ChartSpan: An Overview

ChartSpan is a company that delivers outsourced Chronic Care Management services to physician practices, community health centers, and health systems. Its offering pairs dedicated care coordination teams with workflows designed to close care gaps, support patients between visits, and help providers bill for CCM and related services.

ChartSpan competes with national care management and value-based care firms such as Signify Health, Vivify Health, and Everside Health. Compared with Signify Health, which focuses heavily on in-home clinical assessments and broad population programs, ChartSpan emphasizes continuous telephonic and digital care coordination tied closely to outpatient billing workflows. Against Vivify Health, which centers on remote monitoring technology, ChartSpan pairs people-first engagement with technology integrations, and compared with Everside Health, ChartSpan positions itself as a partner for ambulatory practices rather than an integrated primary care operator.

ChartSpan performs particularly well at enrollment, sustained outreach, and revenue cycle support for CCM programs, making it suited for primary care groups, federally qualified health centers, and practices pursuing value-based incentives. Its model benefits organizations that need a scalable, offloaded care coordination team to increase patient touches and improve quality metrics.

How ChartSpan Works

ChartSpan assigns trained care coordinators who operate as an extension of a practice to enroll eligible patients, deliver regular outreach, and document care activities required for CCM billing. Enrollment workflows typically combine practice outreach, scripted phone contact, and consent capture that feed into ChartSpan’s care management system.

Once a patient is enrolled, care coordinators complete monthly check-ins, medication reconciliation, care gap follow-up, and urgent outreach when patients report issues. ChartSpan aggregates encounter data and reconciles documentation with the practice’s electronic health record, supporting billing for CCM codes and tracking quality measures.

ChartSpan also supports remote monitoring and transitions to other value-based programs by coordinating referrals, escalating clinical concerns back to providers, and delivering patient education. The continuous-touch model is designed to reduce no-shows, increase preventive care uptake, and keep patients stable between office visits.

ChartSpan features

ChartSpan’s platform and service combine patient enrollment and engagement, EHR integration, billing and compliance support, 24/7 patient access, and reporting for quality metrics. The company augments those capabilities with a trained human workforce to maintain high-touch patient interactions while managing documentation and revenue capture.

Care coordination teams

ChartSpan provides dedicated, trained care coordinators who perform monthly outreach, medication reconciliation, and social needs screening for enrolled patients. These teams act as the primary telephonic contact for patients and escalate clinical issues to the practice as needed, which helps reduce clinician workload and improve patient satisfaction.

Enrollment and consent workflows

ChartSpan manages patient identification, outreach, and consent capture required for CCM enrollment, allowing practices to control pace and opt-in parameters. This reduces administrative burden on clinic staff and increases enrollment volumes by using proven scripting and follow-up cadence.

Billing and compliance support

The service includes documentation workflows and coding guidance that align with CCM billing requirements, helping practices submit claims and reconcile payments. ChartSpan tracks required minutes, documents care activities, and supports audits to improve revenue capture and maintain compliance.

EHR integration and data exchange

ChartSpan integrates with major electronic health records to sync patient lists, visit data, and documentation, reducing duplicate charting and ensuring clinicians see care coordinator notes. These integrations typically use standard interfaces to transfer encounter summaries and enrollment status back to the practice workflow.

Patient engagement and 24/7 access

Patients enrolled with ChartSpan gain continual access to care coordinators for non-emergent concerns, appointment reminders, and education, which can improve satisfaction and adherence. The model emphasizes frequent touches so patients feel supported between office visits and have a consistent point of contact.

Reporting and quality measures

ChartSpan delivers reports on enrollment, outreach activity, minutes delivered, and quality measure improvements to help practices track performance. Those reports support pay-for-performance and value-based arrangements by demonstrating improvements in preventive care and chronic disease management.

ChartSpan’s biggest strength is combining a human-centered care coordination workforce with administrative and technical integration to help practices scale CCM programs while maintaining compliance and patient engagement. That combination helps move quality measures in a measurable direction while reducing the practice’s operational load.

ChartSpan pricing

ChartSpan uses a custom, enterprise pricing approach tailored to practice size, the scope of services, and integration needs rather than public, fixed subscription tiers. Pricing typically depends on factors such as the number of providers, patient volume, the set of services (CCM, RPM, behavioral health outreach), and the degree of EHR integration required.

For current pricing and to discuss a quote that matches your organization’s needs, view ChartSpan’s chronic care management services and contact their team for a tailored proposal.

What is ChartSpan Used For?

ChartSpan is used to operate or expand Chronic Care Management programs, providing the staffing, documentation, and billing support practices need to deliver consistent patient outreach each month. Practices use ChartSpan to close preventive care gaps, perform medication reconciliation, and provide ongoing non-emergent support between appointments.

The platform is also used to support value-based care initiatives by improving quality measures and generating incremental revenue from CCM billing. Organizations that lack dedicated internal care coordination resources often engage ChartSpan to scale enrollment and sustain monthly patient contacts without hiring a large in-house team.

Pros and Cons of ChartSpan

Pros

• Scalable care workforce: The external staff model lets practices increase enrollment and monthly outreach without large internal hires, improving program scale quickly.
• Billing and compliance support: ChartSpan handles documentation and coding workflows that help practices capture CCM revenue and maintain audit readiness.
• EHR integration: Integrations reduce duplicate charting and surface care coordinator notes to clinicians, keeping the practice informed of patient status.
• 24/7 patient access: Continuous access to care coordinators increases patient satisfaction and provides a consistent touchpoint outside of normal clinic hours.

Cons

• Custom pricing model: Enterprise pricing requires direct engagement with sales to obtain a quote, which can slow procurement for smaller practices.
• Integration complexity: Connecting to varied EHR systems can require technical effort and project coordination, particularly for smaller IT teams.
• Vendor dependence for patient outreach: Practices that prefer fully internal care coordination may find the outsourced model reduces direct control over patient contact strategies.

Does ChartSpan Offer a Free Trial?

ChartSpan offers custom, paid services rather than a public free plan or self-serve free trial. Prospective clients can request a demonstration and a tailored proposal through ChartSpan’s website to evaluate scope, expected outcomes, and onboarding timelines before contracting.

ChartSpan API and Integrations

ChartSpan supports integrations with electronic health records and health data interfaces to exchange enrollment status, care notes, and encounter summaries with partner practices. Integration options commonly include HL7, FHIR-compatible exchanges, and native EHR connectors to ensure bi-directional communication between ChartSpan and clinical systems.

For technical details or to review integration capabilities with a specific EHR, consult ChartSpan’s chronic care management services or contact their implementation team to request integration documentation.

10 ChartSpan alternatives

Paid alternatives to ChartSpan

• Signify Health — A large provider of in-home and value-based care services that focuses on clinical assessments, risk stratification, and care management at scale.
• Vivify Health — Emphasizes remote patient monitoring and telehealth-enabled care plans to manage chronic conditions outside the clinic.
• Everside Health — Offers employer and payer-aligned primary care and chronic care programs with onsite and virtual care models.
• CareMerge — Provides care coordination and patient engagement tools designed for population health teams and ambulatory practices.
• Wellframe — Delivers digital care management and patient navigation tools to support chronic disease coaching and care plan adherence.
• HealthEC — Focuses on population health management and care coordination technology that supports value-based contracts and quality reporting.
• Aledade — Works with independent practices on value-based care, offering care coordination support and data analytics to improve quality metrics.

Open source alternatives to ChartSpan

• OpenMRS — An open-source medical record platform that can be extended to support care coordination workflows and population management tools.
• OpenEMR — Community-supported electronic medical record software that can host custom care management modules for patient outreach and documentation.
• GNU Health — An open-source health and hospital information system that can be adapted to track chronic disease registries and care activities.
• OpenEHR — A standards-based platform for health data that teams can use to build interoperable care management applications.

Frequently asked questions about ChartSpan

What is ChartSpan and what services does ChartSpan provide?

ChartSpan provides outsourced chronic care management and related value-based care services to practices. Services include patient enrollment, care coordination, EHR integration, billing support, and reporting to help practices manage chronic conditions and capture CCM revenue.

Does ChartSpan integrate with my electronic health record?

Yes, ChartSpan integrates with major EHRs and supports standard data interfaces. They use common exchange methods such as HL7 and FHIR and can discuss specific connectors and implementation timelines during onboarding.

How does ChartSpan help with billing and compliance?

ChartSpan supports documentation workflows and coding practices needed for CCM billing. Their teams document required minutes and activities, generate the records needed for claims submission, and support audit readiness.

Can ChartSpan support remote patient monitoring programs?

ChartSpan can operate alongside remote monitoring programs to augment care coordination. They integrate monitoring data into outreach workflows, escalate clinical concerns to providers, and help close follow-up gaps.

Who should consider using ChartSpan for chronic care management?

Primary care practices, federally qualified health centers, and small health systems are typical ChartSpan clients. Organizations that need to scale patient outreach, improve quality metrics, and capture CCM revenue without expanding internal staffing often engage ChartSpan.

Final verdict: ChartSpan

ChartSpan is a focused partner for ambulatory practices that want to outsource the operational work of Chronic Care Management while improving patient engagement and quality measures. Its combination of trained care coordinators, billing support, and EHR integrations reduces the burden on clinic staff and helps practices sustain monthly patient contacts required for CCM programs.

Compared with Signify Health, ChartSpan is oriented more toward outpatient practice partnerships with customized CCM workflows, while Signify Health operates at larger scale with broader home-based and population programs. Both vendors use custom pricing based on scope and scale, so practices should request proposals from each to compare features and cost in the context of their patient volume and integration needs. For a tailored pricing discussion and to evaluate fit, review ChartSpan’s chronic care management services and contact their team.