Never Miss Another

Patient Call

Health Note answers every call, books the visit, and writes the note. Working 24/7 so your front desk never falls behind.

“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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Core Capabilities

Health Note handles the tasks that matter most to your practice and patients.

Appointment Scheduling

Book, reschedule, and manage patient appointments across your calendar system.

Patient Registration

Handle new patient intake, insurance verification, and demographic updates.

Medication Refills

Process prescription refill requests and coordinate with pharmacy systems.

Patient Re-engagement

Proactively reach out for follow-ups, preventive care, and appointment reminders.

Switchboard

AI triages calls and answers FAQs based on provider names and patient needs

Billing & Payment Support

Handle billing questions, route to the appropriate team, or send links to complete billing information.

Clinical Inquiry

Collect necessary information from patient and send to human to complete the task.

Physician Search

Patients can quickly and accurately search for their ideal provider to meet their care needs.

EHR Integrations

Seamlessly integrate with your existing Electronic Health Record system.

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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