care delivered to beneficiaries.

  5. Data Analytics: Retrospective chart review data can be analyzed to gain insights into population health trends and utilization patterns. This information aids in strategic decision-making and resource allocation for MAOs.

  6. Provider Collaboration: Collaborating with healthcare providers is essential for the success of MAOs. Chart reviews can facilitate communication between MAOs and providers, ensuring that comprehensive and accurate medical records are maintained, which benefits both patients and the organization.

  7. Member Engagement: Identifying health conditions through chart reviews enables MAOs to proactively engage with beneficiaries, offering tailored care management programs, preventive measures, and education to improve health outcomes.

  8. Auditing and Validation: Retrospective chart reviews serve as an internal auditing mechanism to validate the coding and documentation practices of healthcare providers, ensuring that they align with Medicare guidelines and industry standards.

In summary, retrospective chart review services are a critical component of Medicare Advantage organizations' operations. They help MAOs accurately assess patient risk, ensure compliance with Medicare regulations, improve payment accuracy, enhance the quality of care, and foster collaboration between MAOs and healthcare providers. Ultimately, these services contribute to better healthcare outcomes and financial sustainability within the Medicare Advantage landscape.

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