Clinical Summarization & Chart Review
R

Retrieve Medical

Retrieve Medical Holdings, based in Bedminster, New Jersey, sells two clinician facing products built on the same engine. Retrieve Dx, also marketed as Retrieve Dx/MDM, runs an intelligent search across a patient's record inside Epic, Cerner, Meditech or another EMR, reading labs, notes and imaging reports, and surfaces previous diagnoses, pre existing issues, comorbid and major comorbid conditions, abnormal results and potential risk factors to the physician for validation. PreviewMD, announced in 2025, applies the same technology to outpatient visit preparation, scanning up to a year of history over a customisable interval and producing a clinical note ready to drop into the EHR, formatted as a consult request or admission note, with optional health information exchange access for records held elsewhere. Two design properties are worth noting. Anything the software highlights can be opened in place to show the actual note or result in its original context inside the EMR, so a physician verifies against the source system rather than against the vendor's rendering. And the product writes back: once the physician decides an item is relevant, a single action pulls the underlying data and enters it into the chart in the correct format and location. Most products in this category read the record and stop; this one closes the loop. The company is chaired by Mark Rosenberg, a past president of the American College of Emergency Physicians, and is publicly traded, which is recorded here under supplier continuity rather than as a comment on product quality. A buyer should understand what the product is optimised for. It is marketed as clinical documentation integrity, and the company states its case directly: surfacing additional comorbidities raises the Case Mix Index, that index directly affects reimbursement, and hospitals can anticipate increased revenue over time. It also reports a substantial reduction in physician queries, which is a genuine burden benefit rather than a revenue one. Both belong in the assessment.

Last VerifiedJuly 24, 2026
Compare Retrieve Medical with other vendors
Founded
Headquarters
Bedminster, NJ, US
Categories
clinical-summarization, rcm-and-prior-auth
Assessment

Capability Axes

AI Capability
AI Centrality
A
Vendor Published

The extraction and surfacing engine is the whole product. There is no EHR, no services business and no workflow suite underneath it, and both commercial products, the inpatient documentation integrity application and the outpatient visit preparation tool, are the same natural language processing and machine learning engine pointed at different settings. Remove the model and nothing remains.

Autonomy and Oversight Model
B
Vendor Published

The human gate is explicit and structural rather than implied. The company describes surfaced comorbidities being presented to the physician's screen for validation and potential inclusion if deemed necessary by the attending physician, and states plainly that the clinician decides what is relevant. Verification is supported rather than merely permitted, because any highlighted item opens to the underlying note or result in its original context inside the EMR, which is a stronger affordance than linking to the vendor's own copy of a document. Held at B because nothing quantifies how the gate performs: no acceptance or rejection rate is published, no confidence signal or threshold routes anything, and no abstention behaviour is described for a thin record. The write back path also deserves a question, since a single action inserts data into the chart; ask what is logged about who accepted what, and whether the entry is attributable and reversible.

Model and Technology Transparency
C
Vendor Published

The technology is described only as advanced natural language processing and artificial intelligence. No model or model family is named, no accuracy figure is published, no omission or false negative measure exists, and no evaluation methodology accompanies the study the company promotes. The one real transparency property is at the output level and it is a good one: any surfaced item can be opened in place to show the actual note or result in its original context in the EMR, so a physician checks the source system rather than the vendor's rendering of it. That establishes where a statement came from without establishing how often the engine is wrong or what it misses.

Clinical and Operational Evidence
C
Vendor Published

A real study at real scale measuring the wrong thing, which is a pattern in this category. The company reports analysing 10,542 patient charts and identifying 12,506 additional comorbidities and diagnoses, alongside a substantial reduction in physician queries. The chart count is a genuine denominator and larger than most vendors here can show. But the study is vendor run and announced by press release rather than peer reviewed, no comparator or baseline is described, and the outcome measured is the NUMBER OF ITEMS THE SOFTWARE SURFACED, not whether they were correct, clinically material, or accepted. Note the precise gap, because it mirrors another record in this category from the opposite direction: Regard publishes how many of its recommendations clinicians ACCEPTED without saying how many were made, and Retrieve publishes how many were IDENTIFIED without saying how many were accepted. Neither permits an acceptance rate to be calculated, and that ratio is the number that matters. Ask for it.

AI Safety and PHI Stewardship
Not rated

No retention period, no statement on whether customer data is used to train or improve models, and no de identification posture was located on any retrieved surface. Not Rated records absent evidence rather than an assessed weakness. The questions are live because the product is described as real time and cloud based while operating against the record inside the hospital's EMR, and because the outpatient product optionally reaches health information exchanges for records held by other organisations. Establish what leaves the institution, what is retained, and for how long.

Regulatory and Compliance
HIPAA and BAA Posture
Not rated

No HIPAA compliance statement and no business associate agreement terms were located on any retrieved surface. A BAA plainly exists given hospital deployment, but the index grades what is disclosed and nothing is.

Security Certifications and Trust Center
Not rated

No SOC 2, HITRUST, ISO 27001 or other attestation was located, and no trust centre or security page was found. Not Rated reflects absent retrieval rather than an assessed weakness. For a cloud application reading and writing inside a hospital EMR, an attestation and its scope should be the first item requested.

FDA and Regulatory Status
Not rated

No FDA clearance, device authorisation or clinical decision support exemption analysis was located. Not Rated reflects absent retrieval. The scoping question is worth raising even though the product is positioned as documentation rather than diagnosis, because the marketing describes alerting a clinician to issues that could affect medical decision making and surfacing potential risk factors and next steps. Documentation integrity and decision support are different regulatory conversations, and the product's own language reaches into the second.

AI Governance and Bias Disclosure
C
Vendor Published

The grade describes incentive structure and disclosure, not wrongdoing, and the counterweights are real and belong in the same paragraph. The physician validates every item and decides relevance, the underlying evidence is viewable in the original record before anything is accepted, the stated goal is documentation that is accurate and appropriate and reflects the complexity of care actually delivered, the reported reduction in physician queries is a genuine burden benefit rather than a revenue one, and the company is chaired by a past president of a major clinical society. Against that, the revenue argument is made openly and is the company's own framing: surfacing additional comorbidities raises the Case Mix Index, that index directly affects reimbursement levels, and hospitals can anticipate increased revenue over time. Severity capture and risk adjustment are among the most litigated areas of United States healthcare compliance, and this makes a fourth product in this index whose documentation moves the payment unit at the admission level. Separately, no fairness, subgroup or demographic performance disclosure of any kind was located.

Integration and Deployment
EHR and Interoperability Depth
B
Vendor Published

Stronger than most of this category on the property that matters least often and matters here: it WRITES BACK. Most products in this lane read the record and hand the clinician a summary to act on manually. This one pulls the relevant data and enters it into the chart in the correct format and the correct place once the physician accepts it, which removes the recurring transcription cost that read only tools leave behind. Three EHRs are named explicitly, Epic, Cerner and Meditech, and the outpatient product offers optional health information exchange access for records the institution does not hold. Held at B because the accompanying claim to integrate seamlessly with all EHRs is unfalsifiable as written, no integration mechanism or standard is described, and no marketplace listing or third party technical review was located to corroborate the breadth.

Deployment Model and Data Residency
C
Vendor Published

Described as a real time cloud based application, which establishes a hosted delivery model with no customer hosted or on premise option offered. Nothing further is published: no cloud provider, no region, no residency commitment and no statement about where record content is processed relative to the hospital that holds it. Graded C because the delivery model is clear and the residency picture is entirely absent.

Commercial
Commercial Transparency
Not rated

No price, tier or pricing mechanism is published on any retrieved surface. Not Rated is the house convention for absent pricing rather than a low grade. One supplier continuity note that belongs alongside rather than inside the commercial assessment: the parent is publicly traded, which means financial disclosures are available to a buyer performing vendor due diligence, an option that does not exist with most private vendors in this category. That is recorded as a procurement fact and is not used for or against product quality.

Setting and Specialty Coverage
B
Vendor Published

Both major settings are covered by purpose built products rather than by one tool stretched across them. Retrieve Dx addresses inpatient documentation integrity, working in comorbid and major comorbid condition terms and Case Mix Index, while PreviewMD addresses outpatient visit preparation and produces consult requests and admission notes with ICD-10 codes paired to diagnoses. The company reports rapid implementation with minimal IT involvement and staff training inside a single day, which lowers the adoption barrier for smaller organisations. Graded B rather than A because coverage is by setting rather than by specialty, and no specialty specific behaviour or instrument level depth was located in either product.

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 hospital and health system agreement across two products. Not published. Not published. The company markets quick implementation with minimal IT involvement and staff training completed in a single day, but states no fee structure either way. Vendor Published

No price, tier or pricing mechanism is published, so commercial transparency is Not Rated per the house convention rather than graded down. Three things to establish, and one of them is unusual enough to be the first question. Whether any part of the fee is contingent on documentation or revenue outcomes. This is the standing contingent pricing check and it applies with particular force here, because the company's own value argument is expressed as a Case Mix Index improvement that directly affects reimbursement and as revenue hospitals can anticipate over time. Non contingent pricing is a governance positive this index credits; contingent pricing is not disqualifying but must be disclosed and understood. What the write back permission model costs and constrains. This product does not stop at a summary, it inserts accepted content into the chart. Establish what audit trail accompanies that, whether entries are attributable to the accepting clinician, whether they are reversible, and whether any of that is a paid tier. What the two products cost separately. The inpatient documentation integrity application and the outpatient visit preparation product address different budgets, often different buyers within the same organisation, and it is not stated whether they are licensed together or apart. Supplier due diligence note: the parent is publicly traded, so financial statements are available to a buyer assessing vendor viability. That is a genuine advantage over private competitors in this category and is worth using.

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Index Status
Last index update
July 24, 2026
The AI Health Index is an editorial reference, not a regulatory body. Vendor data is verified against published sources and public regulatory filings. Figures labeled “Estimated” have not been confirmed by the vendor. See the Methodology page for evaluation standards and limitations.
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