Clinical Records & Revenue Integrity

Every Patient’s Full History, Consolidated and Summarized

Records from 2,500+ sources, reconciled into a single clinician-ready summary and delivered into your existing workflow. Billable under established CPT codes. Zero upfront cost.

See If Your Practice QualifiesHow It Works

What Your Practice Gets

Records icon
Complete Records from 2,500+ SourcesFragmented patient data consolidated into one file
Summary icon
3-5 Page Clinician-Ready SummaryH&P-style, source-cited, delivered to your EHR
Billing icon
Billing Guidance Packet IncludedApplicable CPT codes and rules, ready for your team
Zero cost icon
Zero Upfront CostPerformance-based only. You earn first, we bill after.

No Workflow ChangesEverything integrates into your existing systems. Nothing to learn, nothing to switch.

Your Billing Team StaysWe don’t replace your billing staff. This is additive revenue your current team never touches.

You Keep 94% of CollectionsWe earn only after you do. Zero upfront cost, zero risk.

2,500+ Record Sources

Clinician-Reviewed Summaries

100% Compliant

Delivered Into Your EHR

$0 Upfront Cost

Patient Records Are Scattered Across Thousands of Sources

Your providers make decisions with incomplete information every day. Records fragmented across hospitals, specialists, labs, and pharmacies mean missed history, redundant tests, and care gaps that cost time and money.

Records Consolidated

01Patient records from 2,500+ sources across the healthcare continuum are retrieved and reconciled into a single working set for clinical review.

Clinician-Ready Summaries

02Complex histories are turned into a concise, H&P-style summary: objective, source-cited, and built for clinical decision-making. Delivered directly into your EHR.

Billing Guidance Included

03A procedural packet outlines applicable coding options and documentation rules so your team can apply them under your own billing policies.

Your Team Stays Untouched

04This is additive. Your existing billing team and clinical operations remain exactly as they are. No new systems, no retraining, no disruption.

Three Steps to Complete Patient Records

No downtime, no disruption, and no upfront investment required.

1

Consolidate

Records from 2,500+ sources are retrieved and reconciled into a single working set. History, meds, allergies, labs, procedures, hospitalizations, and more.

2

Summarize

Clinicians review the consolidated data and produce a concise, source-cited summary. The finished document is delivered directly into your EHR workflow.

3

Realize

A billing procedural packet accompanies each summary, outlining applicable CPT codes and documentation rules. Your team applies them under your own policies.

Less Time Chasing Records.
More Time With Patients.

Hours Back Per Provider

No more tracking down records across portals and fax machines. Complete histories arrive consolidated, saving hours of staff time per patient.

01

Safer, More Informed Care

Providers see the full picture before every encounter: meds, allergies, prior procedures, hospitalizations, and social history in one place.

02

Reduced Staff Burden

Your clinical and admin staff stop spending time on manual record retrieval and reconciliation. The work is done before they open the chart.

03

Revenue That Follows the Work

The same summaries that improve care also unlock billable CPT codes. Revenue is a byproduct of better documentation, not an extra task.

04

Performance-Based. Zero Risk.

  • No upfront fees whatsoever
  • Only 6% of collections, billed post-payment
  • If nothing collects, you pay nothing
  • All providers accepting private insurance & Medicare
  • Minimum 50,000 patients per practice
  • Scales with your practice size

Typical revenue impact

$200K–$900K

per provider, per year

This Isn’t Another Billing Company

We consolidate and summarize your patients’ complete records. The revenue is a byproduct of better clinical documentation, not the other way around.

Blue TreeRecords + Revenue

$ 99

Per Month
  • Complete patient records from 2,500+ sources
  • Clinician-reviewed summaries in your EHR
  • Existing billing team untouched
  • Zero upfront cost, performance-based
  • Additive new revenue stream
  • Improves clinical care quality

Traditional BillingBilling Replacement

$ 99

Per Month
  • Setup fees & monthly minimums
  • Disruption during transition
  • Replaces existing billing staff
  • Percentage of all revenue
  • Optimizes same revenue pool
  • No clinical care improvement

Everything You Need to Know

Is this compliant?

Absolutely. These are established CPT codes that have long existed. Blue Tree simply makes it feasible to bill them at scale through advances in data aggregation and clinical summarization technology.

Will this disrupt our current operations?

No. Blue Tree integrates seamlessly alongside your existing processes. There is no downtime, no new systems to learn, and no changes to your current billing or clinical workflows.

What does it cost?

Zero upfront fees. Blue Tree charges only 6% of collections, billed after your insurance payments have been received. If nothing collects, you pay nothing.

How many patients can we enroll?

The program requires a minimum of 50,000 patients per practice. This scales with your practice size and can grow as your organization expands.

Who handles the billing?

A specialized, standalone billing partner manages all claims submission and collections. Your existing billing operations remain completely untouched.

What types of practices are eligible?

This is a universal program for all providers accepting private insurance and Medicare. Practices with 12 or more providers are the ideal fit for maximum revenue impact.

Still have questions? We’re happy to walk you through it.

Talk to Our Team

See What Complete Records Can Do

Find out if your practice qualifies for consolidated patient records and the revenue they unlock.

See If Your Practice Qualifies

No contract required · No upfront cost · Results within 30 days

See If Your Practice Qualifies

Complete the form and our team will reach out within one business day. No sales pressure, just a straightforward conversation about what consolidated records could mean for your practice.

515 E. Grant St, Phoenix, AZ 85004

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