Health Note

Health Note

AI-driven patient intake and engagement platform

About Health Note

Simplify's Rating
Why Health Note is rated
C
Rated C on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Healthcare

Company Size

11-50

Company Stage

Series A

Total Funding

$22.1M

Headquarters

San Francisco, California

Founded

2018

Overview

Health Note provides an advanced patient engagement and intake platform for medical practices, especially those with 15+ providers using athenahealth. It streamlines administrative tasks by sending pre-visit texts that serve as appointment reminders and begin patient intake before visits. The platform is configurable and supports collecting payment, ID, and insurance information via mobile or iPad kiosks. It also uses AI to automate physician notes and staff workflows, helping reduce physician burnout. Revenue comes from a subscription for access to the platform and services. The company’s goal is to improve operational efficiency and patient experience by allowing staff to focus more on patient care rather than documentation.

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Simplify's Take

What believers are saying

  • $17M Series A from SignalFire, UnityPoint, Northwell, Cedars Sinai in 2022.
  • Saves 3-24 minutes per visit via smart phrases and EHR integration.
  • Reduces physician burnout by automating notes and staff workflows.

What critics are saying

  • Epic bundles Welcome tool, eroding 60-80% integrations in 12-24 months.
  • Athenahealth launches in-house AI agent by mid-2026, displacing 30% clients.
  • Nabla, Suki capture 40% subscriptions with 95% voice accuracy in 2025.

What makes Health Note unique

  • Health Note automates pre-visit texts into 90% pre-written clinical notes.
  • Integrates with Epic, Allscripts, Athenahealth for discrete data filing.
  • Voice AI handles 65% inbound calls, scheduling with superior accuracy.

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Funding

Total Funding

$22.1M

Above

Industry Average

Funded Over

3 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Above Average

Industry standards

$15M
$8.2M
Discord
$15M
Canva
$17M
Health Note
$30M
Kalshi

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Professional Development Budget

Mental Health Support

Growth & Insights and Company News

Headcount

6 month growth

-7%

1 year growth

-13%

2 year growth

-3%
MassChallenge
May 30th, 2025
MassChallenge HealthTech Announces 2020 Cohort of Top Digital Health Startups - MassChallenge

December 18, 2019 (Boston) – MassChallenge, a global network of zero-equity startup accelerators, today announced that 27 digital health startups will join the 2020 MassChallenge HealthTech cohort. The 27 startups represent some of the world’s most innovative technologies to improve … Read More

VBData
Apr 21st, 2025
Kidney Research UK invests in Healthinote

Kidney Research UK has invested in the Healthinote patient education platform by Cognitant Group Ltd, aiming to benefit 15 million people with long-term health conditions. This strategic move follows the success of Cognitant's Kidney Essentials program, which improved kidney disease management. The initiative addresses health inequalities, particularly in Black and South Asian communities, and aligns with NHS England's Core20PLUS5 approach and Rightcare cardiovascular disease prevention pathway.

PR Newswire
Feb 22nd, 2024
Artera Marketplace Continues Expansion With 50+ Digital Health Vendors

Artera Message API Receives 150+ Million Annual Calls, Demonstrating Deep Market Adoption and Value of Unifying Disparate Patient Communication into a Single ThreadSANTA BARBARA, Calif., Feb. 22, 2024 /PRNewswire/ -- Leading digital health vendors continue to join and connect to the Artera Marketplace with 50+ leading digital health vendors, including new members Azara Healthcare , Health iPASS , Memora Health , Feedtrail , and more. The Artera Marketplace spans the patient journey with the inclusion of vendors across Population Health, Scheduling, Intake, Patient Education, Care Pathways, Billing, Forms, and Patient Survey categories. Today, Artera can deliver a holistic view of every patient interaction across a healthcare providers organization, including every department, channel, user, HIT vendor and EHR - inside or outside of Artera.Artera Marketplace Continues Expansion with 50+ Digital Health Vendors Post this The Artera Marketplace integrates digital health vendors across the HIT ecosystem to deliver a more effective, streamlined communications experience for patients.Proven Adoption of Artera's Open PlatformArtera's Message API (MAPI) is being called upon 150+ million times per year by digital health vendors and EHRs to route content and communications to patients via one trusted provider phone number. Artera's open APIs enable healthcare providers to route communications - from across their organization, and/or third party digital health vendors - through the Artera Harmony platform to deliver an integrated patient communications experience.Artera's API ecosystem includes:Message API (MAPI) : Enables disparate third-party systems to send messages directly to patients through Artera, creating a unified patient and staff experience.: Enables disparate third-party systems to send messages directly to patients through Artera, creating a unified patient and staff experience. Message Deliverability : Enables disparate third-party systems to receive message deliverability status.: Enables disparate third-party systems to receive message deliverability status

Guided Solutions
Jul 27th, 2022
Springtide invests into RxLive in $5M

RxLive, which offers tools for telepharmacy and medication management, scooped up $5 million in a Series A funding round, led by SpringTide, with participation from Cardinal Health.

PR Newswire
Jul 22nd, 2022
Pre-Clinical Intake Automation Company Health Note Nabs $17M In Funding Round

SignalFire, UnityPoint, Northwell Holdings, Cedars Sinai back innovations in documentation automation to improve care delivery for clinicians and patients. LOS ANGELES, July 22, 2022 /PRNewswire/ -- Health Note, the pre-clinical intake automation platform that uses digital patient intake to prepare clinical notes for providers ahead of patient visits, today announces the close of a $17 million Series A financing round led by SignalFire. SignalFire is joined by UnityPoint Health, Northwell Health Holdings, the for-profit arm of Northwell Health focused on investment in early stage/growth opportunities, strategic partnerships and the cultivation of internal innovations that drive improvements in patient care and create diversified revenue streams for the health system, and Cedars Sinai Health Ventures

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