Docnote

What Docnote does

Docnote Inc. is a Canadian digital health SaaS company founded in 2020 by family physician Dr. John O'Mahony, headquartered in Sarnia, Ontario. It provides a unified platform for Canadian primary care practices to manage their uninsured services program (USP) end-to-end, covering patient request intake, administrative workflow automation, digital payment collection, and secure document delivery. The platform supports seven distinct request types (Quick Forms, Standard, Third-Party, Prescription Refill, Docnote Debit, WSIB, and Service Canada Requests) and an optional Annual Plan recurring membership product. Technical foundation includes a cloud-based web application (app.docnote.com), Stripe-based PCI DSS Level 1 payment processing, end-to-end encryption, Canadian data residency, and a native PS Suite EMR toolbar and custom form integration.

The business model is transaction-based: Docnote charges a 10% platform fee on every paid service request (excluding Docnote Debit, OHIP, WSIB, and Service Canada-billed requests), while providers set their own service fees typically aligned to OMA rates. Annual Plan pricing is provider-set and billed monthly or yearly. Go-to-market is sales-led with free 1-on-1 demos and a complementary product-led growth layer where patients are invited onto the platform by their provider. The company primarily serves Canadian family physicians, general practitioners, and the medical office administrators (MOAs) who run day-to-day operations, with a horizontal layer of patients using the platform to request and pay for uninsured services.

The company maintains PHIPA, PIPEDA, PCI DSS, OMA alignment, and WCAG 2.1 Level AA conformance. It has no disclosed external funding, no M&A activity, no patents or trademarks on file, and operates with 1–10 employees. Strategic posture is that of a vertically specialized, founder-controlled SaaS business focused on a narrow but operationally critical workflow in Canadian primary care.

Name

Docnote

Legal name

Docnote Inc.

Website

https://docnote.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Docnote is a Canadian SaaS platform that helps primary care physician practices automate their uninsured services program, from patient intake and payment collection through secure document delivery, using a 10% transaction fee model.

Ownership category

akta.pro rank

Product category

Healthcare Practice Management Software

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Nursing, Clinical Notes & Documentation Workflow Tools (HLACAAAG)

akta.pro secondary industry

RPM Reimbursement, Billing & Program Operations Platforms (HLACAFAN)

Keywords

• Uninsured services platform
• Healthcare payment automation
• Medical practice workflow
• EMR integration software
• Patient request management

Headquarters

HQ city

Ness Ziona

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Transaction Fee (Platform Fee): Docnote charges a 10% platform fee on every paid service request. This fee covers secure data storage, encrypted login protection, and platform infrastructure maintenance. The fee is separate from and added on top of the provider's service fee. No Docnote fee applies to Docnote Debit Requests, OHIP-billed, WSIB-billed, or Service Canada-billed requests.
2. Annual Plan Subscriptions: An optional membership program (Annual Plan) covering uninsured services for a recurring fee, billed monthly or yearly by credit card. Pricing is set by the primary care provider, not by Docnote. Plan types include Individual, Couple, Family, Senior, and Senior Couple. Revenue from Annual Plan subscriptions flows to the provider; Docnote may take a transaction fee on individual service requests within the plan.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Docnote is a cloud-based SaaS platform that enables Canadian primary care physician practices to manage their entire uninsured services program (USP). It automates patient request intake across seven distinct request types, digital payment collection via a built-in paywall, and secure document delivery to patients and third parties. The platform integrates directly with PS Suite EMR and is purpose-built for PHIPA/PIPEDA/PCI DSS compliance with Canadian data residency.

Product overview

Docnote is a Canadian digital health platform providing a unified software system for physician practices to manage their entire uninsured services program (USP). The core Docnote Platform integrates patient request intake, workflow automation, payment collection, and secure document delivery. The platform supports seven distinct request types: Quick Forms (auto-release after payment), Standard Requests (flexible, multi-party), Third-Party Requests (external billing), Prescription Refill Requests (auto-pharmacy delivery), Docnote Debit Requests (in-office procedures), WSIB Requests, and Service Canada Requests. An optional Annual Plan add-on offers recurring membership for uninsured services with Individual, Couple, Family, Senior, and Senior Couple tiers. For EMR integration, Docnote provides a PS Suite EMR Toolbar (displaying patient account status within the EMR chart) and a PS Suite EMR Custom Form (enabling in-EMR request management). All request types and the Annual Plan module operate within the unified Docnote Platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Docnote Platform A unified cloud-based SaaS platform for Canadian primary care physician practices to manage their entire uninsured services program, covering patient request intake, administrative workflow automation, digital payment collection via a built-in paywall, and secure document delivery to patients and third parties. Accessible via web and mobile with PS Suite EMR integration.
• Docnote Annual Plan An optional recurring-membership add-on covering uninsured services for a fixed monthly or yearly fee, with tier options including Individual, Couple, Family, Senior, and Senior Couple. Pricing is set by the primary care provider; credit card is the only accepted payment method. Designed to grow patient enrollment and lock in annual revenue for the practice.

Quantifiable outcome

• 3x increase in uninsured revenue
• +5 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature6 records

Scale indicators8 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• InputHealth: Canadian collaborative health record and patient engagement platform used by primary care and specialty clinics. Competes for the same physician office workflow budget with customizable forms, patient intake, and practice management features.
• Ocean by CognisantMD: Patient engagement, e-forms, and screening platform used by Canadian primary care practices, including PS Suite and OSCAR EMR integrations. Directly overlaps with Docnote's request intake, form delivery, and patient-facing workflow capabilities for Canadian family physicians.
• Brightsquid: Canadian secure messaging and document-sharing platform for healthcare providers, including communication between clinics, pharmacies, and patients. Adjacent to Docnote's third-party and pharmacy-routing workflows for uninsured documents.

Broad incumbents

• Think Research: Canadian health-care software company providing clinical decision support, e-referral, and practice workflow tools across primary care and specialty settings. Competes indirectly in physician office workflow digitization and EMR-adjacent tooling.
• TELUS Health: Owns PS Suite EMR and operates a broad portfolio of Canadian digital health solutions including patient portals, scheduling, and virtual care. As the steward of Docnote's primary integration partner, it is the most consequential incumbent competitor and potential disintermediator.
• WELL Health Technologies: Large Canadian digital health operator with a portfolio of EMRs (OSCAR, Intrahealth), clinic operations, and patient engagement tools. Could expand into uninsured services workflow or bundle competing functionality with its EMR offerings.

Regional players

• Novari Health: Ontario-based provider of access to care, referral management, and patient engagement platforms used by hospitals and specialty clinics. Adjacent competitor in the Canadian physician workflow and patient communication space.

Emerging players

• Medeo (by QHR/Accuro ecosystem): Canadian virtual care and patient communication platform tied to the Accuro EMR ecosystem. Overlaps with Docnote's patient-facing request, payment, and document delivery layer for primary care providers, primarily in Western Canada.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/docnote

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Docnote