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INTERNET | Internet Software & Services / Healthcare

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Founded Year



Loan | Alive

Total Raised


Last Raised

$1.5M | 2 yrs ago

About ChartSpan Medical Technologies

ChartSpan Medical Technologies is a healthcare technology company specializing in patient engagement technology and medical managed services. The company's platform enables patients to manage healthcare records and information, from any doctor.

ChartSpan Medical Technologies Headquarter Location

2 N. Main St.

Greenville, South Carolina, 29601,

United States


Latest ChartSpan Medical Technologies News

Blue Heron Capital Invests in Leading Chronic Care Management Provider

Jun 17, 2019

June 11, 2019 07:45 AM Eastern Daylight Time RICHMOND, Va.--( BUSINESS WIRE )--Blue Heron Capital, a Richmond, Virginia-based growth equity fund, announced today its participation in a $15 million Series A financing round in ChartSpan Medical Technologies, Inc. (“ChartSpan” or the “Company”) alongside investors BIP Capital, Bailey Southwell & Co., C&B Capital, and Service Provider Capital. Headquartered in Greenville, South Carolina, ChartSpan is the nation’s largest healthcare managed service provider for chronic care management programs. The Company offers a turn-key service for CMS compliance, Chronic Care Management, and Annual Wellness Visits, allowing both patients and providers to see higher levels of engagement, better adherence to prescribed care paths, and improved patient outcomes. ChartSpan plans to use the funds to scale its operations nationally. “Blue Heron and the entire syndicate represent a seasoned group of venture firms who have deep healthcare experience. As we begin to expand our presence outside the Southeastern United States, we know we need partners who can help us scale on a national level and move into the large, enterprise healthcare marketplace,” said ChartSpan CEO, Jon-Michial Carter. “Most importantly, the firms in this round are a cultural fit. Culture drives our success and this syndicate group embraces our values and convictions. We couldn’t be more delighted to have such a strong group of investors supporting us.” As part of the round, Blue Heron operating advisor, Alan Cohen, will join the ChartSpan Board of Directors. Alan brings a wealth of experience in scaling successful healthcare technology and tech-enabled services businesses and has had several successful exits in his career. “ChartSpan represents an attractive opportunity for Blue Heron to provide its operating expertise and talent to help the Company continue its impressive growth,” said Tom Benedetti, Blue Heron Co-Founder and Managing Partner. “It’s imperative that services and solutions in Healthcare help reduce costs and deliver better patient outcomes, and ChartSpan’s innovative solution does just that. We are excited to partner with Jon-Michial and the rest of the ChartSpan team.” About ChartSpan ChartSpan is the largest, managed service provider of chronic care management programs in the United States. The company provides turn-key, managed care coordination and compliance programs for doctors, clinics, and health systems. ChartSpan manages patient care coordination and value-based programs for more than 100 of the most successful practices and health systems in the United States. About Blue Heron Capital Blue Heron Capital is an operationally-focused private equity firm investing in healthcare and technology-enabled business service companies. Blue Heron supports portfolio companies with a team of industry experts, including C-level executives and successful entrepreneurs with decades of experience building and managing vibrant businesses.

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Research containing ChartSpan Medical Technologies

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned ChartSpan Medical Technologies in 1 CB Insights research brief, most recently on Apr 22, 2020.

Expert Collections containing ChartSpan Medical Technologies

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

ChartSpan Medical Technologies is included in 2 Expert Collections, including Value-Based Care & Population Health.


Value-Based Care & Population Health

654 items

The VBC & Population Health collection includes companies that enable and deliver care models that address the health needs for defining populations along the continuum of care, including in the community setting, through participation, engagement, and targeted interventions.


Digital Health

12,248 items

Technologies, platforms, and systems that engage consumers for lifestyle, wellness, or health-related purposes; capture, store, or transmit health data; and/or support life science and clinical operations. (DiME, DTA, HealthXL, & NODE.Health)

ChartSpan Medical Technologies Patents

ChartSpan Medical Technologies has filed 2 patents.

The 3 most popular patent topics include:

  • Electronic health records
  • Health informatics
  • Identifiers
patents chart

Application Date

Grant Date


Related Topics



Health informatics, Electronic health records, Identifiers, Telehealth, Unique identifiers


Application Date


Grant Date


Related Topics

Health informatics, Electronic health records, Identifiers, Telehealth, Unique identifiers



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