Jake Schwartz
CEO & Founder, Cortex Charts
Jake Schwartz is the CEO and founder of Cortex Charts. He builds Cortex Lens with independent primary care practices.
- 01claim denials
Fixable denials: the money you earned but never collected
Most claims pay the first time. The loss hides in fixable denials nobody has time to rework. Here is where one month of claims ends up, and how to shrink the leak.
Read essay - 02AI
Payers run automated checks on your claims. Run yours first.
Payers now use automated rules that read the codes on your claim before anyone reads the note. Here is how to check for the same problems before you submit.
Read essay - 03AI
How do you bring an AI tool into a small practice safely?
Give the tool one narrow job, get six answers from the vendor in writing, and name the person who checks its work. Write down the number it should move, then check that number at 30 and 90 days.
Read essay - 04AI
What 2026 research says about AI scribes and your evenings
A spring JAMA study found AI scribes save some time in clinic but not after hours, and an Annals study found the drafts still need a careful read.
Read essay - 05chart review
Can AI chart review prevent claim denials?
Yes, for the denials that start in the chart: codes that can't be billed together, a missing left or right, two codes that should be one, and a visit level the note doesn't support. Here's what to check and how to test a tool on your own denied claims.
Read essay - 06EMR overlay
Should a small practice switch EMRs to fix its billing and charting problems?
Usually not. Denials, notes that don't back the visit level and late-night charting follow you to a new EMR. Tools that work inside the EMR you already have fix them without moving a single chart.
Read essay - 07AI scribe
Do you still need chart review if you use an AI scribe?
Yes. An AI scribe writes the note from the visit, and nobody checks the codes against that note until a claim comes back denied. Here's what slips through, and which tool a small practice should start with.
Read essay - 08clinical workflow
What we mean when we say clinicians get their lives back
Primary care doctors see their last patient at 5:30 and close their last chart near 10. Much of that evening goes to making the record hold up for billers and insurance companies, and that's the part we're working to end.
Read essay