Retrieve DxTM, Retrieve MDMTM, and Retrieve GEDTM are trademarks of Retrieve Medical. Inc.



Implementation of Electronic Medical Records (EMRs) have overloaded Emergency Department (ED) doctors with data on the patient. There is not always time to review multiple screens of data and/or to sort through multiple past patient encounters to find pertinent information. Mentally collating sequential trends in labs or studies to define chronic conditions is even more difficult.

Pertinent information is often missed. Underreporting of preexisting conditions occurs, which can result in higher than expected mortality rates, longer lengths of stay, greater costs per patient and inaccurate reporting of hospital quality ratings. There is a critical need to implement a technology to automate proper identification and documentation of major complications and/or comorbidities that were present on admission to ensure the proper diagnoses are communicated throughout the continuum of the patient’s care.









Enter Stony Brook University Hospital in Long Island. Stony Brook University Hospital needed a solution to quickly combine and search the EMR’s from all of the areas in the hospital (diagnostic imaging, hospital laboratories, etc.), including the information taken in the ED, and present it quickly and efficiently in one, easy to use format. Stony Brook group designed a software platform to do just this and Retrieve Dx™ was established. Retrieve Dx™ produced a 61% increase in the number of diagnosed comorbid conditions. 44% of the comorbid conditions were pre-existing.

What did this mean for Stony Brook?

  • Improved quality of patient care

  • Higher provider satisfaction

  • Higher quality measure scores

  • Increased reimbursements



RETRIEVE Dx™ – the hospital solution for improved revenue

Retrieve Dx is Computer Assisted Physician Documentation Software. It is designed by clinicians for clinicians to advance the documentation and diagnosis of patients in the ED.

Retrieve Dx identifies and suggests appropriate documentation of Comorbidities (CC’s) and Major Comorbidities already present in the patient prior medical history or current medical assessment. Retrieve’s Computer Assisted Improved documentation will result in improved revenue capture.

In healthcare, many advances in technology are designed to give clinicians two things: more time and more information. More time to spend connecting with patients and exploring their needs and more information to find the correct diagnosis and treatment plan. Patients who have a closer, more collaborative relationship with their clinician are more engaged and proactive with their health, which is linked to better care outcomes. But with clinicians almost universally experiencing burnout due to high workloads, those relationships are difficult to sustain without the right tools and support.

To give clinicians more time to focus on their patients, Retrieve Dx targeted their heaviest workloads. For most physicians and nurses, clinical documentation is the most disruptive – but it’s also vital. Comprehensive documentation is the cornerstone of accurate diagnoses and continuity of care. It’s a powerful tool for creating a centralized resource for patient data, but that improvement in information access can come at the detriment of clinicians’ time if workflows aren’t optimized – enter Retrieve Dx.

Learn More about Retrieve Dx™


Retrieve Dx™


Retrieve Dx approaches everyday care delivery, and helps clinicians strive for higher-quality care and documentation excellence while helping them review current and past patient history in a quick and timely manner and then to note all of the relevant diagnoses based on the data contained (previous and current) in a patient chart.

When judged against standard clinical documentation improvement programs, Retrieve Dx produced the following enhancements:

  • Case Mix Index (CMI) rose from 1.5 to 2.1 (0.1 equals $10 million)
  • Leapfrog Scores jumped from F to B
  • Mortality Index dropped from 1.5 to 0.8
  • Time to Document reduced from 9 minutes to 3 minutes
  • Decrease in denials
  • Protection from RAC audits

Retrieve Dx reduces manual processes where:

  • Physicians identify issues and manually enter information into the EMR system. This process is very time consuming and may generate errors of omission
  • Utilization of standard notes, cut and paste techniques, or previously saved notes increases the risk of errors
  • Patients may not report every illness or symptom in the hospital and/or they may not know the extent of their chronic problems
  • Medical records may not “connect the dots,” leaving pre-existing symptoms undocumented in current documentation which in turn could lead to allegations of hospital negligence


Retrieve MDMTM (Medical Decision Making) is Computer Assisted Physician documentation that helps physician document

  • Number and Complexity of Problems Addressed
  • Amount and Complexity of Data Reviewed and Analyzed
  • Risk of Complication and Morbidity/Mortality

Retrieve MDM makes appropriate and complete Medical Decision Making (MDM) documentation a seamless and easily incorporated process in a busy and fast-paced ED.

Clinical documentation is one of the most critical components of effective healthcare – but it’s also one of the most time-consuming.

Under the new CMS 2023 documentation guidelines, a patient’s visit level will be determined 100 percent(or exclusively) by the Medical Decision Making (MDM) component of an evaluation and management (E/M) visit. But the MDM can sometimes be the most difficult component, as this is where the provider’s thought process is quantified in deciding the correct level of E/M service. Arriving at the final result of an encounter involves many layers, so it is extremely important to document everything that is done during a visit; remember, if it is not documented, it is not billable.

According to the American Medical Association, MDM is a function of three variables, which are also reflected in the Centers for Medicare & Medicaid Services (CMS) Documentation Guidelines for Evaluation and Management Services:

  • The number of possible diagnoses and/or the number of management options that must be considered
  • The amount and/or complexity of medical records, diagnostic tests and/or other information that must be obtained, reviewed and analyzed
  • The risk of significant complications, morbidity and/or mortality, as well as comorbidities associated with the patient’s presenting problem(s), the diagnostic
  • procedure(s), and/or the possible management options

Retrieve MDM meets all CMS 2023 requirements for provider documentation. Without Retrieve MDM, 25 to 35% of patient reimbursement dollars are at risk.



Emergency departments are the gateway for healthcare for most seniors – 1 of every 3 elderly patients are admitted each day. Is your ED staff prepared for them? Retrieve GED is!

As the older adult population increases in the U.S., we are challenged with how to better serve their unique healthcare needs. Increasingly, Geriatric emergency departments (GEDs) are being added to the regular emergency department to address this need.

Retrieve Medical’s Retrieve GED assessment for older adults is validated by Epic and Cerner and is embedded within your electronic medical record. It screens for concerns like dementia, delirium, agitation, social determinants of health and elder abuse.

Retrieve GED improves geriatric ED productivity by:
• Using the latest technology to make an ED physician’s work more productive for older adults
• Ensuring the most accurate clinical protocols for documentation
• Helping teams more effectively monitor risk assessments for older adults

Annually, there is nearly one ED visit for every two older Americans. Older adults also are at increased risk for serious complications in the ED compared to younger people. Additionally, ED environments, which are often characterized by bright lights, fast pace of activity, and loud noises, can be disorienting to older adults and potentially interfere with the effectiveness of care.

Retrieve Medical has introduced a Retrieve GED assessment which can improvesgeriatric ED productivity by using the latest technology to make an ED physician’s work more productive for senior care. Retrieve GED ensures the most accurate clinical protocols for documentation while helping teams more effectively monitor risk assessments in seniors.

When ER clinicians screen older patients to determine their frailty, risks of falls or delirium, or check prescriptions against criteria for potentially inappropriate medication use in older adults, it’s a chance to safeguard their health in the moment and later at home. Retrieve GED is an innovative program enabling CAPD (computer-assisted physician documentation) so doctors can document patient interactions easily, quickly and more thoroughly and be alerted to possible comorbidities and medical issues.



Retrieve Medical is validated by and proud to work with some of the most influential corporations in the healthcare industry:







Dr. Henry was on ACEP’s EMergence podcast discussing Retrieve Medical.  

Click the button to listen to the episode:



Retrieve Medical Team 

Our cohesive team works together to build a quality product and support our clients. We are leading experts in the IT and hospital industries. We speak the language of our clients. Sound and experienced business strategists plan and execute each step from start-up to easy interface with major industry end users.

IconDr. Mark Rosenberg, DO, MBA, FACEP, FAAHPM

Chairman of the Board

Dr Rosenberg has over 40 years of experience in managing emergency departments and other hospital systems. Dr Rosenberg past president of the American College of Emergency Physicians.

Dr. Rosenberg started the nations first Geriatric Emergency Department and is principle author of the Geriatric Emergency Department Guidelines.  He has written many articles and chapters on Geriatrics, Palliative Care, Pain Management and Emergency Department Innovations and has lectured internationally.  He has developed many innovative programs including the acclaimed Palliative Medicine program called LSMA Life Sustaining Management and Alternatives and the ALTO (Alternatives to Opioids) program which is a Multidisciplinary Acute pain management program that not only helps patients with painful conditions without using opioids but also helps those patient with drug dependency and addiction.

For the past 20 years at Dr Rosenebrg has been chairmen of emergency medicine at St Joseph’s health in Paterson and Wayne NJ.. In January 2022, Dr Rosenberg has Joined retrieve medical as Full time Chairman of the Board

IconJerry E. Swon

Chief Executive Officer

Mr. Swon’s executive management career covers more than 40 years. He has worked with experts from academic environments including Princeton, Cornell, Rutgers, University of Louisville commercializing technologies. He has orchestrated exit strategies for five companies with a total market cap in excess of $250 million. Mr. Swon has served as investment banker and advisor to the executive staff of five companies with a total market cap in excess of $120 million. He has also served as CEO of four companies with a total market cap of over $150 million. Mr. Swon joined the Company in 2018 as a consultant and became its Chief Executive Officer in 2019.

IconKaren Chase MS, BSN, RNC, CCDS

Senior Advisor

Karen has over 35 years of varied clinical healthcare and leadership experience and extensive knowledge in healthcare quality management, performance improvement and comparative data analysis. She holds a master’s degree in Healthcare Administration as well as advanced certification in Healthcare Policy and Management. 

Karen has been recognized as one of the Association of Clinical Documentation Improvement Specialists top 30 leaders in the nation and was invited to the newly established Leadership Convention for 2016.

Karen was the Director of CDI and the Associate Director of Revenue Integrity at Stony Brook Medical Center. There she worked closely with the HIM, Coding, and Quality Departments to develop a robust CDI program that ensured accurate, compliant documentation as well as accurate reportable outcomes data.  She also serves as a nurse legal consultant to an Emergency Medicine consulting firm where she evaluates and defends medical legal cases.  

IconDr. Donald Thomas III

Chief Medical Officer

Dr. Thomas has created or reshaped clinical care delivery systems in 30+ healthcare organizations in the northern hemisphere, including healthcare systems, hospitals, clinics, group practices and an insurance provider medical bureau, while delivering increased quality, patient satisfaction and metrics, in addition to significant new dollars to the organizational bottom lines. He is a relentless problem solver and is especially suited to working in situations that are not functioning at their peak.  Dr. Thomas graduated from Howard University College of Medicine with an M.D. in Medicine and earned his A.B. in Physical Science and Genetics at Harvard University.

CMO for L.A. County Health Dept. (.8B budget, 22,000 employees, 3,500 MDs, 6 hospitals, 6 urgent care centers and 126 clinics)

U.S. Dept. of Heath COGME councilor from 1998-2003

Led clinical design teams for 2 hospitals and 2 emergency centers

Restructured Medicaid medical division for a major health insurer

IconKathy Valli

Senior Vice President

Kathy is a seasoned healthcare professional with deep expertise in emergency medicine practice administration and hospital/physician relations. A former executive with both Envision Physician Services and Emergency Medical Associates of New Jersey, Kathy has managed a team of 100 healthcare professionals and successfully negotiated many multimillion-dollar hospital contracts. She also oversaw finance, business development, revenue cycle management, client relations/satisfaction, and physician recruitment.

Kathy is a member of the Practice Management Committee of the Emergency Department Practice Management Association(EDPMA), and President of KMV Consulting, providing operational and strategic solutions to hospital-based physician groups and their partners.

Icon(Joan) Michelle Moccia – DNP, ANP-BC, GS-C

Director of Geriatric Programs

Dr. Michelle Moccia is the Past Program Director of Michigan’s first Senior ER, in July 2010. The ER received American College of Emergency Physicians (ACEP) Level 1 Geriatric Emergency Department Accreditation (GED) in 2019 and accreditation renewal in 2022.

She is the Past President of, the Gerontological Advanced Practice Nurse Association (GAPNA); the current chair of the Emergency Nurse Association (ENA) Geriatric Committee, and a reviewer of applications for those seeking GED accreditation.

Dr. Moccia has devoted more than four decades to improving older adult care. She has championed handover checklists to prevent communication failures between providers bidirectional.

She is the mother of three daughters who also have careers serving others. She and her husband Vic are enjoying their first grandchild, a beautiful granddaughter named Cecilia who they affectionately call “Baby Cece”.


Joerg Klaube

Financial Officer


Harriet L. Donnelly

Marketing Officer


James J. Noonan

Operations & Training


Thomas Swon

Business Development


Please contact us with any questions or for a demonstration of this powerful tool. We welcome your inquiries regarding the Retrieve Dx™ software technology and business opportunities. Let Retrieve Medical improve your hospital metrics, your doctor ratings and your quality of patient care.

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