Reduce EHR work
for providers, nurses & front office staff with a clinically intelligent intake.

Health Note is a clinically intelligent patient intake that creates an improved healthcare experience for care teams and patients by updating EHR data and automating clinical notes.

  • No Image Modernize patient intake
  • No Image Eliminate check-in paperwork
  • No Image Automatically create clinical notes
  • No Image Fight staff burn-out

Patient Visits

Before Visit

  • Clinical Questions by Chatbot
  • Appointment Reminder
  • Appointment Confirmation
  • Pre-Visit Registration
  • Payment Collection
  • Consent Forms
  • ID Card Capture
  • Insurance Card Capture
  • E-Signature

During Visit

  • In Office Check-in System
  • In Office Registration
  • Payment Options
  • Automated Note Creation
  • Patient Reported Outcomes
  • E-Signature

After Visit

  • Satisfaction Survey
  • Payment Reminders

Between Visits

  • Appointment Reminders
  • Follow-up Questions
  • Broadcast Announcements
  • Close Gaps in Care

Health Note
Connects The Dots

Connecting the dots for physicians before a patient visit, advising, and enabling better patient care. Our algorithms don’t replace doctors they make them better. Our mission is to empower patients to partake in their own health records and in turn:

  • Enable accurate diagnosis & treatment
  • Higher efficiency of care
  • Better experience

Trusted Partners

Quality Data
Affects Lives

Health Note increases data accuracy with proprietary validation technology across the health system, leading to positive downstream effects. Health Note distills info & creates usable notes and datasets.

  • Ask clinical questions pre-visit
  • Write physicians notes
  • Deep EMR integration
  • No workflow change
  • Easy for 65+

Tired of Patient Frustration &
Physician Burnout?

Try Health Note. No Downloaded Apps Needed.

Request Demo

Why Health Note

Intelligent Conversations

Improve relationships with your patients. Use proprietary clinical algorithms to ensure your patients aren’t burdened with repeat questions. We remember previous conversations for follow-up visits.

Dynamic Clinical Algorithms

Questions are relevant to the patient treatment, covering multiple specialties. Health Note knows what type of visit the patient has and applies that and previous visit information when asking questions.

Deep EMR Integration

Not just PDF’s. The data we collect is structured and flows into the the correct fields in the patient’s chart. Our patient conversations use relevant existing EMR data to ask the right questions.

Health Note is HIPAA compliant. Our security program is aligned to the HITRUST CSF and ISO 27001 standards. It is audited regularly by an independent third party.

Pre-Visit Planning
with Health Note Saves

Savings and Benefits

80-100% Pre-visit completion rate.

Reduces Admin Costs

Decreased call volume with automated reminders and follow-up texts.

Faster & More Accurate Reimbursement

Patients are better prepared to answer questions when they’re at home.

Patient Check-In

Automate your Entire Check In Process
Only ask questions relevant to the current visit.

Additional Benefits

  • Set up system in minutes!
  • Collection of payment, ID, and insurance through Health Note mobile or iPad kiosk reduces wait time.
  • System is configurable to fit the needs of your patients and practice.


Your technical teams don’t have to worry, because we take care of the integration. Our enterprise-class
platform and team of technical experts leverage your existing interface, format data for your system,
customize the platform to your brand, and provide turnkey implementation, support, and training.

Don’t see your EMR here? Contact Us

What Our Users Say

Health Note works great with Athena Health. This group of people have been wonderful to work with which has made this learning experience and transition easier and more smooth. We have had to change our templates multiple times and each time this staff has made all changes without complaining or questioning. I am SO happy to be using Health Note. ALL staff are more efficient and

Administrative/Clerical Staff, Neurology. Clinic size: 1
We recently implemented Health Note at the Minnesota Urology Practice. The Health Note team is amazing to work with. I have been an Operations Director for a long time and this has been a seamless experience. Their response time is one point. The product has been widely accepted by our practice and our patients, significantly reducing our check in and rooming times. Patients can fill

Management, Urology. Clinic size: 59

I have worked with many different EMR systems and Athena by far is the best. Super easy to navigate and very rarely do I have issues and if I do they are always fixed so fast. Very friendly people that you talk to. So many features that no other EMR systems have. Absolutely would recommend to any health care

Clinical Staff, Internal Medicine. Clinic size: 13
SteadyMD has worked closely with HealthNote for the past 6+ months and I can’t emphasize enough how much they have streamlined our intake process. What used to be a long tedious manual process is now more automatic thanks to a secure user-friendly interface that syncs patient information and even survey results directly to Athena. Now checking in patients is literally as easy as a click

Clinical Staff, Multispecialty (Specialty Care Only). Clinic size: 51

Health note has been a great addition to the practice. Smooth implementation and great customer

Management, Urology. Clinic size: 59
We are a private specialty clinic and have used Health Note for about a year. Their digital forms have made both virtual and in-office appointments much easier for our front end staff and patients. Previously we were sending .pdf forms through encrypted email and invariably we would spend significant time daily troubleshooting electronic transmission issues as well as document management and data entry. Now we get

Clinical Staff. Clinic size: 2
Health Note has been amazing for my practice. I’m closing notes by the end of patient appointments. I haven’t done a patient note after five or on the weekends since we onboarded. Additionally, the application is user-friendly. Patients are more organized for appointments. The application teaches patients pertinent health care information prompting them to consider timing, duration, severity of symptoms prior to arrival. Finally, the Health

Provider, Multispecialty (Primary and Specialty Care). Clinic size: 8

Health Note has been wonderful. They are easy to work with and they are willing to make changes that could better our

Management, Orthopedic Surgery. Clinic size: 116

Fast, effective, and efficient. Extremely grateful for Health Note! I am not sure how we were able to manage and survive before this service. Daily operations are much more efficient in our clinic and I would recommend this tool to any clinic wanting to improve their daily

Clinical Staff, Neurology. Clinic size: 8

Health Note is a great platform that has completely changed, improved and helped perfect our workflow. We only utilize the practice management piece of athena, and it interfaces to a different system. Health Note still tries to think outside the box on how to streamline our workflows and work with our set up. I would highly recommend Health Note to any physician

Management, Gastroenterology
I love health note for the simple fact that as an MA, we are given many jobs to do and a short time to do it. With Health Note it cuts down the time it takes to room a patient almost in half. Rather then listening and inserting information given by a patient, i am just reviewing information pre-submitted by a patient. Of course this is

Clinical Staff, Multispecialty (Primary and Specialty Care). Clinic size: 8

Health Note is an excellent solution to streamline our workflow and reduce mistakes. Health Note’s staff, (Josh, James, Aaron, Ken, Greg) are extremely responsive to our individualized needs. They always come through. The patient interface could not be simpler. This team understands the clinical and administrative requirements/needs, but more importantly, they understand

Management, Internal Medicine. Clinic size: 12

The Health Note team has greatly improved our patient intake experience. It is a win for both the patients and

Provider, Multispecialty (Specialty Care Only). Clinic size: 51

Awesome Health Note is the best thing to work with love

Clinical Staff, Gastroenterology
We recently implemented Health Note for our specialty practice. Our challenge was to get a high rate of at home compliance for completing forms and get the information we needed into the patient chart without extra burden on the providers. Health Note has helped us accomplish our goals. The front desk is happy that they see so many patients arrive with their forms already completed

Management, Multispecialty (Specialty Care Only). Clinic size: 335

Easy to use, user friendly solution makes patient intake and communication so much easier! Direct integration into the relevant data fields in Athena facilitate new patient intake, ensuring all forms are signed, and also make sure we get the most up to date versions when they’re due. Highly

Management, Multispecialty (Specialty Care Only). Clinic size: 1

Health Note has been a great addition to our office; user friendly, patients find it easy to use, staff loves how it has made their job much easier, workflow has improved, doctors are happy too! I highly recommend Health Note to any practice. It has made such a positive impact on our office. Thank you Health

Management, Gastroenterology
Making the transition to Health Note has been seamless. This product allows my clinical team to be more patient focused. It also has allowed us to reduce the number of FTE’s for patient check-in. I have enjoyed working closely with the Health Note team. They have been able to meet and exceed every need/request our clinic has identified. We are transitioning our 13th location to

Provider, Urology. Clinic size: 16

This was a brilliant addition to our practice. The best part for us is transference of use from front desk, to medical assistant, to provider. Health Note touches each of these and streamlines processes that were taking us far too long to do

Management, Multispecialty (Primary and Specialty Care). Clinic size: 8

Love, Love , Love this App! Has made Front Office operations much quicker and Triage no longer has to have lengthy sessions with the patient. Both the staff and patients are benefiting! Thanks so

Administrative/Clerical Staff, Neurology. Clinic size: 8

Health note has been an amazing addition to our clinic. We created a better workflow and have more accurate information in the chart. They have a great team and are easy to work with. Absolutely worth the investment and the ROI was

Management, Orthopedic Surgery. Clinic size: 115

The system is really

Administrative/Clerical Staff, Neurology. Clinic size: 8
We are a large orthopedic practice with 110 providers. We had several goals: improving efficiency at our front desk, getting rid of the paper in clinic, finding a user friendly platform for patient intake, patient satisfaction with the process, assisting our clinicians with documentation and having it work seamlessly with athena. We have achieved all of those goals. It was the EASIEST implementation we have ever

Provider, Multispecialty (Specialty Care Only). Clinic size: 335

Health Note delivers what they promise! It is user friendly and very easy for adult patients of all age groups to complete. On the clinical side, it has drastically improved clinic flow and efficiency. Wait times have been reduced and we are able to see more new patients. This is one of the most effective improvements our clinic has

Clinical Staff, Neurology. Clinic size: 8

Health note is such a great help with our

Administrative/Clerical Staff, Internal Medicine. Clinic size: 12
Healthnote is one of the impressive software companies I have dealt with in my 20+ years in IT. They truly get it. This application turned out to be just what we needed in this COVID world. The check in process via txt messages is so simple. If our patients do not use the text messaging option we have iPad Kiosks in our lobby they can

Management, Urology. Clinic size: 58

Health Note has been the best platform I have come across in the Athena Marketplace. The staff is so great and literally can do anything! They have made our office run so much smoother and more time efficient. This is a must have platform for Athena! I highly

Management, Neurology. Clinic size: 7
TEN STARS!!!!!!!!!!!!!! My RNs used to spend hours entering patients’ medications, medical history, surgical history, and review of systems. My registration staff spent hours entering in the demographics and insurance information. My providers spent hours entering the history of present illness and verifying all of the information. Now, patients enter their own information on their computers at home before their visits OR on the iPad

Provider, Neurology. Clinic size: 8

The Health Note team is amazing always responsive and efficient. HN has helped improve our patient flow enormously. Thank

Management, Internal Medicine. Clinic size: 12
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