Medical Record Retrieval for Health Plans

Verisma Retrieval IQ™ helps health plans and coding or abstraction partners request, track, and quality-check medical records for RADV, risk adjustment, HEDIS, Stars, claims, eligibility, and related audit work without burdening providers.

When Retrieval Slows Down, Critical Quality Programs Suffer

Manual chasing, uneven response rates, variable record quality, limited visibility, provider abrasion, and third-party vendor conflicts continue to slow record retrieval for health plans. When retrieval breaks down, timelines compress, audits get harder, and critical programs become more difficult to execute with confidence, including quality programs such as HEDIS and Stars, along with risk adjustment, claims, eligibility, and RADV initiatives.

2.5M+

Health Plan Enrollees

20%+

Re-Chase Success

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A Better Retrieval Model for Health Plans

Retrieval IQ for Health Plans is a tech-enabled medical record retrieval service built for health plans and their coding or abstraction partners. Verisma combines a centralized retrieval platform with retrieval specialists to request, track, ingest, and quality-check medical records across provider networks for programs such as RADV, risk adjustment, HEDIS, Stars, claims, eligibility, and other CMS or Medicaid audits. Verisma remains retrieval-only and vendor-neutral, making Retrieval IQ™ a strong fit beside internal teams and coding or analytics partners rather than a competing service layer. The result is a faster, friendlier retrieval model that improves yield, strengthens record quality, and helps health plans meet deadlines with less provider friction.

How Health Plan Retrieval Works


Set Up the Retrieval Project
Verisma analyzes the request file, identifies record owners, and prepares outreach based on project scope, provider history, and preferred retrieval channels.

Retrieval IQ coordinates outreach through provider-friendly workflows that respect record-owner preferences and keep requests moving without unnecessary back-and-forth.

Record owners can submit through portal upload, fax, email, remote access, mail, onsite access, paper, CD, or sFTP, and Verisma standardizes what is received into consistent, high-quality PDFs.
Specialized reviewers validate completeness, program-specific requirements, legibility, and potential co-mingled content before the record is accepted and delivered for downstream use.

What Retrieval IQ for Health Plans Does for You

Track Retrieval Work Through the Client Portal

  • Provides health plan teams with a user-friendly portal to monitor project status, outreach activity, and retrieval progress in real time
  • Serves as a centralized hub for Verisma’s retrieval teams to coordinate and manage record collection efforts efficiently
  • Delivers clear visibility into requested, received, and outstanding records, helping identify gaps and prioritize escalation when needed

Move Faster with Provider-Preference Intelligence

  • Built around provider-preference intelligence, including historical data on preferred contact methods, ROI vendors, and retrieval channels
  • Accelerates speed-to-request by aligning outreach efforts with established provider preferences and workflows
  • Improves retrieval yield while reducing unnecessary friction and minimizing provider abrasion

Re-Chase Where Others Couldn’t Deliver

  • Targets incomplete or unsuccessful retrievals from other vendors
  • Leverages deep provider relationships to improve engagement
  • Uses intelligent technology to identify new retrieval opportunities
  • Applies proven outreach strategies to hard-to-obtain records
  • Improves closure rates on previously unresolved requests
  • Extends the value of existing retrieval efforts and investments

“Verisma cares about patients, members, and whole-person health. They’ve helped us grow, and we’re honored to collaborate with a partner dedicated to the proposition that healthcare should be accessible and equitable to everyone.”

Keelie Steffen, Senior Manager of QI, Risk Adjustment, and HEDIS

Verda Healthcare

Built to Reduce Provide Friction and Improve Retrieval Rates

Verisma Retrieval IQ™ is a retrieval-only, vendor-neutral solution designed to fit beside internal teams and coding or analytics vendors rather than replace them. Record owners can return records through a wide range of channels, and Verisma normalizes those submissions into high-quality PDFs for consistent downstream use. The model is built for health plan retrieval programs that need portal visibility, standardized packaging, and flexible source management without creating conflict with existing vendor relationships.

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FAQs

Common Questions About Retrieval IQ

Retrieval IQ supports retrieval for RADV, risk adjustment, HEDIS, Stars, claims, eligibility, IVA, other CMS or Medicaid audits, care gap identification and closure campaigns, and retrospective, prospective, and concurrent review support.

Retrieval IQ combines sequenced, tech-enabled outreach with provider-preference intelligence, centralized tracking, and specialized QA. The goal is faster, friendlier retrieval that respects provider preferences while helping health plans improve speed-to-request, reduce rework, and increase first-pass success.

Yes. Verisma focuses exclusively on retrieval, not coding, which makes Retrieval IQ a vendor-neutral partner that fits beside internal teams and coding or analytics vendors rather than competing with them.

Re-Chase is Verisma’s retrieval service for charts that have already been marked incomplete, rejected, or stalled by another vendor or internal team. It is especially valuable in the final stretch of risk adjustment and HEDIS deadlines, when provider fatigue, failed outreach, and opaque reporting can leave teams scrambling. Verisma plugs into existing workflows and offers a pay-for-success model, so clients only pay when Verisma retrieves the chart.

CMS has significantly accelerated RADV audit activity, including expanded audit volume and larger record samples, which increases pressure on health plans to retrieve complete supporting charts quickly and accurately. That makes retrieval speed, quality, and provider reach more important than ever.

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