Latest / Becker’s Healthcare Digital Health + Health IT / Why Ambient AI Took Off in 2025 and What's Next in 2026 and Beyond
Transcript
- 0:00Hi, everyone. This is Lucas Voss with Becker's
- 0:02Healthcare. Thanks so much for tuning in to
- 0:04the Becker's Healthcare podcast series. It's fantastic
- 0:07to have you. Today, we're talking about why
- 0:09Ambient AI took off in 2025,
- 0:12as we all know, and what's next
- 0:15in 2026
- 0:16and beyond. And joining me for today's discussion,
- 0:18I'm so excited to have him, is doctor
- 0:20Thomas Kelly, CEO and cofounder of Heidi. Doctor
- 0:22Kelly, thanks so much for taking some time
- 0:24and being here today. It's great to have
- 0:26you.
- 0:27Oh, it is. Yeah. No worries. Excited to
- 0:28chat more. For those that might not know
- 0:30you yet, I do wanna kick us off
- 0:32with introductions here. If you just wanna give
- 0:34us a brief overview of, yourself and certainly
- 0:37your work in health care.
- 0:39Yeah. So I'm Tom. I'm a doctor by
- 0:41background.
- 0:42Australian born, if you can't tell from the
- 0:44accent.
- 0:45Founded Heidi after being a vascular surgery resident
- 0:48in 2021.
- 0:49Had a view that every doctor should practice
- 0:52with some sort of sort of AI partner
- 0:53in their care. I had sci fi visions
- 0:56of, like, you know, maybe kinda everything, like
- 0:58prescribing, ordering investigations for me, reviewing my results,
- 1:02doing my notes, basically freeing me from my
- 1:05medical record and letting me see more patients,
- 1:07particularly for me, operate more because that's what
- 1:09I love doing. And, yeah, I'm proud to
- 1:12lead,
- 1:13probably one of, like, the largest health care
- 1:15companies in the world. So we we're a
- 1:17global company,
- 1:19around more than 50% of doctors in across
- 1:22Australia, New Zealand, Canada, UK use Heidi every
- 1:25week. And then in The US, we have
- 1:27an amazing growing business.
- 1:30I'd say where we're most prominent is in
- 1:31outpatient specialties, so across, like, urology,
- 1:34like, GI Alliance,
- 1:36US Urology,
- 1:37a a bunch of other amazing partners, and
- 1:39then, a few large health systems and growing,
- 1:42every year. So like Beth Israel, Franciscan,
- 1:45Maine General,
- 1:47Well, it's great to have you, and I
- 1:49feel like, again, your sci fi vision that
- 1:51you just mentioned sort of became true in
- 1:532025
- 1:54for a lot of folks, for a lot
- 1:56of providers in itself.
- 1:58It's moved incredibly fast. It's going to move
- 2:01incredibly fast in 2026
- 2:03and certainly beyond.
- 2:05From your perspective and your work in the
- 2:07space,
- 2:09what's driving that pace right now, and what
- 2:12makes ambient
- 2:13AI fundamentally
- 2:14different
- 2:15sort of from what we've seen in earlier
- 2:17health care health care tech waves?
- 2:20Yeah. I think overwhelmingly,
- 2:23what I'm seeing is
- 2:24that, you know, and it's like in every
- 2:26industry, not just health care. So the boards
- 2:28and CEOs are asking their teams, like, what
- 2:30are we doing about AI? Like, I'm here
- 2:32I'm using it. It's amazing. Like, it's it's
- 2:34saving me time. Like, what what's your AI
- 2:36strategy?
- 2:37And almost always,
- 2:38what I've seen is that the especially in
- 2:40larger organizations, the CIOs,
- 2:43I love them, but they don't have a
- 2:44lot of taste. So they just end up
- 2:46picking whatever is the most integrated option in
- 2:48their stack, and then they go back to
- 2:49their board and they say, hey. Look. We
- 2:51we're doing AI now, and we've chosen chosen
- 2:54an Ambient tool.
- 2:55And specifically with Ambient, the reason I think
- 2:57it's gone so fast is it's one of
- 3:00the few things that doctors actually love. So
- 3:03usually usually software implementation
- 3:05is like a doctor's worst nightmare, like sitting
- 3:07in classes with someone teaching them how to
- 3:09click click different places in the medical record.
- 3:11It's not not why I did the went
- 3:12into the job.
- 3:14And,
- 3:14basically, I think that that downwards pressure met
- 3:18doctors wanting this tool, and so the CIOs
- 3:21generally picked whichever scribe work best with that
- 3:24medical record. I think this year and probably
- 3:26next year is gonna be where the rubber
- 3:28meets the road on ROI. Like, how many
- 3:30of our my doctors are actually using this?
- 3:32Like,
- 3:33are there better tools? Like, how should I
- 3:35actually deeply think about, like, what AI means
- 3:37for the organization, especially as
- 3:40the capabilities
- 3:41grow?
- 3:42I think
- 3:43back to my sci fi vision, I think
- 3:45it'll become more and more about, like, an
- 3:47AI partner that actually participates in care. Like,
- 3:50we're already seeing in Utah, like, the Doctronic
- 3:53trial where where an AI is starting to
- 3:56basically, like,
- 3:57almost fully autonomously prescribe with some doctor sign
- 4:00off. And so I think the health systems,
- 4:02like, that's how I would conceptually try to
- 4:04plan how I work with AI. Like, where
- 4:06are the areas in the health system that
- 4:08are
- 4:09most costly or or hardest to staff or
- 4:12have the longest wait lists,
- 4:14and spend time with with companies like ours
- 4:17to try to figure out, okay, like you
- 4:19know, because we already have it. Like, my
- 4:20cardi can read the record, can look up
- 4:22evidence, can call patients, can so it's like
- 4:24there's so many things you can do. It
- 4:26just depends on what your objectives are.
- 4:30And, yeah, it'll be interesting to see. Like,
- 4:32I do think that
- 4:34your play scribing on its own
- 4:37will struggle to find durable value because it's
- 4:40it's getting easier and easier
- 4:42to generate amazing notes. It used to be
- 4:44a really hard problem. Like, I spent two
- 4:46years of my life trying to make this
- 4:48work.
- 4:49Mhmm. But now if you if you just
- 4:50pick up an amazing
- 4:52foundation model,
- 4:53you know, you get most of the way
- 4:55there.
- 4:56So it's gotta be about the depth of
- 4:58the product, I think, and how much providers
- 5:00love it.
- 5:01So one of the things that was happening
- 5:03in 2025
- 5:04specifically was the fact that a lot of
- 5:07organizations were moving sort of from the pilot
- 5:09phase into
- 5:10adoption, into trying to get this at to
- 5:14at scale, essentially.
- 5:16Yeah. What's what's needed from leaders to make
- 5:19that happen? What are the conversations that need
- 5:21to happen to be able to say, okay.
- 5:22We're moving from a pilot project that was
- 5:24sort of a nice to have to then
- 5:26now, okay. We're using this daily, weekly, as
- 5:28you mentioned with some of the organizations
- 5:30that you work with.
- 5:32Yeah. I think we you definitely have to
- 5:34spend the time to nail it in in
- 5:35initial kind of so we we do, like,
- 5:37a stage rollout,
- 5:38where you have
- 5:40an initial alpha group, which is friend like,
- 5:43friendlies, so people in each of the departments.
- 5:46I think the key is not to cherry
- 5:47pick specialties. You have to have absolutely every
- 5:50everyone represented that you want to ultimately use
- 5:53the tool.
- 5:54Then in that phase,
- 5:56doing, like, real kind of AI enablement,
- 5:59setup for each of those specialists. So we
- 6:01do that with our CS and implementation team.
- 6:03So that's where we go to hematology and
- 6:05we say, oh, okay. For hematology,
- 6:07the visit
- 6:09contains very little,
- 6:11useful information. Actually, the value of Heidi would
- 6:14be if we
- 6:15look at all of the historical blood results
- 6:17and summarize them in the note. Like, that's
- 6:19a valuable thing. And then so then we
- 6:22set up materials and templates that teach hematologists
- 6:25how to use HYDIA in that way. So
- 6:26you can use the context tab and select
- 6:29the past sessions and then use this template,
- 6:31and it will summarize all the blood results
- 6:33just the way you like. And I think,
- 6:35to be honest, I think that's where we
- 6:37stand out. So if if you're working with
- 6:39a partner, it's like, oh, incredibly easy to
- 6:41roll out. Like, time to value is four
- 6:43weeks. You just turn it on, and everyone's
- 6:45gonna be using it. I feel like it's
- 6:46a red flag. Like, it's it's likely
- 6:49that they're just gonna be rolling out, like,
- 6:51the same template and, like, limited personalization
- 6:55for every single specialty,
- 6:57which means that when you hit a, I
- 6:59don't know, a plastic surgeon,
- 7:01like, the SOAP note isn't is not really
- 7:05that useful to them. So if you're just
- 7:07trying to drive them to use, like, a
- 7:09baked in, SOAP note generator that does a
- 7:11good problems list and captures better,
- 7:14problems from the record in order to generate
- 7:16more revenue, They're probably just not gonna use
- 7:18it because they hate the notes, and they
- 7:20they don't actually get it it doesn't write
- 7:22like them. It doesn't contain it's like more
- 7:25note bloat. Like, it's it's a lot of,
- 7:27like, random stuff, like random issues and problems
- 7:30that they they're not actually managing
- 7:32just because that helps with, like, the RCM
- 7:33down the track. It's like, I'm just dealing
- 7:35with this right hand fracture. Like, get out
- 7:38of my hair.
- 7:39So I think I think it depends on
- 7:42every from our perspective, every specialty is actually
- 7:45quite different. Need to treat them differently.
- 7:47That's how you get so we we generally
- 7:49see, like, 80% activation
- 7:51from from sign up. So if someone
- 7:54if if you promote it internally, you set
- 7:56it free. If someone signs up, roughly four
- 7:58out of five will use it,
- 8:00every week, and something like 70% of them
- 8:03will use it every day.
- 8:04And the the thing that's hard is, I
- 8:06think,
- 8:07in the the PR and the marketing, it's
- 8:10sometimes hard to trust because if I talk
- 8:12to the systems and they're like, oh, yeah.
- 8:13It's only in primary care, but then they'll
- 8:16then they'll promote it as if it's, like,
- 8:1780% adoption in every every market. Yeah. Primary
- 8:20care, easy. Like, they they see everything.
- 8:23They do high, turnover medicine.
- 8:25This standard soap note is amazing for them.
- 8:28But if you think about, like, all the
- 8:29specialties,
- 8:30all of the different use cases, you have
- 8:33to have some ability to personalize, generate templates
- 8:35that
- 8:36live outside of the medical record. They still
- 8:39use data from the medical record, but there
- 8:41are many things that providers do that
- 8:44just require, like, a more flexible AI tool.
- 8:46So that's usually where we sit in. So
- 8:48if if a system is is churning off
- 8:50another tool or they haven't picked one yet
- 8:52and they have a lot of specialty practice
- 8:55or they they've tried
- 8:57the, you know, single template best at RCM
- 9:00tool and they haven't actually seen much,
- 9:03much adoption or much uplift, then then, yeah,
- 9:07I think we're a good option.
- 9:09Yeah.
- 9:10I wanna come back to the adoption piece
- 9:12and the and the usability part of it,
- 9:13which you've mentioned is is really crucial. Right?
- 9:15It needs to have that aspect to it
- 9:18for for it to work on a on
- 9:19a scale basis.
- 9:21For you personally, what does usable mean in
- 9:24day to day practice? And then certainly, we've
- 9:27talked about the workflow piece of this.
- 9:29How should leaders think about workflow fit versus
- 9:33then also the EHR integration
- 9:35when they're looking at evaluating
- 9:37ambient AI?
- 9:39Yeah. Yeah. I think for me so having
- 9:42been a doctor,
- 9:43the main thing we time we save is
- 9:46when
- 9:47the amount of time
- 9:48writing notes. So, basically, like, keyboard strokes,
- 9:51how many times do I have to edit
- 9:53change,
- 9:53how much of what the system writes am
- 9:56I actually accepting,
- 9:57and, of course, like, how often am I
- 9:59using it? Like, is it am I only
- 10:00cherry picking it for certain visits? Am I
- 10:02using it for every visit?
- 10:04And
- 10:05we we measure that on, like, what's our
- 10:06daily active usage? Like, what percentage of sessions
- 10:09are we capturing? And and we should be
- 10:12in most visits unless there's, you know, patient
- 10:15who hasn't consented or it's a really tricky
- 10:17tricky circumstance.
- 10:19So
- 10:20so for us, that has always meant that
- 10:22we don't really bend the knee and, like,
- 10:25put Heidi so integrated into the medical record
- 10:28that it is, like, unusably
- 10:30rigid. So, like,
- 10:32without naming names, I would say most of
- 10:34the options that are very, very, very tightly
- 10:37integrated with the record, like the default options,
- 10:39the product teams of those products, they live
- 10:43and die by the medical record. So they
- 10:45wake up in the morning and they think,
- 10:46if this tool is doing its job, it
- 10:48just fills the fields in front of the
- 10:51doctor. Like, that's how they view the world.
- 10:53Now don't get me wrong. That is valuable
- 10:55for sure. But I view the world more
- 10:58in the, like, consumer AI lens like Claude
- 11:01or Chativity or, actually, I think I view,
- 11:04like, some of the more direct to doctor
- 11:06competitors as as real competitors for us. So
- 11:09it's like, okay.
- 11:11Ignoring, like, the, CDI and the RCM
- 11:14flow that happens and all the reasons we
- 11:16have our medic record, in ten years,
- 11:19is a doctor actually gonna be sitting on
- 11:21a screen that has all these fields that
- 11:23require to be filled? Like, definitely not. I
- 11:25have failed if that is still the case.
- 11:27So my take is that that you have
- 11:31to build, like, a different UI. Like, for
- 11:33someone who hasn't hasn't,
- 11:35done engineering, there's this application called Cursor,
- 11:38which is what a lot of like, almost
- 11:41I don't know. Most engineers are now using
- 11:42this tool. And, basically, it's like a single
- 11:45chat field, and you can turn on voice.
- 11:47And you you speak to the system, you
- 11:49type what you want it to do, and
- 11:51it's fully abstracting away
- 11:53something like five to 10 different pieces of
- 11:55software for you. And they all look like
- 11:57databases. Like, they all look like the medical
- 11:58record. They have all these different things that
- 12:00you would have historically had to tick and
- 12:02click and write in this file and write
- 12:04another file and then so it's a very
- 12:06similar idea. And so Heidi is the same.
- 12:08Like, usability means that we build AI first.
- 12:11Like, what what not just MD and AI,
- 12:14but, like, what are all the things that
- 12:15will become possible with this tool? Yes. We
- 12:18have to integrate very deeply. Like, we have
- 12:20to be able to order. We have to
- 12:21be able to do problems list. We have
- 12:22to be able to write notes that generate
- 12:24more revenue, capture issues that we would have
- 12:26otherwise missed,
- 12:28all things we do. But but, fundamentally, like,
- 12:30we will not sacrifice making Heidi, like, some,
- 12:33like, ribbon
- 12:34inside of the medical record that does AI.
- 12:37Like, that's just not how it's gonna happen.
- 12:39It's gonna be a full screen
- 12:40experience that is, like, built for AI, that's
- 12:43fast,
- 12:44that does, like, agent calls really nicely, that
- 12:46shows you the thinking, that does, like, sourcing,
- 12:48that it's all, like, one thing, and that's
- 12:51the kind of, like, superintelligence
- 12:53AI care partner that I imagine every doctor
- 12:55brings to work.
- 12:57And so when when evaluating I know this
- 12:59sounds like evangelical and, you know, I'm I'm,
- 13:02I'm pitching on where it goes. I do
- 13:05think it matters. So the the things I
- 13:07would watch out for is if it's incredibly
- 13:10integrated in the medical record, then you should
- 13:12just buy the one in the medical record.
- 13:14Like, that's gonna exist,
- 13:15you know, whether it's Epic's or not, whoever.
- 13:17Like, they're gonna do that the best. I
- 13:19don't really think the companies whose value prop
- 13:22is there more integrated with Epic than Epic
- 13:24Zone AI Scribe are gonna be durable, really,
- 13:27unless they do other things.
- 13:29If that's failed, so if you tried that
- 13:31or or your doctors say, I don't really
- 13:33like like this approach. Like, I wanna be
- 13:35able to ask AI question. I wanna be
- 13:37able to look something up. I wanna be
- 13:38able to summarize my week. I wanna be
- 13:40able to,
- 13:41ask about the last three sessions and then,
- 13:43like, change the template because of this patient
- 13:46the last three times I spoke about the
- 13:47diabetes, but I don't want to summarize the
- 13:49whole year. Like, usability is about, like, I
- 13:52am an AI serving my doctor.
- 13:54And, yes, I ultimately send data back to
- 13:57the record, but I have a flexible interface
- 13:59that I can let the doctor do what
- 14:00they want and then ultimately send it back.
- 14:03So does that make sense? I don't know.
- 14:04I'm rambling a bit, but I think that's
- 14:06the that's the gist. That's your sci fi
- 14:08that's your sci fi vision. I think it
- 14:09does make sense. It's very important. It it
- 14:11creates that flexibility for users. It's not a
- 14:13rigid experience. It it it's it's tailored, and
- 14:16that's as you mentioned, I think that's the
- 14:18way it's it's going to go in the
- 14:19next ten years. It's not going to be
- 14:21rigid fields, as you've mentioned, that are going
- 14:23to be be filled out. It's a it's
- 14:24a flexible flexible process that needs to happen.
- 14:27Yeah. One interesting thing that you've mentioned, and
- 14:30I think this is very important, is
- 14:32that oftentimes
- 14:34these early wins, everything works, everything is great,
- 14:38can actually be a red flag for organizations
- 14:40in terms of, oh, this is everything's working.
- 14:42We have the early results. Yeah. We've seen
- 14:44we've seen, you know,
- 14:46after hours EHR time is is reduced, all
- 14:48of a sudden improved documentation, completeness, etcetera. It's
- 14:51all there. Right?
- 14:53When you're looking at results like these and
- 14:55sort of these when you think about the
- 14:57red flag, right,
- 14:58what should health care leaders ask right now
- 15:01to separate that, you know, early win sort
- 15:04of from repeatable
- 15:06durable impact for the next year?
- 15:09Yeah. I would ask so
- 15:11how many of the doctors across all specialties
- 15:14are using this tool, and how many of
- 15:15them like, what's what are the what's the
- 15:16actual denominator of the activation number? Like, is
- 15:19it everyone who's signed in, which I think
- 15:22is, like, the right because I, you know,
- 15:24I can only do so much to get
- 15:25someone to to actually sign up to the
- 15:27tool. But once they sign up, then then,
- 15:30yeah, like, if I'm activating most of the
- 15:31users, I've succeeded. So you'd wanna know that
- 15:34it's working across all specialties.
- 15:36You know, what's the,
- 15:38there's, like, UX, which is just, like, what's
- 15:40the user experience?
- 15:42Do they find it easy to use? Do
- 15:43they find it valuable? Would they be frustrated
- 15:46if if,
- 15:47it's taken away?
- 15:48You can look at objective measures.
- 15:51It's it's shocking to me seeing some of
- 15:53the studies that are coming out about, like,
- 15:56how little some some products are actually impacting
- 15:59both, like, revenue, time, and record.
- 16:02And they universally, doctors love it because they
- 16:05don't have to type as much, but, actually,
- 16:07that's not saving them as maybe it's not
- 16:10generating as much ROI as as maybe people
- 16:12thought months thought it would. The reason it's
- 16:15shocking for me is because I've only seen
- 16:17the studies that I've seen, and, again, they're,
- 16:19like, in that bucket of, like, very integrated
- 16:21world. And I think it makes sense because
- 16:23you still have to review every field. You
- 16:25have to, like, click all the drop downs.
- 16:27Like, you're stuck in the record. So you
- 16:28can only get so much of a speed
- 16:30up. Whereas in our,
- 16:32randomized,
- 16:34papers, like, in across the world, we see,
- 16:36like, overwhelmingly
- 16:37in improved, like, RBUs and time in record
- 16:40goes down massively. So that I think that's
- 16:42the story for 2026, 2027. That's it's up
- 16:45to me to tell it. But, basically, people
- 16:47who think that
- 16:49AI that is gonna change health care in
- 16:51the medical record is, like, a bad take,
- 16:53it's going to be that the records are
- 16:55gonna get increasingly
- 16:57almost, like, subjugated to the back and definitely
- 17:00used by admin and revenue,
- 17:02definitely exists. Like, they will always be there.
- 17:04Like, we will be great partners, but it's
- 17:06about this, like, AI layer that sits on
- 17:08top that partners with the doctor to mean
- 17:10that they do not need to use the
- 17:12record. Like, that is success.
- 17:14Success is I do not ever sit on
- 17:16a computer. Like, that's what a doctor wants.
- 17:18So you can't build that if you're you
- 17:21are the record. Like, that is like it's
- 17:22like you're you're trying to get rid of
- 17:24yourself. So I think I think that's why,
- 17:26like, companies like HYD will will exist is,
- 17:28like, to try to
- 17:30to actually, like, strengthen the record, like, put
- 17:32more data into it. Like, actually, like, increase
- 17:35its value to the org, but then to
- 17:37the doctors,
- 17:38breathe in to actually just practice and, like,
- 17:40get the satisfaction.
- 17:41So so, basically, I would say, look at
- 17:43those those objective metrics
- 17:45and then question, like, is there a good
- 17:47ROI case here? Like, am I getting the
- 17:49value out of the tool that maybe all
- 17:51the contracts maybe that I've committed to? And
- 17:53then just, yeah, raise raise your ambition and
- 17:56expectation for your partners and look at what's
- 17:58out there. Because I'd say for most cases,
- 18:01Heidi wouldn't have been one that they considered
- 18:03when their CEO said, hey. Choose an AI
- 18:05tool. At least in The US, everywhere else,
- 18:07yes, but in in The US, no, because
- 18:08we were just starting. And I think
- 18:11we have acquired a different perspective. So if
- 18:13you've had a bad time
- 18:14with a vendor,
- 18:16chances are you will have a bad time
- 18:18with the next vendor if the next one
- 18:20you choose is essentially the same thing. Like,
- 18:23we work super well with Epic. It's like
- 18:25that's not you already chose the one that
- 18:27works super well with Epic. Like, why is
- 18:29that gonna be any different? So I I
- 18:31think that's the way to think of it.
- 18:32Like,
- 18:33if if you're having success with the current
- 18:36version, then that's great. Like, I'm I'm happy.
- 18:38I just want doctors to have have good
- 18:40lives and and see more patients. So,
- 18:43yeah, I think just what is it? Always,
- 18:45like, measure
- 18:47think think about the metrics that matter to
- 18:50you and then talk to other partners and
- 18:52see see if there's a a better option
- 18:54out there.
- 18:55Be a little adventurous and buy into doctor
- 18:57Kelly's sci fi vision. I think that's the
- 18:59way to go. Yeah. Yeah. Doctor Kelly, thank
- 19:01you so much for your time. It's so
- 19:02fantastic to have you. It's a it's a
- 19:04great great conversation. Thank you.
- 19:06Thanks, Lucas. Appreciate it. And we also want
- 19:09to thank our podcast sponsor, Heidi. You can
- 19:10tune in to more podcasts from Becker's Healthcare
- 19:13by visiting our podcast page at beggershospitalreview.com.