By MATTHEW HOLT
It was not so way back that you would create a kind of maps of well being care IT or digital well being and be roughly proper. I did it myself again within the Well being 2.0 days, together with the previous sub classes of the “Insurgent Alliance of New Supplier Applied sciences” and the “Frontier of Affected person Empowerment Applied sciences”

However these simple days of matching a SaaS product to the supposed consumer, and differentiating it from others are gone. The map has been upended by the hurricane that’s generative AI, and it has thrown the business right into a state of confusion.
For the previous a number of months I’ve been attempting to determine who’s going to do what in AI well being tech. I’ve had a lot of formal and casual conversations, learn a ton and been to a few conferences prior to now few months all targeted lifeless on this subject. And it’s clear nobody has a superb reply.
In fact this hasn’t stopped folks attempting to attract maps like this one from Protege. As you possibly can inform there are a whole bunch of corporations constructing AI first merchandise for each side of the well being care worth (or lack of it!) chain.
However this time it’s completely different. It’s in no way clear that AI will cease on the border of a consumer or also have a clearly outlined perform. It’s not even clear that there shall be an “AI for Well being Tech” sector.

This can be a multi-dimensional concern.
The primary AI LLMs–ChatGPT (OpenAI/Microsoft), Gemini (Google/Alphabet) Claude (Anthropic/Amazon), Grok (X/Twitter), Lama (Meta/Fb)–are all able to unbelievable work inside well being care and naturally outdoors it. They will now write in any language you want, code, create films, music, pictures and are all getting higher and higher.
And they’re implausible at interpretation and summarization. I actually dumped a fairly incomprehensible 26 web page dense CMS RFI doc into ChatGPT the opposite day and in just a few seconds it advised me what they requested for and what they have been truly searching for (that unwritten subtext). The CMS official who authored it was very impressed and was slightly upset they weren’t allowed to make use of it. If I had needed to assist CMS, it might have written the response for me too.
The massive LLMs are additionally creating “agentic” capabilities. In different phrases, they can conduct multistep enterprise and human processes.
Proper now they’re getting used immediately by well being care professionals and sufferers for each summaries, communication and companionship. More and more they’re getting used for diagnostics, teaching and remedy. And naturally many well being care organizations are utilizing them immediately for course of redesign.
In the meantime, the core workhorses of well being care are the EMRs utilized by suppliers, and the most important kahuna of all of them is Epic. Epic has a relationship with Microsoft which has its personal AI play and likewise has its personal robust relationship with OpenAI – or not less than as robust as investing $13bn in a non-profit will make your relationship. Epic is now utilizing Microsoft’s AI each in word summaries, affected person communications et al, and likewise utilizing DAX, the ambient AI scribe from Microsoft’s subsidiary Nuance. Epic additionally has a relationship with DAX rival Abridge
However that’s not essentially sufficient and Epic is clearly constructing its personal AI capabilities. In a superb assessment over at Well being IT Right this moment John Lee breaks down Epic’s non-trivial use of Ai in its clincal workflow:
- The platform now gives instruments to reorganize textual content for readability, generate succinct, patient-friendly summaries, hospital course summaries, discharge directions, and even translating discrete scientific information into narrative directions.
- We will robotically destigmatize language in notes (e.g., altering “narcotic abuser” to “affected person has opiate use dysfunction”),
- At the same time as a doctor, I generally have a tough time deciphering the shorthand that my colleagues so often use. Epic confirmed how AI can translate obtuse medical shorthand-like “POD 1 sp CABG. HD secure. Amb w asst.”-into plain language: “Put up op day 1 standing submit coronary bypass graft surgical procedure. Hemodynamically secure. Affected person is ready to ambulate with help.”
- For nurses, ambient documentation and AI-generated shift notes shall be accessible, decreasing handbook entry and liberating up time for affected person care.
And naturally Epic isn’t the one EHR (actually!). Its rivals aren’t standing nonetheless. Meditech’s COO Helen Waters gave a wide-ranging interview to HISTalk. I paid specific consideration to her dialogue of their work with Google in AI and I’m quoting virtually all of it:
This preliminary product was constructed off of the BERT language mannequin. It wasn’t essentially generative AI, nevertheless it was one in every of their first massive language fashions. The characteristic in that was known as Circumstances Explorer, and that performance was actually a leap ahead. It was intelligently organizing the affected person data immediately from throughout the chart, and because the doctor was working within the chart workflow, providing each a longitudinal view of the affected person’s well being by particular situations and categorizing that data in a fashion that clinicians might rapidly entry related data to specific well being points, correlated data, making it extra environment friendly in knowledgeable choice making.
Past that, with the Vertex AI platform and positively a number of iterations of Gemini, we’ve walked ahead to supply further AI choices within the class of gen AI, and that features each a doctor hospital course-of-stay narrative on the finish of a affected person’s time within the hospital to be discharged. We truly generate the course-of-stay, which has been normally useful for docs to not should begin to construct that on their very own.
We additionally do the identical for nurses as they swap shifts. We give a nurse shift abstract, which principally categorizes the related data from the earlier shift and saves them fairly a little bit of time. We’re utilizing the Vertex AI platform to try this. And along with everybody else underneath the solar, now we have clearly delivered and introduced stay ambient scribe capabilities with AI platforms from a mess of distributors, which has been profitable for the corporate as properly.
The idea of Google and the partnership stays robust. The outcomes are clear with the imaginative and prescient that we had for Expanse Navigator. The progress continues across the LLMs, and what we’re seeing is nice promise for the way forward for these applied sciences serving to with administrative burdens and duties, but additionally continued knowledgeable capacities to have clinicians really feel robust and assured within the choices they’re making.
The voice capabilities within the idea of agentic AI will clearly go far past ambient scribing, which is each thrilling and ironic when you consider how the business began with a pen manner again when, we took them to keyboards, after which we took them to cell units, the place they might faucet and swipe with tablets and telephones. Now we’re proper again to voice, which I feel shall be pleasing supplied it really works effectively and successfully for clinicians.
So in the event you learn–not even between the strains however simply what they’re saying–Epic, which dominates AMCs and large non-profit well being techniques, and Meditech, the EMR for many massive for-profit techniques like HCA, are each constructing AI into their platforms for nearly all the workflow that the majority clinicians and directors use.
I raised this concern numerous alternative ways at a gathering hosted by Commure, the Normal Catalyst-backed provider-focused AI firm. Commure has been by means of numerous iterations in its 8 yr life however it’s now an AI platform on which it’s constructing a number of merchandise or capabilities. (For extra right here’s my interview with CEO Tannay Tandon). These embody (thus far!) administration, income cycle, stock and workers monitoring, ambient listening/scribing, scientific workflow, and scientific summarization. You possibly can guess there’s extra to come back through growth or acquisition. As well as Commure is doing this not solely with the deep pocketed backing of Normal Catalyst but additionally with partial possession from HCA–by the way Meditech’s greatest consumer. Which means HCA has to determine what Commure is doing in comparison with Meditech.
Lastly there’s additionally a ton of AI exercise utilizing the massive LLMs internally inside AMCs and in suppliers, plans and payers typically. Don’t overlook that each one these gamers have closely personalized most of the instruments (like Epic) which exterior distributors have bought them. They’re additionally making their AI distributors “ahead deploy” engineers to customise their AI instruments to the purchasers’ workflow. However they’re additionally constructing stuff themselves. As an example Stanford simply launched a homegrown product that makes use of AI to speak lab outcomes to sufferers. Not purchased from a vendor, however developed internally utilizing Anthropic’s Claude LLM. There are dozens and dozens of those homegrown tasks taking place in each main well being care enterprise. All these information scientists should hold busy one way or the other!
So what does that say in regards to the function of AI?
First it’s clear that the present platforms of report in well being care–the EHRs–are viewing themselves as huge information shops and predict that the AI instruments that they and their companions develop will take over a lot of the workflow at present carried out by their human customers.
Second, the regulation of tech has normally been that water flows downhill. Increasingly more corporations and merchandise find yourself changing into options on different merchandise and platforms. You might recall that there was a separate set of software program for writing (Wordperfect), presentation (Persuasion), spreadsheets (Lotus123) and now there’s MS Workplace and Google Suite. Final month an organization known as Brellium raised $16m from presumably very intelligent VCs to summarize scientific notes and analyze them for compliance. Now watch them show me flawed, however doesn’t it appear that everybody and their canine has already constructed AI to summarize and analyze scientific notes? Can’t yet one more evaluation for compliance be added on simply? It’s a fairly good guess that this performance shall be a part of some larger product very quickly.
(By the way in which, one space that is likely to be distinct is voice dialog, which proper now does appear to have a separate set of expertise and firms working in it as a result of deciphering human speech and conversing with people is hard. In fact that is likely to be a brief “moat” that these corporations have which can find yourself again in the principle LLM quickly sufficient).
In the meantime, Vine Kuraitis, Girish Muralidharan & the late Jody Ranck simply wrote a 3 half collection on how the EMR is shifting anyway in direction of changing into a larger unified digital well being platform which means that the scientific a part of the EMR shall be built-in with all the opposite course of stuff happening in well being techniques. Suppose staffing, provides, finance, advertising, and many others. And naturally there’s nonetheless the continuing integration between EMRs and medical units and sensors throughout the hospital and ultimately the broader well being ecosystem.
So this integration of knowledge units might rapidly result in an AI dominated tremendous system during which a lot of choices are made robotically (e.g. AI monitoring care protocols as Robbie Pearl recommended on THCB some time again), whereas some choices are operationally made by people (ordering labs or meds, or setting staffing schedules) and at last just a few choices are extra strategic. The progress in direction of deep analysis and agentic AI being made by the massive LLMs has prompted many (presumably together with Satya Nadella) to recommend that SaaS is lifeless. It’s not laborious to think about a brand new future the place every part is scraped by the AI and brokers run every part globally in a well being system.
This results in an actual downside for each participant within the well being care ecosystem.
If you’re shopping for an AI system, you don’t know if the applying or resolution you might be shopping for goes to be cannibalized by your personal EHR, or by one thing that’s already being constructed inside your group.
If you’re promoting an AI system, you don’t know in case your product is a characteristic of another person’s AI, or if the talent is within the prompts your clients need to develop quite than in your software. And worse, there’s little penalty in your potential purchasers ready to see if one thing higher and cheaper comes alongside.
And that is taking place in a world during which there are new and higher LLM and different AI fashions each few months.
I feel for now the difficulty is that, till we get a clearer understanding of how all this performs out, there shall be a lot of false begins, funding rounds that don’t go anyplace, and AI implementations that don’t obtain a lot. Studies just like the one from Sofia Guerra and Steve Kraus at Bessmer could assist, giving 59 “jobs to be carried out”. I’m simply involved that nobody shall be too certain what the proper software for the job is.
In fact I await my robotic overlords telling me the right reply.
Matthew Holt is the Writer of THCB
