We Are ChartWise.


March 3, 2021

Mission, Vision, and Values

The mission of ChartWise Medical Systems is to innovate and deliver comprehensive Clinical Documentation Integrity tools and high-value services that maximize efficiency, cost-effectiveness, and quality of care for every healthcare delivery organization we serve.

We strive to be the best, most comprehensive, and most flexible Clinical Documentation Integrity solution in the market, recognized by clients for overall value, ease of use, and improved results.

Guiding us in our daily mission and ultimate vision are these key values:

  • Respect: We will demonstrate respect for everyone with whom we work.
  • Honesty and Fairness: We will be truthful, equitable, and open in all our relationships.
  • Constant Pursuit of Quality: We will continuously strive to meet or exceed our clients’ expectations.

World Class CDI, Scaled to You

As the four-time “Best in KLAS” winner for CDI Software, ChartWise Medical Systems, Inc., specializes in full-featured, scalable solutions for Clinical Documentation Integrity. AI-driven, integrated, and comprehensive, ChartWise’s Software as a Service (SaaS) uses a rules-based system to ensure physician documentation can fully support coding and billing as well as improve quality measures and clinical outcomes.

ChartWise is the only CDI software designed by actual CDI users—clinicians and Clinical Documentation Specialists—to be easy to implement, understand, and use. ChartWise CDI features prioritization, automated queries, flexible workflow, dynamic reporting, and denials prevention, benefitting hospitals with reduced risk, actionable data, and a proven fast ROI.

Meet The Team

The ChartWise team is an interesting and talented group of people dedicated to the advancement of healthcare IT. Some have been working together for more than 15 years, and our developers average more than 25 years in programming and computer technology. At the same time, we’re also well rounded in our extracurricular activities. After business hours, we can be found coaching our kids’ sports teams, at horse shows, on the golf course, jamming with the band, farming, hitting the slopes, or kayaking. We’re also into film, photography, songwriting, gaming—and the occasional Nerf® shoot out. We’re passionate about our work at ChartWise and have mutual respect for one another both personally and professionally, making our work a whole lot of fun.

Introducing Our Founder Dr. Jon Elion

With over 40 years of experience in computing and more than 25 years of experience in medical computing and information standards, Dr. Elion has committed his career to innovations in high value services and healthcare delivery to maximize efficiency and cost effectiveness.

Dr. Elion is a practicing board-certified cardiologist in Providence, RI and an Associate Professor of Medicine at Brown University. He has served on the Finance Committee and Board of Trustees of one of the Brown affiliated hospitals, and is well versed in hospital finances. His experience provides him with the unique combination of in-depth medical and technology knowledge with a proven track record of entrepreneurship and business development.

In 1994, Dr. Elion founded Heartlab, Inc., the world’s leading designer and supplier of digital image and information networks for cardiology. The company grew successfully to over 200 people and was sold to Agfa Healthcare in 2005.

Steven Mason

President & CEO

Allyson Davis

SVP Advisory Services

Mary Cooper


Steven Vertrees

Chief Technology Officer

Jared Chambers

Director of Sales & Marketing

Maria Mann

Senior Dir Clinical Product and Implementation

Michele Burdick

Support Engineer

Brendan Laws

Director of DevOps

Carla Bird

VP Strategic Account Management

David McPeak

Product Manager

Matt Stratton

Principal Software Engineer

Mary Hendrick

Documentation Manager

Nathan Faust

DevOps Engineer

Tiffany Murriel

Director of Advisory Services

James Carmichael

Director Of Engineering

Kris Falcone

Director of Implementation and Support

Linda Markhart

Test and Configuration Manager

Keith Simmons

Software Developer in Test

Rick Powell

Principal Engineer

Brandon Dugas

Support Engineer

Millie Alexander

Director of Advisory Serivces

Scott Eischen

Consultant Clinical Advisory Services