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Welcome to ChartSwap!

Transitioning to a new platform is easier when you have the right tools. This resource center gives you everything you need to feel confident using ChartSwap from quick-start videos to details about our nationwide provider network.

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Request your first record in minutes

Learn how to create an account, place your first request, and manage everything in one secure, trackable portal.

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Uncover more evidence with less effort

ChartSwap’s Record Finder automatically identifies additional provider locations relevant to your case, helping you find what matters faster.

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Access more locations nationwide

Explore the largest provider network in the country with 500,000+ locations—helping you reach over 80% of U.S. providers.

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ChartSwap Is: 

  • Fast: Get records from our provider network in <10 business days on average
  • Simple: Request, pay, and securely exchange records in one place
  • Secure: Our portal is a SOC II Certified, HIPPA-ready infrastructure with automated audit trails
  • Trackable: Real-time request tracking and notifications in a single portal

Limited-Time Welcome Offer

Available until December 15, 2025: Complete a short survey after you place your first order and enjoy a coffee on us.
Getting started is simple:

  1. Go to https://chartswap.my.salesforce-sites.com/SiteRegisterSR
  2. Get access to the nation’s most extensive provider network
  3. Place your first order
  4. Enjoy a coffee on us!
ChartSwap Medical Record Requestor & Provider Process