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Release of Information 2023
Examining Digital Technology & Vendor Efficiency
With information blocking regulations pushing for patients to have enhanced, easier access to their data, healthcare organizations increasingly need technology that improves release of information (ROI) efficiency. Services firms in the ROI space are generally high performing, with most offering similar strengths and experiencing similar challenges. To provide differentiation, this report looks at (1) different ROI service models and which firms perform best for each model, (2) how firms perform operationally, and (3) what technology efficiencies measured firms provide.
MRO Drives High Client Satisfaction across Service Models; Ciox Health Clients on Shared Model Report Receiving High Value
Across both shared and outsourced/staffed models, all measured firms score highly and provide positive customer experiences. Clients of MRO are highly satisfied with both service models, citing the firm’s consistency, professionalism, and accurate, high-quality work. Respondents say the firm’s strategic guidance differentiates them in the market; account managers act as subject matter experts who keep clients up to date with changing regulations. Clients who are on Ciox Health’s shared model feel the firm proactively communicates and guides their organizations. Additionally, the firm provides knowledge about ROI regulations via monthly webinars, which clients appreciate.
Sharecare Noted for Strong Execution amid Staffing Coverage Challenges; Verisma Provides Good Accuracy/Quality, Staffing Struggles Lead to Inconsistent Execution for Some Clients
Staff turnover—a challenge across the market—often affects clients’ operational metrics as well as the overall patient experience, and firms are tasked to work through this challenge in order to maintain a consistent client experience. Sharecare won the 2023 Best in KLAS award for ROI services, and the majority of interviewed clients highlight that the firm manages turnover well with little disruption to operations. Most are satisfied with Sharecare’s execution, citing proactive communication, responsiveness to needs, and knowledge and proficiency when handling requests. Several respondents report occasions when Sharecare did not provide resources to cover staff members who were out on leave. Verisma (who recently merged with ScanSTAT) provides an application and website that enables users to easily submit patient information requests. Clients generally view the firm’s dedicated staff as responsive and easy to communicate with. Dissatisfied respondents who feel the firm doesn’t exceed expectations (mostly those on the firm’s outsourced/staffed model) mention recent challenges with execution, noting that Verisma doesn’t proactively resolve problems and struggles with communication and staffing inconsistencies that negatively impact service quality. Interviewed Ciox Health clients report experiencing a significant amount of turnover but say the firm manages the turnover exceptionally well due to proactive, transparent communication. Customers of both MRO and HealthMark Group report minimal staff turnover.
Clients of MRO, HealthMark Group & Ciox Health Exceed Customer Expectations through Improved Technology Efficiencies
Among measured firms, MRO, HealthMark Group, and Ciox Health have provided the most developments to enhance regulation compliance and increase ROI efficiency for healthcare organizations. Interviewed MRO clients are highly satisfied with the firm’s eXpress technology, saying it streamlines their workflows and digitizes patients’ medical record requests. Respondents also highlight how MRO’s technology-assisted workflow—ROI Online—helps with compliance and improves workflow efficiency. HealthMark Group has acquired several companies in recent years (OTech Group in 2020, Med Request Solutions and RRS Medical in 2021). Interviewed clients appreciate the digital request platform that enables patients to easily request and download their records, increasing the ROI efficiency and reducing turnaround times. Clients of Ciox Health benefit from the ease of use of Swellbox (acquired by the firm in 2022), which gives patients an efficient way to complete medical record requests from their personal devices. Respondents also note that the firm has automated the data entry process via bot technology; this has saved time for health information management (HIM) staff by eliminating duplicate work and improving turnaround times.
About This Report
Each year, KLAS interviews thousands of healthcare professionals about the IT solutions and services their organizations use. For this report, interviews were conducted over the last 12 months using KLAS’ standard quantitative evaluation for healthcare services, which is composed of 9 numeric ratings questions and 3 yes/no questions, all weighted equally. Combined, the ratings for these questions make up the overall performance score, which is measured on a 100-point scale. The questions are organized into five customer experience pillars—loyalty, operations, relationship, services, and value.
Additionally, the standard evaluation included the following scoping questions specific to the release of information (ROI) market:
- Rate the firm’s accuracy/quality on a scale of 1–9.
- Rate the firm’s turnaround time for completing requests on a scale of 1–9.
To supplement the client satisfaction data gathered with the standard evaluation, KLAS also created a supplemental evaluation to delve deeper into several questions specific to the ROI market. This evaluation asked respondents (1) how well their firm’s technology increases ROI efficiency, (2) how well their firm manages staffing turnover, and (3) what their firm is doing to help clients comply with new requirements and regulations.
Sample Sizes
Unless otherwise noted, sample sizes displayed throughout this report (e.g., n=16) represent the total number of unique customer organizations interviewed for a given vendor or solution. However, it should be noted that to allow for the representation of differing perspectives within any one customer organization, samples may include surveys from different individuals at the same organization. The table below shows the total number of unique organizations interviewed for each vendor or solution as well as the total number of individual respondents.
Some respondents choose not to answer particular questions, meaning the sample size for any given vendor or solution can change from question to question. When the number of unique organization responses for a particular question is less than 15, the score for that question is marked with an asterisk (*) or otherwise designated as “limited data.” If the sample size is less than 6, no score is shown. Where textual content relies on limited data, the vendor name is marked with an asterisk. Note that when a vendor has a low number of reporting sites, the possibility exists for KLAS scores to change significantly as new surveys are collected.
Writer
Natalie Hopkins
Designer
Jess Wallace-Simpson
Project Manager
Andrew Wright
This material is copyrighted. Any organization gaining unauthorized access to this report will be liable to compensate KLAS for the full retail price. Please see the KLAS DATA USE POLICY for information regarding use of this report. © 2025 KLAS Research, LLC. All Rights Reserved. NOTE: Performance scores may change significantly when including newly interviewed provider organizations, especially when added to a smaller sample size like in emerging markets with a small number of live clients. The findings presented are not meant to be conclusive data for an entire client base.

