Distribution Wins in Telehealth AI
Johannes Schildt & Claes Ruth, CEO and CFO of Kry, on the AI future of telehealth
AI in telehealth is becoming a distribution game, not just a model game. Kry already has the hard assets that make healthcare AI useful in production, large patient flow, employed and contracted clinicians, payer contracts, and local integrations into prescribing and care pathways. That means it can use AI inside the visit, before the visit, and after the visit, while smaller startups often stop at point tools like note taking or triage.
-
Kry has built the full loop needed to turn AI into care delivery. Patients start in the app, clinicians review AI gathered symptoms and suggested coding, and physical clinics or partner sites handle blood draws, prescriptions, and in person follow ups. That makes AI a throughput tool for the core service, not a side feature.
-
The closest analogs show the tradeoff. Pure software vendors like Freed and Abridge can remove documentation work for clinicians, but they still depend on someone else’s patient traffic, EHR setup, and clinical workflow. Physical care operators like One Medical have patient access, but clinic heavy models scale more slowly and carry lower margins.
-
Kry’s hybrid model matters because European reimbursement is still tied to local contracts and often to physical infrastructure. The company already operates across Sweden, the U.K., and France, with half of revenue on capitated or subscription like models, so better AI triage can both lower visit cost and make payer economics more attractive.
The next winners in telehealth will look less like standalone AI apps and more like scaled care networks with software at the center. If Kry keeps turning AI into faster intake, cleaner coding, and higher clinician output, it can pull more patient demand into its own system and push European primary care toward digital first, subscription like delivery.