Methodology and conflict of interest
Short version: rules come from the eCFR text, studies from their PubMed abstracts, standards from HL7 and LOINC sources, and tool facts from each vendor's own page, all read on 2026-11-12. Examples use a synthetic chart. Medrecords AI publishes this site and sells 1 of the products on it, so we follow 6 written rules, listed below.
Limits: Vendor facts come from each vendor's own website on 2026-11-12 and were not tested by us. Rules are summarized from the cited text; your hospital's bylaws, payer contracts and state law can ask for more.
Where the facts come from
| Source | Used for | Read |
|---|---|---|
| eCFR: 42 CFR 482.22, 482.24, 482.43 and 489.24 | What CMS and EMTALA require in history and physicals, discharge summaries and transfers | 2026-11-12 |
| HL7 C-CDA v5.0.0 artifact and profile pages | Document types and which sections each marks required or "should" | 2026-11-12 |
| LOINC codes through the NLM Clinical Tables service | Document and section codes | 2026-11-12 |
| PubMed abstracts: Kripalani 2007, Roy 2005, Cornish 2005, Starmer 2014, Small 2025, Goldman 1983, Weed 1968 | Omission rates, handoff outcomes, AI draft findings, consult and problem-list principles | 2026-11-12 |
| The Joint Commission measure ACHF-03; AMA and AAFP pre-visit planning pages | Care transition record elements; pre-visit planning steps | 2026-11-12 |
| Each vendor's own website | The tools table | 2026-11-12, linked per row |
| Google results for 5 searches | What the top results cover, summarized on the home page | 2026-11-12 |
We quote rules and studies by section number or citation so you can check them. We report study numbers as the abstract states them and don't combine studies into new figures.
How the examples are built
The worked examples use a synthetic chart written for this site. The patient, hospitals, dates, values and page numbers are invented. No real patient record was used, and no example should be read as treatment advice. We planted 3 known failure points in the chart (a held medication, an incidental finding and a result that returns after transfer) so each summary can be judged on them.
How tools are listed
A tool is listed if its own page says it summarizes a patient's chart or records for clinicians, or if it ranks on Google for "medical chart summary" (2 claims and legal tools qualify that way and are labelled as such). We record what the vendor says, not what we think of it, and we haven't tested any of them. Vendor claims, such as time saved, are marked as the vendor's.
Our conflict of interest, and the rules we follow
Medrecords AI publishes this site and sells Medrecords AI, a record review product listed in the tools table. That is a conflict. These are the rules we hold ourselves to:
- A disclosure appears at the top and bottom of every page.
- Our product is labelled as ours wherever it appears.
- Our product gets the same table columns as the others, and its page says which jobs it doesn't do and who should pick something else.
- Links to medrecords.ai appear only on the Medrecords AI page and in boxed notes marked "When Medrecords AI fits".
- We make no claim about another product that its own website doesn't support.
- Vendors can correct their rows. Email [email protected]; confirmed fixes go live within 2 business days.
How often pages change
We recheck the rules, the tools table and the study list at least every 45 days. The "Updated" date on each page is the date its facts were last checked.
Questions about how this site is made
Did any vendor pay to be listed?
No. Medical Chart Summary has no paid placements or affiliate links, and no vendor can pay to be listed or moved.
Why is Medrecords AI on a site about clinical summaries?
Because Medrecords AI publishes the site and fits 1 of the jobs covered: summarizing a finished chart for quality, peer or risk review. Its page says plainly that it is not the tool for pre-visit, transfer or discharge summaries in daily care.
Is the worked example a real patient?
No. The chart on the examples page is synthetic. Every name, date and value is invented.
How do I report an error?
Email [email protected] with the page and the correction. Confirmed fixes go live within 2 business days.