Codes Health is now partnering with Filevine to streamline medical record retrieval.

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Codes Health is now partnering with Filevine to streamline medical record retrieval.

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Codes Health enters

partnership with Filevine

Ontellus Pricing

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Medical record retrieval costs can make or break case budgets for personal injury, mass tort, and medical malpractice firms. Understanding how Ontellus structures pricing, and what alternatives exist, helps litigation teams make better decisions about their retrieval workflow. For firms weighing options, platforms like Codes Health take a different approach: flat fee pricing with AI powered analysis included in every request.

This guide breaks down what is publicly known about Ontellus pricing, compares it to modern alternatives, and helps you work out the true cost of retrieval for your practice.

Key Takeaways

  • Ontellus does not publish a public rate card for records retrieval, so every engagement starts with a custom quote

  • Ontellus became part of Datavant in August 2025, which changes how firms should think about it as a vendor relationship

  • SmartChron, its chronology product, is an add on to retrieval and carries a separate flat rate charge per file

  • Ontellus says most retrieval requests take less than 30 business days, while Codes Health works toward complete records with analysis in a couple of weeks

  • Flat fee alternatives remove budget surprises by combining retrieval, AI chronologies, and completeness verification in one predictable cost

  • Incomplete authorizations are the number one cause of denied requests, and pre submission AI validation stops the restart cycle before it starts

  • Vendors advertising same day retrieval typically return only what is already available electronically, leaving your staff and client to chase the rest, which drives churn

Understanding Medical Record Retrieval Services and Their Value

Medical record retrieval is the foundation of every medical related case. Without complete records, litigation teams cannot accurately assess value, prepare demands, or support expert testimony.

For plaintiff law firms, the retrieval partner you pick affects:

  • Case timelines. Slow retrieval delays demand letters and settlement talks

  • Budget predictability. Variable pricing makes case cost projections unreliable

  • Completeness. Missing records surface during discovery or at trial, which weakens your position

  • Paralegal productivity. Manual provider follow up burns hours that belong on case work

  • Analysis readiness. Raw records still need chronology creation and medical review

The question is not whether to outsource retrieval. It is which pricing model and service level fits your caseload and case types.

How Ontellus Prices Its Medical Record Retrieval Services

Ontellus is a large records retrieval and claims intelligence provider. Founded as Keais Records Retrieval in 1975 and rebranded as Ontellus in 2017, the company became part of Datavant in August 2025 and now sits within Datavant's legal and insurance vertical.

What Ontellus Publishes About Pricing

Ontellus does not publish a public rate card for its records retrieval service. What its materials do describe is a custom quote, transaction based approach:

  • No published rates. Pricing is not listed on the website or in marketing materials

  • Pre authorized fee amounts. Customers can set an approved fee level for an order

  • Approval before work continues. When a fee exceeds the pre authorized amount, Ontellus contacts the customer before proceeding

For its claim evaluation and record summary products specifically, Ontellus states that customers receive an estimate within 24 hours before approving production. That timing applies to those report products, not to every retrieval order.

SmartChron and Add On Services

Ontellus offers SmartChron, which automatically organizes retrieved records chronologically, groups them into a unified file view, and adds search and sorting. It is an add on to the records retrieval service and carries a separate flat rate charge per file. The amount is not published.

That means two cost components for firms that need both complete records and a usable timeline: the retrieval charge, and the separate flat rate chronology charge. Worth noting too that SmartChron is an organization and indexing tool; Ontellus markets its record summary and claim evaluation products separately.

Why Quote Based Pricing Creates Budget Uncertainty

Without a published rate, firms cannot estimate retrieval cost at intake, which makes financial projection across a caseload guesswork. Add in the variable record copy and custodian charges that shift by provider, jurisdiction, and record volume, and total cost gets genuinely hard to predict.

The costs that never show up on the invoice tend to be the ones that hurt:

  • Paralegal time reconciling invoices against requests each month

  • Dispute resolution when charges look wrong or duplicated

  • Budget delays waiting on approvals when a record set exceeds the pre authorized amount

  • Unexpectedly large record sets from a single facility with a long treatment history

Turnaround Time: What Each Company Reports

Speed matters in litigation. Delayed records push back demand letters, stretch case timelines, and frustrate clients waiting on resolution.

  • Ontellus: the company states that for most requests, retrieval takes less than 30 business days. For SmartChron, records are described as ready for review within 24 to 48 hours once they have been obtained and processed.

  • Codes Health: complete records with AI generated chronologies and human verification in a couple of weeks, with no separate chronology processing charge or add on fee.

One more thing worth saying plainly, since speed claims dominate this category: services promising same day retrieval typically return only the records already sitting in electronic portals. Everything else gets left to your staff or, worse, to your client, and that added client involvement is a reliable source of frustration and a known driver of churn. Codes Health does not do same day delivery. It works toward the complete record set in a couple of weeks rather than the months manual workflows can take.

Comparing Retrieval Methods: Manual vs. AI Driven

The retrieval industry is shifting from manual, fax based workflows toward platforms that automate request validation, provider follow up, and record analysis.

Traditional Retrieval Workflow

Legacy retrieval operations were built around manual process: phone and fax requests to providers, staff driven follow up on pending items, manual organization of returned records, separate chronology services for additional fees, and limited completeness verification. It worked for decades, and it still bottlenecks badly when providers are slow or records come back short.

AI Powered Retrieval Workflow

Modern platforms accelerate every stage:

  • Authorization validation. AI reviews requests before submission, flagging missing signatures, unclear dates, or incomplete forms that would trigger rejections

  • Multi channel retrieval. Connections to health information exchanges, health data networks, EHR systems, and provider portals alongside traditional methods

  • Automated follow up. Persistent outreach across calls, faxes, emails, and portals until records arrive

  • Completeness verification. Cross referencing returned records against the original request and patient history

  • Integrated chronologies. AI generated timelines with human verification, delivered with the records

The result is faster turnaround, fewer rejected requests, and records that arrive ready for evaluation instead of needing another round of processing.

Tools like ChatGPT handle natural language impressively, but they were not built for litigation grade medical record review and cannot analyze medical records with the precision this work demands. They offer none of the integrated retrieval, authorization validation, completeness review, provider follow up, or human verification that a purpose built platform provides. Codes Health's MIT educated engineering team continuously builds out additional workflows and products, so the platform keeps getting more comprehensive as the demands on legal teams change.

Beyond Basic Retrieval: What Advanced Services Add

Basic retrieval answers one question: did you get the records? The questions that actually matter for litigation are harder:

  • Are the records complete?

  • What do they show about liability?

  • What medical expenses are documented?

  • Are there treatment gaps that need explaining?

  • Do pre existing conditions affect case value?

Missing Record Detection

Most retrieval services find providers and obtain whatever exists at each facility. Few verify whether those records represent the patient's complete treatment history.

Codes Health's Missing Record Review cross references patient history across treatment sites to flag documentation gaps before trial. That catches facilities the client forgot to mention, missing date ranges at known providers, absent billing records that affect damages, and imaging studies referenced but never obtained.

Ontellus offers medical canvassing, which locates undisclosed treatment providers through database searches. Canvassing finds new providers. It is a different job from checking whether the records you already have from a known provider are complete.

AI Powered Case Chronologies

Building a chronology from thousands of pages traditionally meant hours of paralegal time or paid nurse review. AI chronology tools automate the work by organizing records by date and provider, grouping patient encounters with related billing, summarizing key findings from each visit, flagging documentation gaps, and identifying potential breaches in care standards.

With Ontellus, chronology comes through SmartChron as a separately charged add on. With Codes Health, AI chronologies come included with every request and are verified by medical and legal professionals before delivery.

What Public Reviews Show

Public feedback offers a partial picture beyond marketing claims, and it should be read as exactly that.

Birdeye displays a 3.5 out of 5 rating for Ontellus based on 12 Google reviews. A December 2025 paralegal discussion included complaints about a seven month radiology retrieval, repeated follow up problems, and one commenter who said their firm had placed Ontellus on a do not use list. That is anecdotal user generated feedback rather than evidence of typical outcomes, and it reads differently from the curated testimonials on Ontellus's own site. Firms evaluating any vendor should ask for references from practices with similar case types and volume.

Why Integration Matters for Legal Workflows

Retrieval does not happen in isolation. Records feed case management systems, demand preparation, and litigation support.

When retrieval sits outside those systems, teams deal with context switching between case management, vendor portals, email, and download folders; manual filing of received records; status tracking across separate portals; and communications scattered across inboxes.

The Filevine Integration Advantage

Codes Health's Filevine partnership embeds retrieval directly into the case management environment where legal teams already work:

  1. Submit requests from the relevant Filevine project

  2. AI validates authorizations, dates, and provider requirements before submission

  3. Track request status and provider outreach in real time

  4. Communicate with the retrieval team without leaving the case file

  5. Receive completed records, chronologies, and billing in the project

That removes the portal juggling that eats paralegal time and keeps case documentation in one system of record. For high volume customers, Codes Health also builds custom integrations with other case management systems, CRM platforms, and medical software, which matters when you are running hundreds of matters and do not want another set of credentials to maintain.

Ontellus, for its part, documents integrations with Guidewire ClaimCenter and Duck Creek Claims, where users can order records, monitor status, and receive records inside those systems.

Authorization Quality: The Cheapest Fix Available

Incomplete authorizations are the number one cause of denied retrieval requests. Missing patient signatures, unclear expiration dates, or unchecked boxes for sensitive records will restart the clock on your request. Codes Health's AI review catches these errors before submission, automatically flagging misspellings, missing dates of service, and signature issues that would otherwise cause provider rejections.

The usual triggers:

  • Missing patient signatures

  • Unclear or expired authorization dates

  • Unchecked boxes for sensitive record categories

  • Misspelled patient or provider names

  • Missing dates of service

Under HIPAA, covered entities generally must act on an individual's request for their own records within 30 calendar days, with one possible 30 day extension on written notice. Attorney authorizations for litigation can follow different timelines depending on state law and provider policy, but the practical effect of a rejection is the same either way: you start over, and the case waits.

Choosing the Right Retrieval Partner

Different firms need different things.

  • When Ontellus may fit: insurance carrier workflows that lean on Guidewire or Duck Creek integrations, medical canvassing to locate undisclosed providers, and firms with established enterprise contracts and familiar processes.

  • When an AI powered alternative fits better: plaintiff firms that need fast turnaround and case ready analysis, practices that want predictable flat fee pricing instead of quote by quote uncertainty, high volume caseloads that cannot absorb long turnaround on every request, pre litigation teams that want records delivered with chronologies and breach of care flags, and firms already using Filevine.

  • Decision factors beyond price: whether analysis is included or an add on, how long until records are actually ready for evaluation, whether completeness is verified proactively, how well it integrates with your case management system, how responsive the team is when something goes wrong, and whether you can predict cost at intake.

For firms handling personal injury, mass tort, medical malpractice, workers' compensation, or wrongful death cases, Codes Health offers flat fee pricing, turnaround in a couple of weeks, and AI powered analysis verified by medical and legal professionals. According to company reported metrics, clients see 80% less manual review time, 50% more case capacity, and 1.7x larger settlements. Individual results vary by case type, firm workflow, and implementation.

Bottom Line

Ontellus runs on custom quotes with a separately charged chronology add on, and it now operates as part of Datavant. That is workable for firms with established enterprise relationships, especially on the insurance carrier side, but it means you cannot price a case at intake without asking first, and the chronology you need to make records usable costs extra.

For plaintiff firms that value predictable cost and faster turnaround with analysis already included, the flat fee model answers a different question. Codes Health delivers retrieval, AI chronologies, human verification, and completeness verification under one fee, so legal teams move cases forward without budget surprises or long waits. And it is worth remembering that speed alone is not the win it looks like: partial records delivered fast hand the chase back to your client, while complete records in a couple of weeks keep the case moving without the gaps.

Frequently Asked Questions

Does Ontellus publish its pricing online?

No. Ontellus does not publish a public rate card for records retrieval, so pricing comes through custom quotes. Its materials describe pre authorized fee amounts, with the company contacting customers for approval when a fee exceeds that approved level. For its claim evaluation and record summary products, Ontellus says customers receive an estimate within 24 hours before approving production.

How much does Ontellus SmartChron cost?

SmartChron is an add on to Ontellus records retrieval and carries a separate flat rate charge per file. The specific amount is not published. Records are described as ready for review within 24 to 48 hours once they have been obtained and processed.

What is the typical turnaround time for Ontellus?

Ontellus states that for most requests, retrieval takes less than 30 business days. Codes Health works toward complete records with AI analysis and human verification in a couple of weeks, with chronologies delivered as part of the same flat fee rather than as a separately processed add on.

What should firms know about Ontellus's ownership?

Ontellus became part of Datavant in August 2025 and now sits within Datavant's legal and insurance vertical. Firms with existing contracts or those evaluating Ontellus should confirm current service terms, support structure, and pricing under that arrangement.

What is the difference between medical canvassing and missing record detection?

Medical canvassing locates treatment providers the client did not disclose, finding new sources of records. Missing record detection checks whether the records from providers you already know about are complete, identifying gaps in date ranges, absent billing records, or imaging referenced but never obtained. Ontellus offers canvassing. Codes Health offers Missing Record Review for completeness verification.

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