AI Workforce for

Answer Every Call

Zero Hold Time

24/7 Scheduling

Pre-Visit Clinical Notes

Lower Costs

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Health Note answers calls, schedules visits, and creates patient notes automatically.

“From paperwork bottlenecks to measurable ROI.”

7 FTEs reduced, $400,000 + annual savings, 81% pre-visit completion, and 25% decrease in post-visit documentation time.

Orthopedic Clinic | 55 MDs | CEO Interview

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“From fragmented workflows to real Epic efficiency.”

35,119 visits processed, 3–4 minutes saved per visit, 6,379 patient hours reclaimed, and 97% completion once patients start.

Clinical Informatics Team

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“From manual data collection to 100% automation.”

33,000+ visits in 90 days, >90% of patients submitting info pre-visit, 14 minutes saved per visit, and 33 providers live on platform.

Scot Davis — CEO | Ian Moore — CTO

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“From paper-based triage to intelligent orchestration.”

AI-driven intake detects inclusion for 8 standing protocols (COVID, flu, strep, pregnancy, UTI, urine dip, etc.). Integrated workflow supports in-clinic iPad or phone intake — fully embedded in Epic.

Urgent Care Operations

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Meet Your AI Assistants

Four ways to save time, reduce cost, and improve care — all flowing directly into your EHR.

Answers and routes calls instantly, reducing hold times to zero.

Lower call volumes, shorten wait times, and let staff focus on high-value interactions instead of repetitive tasks.

Schedule appointments with your exact staff rules

Route calls instantly by specialty, provider, urgency

Offload routine requests (refills, referrals, prior auths)

Every call captured and documented in the EHR

Digitize every step of front desk intake.

Patients complete demographics, insurance, payments, and consents on their phone or an iPad. More patients finish intake without staff chasing paperwork — driving faster check-ins and measurable ROI.

80%+ of patients complete intake before the visit

Check-in times cut by 50%

7 minutes saved per patient = $400k+ annual staff savings

Data flows directly into the EHR, ready for providers

Pre-visit HPI: Notes started before you walk in the door.

Powered by AI, patients are asked clinically relevant questions, customizable by specialty and provider. A structured note is built automatically — in the provider’s preferred style — and delivered into the chart with zero extra clicks.

Pre-visit HPI captured and documented ahead of time

Provider protocols ensure specialty-specific depth

Notes customizable: paragraph, bullet, SOAP-style

Saves 3–7 minutes per encounter, improves provider satisfaction

Your in-visit note, written automatically.

Ambient AI listens during the encounter, generates the full clinical note, and delivers it into the EHR in real time. Providers choose the style, and documentation happens with zero after-hours work.

Ambient AI captures the full visit conversation

Structured into complete notes: HPI, ROS, PE, A/P

Provider chooses style (narrative, bullets, SOAP)

7–10 minutes saved per visit, 50%+ less after-hours charting

Meet Your AI Assistants (Mobile)

Four ways to save time, reduce cost, and improve care — all flowing directly into your EHR.

Answers and routes calls instantly, reducing hold times to zero.

Lower call volumes, shorten wait times, and let staff focus on high-value interactions instead of repetitive tasks.

Schedule appointments with your exact staff rules

Route calls instantly by specialty, provider, urgency

Offload routine requests (refills, referrals, prior auths)

Every call captured and documented in the EHR

Digitize every step of front desk intake.

Patients complete demographics, insurance, payments, and consents on their phone or an iPad. More patients finish intake without staff chasing paperwork — driving faster check-ins and measurable ROI.

80%+ of patients complete intake before the visit

Check-in times cut by 50%

7 minutes saved per patient = $400k+ annual staff savings

Data flows directly into the EHR, ready for providers

Pre-visit HPI: Notes started before you walk in the door.

Powered by AI, patients are asked clinically relevant questions, customizable by specialty and provider. A structured note is built automatically — in the provider’s preferred style — and delivered into the chart with zero extra clicks.

Pre-visit HPI captured and documented ahead of time

Provider protocols ensure specialty-specific depth

Notes customizable: paragraph, bullet, SOAP-style

Saves 3–7 minutes per encounter, improves provider satisfaction

Your in-visit note, written automatically.

Ambient AI listens during the encounter, generates the full clinical note, and delivers it into the EHR in real time. Providers choose the style, and documentation happens with zero after-hours work.

Ambient AI captures the full visit conversation

Structured into complete notes: HPI, ROS, PE, A/P

Provider chooses style (narrative, bullets, SOAP)

7–10 minutes saved per visit, 50%+ less after-hours charting

Engineered for efficiency across every step of care delivery.

Configurable Workflows

Saves 20–30 minutes per visit by eliminating duplication.

Clinical Intelligence

Powers protocol-driven workflows across urgent care, pediatrics, specialties.

Deep EHR Integration

Seamless Epic, Athena, Veradigm, eClinicalWorks, and more integrations drive 70%+ completion rates without extra IT lift.

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Outcomes at Scale

Proven impact across millions of patient visits.

Health Note delivers measurable results across clinics and enterprise health systems: improving efficiency, accuracy, and patient experience at scale.

250M+

Health Note delivers measurable results across clinics and enterprise health systems: improving efficiency, accuracy, and patient experience at scale.

65%

Of inbound calls managed by our Voice AI — scheduling and routing handled instantly with greater accuracy than manual workflows.

80%

Reduction in provider documentation time — clinicians reclaim 3–7 hours weekly through AI-assisted intake and note generation.

4.2x

ROI in the first year — driven by lower labor costs, higher throughput, and improved patient satisfaction.

Turning Conversations into Care

Other AI tools stop at transcription. Health Note listens, understands, and completes the workflow — so staff can focus on patients, not paperwork.

Let's connect.

Ready to ditch the clipboards and build a personalized intake experience that patients and physicians will love? Give Health Note a shout.

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