Bonsai Health

What Bonsai Health does

Bonsai Health is an AI-native healthcare technology company that built an agentic AI platform to automate patient reactivation, appointment scheduling, and care gap closure for specialty medical practices. The platform continuously ingests and normalizes raw EHR data, applies proprietary analysis models at diagnosis-code and CPT-code precision to identify patients overdue for routine or follow-up care, and autonomously executes multi-channel outreach (SMS and email) to re-engage them. Its core architecture is organized into four modules — Identify, Engage, Schedule, and Monitor — supported by direct EHR integration and real-time analytics dashboards that surface engagement and revenue outcomes without manual intervention.

The company serves primarily SMB specialty practices, with dermatology as the lead vertical and ten additional specialty segments including ophthalmology, medical spas, OBGYN, gastroenterology, urology, plastic surgery, pain management, podiatry, and ENT. Named customers include Moksha Aesthetics, Pure Dermatology and Skin Surgery Center, Dermatology Institute of Southern California, Elias Dermatology, Potozkin MD Skincare Center, and Sullivan Dermatology. Bonsai monetizes through a SaaS subscription with usage-based fees tied to the number of patients per location, billed monthly in arrears under annual terms with automatic renewal. Pricing is quote-based and not publicly disclosed. The company is HIPAA-compliant (offering a BAA) and GDPR-aware.

Founded by Travis Schneider and Luke Kervin — previously co-founders of PatientPop and Tebra — Bonsai raised a $7 million seed round in September 2025 led by Bonfire Ventures and Wonder Ventures. In April 2026, the company was acquired by ModMed (Modernizing Medicine), with its technology being integrated into ModMed's Klara patient engagement suite and scaled across ModMed's network of nearly 50,000 specialty providers. As of acquisition, the platform reported 1.45M+ patients engaged, 174K+ appointments scheduled, and $55.3M+ in revenue generated for customer practices (cumulative outcome metric, not Bonsai's ARR).

Name

Bonsai Health

Legal name

Bonsai Health, Inc.

Website

https://bonsaihealth.com

Company type

Private

Founded year

2025

Operating status

Acquired

Headcount range

11–50 employees

Short description

Bonsai Health is an AI-native patient engagement platform that uses autonomous agents to identify care gaps in EHR data and automatically re-engage specialty practice patients via SMS and email. Founded in 2025 by Travis Schneider and Luke Kervin, the company was acquired by ModMed in April 2026.

Ownership category

akta.pro rank

Product category

Healthcare Practice Automation Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Membership/Subscription Concierge Virtual Care (HLALAAAH)

Keywords

• AI patient engagement
• Healthcare automation software
• Patient reactivation platform
• EHR-integrated scheduling
• Specialty practice AI

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription Platform Fees: SaaS subscription model with fees including monthly, annual, or variable amounts based on usage (number of patients per location). Variable amounts charged based on usage are billed monthly in arrears. Annual renewal with automatic renewal for additional one-year terms unless notice of non-renewal is given 30 days prior.
2. Usage-Based Fees: Variable fees based on the number of patients per location, with usage-based billing for platform access and campaign execution across patient engagement activities.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Bonsai Health sells an agentic AI patient engagement SaaS platform that automatically identifies care gaps in EHR data, executes multi-channel SMS and email outreach to overdue patients, and books appointments directly into the practice schedule without staff intervention. It is sold primarily to U.S. specialty medical practices (dermatology, ophthalmology, gastroenterology, OBGYN, medical spas and others) on a per-patient/per-location subscription with annual auto-renewal.

Product overview

Bonsai Health is a unified agentic AI patient engagement platform built to improve patient outcomes, reduce staff workload, and keep schedules full. The core platform consists of integrated modules for Identify (EHR data ingestion and opportunity detection), Engage (multi-channel SMS/email outreach), Schedule (automated booking with EHR integration), and Monitor (real-time analytics dashboards). Key features include patient reactivation for overdue treatments, no-show recovery, cancellation rebooking, and AI-driven self-scheduling. As of April 2026, Bonsai was acquired by ModMed and integrated into their Klara patient engagement suite to serve nearly 50,000 specialty providers.

Differentiator

Problem solved

Functional benefit

Products and services

• Bonsai Health Platform Agentic AI patient engagement SaaS platform that continuously ingests EHR data to identify care gaps, executes multi-channel SMS and email outreach to overdue patients, and books appointments directly into the practice schedule without human intervention. Sold to U.S. specialty medical practices (dermatology, ophthalmology, gastroenterology, OBGYN, medical spas and others) on a per-patient/per-location subscription basis.

Quantifiable outcome

• 1.45M+ patients engaged, 174K+ appointments scheduled, $55.3M+ revenue generated across platform
• +2 more outcomes

Named customers6 records

Segments10 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability6 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• ModMed (Modernizing Medicine)coreTechnology or Integration · 20 April 2026Acquisition completed April 20, 2026. Bonsai Health's technology is being integrated into ModMed's patient engagement suite Klara and scaled across ModMed's network of nearly 50,000 specialty providers. Founders Travis Schneider and Luke Kervin joined ModMed. Clearlake Capital is the private equity backer of ModMed.
• American Academy of DermatologycoreStrategic or Co-development Partner · 22 December 2025Strategic partnership announced December 22, 2025 to develop AI-powered practice automation for dermatology clinics. The initiative aims to streamline workflows, reduce administrative workload, and improve patient scheduling and follow-up through automation. This partnership was established before Bonsai's acquisition by ModMed in April 2026.

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Yosi Health: Yosi Health provides AI-powered patient intake, scheduling, and engagement tools for specialty practices. Its patient self-scheduling and pre-visit workflows overlap with Bonsai's scheduling and reactivation modules.
• Solutionreach: Solutionreach is a long-standing patient engagement platform offering text/email reminders, recall, and reactivation tools to specialty and dental practices. It competes directly with Bonsai in care-gap-driven patient outreach and recall messaging.
• Luma Health: Luma Health is an AI-powered patient engagement platform offering automated outreach, scheduling, and intake for healthcare practices. It is the closest direct competitor to Bonsai in agentic-AI-driven patient reactivation and self-scheduling for specialty practices.
• Klara: Klara is ModMed's existing patient engagement suite (messaging, scheduling, intake). Following Bonsai's acquisition, Bonsai's agentic AI capabilities are being integrated into Klara, making it the most direct product-level overlap inside the parent's stack.
• Weave: Weave is a patient communication and engagement platform combining phones, texting, reviews, and scheduling for small and specialty healthcare practices. It overlaps with Bonsai's SMS/email outreach and self-scheduling capabilities.
• Relatient: Relatient provides patient engagement solutions including automated outreach, appointment reminders, and patient self-scheduling integrated with EHR systems. It directly overlaps with Bonsai's patient reactivation, no-show recovery, and scheduling capabilities.
• Mend: Mend offers AI-driven patient engagement, scheduling, and telehealth workflows for practices and digital health companies. Its automated outreach and no-show reduction capabilities compete directly with Bonsai's core feature set.
• Tebra: Tebra is a practice growth and patient engagement platform formed from the merger of PatientPop and Kareo. Its founders are the same as Bonsai's (Schneider and Kervin), and it competes in patient communication, recall, and practice marketing for ambulatory practices.

Broad incumbents

• Birdeye: Birdeye is a broader customer experience and patient experience platform with messaging, reviews, and engagement capabilities used across healthcare practices. It is less specialty-healthcare-deep than Bonsai but competes for the same patient communication budget.
• Doctor.com: Doctor.com (now part of Press Ganey) provides practice growth, listings management, and patient engagement tools. It overlaps with Bonsai at the patient communication and recall layer while serving a wider range of provider types.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bonsaihealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bonsai Health