Integrated handoffs as telehealth moat
Johannes Schildt & Claes Ruth, CEO and CFO of Kry, on the AI future of telehealth
The real moat in telehealth is not the video visit, it is controlling where the patient goes next. Kry is building a care flow where the same app can handle symptom intake, a remote consult, lab work through partner sites, and an in person visit when needed. That keeps the medical record, the payment relationship, and the patient inside one system instead of handing them off after the first interaction.
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In Sweden, this is also a payment issue, not just a product issue. Kry says much of primary care spending sits in clinic linked capitated contracts, so owning or tightly linking to physical sites is how a digital service qualifies for stable recurring revenue instead of only one off visit fees.
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Kry has built the handoff layer already. It operates clinics, lists lab partners across Sweden, and routes patients from app based triage into follow up care. That is a different model from telehealth products that stop at chat or video and leave the patient to find the next step alone.
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The closest comparison is One Medical, which uses one app for messaging, video, and office visits. A more software oriented company like Doctolib helps providers run scheduling and communication, but it is not built around employing clinicians and taking end to end responsibility for the patient journey the way Kry is.
This pushes telehealth toward full stack care delivery. The winners are likely to be companies that can start with low cost digital intake, then route higher value cases into clinics, labs, and ongoing primary care. As AI handles more triage and admin work, that integrated handoff system becomes more valuable because it lets one front door capture a much larger share of healthcare spend.