Clinical Summarization & Chart Review
R

Regard

Regard reads the whole electronic health record when a clinician opens a chart, recommends diagnoses the chart supports but the notes do not yet carry, and drafts the note around them inside the EHR. The company's premise is that physicians see about 3 percent of the data in a chart. Four modules run on the same engine: Clinical Notes, Mid-Revenue Cycle, HCC Capture and Screening, and a chat agent named Max answers questions about the chart and edits the note.

The diagnostic engine is a library of rules written and reviewed by physicians, published in numbered versions and deterministic, with each recommendation linked to the labs, vitals, medications and notes behind it. The language features, Max and note drafting, were built on OpenAI's GPT-4 according to the company's 2023 release. The company names native support for Epic and Cerner through FHIR, holds an ONC Health IT Module certification (2 May 2024) for data export and authentication, announced a Microsoft Dragon Copilot integration in 2025, and says it is HITRUST certified and SOC 2 Type II. No FDA clearance or regulatory position is published.

The company lists more than 150 hospitals, among them Sentara Health, Cedars-Sinai, Banner Health, AdventHealth, Montefiore, Tampa General, UVA Health, WakeMed and Penn Highlands. Its published results are financial and operational: 17 percent more CC and MCC capture at Sentara, appeal wins from 20 to 80 percent at Penn Highlands, and revenue and denial figures at unnamed systems. It also reports 90 percent or better diagnosis accuracy against clinician review, without a method. Founded in 2017 and based in Los Angeles, Regard raised a $61 million Series B led by Oak HC/FT in 2024. Pricing is not published.

AI Health Index verifiedSeptember 29, 2026
Compare Regard with other vendors
Founded
2017
Headquarters
Los Angeles, California, United States
Website
regard.com
Categories
clinical-summarization, clinical-decision-support
Indexed Products
Regard Clinical Notes (diagnosis recommendations and note drafting), Regard Mid-Revenue Cycle, Regard HCC Capture, Regard Screening, Max (chart Q&A agent)
Buyer Segments
Academic Medical Center, Large IDN, Community Health System
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
CC on AI CentralityArtificial intelligence is a feature layer on a product whose value stands without it. A learned component is a model whose parameters are estimated from data: machine learning, or a statistical model fitted to population data, including one then updated on the patient measurements. A fixed formula, a rule set, or a feedback controller that adjusts a dosing factor from the patient own readings is not one, however patient specific its output and whatever the vendor calls the adjustment.
Vendor Published

The diagnostic engine is a rule system, and the learned parts are features around it. Regard's technology page describes diagnostic logic written and reviewed by physicians, published in numbered versions, and deterministic: the same chart always produces the same assessment. Its worked example, thrombocytopenia in an adult inpatient, is a threshold on the lowest platelet count with severity bands and exclusions for heparin and ITP treatment.

The learned components are the language features: Max, a chat agent in the chart, and note drafting, both built on OpenAI's GPT-4 according to the company's 2023 release, plus AI that helps the clinical team write new rules. How the note parser detects negation and timing is not stated. The company markets AI-powered diagnosis, but the recommendations it counts and the revenue results it reports come from the rules.

DD on Autonomy and Oversight ModelNo oversight structure is published. An absolute claim that the system does not err grades here too, because a buyer who believes it will not build the review step that would catch a failure.
Vendor Published

The marketing rests on an absolute promise. The technology page opens with "The technology that reads every chart, so no diagnosis is missed", the home page with "Never miss a diagnosis", and a 2024 release says the platform ensures "no critical information is missed". Taken at face value, that promise invites a hospital to skip the review for omissions this kind of product needs.

The controls underneath are real: the clinician accepts or declines each recommended diagnosis, every recommendation links to the labs, vitals, medications and notes behind it, and the rules report insufficient evidence separately from a condition ruled out. The company counts 12,993,284 accepted recommendations on the home page and 15M+ on the Clinical Notes page, with no count of recommendations made, so the decline rate cannot be derived.

BB on Model and Technology TransparencyThe approach or the suppliers are named without the version and update discipline behind them. Naming a supplier is the entry to this band both here and on Model Supply Chain Disclosure, which ask different questions of the same disclosure: who receives the data, and what produces the output.
Vendor Published

The approach and a supplier are named, with version discipline published for the rules and not for the language model. The technology page describes the pipeline: chart ingestion, an in-process clinical language parser that marks negation, subject and timing, a concept library that maps each hospital's codes to one vocabulary, and a diagnostic rule library written by physicians, reviewed by two clinicians and published in numbered versions with every prior version archived.

The company's 2023 release names OpenAI's GPT-4 for Max and note drafting. Three things go unpublished: which language model and version run today, how the parser was built or tested, and the training data for any learned part.

BB on Model Supply Chain DisclosureSubstantial partial disclosure, or a chain that is structurally short: an in house build, a cleared model that cannot be quietly swapped, or a deployment where the transfer does not occur at all. Naming the model provider exits the band below into this one; the axis rises from here on the completeness of the party list and on the terms that govern data once it arrives.
Vendor Published

A model provider is named and the rest of the chain is not. The company's August 2023 release names OpenAI's GPT-4 as the model behind Max and the note drafting features, both still sold; the diagnostic rules are built in house. No host, subprocessor list, or retention and training terms for data sent to OpenAI are published, and the product pages' statement that all data stays inside the customer's environment leaves open how the language model features reach OpenAI.

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

Named deployments with outcome figures, all vendor published. Sentara Health's pilot case study reports a 17 percent increase in CC and MCC capture, up to 4x return per user and 74 percent voluntary adoption among hospitalists; Penn Highlands reports appeal wins rising from 20 to 80 percent; the home page cites $50 million or more in revenue at an Arizona system, $9.3 million in denials prevented in North Carolina and a 20 percent reduction in queries in Pennsylvania; the Clinical Notes page cites two hours saved per clinician per day at a multi-site academic medical center.

The diagnostic headline has less behind it: "90%+ diagnoses accuracy validated against clinician review" carries no method or sample, and PubMed lists no study of Regard. The outcomes reported are financial and throughput, not whether patients were diagnosed correctly. The company lists more than 150 hospitals.

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

General assurances. Product pages say all data stays inside the customer's environment with end-to-end encryption, full audit logging and role-based access. The privacy policy (updated June 2026) covers website comments, cookies and embedded media only and says nothing about patient data. Nothing states how long chart data is retained, whether customer data trains or tunes any model, or what reaches OpenAI when the GPT-4 based features (Max, note drafting) run. No safety engineering is published, meaning how a language model output is checked and how a safety event is handled.

Regulatory and Compliance
CC on HIPAA and BAA PostureA status is stated but not supported: compliance is claimed, or business associate status stated, without the underlying document, including where the only privacy notice published covers the website rather than the service that handles patients. The mirror case grades here as well: a substantive privacy document that reaches the service, with no statement of business associate status anywhere and no scope position taken. One of the two elements the band above asks for is present, which is a grade below it and not a grade at the floor.
Vendor Published

Compliance is claimed without the document behind it. The Clinical Notes page says Regard is "HIPAA-compliant"; no business associate status is stated, and the privacy policy covers only the website. The ONC certification is a separate framework: it tests the software's export and authentication functions and says nothing about business associate terms. The product reads full charts across a population for HCC and screening work, beyond the patient in front of a clinician, so the agreement's scope matters.

BB on Security Certifications and Trust CenterA recognized certification is named in the vendor own material without the artifact, or with a scope or renewal question the buyer has to raise. A recognized certification here is an audit of how the vendor operates security, such as SOC 2, HITRUST or ISO/IEC 27001. A certification has a scope and a clock, and both are part of this grade. A certification the vendor attaches to its data center, hosting facility or cloud provider, rather than presenting as its own, is the host's and does not count here.
Vendor Published

Recognized certifications are named in the company's own material without the artifacts. The Mid-Revenue Cycle and HCC Capture pages say Regard is "HITRUST-certified and SOC 2 Type II compliant", and the Clinical Notes page says SOC 2 Type II certified; the HITRUST assessment type, the report periods and the scope are not stated, and no trust center is published.

The ONC Health IT Module certification (15.04.04.3192.Rega.01.00.0.240502, 2 May 2024) is an outside check of the software's security features, and for multi-factor authentication it relies on the EHR's own login through SMART on FHIR. The quality system is ISO 9001.

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 penalized for it, because this axis grades the appropriateness of the positioning rather than possession of a clearance.
Regulatory Filing

No device claim is made, and no regulatory position is stated for a product that recommends diagnoses. The ONC certification (2 May 2024, criteria b10, d1, d5, d12, d13, g4 and g5) is an interoperability and security certification and does not include the decision support interventions criterion; it is not FDA clearance, and FDA's 510(k) database lists none.

The design points toward the non-device decision support criteria, since each recommendation shows the evidence and logic behind it for the clinician to review, and the recommendations are not time critical alarms. The marketing runs further ("Never miss a diagnosis", "AI-powered diagnostic support").

BB on AI Governance and Bias DisclosureA governance framework with named process behind it, such as certification to an artificial intelligence management standard, or material written for a customer own review committee to evaluate the product with. A framework covering the vendor whole portfolio counts when its scope reaches this product; what it cannot supply is the product specific evaluation the band above asks for. Published results within the one group where the performance of this product is most at risk also sit here: evaluation on the question this axis asks, short of the comparison across groups the band above requires. A medical device clearance or certification, and the quality system behind it, does not reach this band on its own; it is graded under regulatory status. A regulator reviewed plan governing how the model may change does reach it.
Vendor Published

A named review process governs every piece of diagnostic logic, and no evaluation across patient groups is published. Physicians write each condition rule, two clinicians review it, only approved versions run, and earlier versions are archived for audit; the company says the logic is updated against guidelines, peer review and real-world performance data. The process is set out in enough detail to be examined.

What is missing is any result: no performance by age, sex, race, language or care setting, and no measure of how often rules fire or miss in each group. The same recommendations feed the Mid-Revenue Cycle and HCC Capture modules, and nothing says how clinical accuracy is monitored apart from coding yield.

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

Mechanisms exist and nothing stands behind the output. Every recommended diagnosis carries the chart evidence behind it, a clinician can reject it on that evidence, and the rules separate insufficient evidence from a condition ruled out. The Clinical Notes page reports "90%+ diagnoses accuracy validated against clinician review" with no method, sample or denominator, and no omission rate is published, which is the error that leaves no trace in the chart. No warranty, indemnity or remediation commitment is published.

Integration and Deployment
BB on EHR and Interoperability DepthNamed systems with read access or one directional writing, or standards support with named deployments behind it.
Vendor Published

Named record systems with read access documented, and the write path not described. The technology page names native support for Epic and Cerner, plus generic FHIR servers, and shows chart loads over Epic FHIR R4 triggered when a clinician opens the chart; the app embeds in the EHR through SMART on FHIR, and the company announced an integration with Microsoft Dragon Copilot in 2025.

Recommendations, evidence and the drafted note appear inside the EHR workflow, but how the note and problem list reach the record is not described, and the pages name no marketplace listing. Named production sites include Sentara Health, Cedars-Sinai and Banner Health. The ONC certification covers electronic health information export (FHIR single patient and bulk), not the EHR integration.

BB on Deployment Model and Data ResidencyOptions and residency are stated with isolation or the processing path left open.
Vendor Published

Residency is stated and the processing path is left open. The product pages say all data stays inside the customer's environment and that Regard deploys inside the existing security perimeter, while the ONC certification lists the product as Regard SaaS Solution v.1. The technology page describes per-customer configuration and chart loads triggered when a clinician opens the chart. No hosting provider, region or tenant model is named, and nothing says where the GPT-4 based features process data.

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

Pricing is private, but part of the commercial posture is public. The company frames value as return per user (4x at Sentara), offers a free HCC gap analysis to size the revenue opportunity before contract, and states go-lives of six to ten weeks with a dedicated team. The unit of charge, tiers and implementation fees are not published. Several modules are sold on coding and denial outcomes, yet the company does not say whether any part of the fee varies with captured revenue, severity or collections.

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

Inpatient first, with coverage named and validation behind part of it. The product began with hospitalists and leads with inpatient measures (CC and MCC capture, DRG movement). The company says 250+ conditions are detected across specialties and announced expansion to new specialties toward all admitted patients in March 2026, and HCC Capture and Screening reach ambulatory populations. The example rule is scoped to adult inpatients, but no age, population or specialty exclusions are published for the library.

Tracked Since Listing

Product updates

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 update →Tracked since Jul 2026
Alternatives

Alternatives to Regard

Vendors in the same categories as Regard whose graded profiles look most alike, with a line on what each product does.

Similar is not the same, so check that each one does the job you need. No vendor pays for placement.

ThetaRho sells a clinical intelligence platform in three layers and will sell any of them on its own.

Fourier Health automates medical record intake and turns inbound records into structured, cited clinical data and specialty summaries.

Layer Health is a Massachusetts Institute of Technology spin out, founded in 2023 and based in Boston, applying large language models to clinical chart review.

Wellsheet sells a Care Team Copilot that sits on top of the EHR and reads the existing chart rather than listening to the visit.

Averbis is a Freiburg company that turns unstructured clinical documents, mostly in German, into structured data.

Patients.app, from Granville Labs, finds a patient's records across other hospitals and practices and uses AI to screen them for a specific decision.

Ordered by how closely the graded profiles match across the fifteen axes, inside the same categories. See how each axis is graded in the methodology.

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
Not published (value framed as return per user) Not published Not published. Go-lives are stated at six to ten weeks with a dedicated Regard team. Vendor Published

No price, tier or unit of charge is published, and every commercial path ends at a demo request. The company frames value as return per user (4x at Sentara Health) and offers a free HCC gap analysis to size the revenue opportunity before contract. Because the Mid-Revenue Cycle and HCC Capture modules are sold on coding and denial outcomes, establish in writing whether any part of the fee varies with captured revenue, severity or collections rather than with users, volume or time.