Health Note

Health Note Inc. is a healthcare software company offering an "AI workforce" for medical practices and health systems. Its assistants answer inbound patient phone calls 24/7, schedule and reschedule appointments, handle new-patient registration including insurance verification and demographic updates, process medication refill requests with pharmacy systems, triage calls and answer FAQs through an AI switchboard, support billing questions and routing, collect information for clinical inquiries for human follow-up, run patient re-engagement outreach for follow-ups and preventive care, and help patients search for an appropriate provider.

The platform's original product line is pre-visit clinical intake automation: patients receive a text message before an appointment with a link that opens a conversational questionnaire driven by clinical decision trees. Responses are written into discrete EHR fields and used to prepare the subjective portions of the clinical note — history of present illness, chief complaint, family/medical/social history and medication review — for provider review ahead of the visit. Product modules listed on the site include a Call Agent, Intake Assistant, Clinical Prep Assistant and Scribe Assistant, with configurable, protocol-driven workflows (for example standing protocols for COVID, flu, strep, pregnancy, UTI and urine dip in urgent care).

Solutions are packaged for health systems, urgent care, FQHCs, multispecialty groups and specialty practices, with published case studies covering an orthopedic clinic of 55 physicians, a clinical informatics team and urgent care operations.

Founding story

Dr. Joshua Reischer, a board-certified internal medicine physician, worked in primary care (including at Iora Health, serving Medicare patients in Tucson, Arizona) and observed that hours each day went into collecting, documenting and organizing patient information rather than caring for patients — a problem he framed as one of access rather than documentation. At YC Startup School he met Aaron Rau, a serial entrepreneur who had built software platforms used by organizations including Goldman Sachs and Medicare, and the two founded Health Note around the idea of "intelligent digital teammates" for healthcare.

Business model

B2B software sold to medical practices and health systems, deployed alongside the customer's existing EHR and front-office workflows, with implementation support from the Health Note team working with customer IT/IS staff.

As described by the founder in 2020, pricing is per provider per month for single-specialty groups and volume-based for multispecialty groups.

Traction

Company-reported outcomes include 65% of inbound calls handled by its voice AI, an 80% reduction in provider documentation time, 4.2x first-year ROI, and case studies citing 7 FTEs reduced with $400,000+ annual savings at a 55-physician orthopedic clinic, 35,119 visits processed in an Epic environment, and 33,000+ visits in 90 days at another site. At the time of the Series A the company reported an 85% pre-visit patient completion rate and a 50% reduction in check-in times. Customer testimonials come from orthopedic, neurology, gastroenterology and multispecialty practices.

Latest developments

The company now markets a voice-first "AI workforce" spanning Call Agent, Intake Assistant, Clinical Prep Assistant and Scribe Assistant modules, with solutions pages for health systems, urgent care, FQHCs, multispecialty groups and specialty practices. Leadership listed on the site includes Dr. Joshua Reischer (CEO & Chief Medical Officer), Aaron Rau (CTO), Gregg Boyle (CEO) and Samara Landers (Director of HR).