Yosi Health

What Yosi Health does

Yosi Health is a New York-based healthcare technology company founded in 2015 that operates a cloud-based digital patient intake and engagement platform serving ambulatory healthcare practices across the United States. The platform comprises eight integrated modules, including pre-arrival patient intake and check-in, self-scheduling, billing and payment collection, two-way HIPAA-compliant texting, telehealth, on-demand forms, eligibility and benefits verification, and patient survey and review management, with real-time bi-directional integration into major EMR systems including Epic, athenaOne, ModMed, Elation, Cerner, Henry Schein MicroMD, and RevolutionEHR. The platform is built on AWS infrastructure and is migrating from a legacy PHP/HTML architecture to ReactJS and NodeJS, with the company holding AWS Advanced Technology Partner status.

Name

Yosi Health

Legal name

Yosi, Inc.

Website

https://yosi.health

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Yosi Health provides a cloud-based, EMR-integrated patient intake and engagement platform for US ambulatory practices, covering pre-arrival registration, self-scheduling, billing, telehealth, two-way texting, and eligibility verification across all 50 states.

Ownership category

akta.pro rank

Product category

Healthcare Patient Engagement Software

NAICS

Ambulatory Health Care Services (621)

SIC

Services-Prepackaged Software (7372), Services-Health Services (8000)

akta.pro primary industry

Patient Intake, Digital Registration & eForms (HLACAEAF)

akta.pro secondary industry

Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)

Keywords

• Patient intake software
• Digital front door
• Healthcare patient engagement
• EMR-integrated scheduling
• HIPAA-compliant patient platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Subscription-based SaaS model providing access to patient engagement platform including intake, scheduling, billing, communication, and telehealth capabilities. Billed on monthly or annual basis per provider or practice.
2. Implementation and Setup Services: Custom implementation and onboarding services for practice-specific customization, EMR integration, and workflow configuration.
3. Usage-Based Features: Some features may be usage-based including text messaging volumes and additional transaction volumes beyond base subscription.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core offering

Yosi Health provides a cloud-based digital front door platform for U.S. healthcare practices that automates pre-arrival patient intake, self-scheduling, payment collection, two-way texting, telehealth, eligibility verification, and surveys, with real-time bi-directional EMR integration to Epic, athenaOne, ModMed, Elation, Cerner, Henry Schein MicroMD, and RevolutionEHR. The platform is sold on a SaaS subscription basis per provider or practice and is targeted at independent practices, specialty groups, community health centers, and large health systems across all 50 U.S. states.

Product overview

Yosi Health offers a unified digital front door platform for healthcare practices consisting of eight integrated modules: Patient Intake and Check-In, Patient Appointment Self-Scheduling, Customizable Patient Billing Software, Patient Surveys and Review Management, Telehealth Solutions, Two-Way Text Communication, On-Demand Forms, and Eligibility and Benefits Verification. The platform is built as a cloud-based, customizable patient engagement and workflow automation solution that supports the entire patient journey before, during, and after visits. The modular architecture allows practices to implement individual solutions or the full suite, with real-time bi-directional EMR integration connecting to major systems including athenahealth, Epic, ModMed, Elation Health, Cerner, and MicroMD.

Differentiator

Problem solved

Functional benefit

Brands

• Digital Front Door Automation Platform: The company's core platform for patient intake, scheduling, billing, and engagement automation for healthcare practices.

Products and services

• Patient Intake and Check-In

Quantifiable outcome

• 45% reduction in no-shows for customers
• +5 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability3 records

Feature9 records

Partnerships

Seven partnerships are on record, tiered core.

• Modernizing Medicine (ModMed)coreTechnology or Integration · 22 October 2025Yosi Health joined Modernizing Medicine's synapSYS Marketplace as a connected digital front-door vendor. The integration allows ModMed clients to implement AI-powered automation solutions for scheduling, intake, and eligibility checks, enhancing efficiency and patient experience.
• Elation HealthcoreTechnology or Integration · 1 April 2025Yosi Health joined Elation Health's Partner Hub to bolster primary care efficiency. Integration provides robust document management solution and enables e-signature workflows for Elation users.
• Epic SystemscoreTechnology or Integration · 1 October 2022Yosi Health is available on the Epic App Market, enabling Epic clients to access digital patient scheduling, registration, payment, and communication solutions directly through their Epic workflow.
• Henry Schein MicroMDcoreChannel Partner/ Reseller/ Distributor · 1 December 2020Yosi Health's patient intake solution was selected by Henry Schein Medical Systems to create virtual waiting room solutions. Expanded collaboration through Henry Schein's SolutionsHub for distribution to MicroMD customers.
• Amazon Web Services (AWS)coreTechnology or IntegrationYosi Health is an Amazon Web Services (AWS) Advanced Technology Partner (APN). Platform built on AWS infrastructure with advanced cloud capabilities.
• athenahealthcoreTechnology or IntegrationIntegration with athenaOne platform providing bidirectional EHR integration. Penn's Rock Primary Care case study demonstrates successful integration for automated clinical screenings and value-based care reimbursement.
• Cerner (Oracle Health)coreTechnology or IntegrationSuccessful results demonstrated with Cerner users for patient intake solution integration.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Phreesia: Phreesia is the dominant patient intake and digital front door platform in the US, offering pre-visit registration, check-in, and patient engagement solutions integrated with major EHRs. Yosi's VP of Client Services Doug Ciarelli was a founding member of Phreesia, making Phreesia the closest direct competitor and most useful comparable.
• Clearwave: Clearwave provides patient intake, self-scheduling, eligibility verification, and digital front door solutions for specialty practices and health systems. It directly competes with Yosi in the same mid-market practice segment with overlapping EHR integrations and feature sets.
• Relatient: Relatient offers patient scheduling, intake, reminders, surveys, and two-way texting for medical practices. It is a direct competitor in patient engagement and digital front door workflows, particularly targeting independent and mid-sized practices similar to Yosi's core customer base.
• Solutionreach: Solutionreach provides patient engagement, communication, reminders, and intake solutions for dental, vision, and medical practices. It competes with Yosi in patient communication, scheduling, and pre-visit workflows, especially in specialty segments like optometry.
• Luma Health: Luma Health offers patient self-scheduling, intake, reminders, and telehealth solutions integrated with EHR systems. It is a direct competitor in digital patient engagement, often competing for the same health system and large practice customers as Yosi.
• Klara: Klara provides patient communication, intake, and engagement tools for healthcare practices, with strong two-way messaging and EHR integration focus. It overlaps with Yosi's communication and pre-arrival workflows, particularly in specialty and primary care segments.
• Healthgrid: Healthgrid (acquired by Provista) delivers patient engagement, outreach, and digital front door solutions for health systems and large practices. It competes with Yosi's enterprise/health system segment with overlapping capabilities in pre-visit communication and intake.

Broad incumbents

• athenahealth (Patient Intake / athenaCommunicator): athenahealth's own patient intake and patient portal capabilities within athenaOne serve as a bundled alternative to Yosi for athenahealth customers. As a broad incumbent EHR vendor, athenahealth competes with Yosi in practice workflows but as part of a much wider software suite rather than a specialized intake product.
• Epic (MyChart and patient intake): Epic's MyChart and bundled patient intake/check-in functionality compete with Yosi for Epic customers, especially in large health systems. As a broad incumbent EHR, Epic offers a native alternative to Yosi's third-party integration, influencing buyer decisions in Yosi's enterprise segment.
• Tebra (PatientPop): Tebra (formerly PatientPop/Kareo) provides practice growth, patient intake, scheduling, and reputation management for independent practices. It competes with Yosi in the SMB/independent practice segment as part of a broader practice management platform offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/YosiHealth
• Facebookfacebook.com/YosiHealth
• LinkedInlinkedin.com/company/yosihealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds2 records

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 Yosi Health