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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

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
Visit health notehealth note software interface screenshot

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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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.