
Health Note: AI Patient Call and Intake Automation
Health Note helps medical practices and health systems manage patient access and documentation. It is designed for teams looking to reduce manual front-desk work and provider charting time.
At a glance
- Category
- Browse Healthcare tools
- Best for
- Health systems, Urgent care centers, Multispecialty groups, Specialty practices, FQHCs
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Automating Patient Access, Digital Patient Intake, Pre-Visit Documentation, AI-Assisted Charting
- Integrations
- Epic, Athena, Veradigm, eClinicalWorks
- Official website
- Visit health note official website

Health Note is an AI-driven healthcare platform designed to automate the initial stages of patient care. It uses a suite of AI assistants to handle phone calls, manage scheduling, and collect registration and clinical data before a patient visit.
The software is built for various providers, including health systems, urgent care centers, and specialty practices. It supports integrations with major EHR systems to help data collected by the AI flow into patient charts.
Beyond the front desk, the tool supports clinicians with ambient AI scribing during visits and a clinical prep assistant that captures patient history ahead of time. This approach is intended to help reduce the time providers spend on documentation and the time staff spend on repetitive phone tasks.
Buyers should confirm if their specific EHR is supported and determine which AI assistants align with their current operational needs.
Key Features
Call Agent
An AI voice agent that answers and routes calls, supports 24/7 scheduling, and handles routine requests such as refills and referrals.
Registration Assistant
Digitizes front-desk intake by capturing demographics, insurance, and payments via phone or iPad.
Clinical Prep Assistant
Uses AI to ask patients clinically relevant questions to capture a pre-visit History of Present Illness (HPI) and structured notes.
Scribe Assistant
An ambient AI tool that listens during patient encounters to generate clinical notes in the provider's preferred style.
EHR Integration
Supports data synchronization with systems including Epic, Athena, Veradigm, and eClinicalWorks.
Use Cases
Automating Patient Access
Handling inbound calls and appointment scheduling using provider-specific routing rules and scheduling binders.
Digital Patient Intake
Collecting insurance and registration data via mobile devices or iPads to help reduce front-desk paperwork.
Pre-Visit Documentation
Gathering clinical information and screening data from patients before the visit to populate the EHR chart.
AI-Assisted Charting
Using ambient AI to transcribe and structure patient visit conversations into SOAP or narrative notes.
Best For
- Health systems
- Urgent care centers
- Multispecialty groups
- Specialty practices
- FQHCs
Integrations
- Epic
- Athena
- Veradigm
- eClinicalWorks
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
What does Health Note do for healthcare practices?
- It provides AI assistants to answer and route patient calls, manage scheduling, digitize registration intake, and generate clinical notes using ambient AI.
Which EHRs does Health Note integrate with?
- The platform supports integrations with Epic, Athena, Veradigm, and eClinicalWorks.
Can Health Note help with clinical documentation?
- Yes, it includes a Clinical Prep Assistant for pre-visit notes and a Scribe Assistant that uses ambient AI to generate notes during the patient encounter.
Source category: Healthcare
Source subcategory: Contact Center
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Categories
Software Type
How AI is used
Health Note is an AI-powered platform for healthcare providers that automates patient calls, scheduling, and clinical documentation. It supports workflows from initial phone contact through to ambient AI scribing during visits. Buyers should verify EHR compatibility to ensure the automation flows into their existing patient charts.
Pros & Cons
Pros
- Supports 24/7 multilingual call handling
- Direct integration with several major EHR platforms
- Combines administrative and clinical AI assistants in one platform
- Offers flexible note styles, including SOAP and bulleted formats
Cons
- Pricing was not clearly available from the provided evidence.
- Targeted toward enterprise-level health systems, which may be a consideration for very small practices.