Dokbot
Dokbot is a HIPAA-compliant conversational chatbot platform, founded in 2016, that lets healthcare providers collect patient intake, consent, and standardized assessment data via a no-login web link, with HL7 FHIR integration into EHRs and a freemium SaaS pricing model.
- Company typePrivate
- Founded2016
- HeadquartersCharleston, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Dokbot does
Dokbot (DokBot, LLC) is a HIPAA-compliant conversational chatbot platform purpose-built for healthcare data collection, including patient intake, consent, standardized assessments (e.g., GAD-7, PHQ-9, HCAHPS), patient-reported outcomes, and clinical research surveys. Founded in 2016 in the Charleston, SC area by Brandon Welch, MS, PhD (biomedical informatics, also founder of telehealth platform Doxy.me and consumer health product ItRunsInMyFamily) and technologist Heath Morrison, the company operates a small team of approximately 1-10 employees. The product is delivered as a web-accessible chatbot that patients can use via a shared link without app downloads or account creation, and uses HL7 FHIR standards to interoperate with modern EHRs and health IT systems.
The platform architecture comprises a core chatbot product, a JavaScript/TypeScript Overlay API for programmatic embedding, a Dokbot Extension Kit for deeper customization, and a library of 23 pre-built validated assessment templates. Dokbot uses AWS and Heroku for hosting infrastructure, Twilio for communications, and holds full HIPAA compliance (covering the HITECH Act and the Omnibus Rule of 2013) with signed Business Associate Agreements. It self-attests to GDPR posture for EU data transfers.
Dokbot sells via a product-led, freemium go-to-market motion with four tiers: a free tier (unlimited sessions and bots with HIPAA compliance and free BAA), Professional at $15/month (custom branding), Clinic (quote-based, with administrative controls and usage analytics), and Enterprise (quote-based, with unlimited users and a dedicated Customer Success Manager). Discounts are offered to non-profits, students, researchers, educators, military, and veterans. Distribution is primarily self-serve through portal.dokbot.io and embeddable widgets, with direct sales reserved for Clinic and Enterprise deals. Named customers include Doxy.me (telehealth), ItRunsInMyFamily (family health history), and the Medical University of South Carolina (academic medicine and clinical research). The company appears to be privately held and bootstrapped, with no disclosed institutional funding rounds.
Dokbot firmographics
Firmographics- Name
- Dokbot
- Legal name
- DokBot, LLC
- Website
- https://dokbot.io
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Dokbot is a HIPAA-compliant conversational chatbot platform, founded in 2016, that lets healthcare providers collect patient intake, consent, and standardized assessment data via a no-login web link, with HL7 FHIR integration into EHRs and a freemium SaaS pricing model.
- Ownership category
- akta.pro rank
Dokbot industry classification
Industry- Product category
- Healthcare Patient Data Collection Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro industry
- Interoperability Standards, Profiles & Implementation (HL7/FHIR/IHE)Healthcare & Life Sciences/Digital Health & Health IT/Health Information Exchange (HIE) & Interoperability
Keywords
Where Dokbot is headquartered
LocationHeadquarters
- HQ city
- Charleston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dokbot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Infrastructure, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription Plans: Four-tier subscription model: Free (subsidized by paid tiers), Professional at $15/month, Clinic (quote-based), and Enterprise (quote-based). Revenue is generated through recurring subscription fees with tiered pricing based on feature access and organizational size.
- Freemium Model: Free tier offered to reduce barriers to entry for HIPAA-compliant data collection. The company explicitly states they subsidize free version costs with revenue from paid tier upgrades, creating a land-and-expand revenue dynamic.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier for everyone starting out or low-utilizers |
| Subscription | Monthly | Professional tier for individual providers with custom branding |
| Subscription | Monthly | Clinic tier for small to medium clinics with advanced controls |
| Subscription | Monthly | Enterprise tier for large organizations with dedicated support |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
Dokbot product offering
Product offeringCore offering
Dokbot is a HIPAA-compliant conversational chatbot platform that enables healthcare providers to collect patient data through intake forms, consent documents, standardized assessments, and surveys. Patients access the chatbot via a simple shareable link or embedded widget without downloading apps or creating accounts. The platform uses HL7 FHIR standards for interoperability with modern EHRs and supports integration with spreadsheets, databases, and custom backend systems.
Product overview
Dokbot is a unified HIPAA-compliant patient data collection platform consisting of a core chatbot product and supporting tools. The core Dokbot platform provides conversational intake, consent, and assessment capabilities accessed via web link without app downloads. The ecosystem includes: the Developer API for embedding chatbots in external websites; the Extension Kit for advanced customization; a Free Assessment Library with 23 pre-built assessment templates; and four pricing tiers (Free, Professional at $15/mo, Clinic, and Enterprise) offering increasing levels of branding, analytics, and support. The platform uses HL7 FHIR standards for EHR interoperability and supports integration with spreadsheets and databases.
Differentiator
Problem solved
Functional benefit
Products and services
- Dokbot Core Platform A HIPAA-compliant conversational chatbot platform that uses natural language interactions to collect patient data through intake forms, consent collection, and clinical assessments. Accessed via a simple link without app downloads or account creation. Targeted at healthcare providers, clinics, and researchers.
- Dokbot Developer API (JavaScript SDK) JavaScript/TypeScript API for embedding Dokbot chatbots as fullscreen overlays on web pages with configurable workflows, callback events, and overlay presentation options. Targeted at developers integrating Dokbot into healthcare platforms and EHR systems.
- Free Assessment Library A repository of 23 pre-built, validated clinical assessment templates including GAD-7, PHQ-9, PCL-5, GDS, HCAHPS, and SF-36 that healthcare providers can preview and deploy for patient data collection.
- Dokbot Extension Kit A development environment provided to extend and customize the entire Dokbot chatbot experience beyond standard theming, enabling deep customization for advanced use cases.
Quantifiable outcome
- 70% of patients prefer Dokbot over traditional forms
Companies that use Dokbot
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles4 records
Dokbot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature5 records
Dokbot partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- Amazon Web Services (AWS)minorCloud infrastructure provider used for hosting and backend infrastructure. Amazon Cloud is listed as a hosting and backend infrastructure service used by Dokbot.
- HerokuminorCloud platform provider used for hosting Dokbot's application infrastructure alongside Amazon Cloud.
- TwiliominorCommunication platform used for managing contacts and sending messages as part of Dokbot's customer communication infrastructure.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Dokbot competitors and assessment
Company assessmentDirect peers
- Clearwave: Clearwave provides HIPAA-compliant patient intake, check-in, and eligibility workflows for specialty practices and health systems. It is a direct competitor for the patient data capture and EHR-integration use case Dokbot targets.
- REDCap: REDCap is a widely used free, secure web application for building and managing online surveys and databases, especially for clinical and translational research. It is directly comparable to Dokbot's research-survey and standardized-assessment use cases.
- Phreesia: Phreesia is a leading patient intake, registration, and engagement platform used by health systems and physician practices. It competes head-to-head with Dokbot for the same HIPAA-compliant patient data collection and pre-visit workflow budget.
- Formstack: Formstack offers HIPAA-compliant form-building and data collection workflows used by healthcare organizations. It is a direct competitor for HIPAA-grade patient intake and EHR-integrated data capture, with broader enterprise reach.
Broad incumbents
- SurveyMonkey: SurveyMonkey is a broad survey and form platform with HIPAA-enabled enterprise plans used in healthcare for patient feedback and research. It is a larger, more general incumbent that overlaps with Dokbot in standardized patient surveys and assessments.
- Qualtrics: Qualtrics provides enterprise experience management and survey tools with HIPAA-compliant healthcare offerings. It is a broad incumbent competing for the patient satisfaction, HCAHPS, and patient-reported outcomes budgets that Dokbot also targets.
Emerging players
- Typeform: Typeform provides conversational form experiences for data collection. It competes for the conversational UX niche but lacks native HIPAA compliance and FHIR-grade EHR integration, positioning it as an adjacent rather than fully overlapping player.
- Jotform: Jotform offers HIPAA-compliant form and intake workflows as an add-on to its general form builder. It overlaps with Dokbot for healthcare intake and surveys but is not optimized for conversational data capture.
Others
- Datavant: Datavant focuses on secure health data exchange and interoperability. It is thematically related to Dokbot's FHIR-based interoperability positioning but operates at the data exchange layer rather than patient-facing intake.
- Redox: Redox is a healthcare API platform that connects software applications to EHRs via HL7 FHIR. It is an enabling/interoperability peer rather than a direct competitor — Dokbot uses FHIR standards similar to Redox's, and the two could be partners in an EHR-integrated stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Dokbot social profiles
Digital presenceDokbot compliance and trust
Trust signalCompliance2 records
Dokbot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dokbot leadership team
Management profileNumber of profiles
Profiles8 records
Dokbot funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dokbot 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 Dokbot
What does Dokbot do?
Dokbot is a HIPAA-compliant conversational chatbot platform that enables healthcare providers to collect patient data through intake forms, consent documents, standardized assessments, and surveys. Patients access the chatbot via a simple shareable link or embedded widget without downloading apps or creating accounts. The platform uses HL7 FHIR standards for interoperability with modern EHRs and supports integration with spreadsheets, databases, and custom backend systems.
Is Dokbot a public or private company?
Dokbot is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Dokbot founded?
Dokbot was founded in 2016. It employs 1 to 10 people.
Where is Dokbot based?
Dokbot is headquartered in Charleston, United States, in the North America region.
How does Dokbot make money?
Two revenue lines are on record. Subscription Plans are the primary driver. The others are freemium Model.
Who are Dokbot's main competitors?
Direct peers on record are Clearwave, REDCap, Phreesia and Formstack. Broad incumbents are SurveyMonkey and Qualtrics. Emerging players are Typeform and Jotform. Others are Datavant and Redox.
Does Dokbot have an API?
Yes. Dokbot offers a JavaScript/TypeScript API for embedding and controlling chatbot overlays on web pages. The API provides DokbotConfig properties (workflowId, orgSlug, orgId, useWIP) for workflow loading and OverlayConfig properties (explosionColor, preload, closeable, closeOnExit, immediate, params) for overlay presentation. Callback functions are available for onReady, onStart, onCompletion, onStateChange, onEvent, onError, onRedirect, and onClose events. Integration is done via a hosted bootstrap script loaded in the HTML head. The API enables embedding chatbots as fullscreen overlays, passing custom parameters, and handling workflow state changes programmatically. Developer documentation is at dokbot.io/developers.
What industry is Dokbot in?
Dokbot's product category is Healthcare Patient Data Collection Software. Its primary akta.pro industry code is HLACABAA, Interoperability Standards, Profiles & Implementation (HL7/FHIR/IHE). Its NAICS code is 5182 and its SIC code is 7372.