ModMed Acquires Bonsai Health to Accelerate AI-Powered Patient Engagement

Addition of agentic AI platform brings automated patient reactivation and self-scheduling to the AI-Powered Practice™

BOCA RATON, Fla. – April 20, 2026 – ModMed®, a leading provider of software and services to specialty medical practices backed by Clearlake Capital Group, L.P., today announced the acquisition of Bonsai Health, a high-growth agentic AI patient engagement platform. This acquisition marks a major step forward in ModMed’s journey to create the AI-Powered Practice, integrating powerful new front-office automation capabilities such as automated patient reactivation and AI-driven self-scheduling.

“We are thrilled to welcome the incredible team at Bonsai Health into the ModMed family,” said Dan Cane, co-Founder and co-CEO of ModMed. “Bonsai was built on a simple but powerful mission: to ensure the right care happens at the right time. Their agentic AI platform and approach to patient reactivation are a perfect fit for our vision of the AI-Powered Practice. By bringing together the top-tier talent and solutions from both organizations, we’re creating an innovation powerhouse dedicated to delivering more value to the practices we serve.”

A Proactive Engine for Practice Growth

Bonsai Health acts as a proactive engine that works behind the scenes to automate front-office workflows. Utilizing an advanced agentic AI engine, the platform is designed to automatically identify care gaps in a patient’s history as well as openings in a provider’s schedule. It then leverages multi-channel SMS and email to seamlessly handle patient reactivation and self-scheduling without requiring manual staff intervention.

These capabilities complement ModMed’s existing patient engagement suite powered by Klara. While Klara serves as a centralized communication hub helping staff manage conversational workflows and patient outreach, Bonsai adds a specialized, proactive AI layer focused on improving patient outcomes, reducing staff workload, and filling gaps in the practice schedule—automatically.

Acquisition Aims to Accelerate Bonsai Health’s Momentum 

Through this acquisition, ModMed plans to build on Bonsai Health’s market fit and accelerate Bonsai’s growth to serve ModMed’s nearly 50,000 providers across multiple specialties, including dermatology, ophthalmology, orthopedics, gastroenterology, ENT, and more.

The acquisition brings industry leadership to ModMed. Bonsai Health is led by founders Travis Schneider and Luke Kervin, who possess years of domain expertise in the patient engagement space, having previously co-founded PatientPop.

“Joining the ModMed family provides us with the scale and resources of an industry leader to bring our AI technology to nearly 50,000 providers,” said Luke Kervin, co-Founder and co-CEO of Bonsai Health. “ModMed’s deep clinical datasets and industry-leading infrastructure provide the perfect environment to advance our agentic AI innovation faster than ever before. We share a common vision of a future where AI-driven workflows lead to healthier patients, happier staff, and stronger practices.”

“ModMed’s commitment to building the AI-Powered Practice is exactly the kind of innovation-led platform expansion we look for in a market-leading investment,” said Paul Huber, Partner and Managing Director at Clearlake. “Agentic AI is transforming the front office in healthcare—shifting from reactive, staff-driven workflows to proactive, automated patient engagement at scale—and Bonsai Health is a best-in-class example of where this technology is headed. We’re excited to bring Bonsai’s capabilities to ModMed’s nearly 50,000-provider network and continue building the definitive AI-powered platform for specialty medicine.”

About ModMed

At ModMed, we empower medical practices to grow and scale by delivering better patient experiences with cloud, data and AI technologies. Through the AI-Powered Practice™, we help specialty medical providers simplify, automate and streamline clinical workflows and drive practice efficiency. Our specialty-specific EHR, practice management, revenue cycle management and analytics solutions, as well as products for patient engagement, payment processing and marketing, are trusted by nearly 50,000 providers to drive their clinical and operational success. Learn more at modmed.com, read our blog, and follow us on Facebook, LinkedIn, YouTube, and Instagram.

About Clearlake 

Clearlake Capital is a leading global alternative asset manager founded in 2006 with over $185 billion of assets under management. Clearlake offers a broad range of investment solutions across private equity, credit, infrastructure, secondaries, co-investments, and other related private market strategies. Through Pathway Capital Management¹, a Clearlake company, the firm serves institutional and wealth investors seeking diversified access to private markets. Clearlake seeks to partner with experienced management teams by providing patient, long-term capital to businesses across multiple sectors. The firm aims to drive value through its active, hands-on operating approach, O.P.S.® (Operations, People, Strategy), which combines deep operational expertise with strategic and talent-focused initiatives. Headquartered in Santa Monica, Clearlake maintains 13 offices across the Americas, Europe, Asia, and the Middle East. For more information, please visit Clearlake.com or follow us on LinkedIn.

1. The foregoing information includes Clearlake’s pending acquisition of Pathway Capital Management, which is expected to close in Q2 2026, subject to the receipt of required regulatory approvals and other customary closing conditions.