Health Note
Health Note is an AI-powered clinical platform that automates patient intake, ambient clinical documentation, and inbound call handling for U.S. health systems and specialty practices via deep EHR integrations.
- Company typePrivate
- Founded2018
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Health Note does
Health Note is an AI-powered clinical workflow platform founded in 2018 by Dr. Joshua Reischer, a board-certified internal medicine physician who serves as CEO and Chief Medical Officer, and Aaron Rau, a serial entrepreneur who serves as CTO. The company's platform combines three core products: an AI Voice Agent that autonomously handles inbound patient calls 24/7 for scheduling, routing, billing inquiries, and prescription refills; Intelligent Intake, a dynamic chatbot that collects pre-visit clinical data including screeners, medications, and review of systems; and Ambient AI Scribe, which generates physician notes from patient conversations using large language models. The platform integrates natively with five major EHR systems — Epic, Athenahealth, Veradigm, eClinicalWorks, and Allscripts — filing structured data into discrete chart fields.
The company serves health systems, multi-specialty and single-specialty practices (orthopedics, urology, pediatrics, women's health, neurology, cardiology, behavioral health), FQHCs, and urgent care facilities. Named customers include Cedars Sinai, Springfield Clinic (650+ providers under expanded enterprise agreement), OrthoArkansas, Arkansas Urology, OSF HealthCare, Northwell Health, and Pediatric Associates. Distribution combines enterprise field sales, EHR marketplace listings (Athenahealth, Artera), and a 14-day self-serve pilot with dedicated specialist onboarding.
Revenue is generated through per-provider-per-month subscriptions for single-specialty groups, volume-based subscriptions for multi-specialty and enterprise customers, and per-completed-call usage pricing for the AI Voice Agent ($2.50 per call, $0.75 per transfer). Health Note raised a $17M Series A in July 2022 led by SignalFire with strategic participation from UnityPoint Health, Northwell Holdings, and Cedars Sinai Health Ventures, bringing cumulative funding above $22M. The company is SOC 2 Type II certified and HIPAA compliant, operating exclusively in the United States.
Health Note firmographics
Firmographics- Name
- Health Note
- Legal name
- Health Note, Inc.
- Website
- https://healthnote.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Health Note is an AI-powered clinical platform that automates patient intake, ambient clinical documentation, and inbound call handling for U.S. health systems and specialty practices via deep EHR integrations.
- Ownership category
- akta.pro rank
Health Note industry classification
Industry- Product category
- Healthcare Clinical Workflow Automation Software
- NAICS
- Offices of Physicians (6211), Offices of Physicians (62111)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Patient Intake, Digital Registration & eForms (HLACAEAF)
- akta.pro secondary industries
- Nursing, Clinical Notes & Documentation Workflow Tools (HLACAAAG), Ambulatory & Physician Practice EHRs (HLACAAAB)
Keywords
Where Health Note is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Health Note business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Subscription - Per Provider/Month: For single-specialty groups, charges per provider per month. Provides access to AI intake, documentation, and scheduling automation.
- Subscription - Volume-Based: For multi-specialty groups, uses volume-based pricing. Pricing scales with number of providers, locations, or patient volume.
- Per-Completed-Call Pricing: AI Voice automation priced at $2.50 per completed call that Health Note handles (scheduling, routing, FAQs). Transfer/switchboard calls at $0.75 per call.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Per provider per month for single-specialty groups |
| Subscription | Annual | Volume-based pricing for multi-specialty groups |
| Unit Pricing | Monthly | Per-completed-call pricing for AI Voice Automation |
| Subscription | Monthly | AI Voice Automation for Athena Health based Women's Health Groups |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Health Note product offering
Product offeringCore offering
Health Note is an AI-powered clinical platform that automates patient intake, 24/7 phone call handling, and ambient clinical documentation for healthcare providers. Its core offerings include an AI Voice Agent that answers patient calls and handles scheduling/routing, an Intelligent Intake system that collects pre-visit data, and an Ambient AI Scribe that generates physician notes from patient conversations. The platform integrates natively with major EHR systems (Epic, Athenahealth, eClinicalWorks, Veradigm, Allscripts) to file structured data directly into discrete chart fields.
Product overview
Health Note offers a unified AI-powered healthcare platform combining an AI Voice Agent for call automation and an Intelligent Intake system for clinical documentation. The platform operates as a modular system where the AI Voice Agent handles 24/7 patient call management (scheduling, routing, FAQs, billing) while Intelligent Intake automates pre-visit data collection and integrates with Epic and other EHRs. Ambient AI Scribing captures clinical conversations and generates notes automatically. Additional modules include Patient Re-engagement for outreach, Physician Pre-Read for pre-visit summaries, an ROI Calculator for modeling cost savings, and a Patient Portal for questionnaire completion. The platform is built for specialty practices (Behavioral Health, Cardiology, Orthopedics, Pediatrics, Urology, Women's Health) and health systems, with EHR integrations including Epic, Athenahealth, Veradigm, and eClinicalWorks. Health Note also offers specialty-configured solutions like Women's Health on Athena with OB triage protocols.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Voice Agent
- Intelligent Intake
- Ambient AI Scribing
- AI Workforce for Healthcare
Quantifiable outcome
- 80% patient pre-visit completion rate (vs 20% industry average for traditional intake)
- +9 more outcomes
Companies that use Health Note
Customer profileNamed customers11 records
Segments7 records
Ideal customer profiles3 records
Health Note technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability8 records
Feature6 records
Health Note partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship and core.
- Springfield ClinicflagshipExpanded partnership with Springfield Clinic (Illinois) to digitize patient experience with self-scheduling, intake, and clinical documentation. 650+ providers. Co-developed self-scheduling module. Partnership started 2021, expanded to enterprise scale in 2024.
- ArteracoreJoined Artera's new marketplace. Allows Health Note customers using Artera to view all communications in one place. Collaboration on clinically intelligent intake for Artera's patient communication customer base.
- EpiccoreDeep native integration with Epic EHR. Health Note reads provider schedules, appointment types, patient records, and writes structured data back. Supports Epic Hyperspace and smart phrase integration for seamless documentation workflow.
- AthenahealthcoreNative integration via Athenahealth Marketplace APIs. Platform reads provider templates, respects scheduling rules, writes structured data to chart. Supports self-scheduling module co-developed with Springfield Clinic.
- AllscriptscoreIntegration with Allscripts Professional EHR and Altera TouchWorks EHR. Awarded Allscripts App of the Month June 2022. Responses pushed directly to discrete fields in Allscripts solutions via direct integration.
Scale indicators15 records
Recent moves6 records
Expansion highlights6 records
Health Note competitors and assessment
Company assessmentDirect peers
- Abridge: Ambient AI clinical documentation and conversation-summarization platform directly overlapping with Health Note's Ambient AI Scribe and physician pre-read offerings. Targets the same enterprise health system buyer and competes on workflow depth inside Epic.
- Suki AI: AI-powered clinical documentation and ambient scribe assistant competing with Health Note's ambient scribing and intelligent intake workflows. Targets similar physician and health system segments with comparable per-provider economics.
- Phreesia: Public, scaled patient intake, registration and scheduling automation platform that competes directly with Health Note's Intelligent Intake module across ambulatory and specialty practices, with comparable EHR integrations and patient self-scheduling capabilities.
- Notable: Patient intake automation and ambient documentation platform acquired by Commure, offering AI-driven registration, scheduling and clinical workflows that overlap Health Note's Intelligent Intake and Ambient Scribe product areas.
- Augmedix: Ambient AI medical documentation and scribing service for physicians, now part of Commure. Directly competes with Health Note's Ambient AI Scribe across health systems and large specialty practices.
- Kyruus Health: Provider search, scheduling, and patient intake platform that overlaps Health Note's patient scheduling and intake modules, with a particular strength in large health system digital front-door deployments.
- Solv: Patient self-scheduling and intake platform serving urgent care and primary care practices, with overlapping workflow automation capabilities to Health Note's AI Voice Agent scheduling and Intelligent Intake offerings.
- Artera (formerly Well Health): Patient communication and engagement platform competing in the same EHR-adjacent layer as Health Note; Health Note is also an Artera marketplace partner, making Artera both a peer and a channel collaborator.
Broad incumbents
- Tebra: Practice management and patient experience suite (formed via PatientPop/Kareo merger) for independent practices, offering intake, scheduling, and patient engagement tools as part of a broader platform that competes with Health Note at the small/mid-market practice layer.
- Athenahealth: Major ambulatory EHR with native patient engagement, intake, and scheduling modules. Health Note is both a deep integration partner and a competitor to Athena's first-party patient experience functionality across its installed base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Health Note social profiles
Digital presenceHealth Note compliance and trust
Trust signalCompliance3 records
Health Note financial estimates
Financial estimateRevenue estimate
Valuation estimate
Health Note leadership team
Management profileNumber of profiles
Profiles5 records
Health Note funding detail
Funding detailFunding overview
Funding rounds7 records
Investors15 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Health Note M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Health Note
What does Health Note do?
Health Note is an AI-powered clinical platform that automates patient intake, 24/7 phone call handling, and ambient clinical documentation for healthcare providers. Its core offerings include an AI Voice Agent that answers patient calls and handles scheduling/routing, an Intelligent Intake system that collects pre-visit data, and an Ambient AI Scribe that generates physician notes from patient conversations. The platform integrates natively with major EHR systems (Epic, Athenahealth, eClinicalWorks, Veradigm, Allscripts) to file structured data directly into discrete chart fields.
Is Health Note a public or private company?
Health Note is a private company. It is classified as venture growth investor backed and is currently operating.
When was Health Note founded?
Health Note was founded in 2018. It employs 11 to 50 people.
Where is Health Note based?
Health Note is headquartered in San Francisco, United States, in the North America region.
How does Health Note make money?
Three revenue lines are on record. Subscription - Per Provider/Month is the primary driver. The others are subscription - Volume-Based and per-Completed-Call Pricing.
Who are Health Note's main competitors?
Direct peers on record are Abridge, Suki AI, Phreesia, Notable, Augmedix, Kyruus Health, Solv and Artera (formerly Well Health). Broad incumbents are Tebra and Athenahealth.
Does Health Note have an API?
No public API is recorded for Health Note.
What industry is Health Note in?
Health Note's product category is Healthcare Clinical Workflow Automation Software. Its primary akta.pro industry code is HLACAEAF, Patient Intake, Digital Registration & eForms, with a secondary code of HLACAAAG, Nursing, Clinical Notes & Documentation Workflow Tools. Its NAICS code is 6211 and its SIC code is 7372.