Clinical Summarization & Chart Review
R

Regard

Regard reviews the entire electronic health record and recommends diagnoses to the clinician at the point of care, then generates the note around them. Founded 2017, based in Los Angeles and New York City. The company frames this as a diagnosis problem rather than a documentation problem: its stated premise is that physicians see roughly 3 percent of the data in a chart, and its diagnostic intelligence layer reviews the rest and surfaces conditions with the supporting chart evidence attached. Four modules run off the same engine: Clinical Notes, Mid Revenue Cycle, HCC Capture and Screening. In July 2025 the company added Proactive Documentation, combining chart data with ambient conversation from the room, plus an agent named Max, and described the platform as expanding from a hospitalist tool to system wide coverage.

Named health system customers include Sentara Health, WakeMed, Penn Highlands Healthcare, Kettering Health, Main Line Health, FirstHealth, Westchester Medical Center, UAMS, Eisenhower Health and Torrance Memorial. Sentara reports a 17 percent increase in CC and MCC capture alongside a 4x return per user. The company reports 12,993,284 recommended diagnoses accepted by clinicians, and publishes site level figures including 50 million dollars in revenue earned at an Arizona health system, 9.3 million dollars in denials prevented at a North Carolina system and a 20 percent reduction in queries at a Pennsylvania system.

Two things a buyer should weigh. First, Regard holds a regulatory artifact that is rare in this category and independently verifiable: an ONC Health IT Module certification, number 15.04.04.3192.Rega.01.00.0.240502, certified 2 May 2024 against 2015 Cures Update criteria covering electronic health information export, authentication and related privacy and security criteria. That is neither FDA clearance nor a HIPAA attestation, and no device authorisation or published clinical decision support exemption analysis was located for a product whose core function is recommending diagnoses. Second, every headline outcome the company publishes is financial or operational. None of them measures whether the recommended diagnoses were correct, and the acceptance figure is published as a count of accepted recommendations without the number recommended, so an acceptance rate cannot be derived from it.

AI Health Index verifiedJuly 24, 2026
Compare Regard with other vendors
Founded
2017
Headquarters
Los Angeles and New York City, US
Website
regard.com
Categories
clinical-summarization, clinical-decision-support
Assessment

Capability Axes

An AI Health Index grade measures what a buyer can verify from public sources on the date shown. It is not a rating of how good the product is. A vendor can build an excellent system and grade low on an axis because it publishes nothing an outsider can check. How grades read

AI Capability
AA on AI CentralityThe artificial intelligence is the product. Remove the model and there is nothing left to sell.
Vendor Published

The diagnostic engine is the product, not a feature attached to a platform the company already sold. Regard describes a proprietary diagnostic intelligence layer that ingests and maps millions of chart data points to clinical concepts and recommends diagnoses with supporting evidence, and every one of its four modules runs off that same engine. Nothing here is an EHR bundle or a workflow wrapper carrying someone else's intelligence.

BB on Autonomy and Oversight ModelThe oversight structure is described and one part is missing, commonly the threshold at which the system stops or what happens after it is wrong.
Vendor Published

The human gate is structural rather than asserted. Regard recommends and the clinician accepts or declines, and the company's own headline metric is the count of recommendations accepted by clinicians, which makes acceptance the unit of account. Recommendations arrive with the supporting chart evidence attached, and a customer quote on the HCC module describes knowing where a condition can be found in the chart and how it is supported.

That is verification made checkable at the point of decision, the same property Abridge earns credit for with Linked Evidence, applied to a diagnosis rather than to note text. Held at B on the published denominator standard: 12,993,284 accepted is a numerator with no denominator, so the acceptance rate cannot be derived, and no confidence threshold, routing rule or abstention behaviour is published. Ask what fraction of recommendations clinicians decline, and what the product does when the chart evidence is weak.

CC on Model and Technology TransparencyThe architecture is described in general terms with nothing identified. Proprietary is asserted rather than explained.
Vendor Published

The algorithms are described only as proprietary and clinically validated. No model stack, no accuracy figure, no model card, no validation publication and no error taxonomy was located. For the category's defining question this is the gap that matters: a product that reads the whole chart is judged on what it fails to surface, and no omission rate or false negative measure is published. The company does state that recommendations carry the chart evidence that supports them, which is a meaningful output level disclosure and is graded on the autonomy axis rather than here.

DD on Model Supply Chain DisclosureNothing establishes who else sits between a patient record and an answer.
Vendor Published

Nothing identifies any party in the chain: no model or model family, no foundation model provider, no hosting arrangement and no sub processor list was located in two passes. The public artifact that would ordinarily carry some of this is unedited template boilerplate, and the detail is worth stating because it is unusually stark: every section is prefixed with the words suggested text, and the content concerns blog comments, avatar services, cookies and image location data.

The placeholder instructions were never removed. It contains no provision on protected health information, retention of ingested chart data, training use or de identification, for a product that ingests the entire medical record. A fairness point belongs alongside and should not be skipped.

Enterprise health system agreements govern patient data through the business associate agreement and the customer's own security review rather than through a website policy, and this product is live at named academic and multi hospital systems that run those reviews, so nothing here establishes mishandling and it should not be read that way. What it establishes is that the public record answers none of these questions and is unmaintained.

Obtain three things in writing: how long ingested chart data is retained, whether customer data trains or improves models, and the de identification posture for anything used beyond the treating encounter.

BB on Clinical and Operational EvidenceNamed deployments with dated outcome figures and enough method to test them, or published research short of independent validation.
Vendor Published

Well above the tail and short of independent. Multiple named health systems with named clinical executives on record and quantified site level deltas: Sentara Health at a 17 percent increase in CC and MCC capture with a 4x return per user, an appeals win rate reported moving from 20 to 80 percent, 9.3 million dollars in denials prevented at a North Carolina system, a 20 percent query reduction at a Pennsylvania system, and an earlier Torrance Memorial case study reporting 2 million dollars in annual revenue and 20 percent documentation time saved.

That is measured operational outcome at named sites, not deployment volume standing in for evidence. Held at B because it is entirely vendor run and vendor published with no peer reviewed study located, and because the seller chose outcomes that are financial and throughput rather than diagnostic. Nothing published establishes the correctness of the recommendations themselves.

CC on AI Safety and PHI StewardshipGeneral assurances of privacy and security that do not answer the questions artificial intelligence raises: what is retained, what reaches a model, and what happens to it there.
Vendor Published

The grade describes the public disclosure surface, not conduct. Regard ingests the entire medical record, and the privacy policy published at regard.com is unedited template boilerplate: every section is prefixed with the words suggested text and the content concerns blog comments, Gravatar, cookies and image location data. It contains no provision on protected health information, retention of ingested chart data, training use or de identification.

Nothing here establishes mishandling, and it should not be read that way. Enterprise health system agreements govern PHI through the business associate agreement and the security review, not through a website policy, and Regard is live at named academic and multi hospital systems that run those reviews. What it does establish is that the public artifact answers none of these questions and is unmaintained.

Three items to obtain in writing: how long ingested chart data is retained, whether customer data is used to train or improve models, and the de identification posture for anything used beyond the treating encounter.

Regulatory and Compliance
CC on HIPAA and BAA PostureCompliance is claimed without the underlying document, or the published privacy notice covers the website rather than the service that handles patients.
Vendor Published

A second pass again located no health privacy compliance statement and no business associate agreement terms on any retrieved surface.

Agreements plainly exist. The product is deployed across named enterprise health systems including academic medical centres and multi hospital systems, and no organisation of that kind onboards a vendor reading its entire record estate without one. What the grade records is that nothing is published, so a prospective buyer cannot establish terms, scope or subprocessor position before entering procurement.

The distinction the earlier assessment drew is the one to keep, and it matters more than usual here because this vendor does hold a real credential that a reader may mistake for this one. Health information technology certification examines a product against defined criteria including privacy and security capabilities. It is not an attestation of compliance with the privacy rule, it says nothing about contractual allocation of responsibility for protected health information, and it is granted under a different framework by a different body. Do not let one stand in for the other.

Scope is the substantive question when the agreement is produced, and the second pass shows why it is larger than a documentation vendor's. The product ingests the complete chart rather than a single encounter, describing millions of data points mapped to clinical concepts, and it operates across a census to identify patients meeting criteria. So it holds protected health information about patients no clinician has used it to document. Its outputs then flow onward into revenue cycle and appeals workflows.

Establish which populations the agreement covers, and what is permitted for census wide analysis as distinct from documenting a patient in front of a clinician.

BB on Security Certifications and Trust CenterA recognised certification is named in the vendor own material without the artefact, or with a scope or renewal question the buyer has to raise. A certification has a scope and a clock, and both are part of this grade.
Regulatory Filing

Stronger than most of this index and short of what a health system security review asks for. Regard's ONC Health IT Module certification covers privacy and security criteria certified for the company itself by an ONC Authorized Certification Body, and the certification number 15.04.04.3192.Rega.01.00.0.240502 is publicly verifiable in the federal Certified Health IT Product List.

That is a materially better artifact than the supplier certification language this index tracks as a watchlist, because it names the criteria, names the certifying body and can be looked up by the buyer. It also lists ISO 9001 as its quality management standard.

Held at B because no SOC 2 Type II, no ISO 27001 and no trust centre was located, and because the multi factor authentication criterion is satisfied by relying on the EHR's own SMART on FHIR authentication rather than by a control Regard owns.

CC on FDA and Regulatory StatusNo device claim is made and the product is scoped accordingly. Most administrative and operational products sit here and are not penalised for it, because this axis grades the appropriateness of the positioning rather than possession of a clearance.
Regulatory Filing

A real regulatory credential exists and it is the wrong framework for the risk the product carries. The ONC Health IT Module certification, dated 2 May 2024 against 2015 Cures Update criteria, covers electronic health information export, authentication and related privacy and security criteria. It is an interoperability and security certification, and its own mandatory disclosure states it does not represent an endorsement by the Department of Health and Human Services.

It is not FDA clearance. No device authorisation was located, and no published clinical decision support exemption analysis was located either, for a product whose core function is recommending diagnoses. Regard's design points toward the exemption criteria, since recommendations are evidence linked to the chart and a clinician can independently review the basis, but that analysis should be documented by the vendor rather than inferred by the buyer.

Worth noting without drawing a conclusion from it: the certified criteria list does not include the Decision Support Interventions criterion. Ask which framework the company believes governs the diagnostic recommendation and to see the reasoning.

CC on AI Governance and Bias DisclosureResponsible artificial intelligence is committed to in policy language with no evaluation behind it. Most of the index sits here.
Vendor Published

The grade describes incentive structure and disclosure, not wrongdoing, and the legitimate argument belongs in the same paragraph. Undocumented comorbidities are a genuine patient safety problem, the conditions named as examples are malnutrition, sepsis and hypertension, the physician remains the decision maker and signs, and every recommendation carries the chart evidence supporting it so a clinician can check whether the condition is actually present.

The company positions itself against query driven capture with the line about earning revenue through better care rather than queries. Against that: the commercial pitch is dominated by revenue, the product ships a dedicated Mid Revenue Cycle module and an HCC Capture module, and the company's own impact calculator states that its recommended diagnoses lead to an upgraded MS DRG for 1.5 to 3 percent of encounters seen and that clients see reduced automated denials protecting a further 1 to 10 percent of charts with upgraded DRGs.

Risk adjustment and severity capture are among the most litigated areas of United States healthcare compliance, and this index has graded milder versions of the same gradient down. Separately, no fairness, subgroup or accent disclosure of any kind was located.

CC on AI Liability and RecourseMechanisms exist that let someone challenge an output, such as audit trails, source traceability or review before commit, with nothing standing behind the output and no route for the harmed party.
Vendor Published

One output level mechanism is real and the measurement that matters for this product type is absent. The company states that recommendations carry the chart evidence that supports them, so a clinician receiving a suggested diagnosis can follow it back to the findings that produced it and reject it on the evidence rather than on instinct.

For a product that reads the whole chart and proposes conditions the clinician may not have considered, evidence carrying output is the right control and it makes an unsupported suggestion visible at the point of review. Held at C because the algorithms are described only as proprietary and clinically validated, with no model stack, accuracy figure, model card, validation publication or error taxonomy located, and no warranty, indemnity or remediation commitment.

The specific gap is the one this category is judged on: a product that reads the whole chart is judged on what it fails to surface, and no omission rate or false negative measure is published anywhere. A missed condition produces no suggestion, no evidence panel and no artefact, so a hospital running this for a year sees the diagnoses it helped capture and never the ones it passed over.

Clinically validated without a method is also the claim shape this index records as weaker than no claim, because it asserts the thing a buyer would otherwise know to ask about. Ask what the validation consisted of, and for the omission rate against a reviewed chart sample.

Integration and Deployment
AA on EHR and Interoperability DepthNamed bidirectional integrations with major record systems, verifiable in marketplace listings or integration documentation, with evidence the connection runs in production.
Regulatory Filing

The strongest interoperability evidence in this category so far, because it is certified rather than claimed. Regard is a certified ONC Health IT Module implementing FHIR single patient and bulk electronic health information export, and it embeds in the EHR through SMART on FHIR, which is also what supplies its authentication. It describes deep data ingestion mapping millions of data points to clinical concepts, and it runs inside the chart at multiple large multi hospital systems.

One gap named for the buyer: the company does not enumerate which EHR vendors are supported, so an organisation outside the major install bases should confirm its own system directly rather than infer it from the customer list.

CC on Deployment Model and Data ResidencyA single hosted option with location implied rather than committed.
Vendor Published

The ONC mandatory disclosure names the certified product as Regard SaaS Solution v.1, which establishes a single hosted delivery model and no on premise option. Beyond that nothing is published: no hosting provider, no region, no data residency commitment and no customer choice over where ingested chart data is processed. For a product that ingests the entire record this is the open question, and it is the axis where this category will separate the same way the ambient lane did.

Commercial
CC on Commercial TransparencyNo price is published and the posture is discoverable: a buyer can establish how the product is sold and what drives the cost before contacting the vendor. Most of the index sits here.
Vendor Published

No public pricing of any kind. Every route ends at a demo request.

Worth distinguishing from pricing: Regard does publish a detailed return on investment calculator with its assumptions stated, including per query and per note time inputs and national coding benchmarks. Publishing the assumptions rather than only the conclusion is better practice than most of this category manages and it is credited here. It is still transparency about claimed value rather than about what the product costs, and the two should not be confused when comparing vendors on this axis.

BB on Setting and Specialty CoverageCoverage is named with validation behind part of it.
Vendor Published

Inpatient first and broadening. The product began as a hospitalist tool and the outcome measures it leads with, CC and MCC capture and MS DRG movement, are acute inpatient instruments. Coverage has since been described as system wide across all specialties, and the HCC Capture and Screening modules reach into population and ambulatory work.

Graded B rather than A because the all specialties claim is asserted rather than demonstrated through specialty specific behaviour: no equivalent of the instrument level depth this index credits elsewhere, such as body mapped lesion documentation or paediatric growth charting, was located.

Tracked Since Listing

What Changed

Material product, regulatory, evidence and commercial changes at Regard, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.

Jul 21, 2026Clinical evidencePartially verified

Regard published real-world outcome data from its deployment at Monument Health, demonstrating significant improvements in diagnostic capture. Over an eight-month period across two hospitals, the platform drove a 56% improvement in average Elixhauser scores, a 52% increase in HCC capture, and a 44% improvement in CC/MCC capture. At smaller facilities without prior clinical documentation improvement programs, the platform increased HCC capture by 352%.

Bears on: Clinical and Operational EvidenceSource
Our read on this change →Tracked since Jul 2026
Comparisons

Compared With

Each comparison carries a written verdict, the buyer conditions that favor each vendor, and a graded side by side. Pairs that cross a category boundary are grouped separately, and their verdicts state where the boundary sits rather than manufacturing a head to head.

Head to head

Vendors the index assesses as direct competitors to Regard for the same buyer.

Adjacent comparisons

Products a buyer researches alongside Regard that do a different job: a different category, a different layer of the stack, or a specialist scope. These pages exist to settle whether the comparison is real before it settles which one to pick.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

Entry Price Pricing Basis BAA Tier Implementation Source
Not published
Undisclosed. Enterprise health system agreement, sold per user based on the vendor's own return per user framing. Not published Not published. A Sentara executive described implementation as unusually simple relative to other health IT deployments, but no fee structure is stated either way. Vendor Published

Regard publishes no price, no tier and no pricing mechanism, and every commercial path terminates in a demo request. Commercial transparency is therefore Not Rated rather than graded down, per the house convention. What the company does publish instead is a return on investment model with its assumptions exposed, which is unusual and worth reading before a negotiation because it reveals how the vendor expects value to be counted.

Its stated inputs include an average of 10 minutes per note, 20 minutes of physician time per clinical documentation improvement query, 60 minutes of CDI team time per query, a national benchmark that 20 to 30 percent of charts are reviewed and queried, an upgraded MS DRG on 1.5 to 3 percent of encounters seen, and a further 1 to 10 percent of charts with upgraded DRGs protected from automated denials.

A buyer should note that this model prices the product against coding and denial outcomes, and should establish in writing whether any component of the fee varies with coding intensity, severity capture or collections rather than with users, volume or time saved. Non contingent pricing is a governance positive this index credits, and contingent pricing is not disqualifying but must be disclosed.