Category Focus
Full-service medical-record retrieval combining direct EHR access, traditional provider follow-up, OCR preparation, and direct case-management delivery. Retrieval possible for 100% of providers in the US. Direct EHR access to 400,000+ connected providers, backed by a traditional retrieval team for non-connected facilities.
Enterprise retrieval, records canvassing, imaging, organization, and claims/legal workflow tools within Datavant’s Legal & Insurance vertical.
Primary Audience
Trusted by 250+ law firms; AExclusively focused on plaintiff law firms, including personal injury, medical malpractice, mass tort, workers’ compensation, disability, and other plaintiff-side practices.I-native since 2024
Not exclusively focused on plaintiff law firms; serves insurance carriers, claims organizations, law firms, and corporate legal departments.
Track Record
Built inside a high-volume personal injury law firm with 25+ years of operating experience; about 250,000 records processed annually.
Record-retrieval operations date to 1975. Acquired by Datavant in August 2025.
Retrieval Turnaround
Same-day for eligible EHR requests after authorization, plus automatic fallback to traditional retrieval when EHR access is unavailable. Traditional retrieval averages approximately 21–23 days.
Reports most requests completed in under 30 business days.
Provider / Facility Relationships
Retrieval possible for 100% of providers in the US. Direct EHR access to 400,000+ connected providers, backed by a traditional retrieval team for non-connected facilities.
Advertises canvassing across 1.5M+ providers and ChartSwap access to 167,000+ custodians/providers. These are separate coverage measures.
OCR and Document Preparation
Records and bills are fully OCR’d/searchable, compressed, quality-checked, organized, and delivered into the correct matter.
Creates portal search with OCR. SmartOrg provides organized, indexed, bookmarked, OCR-searchable records.
Pricing and Recoverability
$49.95 flat fee per request; zero provider fees for qualifying EHR retrievals for an average of $100 provider-fee savings. Traditional provider charges can be approval-capped, and all fees can be passed through as a case expense.
SmartPricing offers flat-fee structures, but rates are not public. Custodian or provider charges may be separate, with no published recovery guarantee.
HIPAA and Security
HIPAA compliant and SOC 2 II, with encrypted, time-limited authorizations and secure delivery.
Reports HIPAA compliance and SOC 2 Type II.
CMS Workflow and Integrations
Bilateral integrations with Neos, Needles, SmartAdvocate, Litify, Filevine, Clio, Casepeer, MyCase, Practice Panther, and NeoStella. Client, provider, and HIPAA data flow into the request; records, bills, costs, notes, and status return to the matter.
Named connectors focus on Duck Creek Claims and Guidewire ClaimCenter. Custom claims integrations are available, but no current named legal CMS connector is public.
EHR Access and Database
Direct EHR access to 400,000+ connected providers, same-day delivery when eligible, and automatic fallback to traditional retrieval.
Parent company Datavant reports broad health-data connectivity. An Ontellus-specific legal-retrieval EHR coverage count is not published.
