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Keona Health

Full company profile

uuid0000p86

Namestring
Keona Health
Legal namestring
KEONA HEALTH, INC.
Websiteurl
keonahealth.com
Company typeenum
Private
Founded yearint
2013
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersChapel Hill, United States
HQ citystring
Chapel Hill
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
healthcare CRM software, patient access platform, clinical nurse triage, intelligent scheduling software, AI patient engagement
Industry2 codes
1Patient Engagement, Education & Messaging Platforms (portal/CRM integrated)
CodeHLALABAJPrimaryYes
2Care Management & Coordination Platforms (case/disease management workflows)
CodeHLACAHADPrimaryNo
NAICS code1 code
  • Telephone Call Centers56142
SIC code2 codes
  • Services-Prepackaged Software7372
  • Services-Health Services8000
Product category
Healthcare CRM / Patient Access Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1CareDesk Healthcare CRM Subscription
TypeSubscription Recurring
Description

SaaS platform license for healthcare CRM functionality including scheduling, triage, and patient engagement modules. Pricing is subscription-based with implementation costs typically 1-3x year-one license cost.

keonahealth.com
2Kara AI Voice Agent (Per-Call Pricing)
TypeUsage Based
Description

AI voice agent pricing based on call volume rather than per-seat licenses. Enables scalability for both small clinics and large health systems.

keonahealth.com
3Implementation and Professional Services
TypeProfessional Services
Description

Setup, training, and integration services provided during implementation phase. Standard implementation takes 4-6 weeks for most organizations.

keonahealth.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Pricing details2 tiers
1Enterprise Healthcare CRM Platform
ModelSubscriptionBilling cadenceAnnual
Notes

Full patient-access and clinical platforms with EHR integration and nurse triage typically $300+ per user per month. Implementation costs add 1-3x year-one license cost. ROI target backed for qualified organizations with performance guarantees.

keonahealth.com
2Kara AI Voice Agent
ModelUsage-basedBilling cadencePay-as-you-go
Notes

Pricing based on call volume, not per-seat licenses. Both small clinics and large systems find it affordable. 10x ROI with performance guarantees; credits back if implementation misses targets.

keonahealth.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 3 records shown
1CareDesk
Description

AI-powered healthcare CRM platform built specifically for medical professionals, optimizing the patient experience.

keonahealth.com
+2 more records
Core offering1 text field

Keona Health sells CareDesk, an AI-powered healthcare CRM platform that automates patient scheduling, triage, call center operations, and omnichannel patient engagement for medical practices and health systems. The platform combines an autonomous AI voice/chat agent (Kara) with intelligent staff guidance (Elevate) and evidence-based clinical triage (CNAI), built on a deterministic Practice Intelligence 360 layer that encodes patient, provider, and practice context.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 8 values shown
  • 99% scheduling accuracy with zero booking errors
+7 more records
Product overview1 text field

Keona Health offers CareDesk, a unified AI-powered healthcare CRM platform that combines a core patient access system with multiple integrated modules. The platform is built on Practice Intelligence 360, which provides deterministic AI decision-making across patient, provider, and practice data. The product portfolio centers on CareDesk (core CRM), augmented by Kara (AI voice/chat agent), Elevate (agent scheduling copilot), and CNAI (clinical triage AI). Supporting modules include Intelligent Scheduling, Knowledge Base, Queue Manager, Patient Self-Scheduling, Healthcare Campaigns, Overwatch (BI/reporting), and Patient Engagement. CareDesk Engage combines self-scheduling with targeted outreach campaigns. The Integration Suite connects the platform to 40+ EHR/PM systems including Epic, Cerner, Athena, and Allscripts, as well as CTI, messaging, and CRM tools. The architecture uses a dual-engine approach (Autopilot for autonomous task completion and Copilot for guided human workflows) to handle everything from routine scheduling to complex specialty triage.

Product and service5 records
1CareDesk
CategoryHealthcare CRM Platform
Description

AI-powered healthcare CRM platform built specifically for medical practices, combining autonomous AI capabilities with intelligent staff assistance to handle patient interactions 24/7 across phone, web, chat, and mobile channels with a dual-engine architecture (Autopilot and Copilot).

2Kara AI Voice Agent
CategoryAI Voice/Chat Agent
Description

AI call agent that operates 24/7, autonomously handling 40-60% of patient interactions including scheduling, cancellations, refills, billing questions, and general inquiries across voice, chat, and web with seamless AI-to-human handoff.

3CareDesk Elevate
CategoryScheduling Copilot
Description

AI-powered scheduling copilot that guides agents through complex specialty scheduling workflows, encoding provider-specific rules, insurance workflows, and referral requirements into guided pathways to reduce onboarding from weeks to days.

4CareDesk Engage
CategoryPatient Self-Scheduling and Outreach
Description

Combines patient self-scheduling (opening 60-85% of calendar availability) with targeted preventative care campaigns that drive completed appointments rather than just sending reminders.

5CNAI (Clinical Nurse AI)
CategoryClinical Nurse Triage Software
Description

Applies evidence-based Schmitt-Thompson triage protocols covering 600+ adult and pediatric topics to guide nurses through clinical decision support workflows, reducing triage variability across staff and shifts.

Scale indicator7 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Zocdoc operates a healthcare scheduling marketplace and provider directory, competing with Keona on online patient self-scheduling and provider search/booking experiences.

TypeDirect peer
Description

PerfectServe offers clinical communication and care team collaboration tools, competing with Keona's Queue Manager, secure messaging, paging, and unified contact-center workflows.

TypeDirect peer
Description

Notable Health offers an AI-powered patient scheduling and intake platform for health systems, directly competing with Keona's CareDesk in automating patient access and reducing administrative burden on staff.

TypeDirect peer
Description

Luma Health is a patient engagement and scheduling platform for healthcare practices, competing with Keona in self-scheduling, reminders, and call-center automation across specialty and primary care.

TypeDirect peer
Description

Kyruus provides provider search, scheduling, and patient access infrastructure for health systems, overlapping directly with Keona's intelligent scheduling, provider matching, and patient access workflows.

TypeDirect peer
Description

Relatient delivers patient scheduling, outreach, and engagement solutions for medical practices and health systems, competing with Keona's patient self-scheduling, reminders, and engagement modules.

TypeDirect peer
Description

CipherHealth provides patient engagement, rounding, and outreach platforms used by health systems, overlapping with Keona's omnichannel patient engagement, outreach campaigns, and post-encounter follow-up capabilities.

TypeEmerging player
Description

Providertech delivers patient engagement and telehealth solutions focused on community health and FQHCs, with partial overlap to Keona's specialty practice patient access and outreach modules.

TypeBroad incumbent
Description

symplr is a broad healthcare operations platform covering workforce, credentialing, and provider data, with adjacent capabilities in healthcare access and operations that overlap thematically with Keona's enterprise access stack.

TypeBroad incumbent
Description

Athenahealth is a major ambulatory EHR and practice management vendor with its own patient engagement, scheduling, and population health modules that compete with Keona's offerings, particularly for practices already on the Athena platform.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers8 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration26 records

Each record includes

Title, Type, Description, Source

AI capability13 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds6 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors3 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Keona Health

Healthcare CRM / Patient Access Softwarekeonahealth.com

Keona Health firmographics

Firmographics
Name
Keona Health
Legal name
KEONA HEALTH, INC.
Website
https://keonahealth.com
Company type
Private
Founded year
2013
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

Keona Health industry classification

Industry
Product category
Healthcare CRM / Patient Access Software
NAICS
Telephone Call Centers (56142)
SIC
Services-Prepackaged Software (7372), Services-Health Services (8000)
akta.pro primary industry
Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)
akta.pro secondary industry
Care Management & Coordination Platforms (case/disease management workflows) (HLACAHAD)

Keywords

  • Healthcare CRM software
  • Patient access platform
  • Clinical nurse triage
  • Intelligent scheduling software
  • AI patient engagement

Where Keona Health is headquartered

Location

Headquarters

HQ city
Chapel Hill
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Keona Health business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. CareDesk Healthcare CRM Subscription: SaaS platform license for healthcare CRM functionality including scheduling, triage, and patient engagement modules. Pricing is subscription-based with implementation costs typically 1-3x year-one license cost.
  2. Kara AI Voice Agent (Per-Call Pricing): AI voice agent pricing based on call volume rather than per-seat licenses. Enables scalability for both small clinics and large health systems.
  3. Implementation and Professional Services: Setup, training, and integration services provided during implementation phase. Standard implementation takes 4-6 weeks for most organizations.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualEnterprise Healthcare CRM Platform
Usage-basedPay-as-you-goKara AI Voice Agent

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Keona Health product offering

Product offering

Core offering

Keona Health sells CareDesk, an AI-powered healthcare CRM platform that automates patient scheduling, triage, call center operations, and omnichannel patient engagement for medical practices and health systems. The platform combines an autonomous AI voice/chat agent (Kara) with intelligent staff guidance (Elevate) and evidence-based clinical triage (CNAI), built on a deterministic Practice Intelligence 360 layer that encodes patient, provider, and practice context.

Product overview

Keona Health offers CareDesk, a unified AI-powered healthcare CRM platform that combines a core patient access system with multiple integrated modules. The platform is built on Practice Intelligence 360, which provides deterministic AI decision-making across patient, provider, and practice data. The product portfolio centers on CareDesk (core CRM), augmented by Kara (AI voice/chat agent), Elevate (agent scheduling copilot), and CNAI (clinical triage AI). Supporting modules include Intelligent Scheduling, Knowledge Base, Queue Manager, Patient Self-Scheduling, Healthcare Campaigns, Overwatch (BI/reporting), and Patient Engagement. CareDesk Engage combines self-scheduling with targeted outreach campaigns. The Integration Suite connects the platform to 40+ EHR/PM systems including Epic, Cerner, Athena, and Allscripts, as well as CTI, messaging, and CRM tools. The architecture uses a dual-engine approach (Autopilot for autonomous task completion and Copilot for guided human workflows) to handle everything from routine scheduling to complex specialty triage.

Differentiator

Problem solved

Functional benefit

Brands

  • CareDesk: AI-powered healthcare CRM platform built specifically for medical professionals, optimizing the patient experience.
  • Kara
  • Practice Intelligence 360

Products and services

  • CareDesk AI-powered healthcare CRM platform built specifically for medical practices, combining autonomous AI capabilities with intelligent staff assistance to handle patient interactions 24/7 across phone, web, chat, and mobile channels with a dual-engine architecture (Autopilot and Copilot).
  • Kara AI Voice Agent AI call agent that operates 24/7, autonomously handling 40-60% of patient interactions including scheduling, cancellations, refills, billing questions, and general inquiries across voice, chat, and web with seamless AI-to-human handoff.
  • CareDesk Elevate AI-powered scheduling copilot that guides agents through complex specialty scheduling workflows, encoding provider-specific rules, insurance workflows, and referral requirements into guided pathways to reduce onboarding from weeks to days.
  • CareDesk Engage Combines patient self-scheduling (opening 60-85% of calendar availability) with targeted preventative care campaigns that drive completed appointments rather than just sending reminders.
  • CNAI (Clinical Nurse AI) Applies evidence-based Schmitt-Thompson triage protocols covering 600+ adult and pediatric topics to guide nurses through clinical decision support workflows, reducing triage variability across staff and shifts.

Quantifiable outcome

  • 99% scheduling accuracy with zero booking errors
  • +7 more outcomes

Companies that use Keona Health

Customer profile

Named customers8 records

Segments6 records

Ideal customer profiles3 records

Keona Health technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration26 records

AI capability13 records

Feature5 records

Keona Health partnerships and signals

Strategic signal

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Keona Health competitors and assessment

Company assessment

Direct peers

  • Zocdoc: Zocdoc operates a healthcare scheduling marketplace and provider directory, competing with Keona on online patient self-scheduling and provider search/booking experiences.
  • PerfectServe: PerfectServe offers clinical communication and care team collaboration tools, competing with Keona's Queue Manager, secure messaging, paging, and unified contact-center workflows.
  • Notable Health: Notable Health offers an AI-powered patient scheduling and intake platform for health systems, directly competing with Keona's CareDesk in automating patient access and reducing administrative burden on staff.
  • Luma Health: Luma Health is a patient engagement and scheduling platform for healthcare practices, competing with Keona in self-scheduling, reminders, and call-center automation across specialty and primary care.
  • Kyruus: Kyruus provides provider search, scheduling, and patient access infrastructure for health systems, overlapping directly with Keona's intelligent scheduling, provider matching, and patient access workflows.
  • Relatient: Relatient delivers patient scheduling, outreach, and engagement solutions for medical practices and health systems, competing with Keona's patient self-scheduling, reminders, and engagement modules.
  • CipherHealth: CipherHealth provides patient engagement, rounding, and outreach platforms used by health systems, overlapping with Keona's omnichannel patient engagement, outreach campaigns, and post-encounter follow-up capabilities.

Emerging players

  • Providertech: Providertech delivers patient engagement and telehealth solutions focused on community health and FQHCs, with partial overlap to Keona's specialty practice patient access and outreach modules.

Broad incumbents

  • symplr: symplr is a broad healthcare operations platform covering workforce, credentialing, and provider data, with adjacent capabilities in healthcare access and operations that overlap thematically with Keona's enterprise access stack.
  • Athenahealth: Athenahealth is a major ambulatory EHR and practice management vendor with its own patient engagement, scheduling, and population health modules that compete with Keona's offerings, particularly for practices already on the Athena platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Keona Health social profiles

Digital presence

Keona Health compliance and trust

Trust signal

Compliance2 records

Keona Health financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Keona Health leadership team

Management profile

Number of profiles

Profiles3 records

Keona Health funding detail

Funding detail

Funding overview

Funding rounds6 records

Investors3 records

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

Keona Health M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Keona Health

What does Keona Health do?

Keona Health sells CareDesk, an AI-powered healthcare CRM platform that automates patient scheduling, triage, call center operations, and omnichannel patient engagement for medical practices and health systems. The platform combines an autonomous AI voice/chat agent (Kara) with intelligent staff guidance (Elevate) and evidence-based clinical triage (CNAI), built on a deterministic Practice Intelligence 360 layer that encodes patient, provider, and practice context.

Is Keona Health a public or private company?

Keona Health is a private company. It is classified as venture growth investor backed and is currently operating.

When was Keona Health founded?

Keona Health was founded in 2013. It employs 101 to 250 people.

Where is Keona Health based?

Keona Health is headquartered in Chapel Hill, United States, in the North America region.

How does Keona Health make money?

Three revenue lines are on record. CareDesk Healthcare CRM Subscription is the primary driver. The others are kara AI Voice Agent (Per-Call Pricing) and implementation and Professional Services.

Who are Keona Health's main competitors?

Direct peers on record are Zocdoc, PerfectServe, Notable Health, Luma Health, Kyruus, Relatient and CipherHealth. Providertech is listed as an emerging player. Broad incumbents are symplr and Athenahealth.

Does Keona Health have an API?

No public API is recorded for Keona Health.

What industry is Keona Health in?

Keona Health's product category is Healthcare CRM / Patient Access Software. Its primary akta.pro industry code is HLALABAJ, Patient Engagement, Education & Messaging Platforms (portal/CRM integrated), with a secondary code of HLACAHAD, Care Management & Coordination Platforms (case/disease management workflows). Its NAICS code is 56142 and its SIC code is 7372.

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Live signals
VcmagazineHow Lean Tech Teams Are Using AI to Operate at a Larger ScaleTech leaders are using AI to expand lean teams' capacity, with examples from Keona Health, FurtherAI, BOSS.Tech, Lama Consultants, and RyanTech. Keona Health reported EBITDA margin gains of about 40 points, and FurtherAI saw ROI up to 600%. AI agents handle 70-80% of operational work, stretching small teams across larger workloads.KeonahealthNursing Triage Software That Delivers ROIKeona Health promotes its AI-powered nursing triage software, claiming it significantly reduces operating costs and unnecessary emergency department visits while improving clinical accuracy. The article cites metrics such as a 30-40% reduction in operating costs and a 93% triage accuracy rate achieved by clients using the platform. It contrasts these efficiency gains with the high liability and inefficiency risks associated with traditional manual triage processes.FinSMEsKeona Health Raises $7M in Series A1 FundingKeona Health, a health-tech company based in Raleigh-Durham, North Carolina, has raised $7 million in Series A1 funding led by Riverside Acceleration Capital (RAC). The company intends to use the capital to expand its market position and consolidate its AI-powered healthcare CRM platform, CareDesk. Keona's technology enables client organizations to double provider and patient panel sizes without additional staffing.Pulse 2.0Keona Health: This Company Is Improving Communication In Healthcare In A $5+ Billion MarketKeona Health develops AI software to improve patient access and communication in healthcare, with co-founder Stephen Dean discussing its products and growth. The company targets a $5-10 billion total addressable market and has seen customers like Emerge Ortho double their patient volume without adding staff. It plans to launch a product automating marketing outreach tied to revenue.SecSEC FORM DThe Securities and Exchange Commission received a filing from Keona Health, Inc. for an exempt offering of securities, detailing a total offering amount of $4,698,615. The offering is not intended to last more than one year and has already sold the entire amount indicated, with no remaining offer.KeonahealthWhy Automated Patient Engagement Is Vital For Healthcare OrganizationsThe article argues that automated patient engagement software is essential for healthcare organizations to address low engagement rates and staffing shortages in the U.S. healthcare system. It details how AI-driven solutions improve patient care, operational efficiency, and financial outcomes by automating scheduling, communication, and data access. Keona Health is highlighted as a specific vendor providing such integrated platforms.SecSEC FORM DKEONA HEALTH, INC. filed a Form D with the Securities and Exchange Commission to report an exempt offering of securities under Rule 506(b). The filing indicates a total offering amount of $750,000 USD, with the first sale occurring on June 23, 2021. This regulatory submission serves as a notice of the private placement rather than a public market event.PrwebLeading Practice Uses New Technology to Improve Phone CallsChesapeake Urology Associates has selected Health Desk, a platform by Keona Health, to manage patient phone calls and improve clinical triage efficiency. The implementation aims to reduce operational costs and enhance the patient experience by automating documentation and standardizing responses.PrwebNorth Florida Women's Care Selects Keona HealthKeona Health has partnered with North Florida Women's Care to implement its patient triage software, aiming to optimize nurse efficiency and improve patient care delivery. The solution is designed to reduce the significant time medical providers spend on phone calls by facilitating intelligent, guided health interviews. This partnership allows patients to receive timely advice while enabling clinics to standardize care protocols.PrwebKeona Health Expands to Internal MedicineKeona Health has entered into a partnership with Wake Internal Medicine Consultants to implement its patient triage system. This integration allows non-clinical staff to handle initial patient calls, aiming to reduce the time nurses spend on phone inquiries while improving response efficiency. The move addresses specific communication challenges identified in patient satisfaction surveys.