Rounds: The EHR is Dead, Long Live the EHR, Sam Toole and Sonia Millsom
Thursday, August 27, 2026
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The speaker reports that a clearinghouse handling 25% of revenues presents a persistent AI integration opportunity, as accelerating transaction volume via quicker clearinghouse functionality could become an advantageous acquirer target for revenue cycle AI players.
The speaker reports focusing development efforts on ambulatory EHR systems within private equity-backed businesses due to their slower pace of change, which allows for more predictable integration of AI-native tools.
The speaker reports that PointClickCare banned computer-use agents on its platform and browser.
In Episode 4 of Rounds: Where Healthcare Meets Wall Street, Christina Farr and Stephanie Davis break down the latest healthcare and AI headlines before sitting down with Sam Toole, Partner at Primary Venture Partners, and Sonia Millsom, CEO of Oxeon. We'll cover: The latest healthcare and AI market news, including what happened with Situational Awareness, Doctronic’s acquisition of Summer Health, Teladoc’s shifting outlook, and Waystar’s recent stock decline. How EHR giants like Epic, Oracle, and Microsoft will fare in the AI era — and whether VC-backed startups can truly disrupt the incumbents. What Sam Toole sees as the biggest opportunities and areas of conviction for early-stage healthcare investors in an increasingly AI-driven market. Epic’s recent leadership departures and what they could signal about succession planning at one of healthcare’s most influential companies. Sonia Millsom’s take on Epic’s recent leadership departures, what they signal about succession planning, and what healthcare boards should look for when evaluating their next generation of leaders. What effective succession planning looks like, why boards often rely on the wrong kind of pattern recognition when evaluating leaders, and what healthcare companies should prioritize instead. Hosts and Guests: Christina Farr, CEO, Second Opinion; GP, Scrub Capital Stephanie Davis, Healthcare Industry Analyst Sam Toole, Partner at Primary Venture Partners Sonia Millsom, CEO at Oxeon Sponsored by Silicon Valley Bank. In Episode 4 of Rounds: Where Healthcare Meets Wall Street, Christina Farr and Stephanie Davis break down the latest healthcare and AI headlines before sitting down with Sam Toole, Partner at Primary Venture Partners, and Sonia Millsom, CEO of Oxeon. We'll cover: The latest healthcare and AI market news, including what happened with Situational Awareness, Doctronic’s acquisition of Summer Health, Teladoc’s shifting outlook, and Waystar’s recent stock decline. How EHR giants like Ep
Show transcript excerpt
In Episode 4 of Rounds: Where Healthcare Meets Wall Street, Christina Farr and Stephanie Davis break down the latest healthcare and AI headlines before sitting down with Sam Toole, Partner at Primary Venture Partners, and Sonia Millsom, CEO of Oxeon. We'll cover: The latest healthcare and AI market news, including what happened with Situational Awareness, Doctronic’s acquisition of Summer Health, Teladoc’s shifting outlook, and Waystar’s recent stock decline. How EHR giants like Epic, Oracle, and Microsoft will fare in the AI era — and whether VC-backed startups can truly disrupt the incumbents. What Sam Toole sees as the biggest opportunities and areas of conviction for early-stage healthcare investors in an increasingly AI-driven market. Epic’s recent leadership departures and what they could signal about succession planning at one of healthcare’s most influential companies. Sonia Millsom’s take on Epic’s recent leadership departures, what they signal about succession planning, and what healthcare boards should look for when evaluating their next generation of leaders. What effective succession planning looks like, why boards often rely on the wrong kind of pattern recognition when evaluating leaders, and what healthcare companies should prioritize instead. Hosts and Guests: Christina Farr, CEO, Second Opinion; GP, Scrub Capital Stephanie Davis, Healthcare Industry Analyst Sam Toole, Partner at Primary Venture Partners Sonia Millsom, CEO at Oxeon Sponsored by Silicon Valley Bank.