ModMed Restructures Leadership to Accelerate AI Innovation Across Clinical Care, Revenue Cycle Management and Patient Engagement
ModMed, a leading provider of artificial intelligence-powered software and services for specialty medical practices, has announced a new leadership structure designed to accelerate its growth as an artificial intelligence leader in healthcare. The company, backed by investment firm Clearlake Capital Group, L.P. (Clearlake), is placing its co-founders in key leadership positions to advance AI innovation across clinical care, financial operations and patient engagement.
Under the new structure, co-founder Dan Cane will become ModMed’s first Chief AI Officer, taking responsibility for the company’s AI strategy across its products and internal operations. Fellow co-founder Dr. Michael Sherling will continue serving as Chief Medical and Strategy Officer, leading clinical and strategic initiatives, including the development of the company’s expanding portfolio of clinical AI solutions.
The leadership changes also include the appointment of Joe Harpaz as Chief Executive Officer. Harpaz previously shared the Co-CEO position with Cane for three years. In addition, Celine Kaiser has been appointed Chief Operating Officer, with responsibility for product management, customer success and the company’s revenue cycle management (RCM) business.
The appointments reflect ModMed’s strategy to integrate AI more deeply into the daily operations of specialty medical practices. By aligning leadership responsibilities with its principal areas of innovation, the company aims to accelerate product development, strengthen customer support and deliver technology designed to address administrative and clinical challenges faced by healthcare providers.
The new organizational structure also reinforces the company’s founding approach of combining technology with medical expertise to improve how physicians deliver care and manage their practices.
ModMed Aligns Leadership With Its AI Strategy
ModMed’s leadership changes come as artificial intelligence becomes increasingly important in healthcare technology. Medical practices are looking for ways to reduce administrative workloads, improve documentation processes, simplify reimbursement and create more efficient patient experiences.
Healthcare professionals must balance clinical responsibilities with tasks such as documentation, appointment coordination, insurance verification, billing and claims management. These activities can consume substantial time and resources, creating demand for technology that supports both patient care and the business operations of medical practices.
ModMed intends to address these challenges through an AI-focused strategy that connects clinical workflows, financial processes and patient interactions. The company is positioning AI as a foundation for its products rather than as a separate capability added to existing software.
Joe Harpaz, the newly appointed CEO, said the company is organizing its leadership to move faster in response to changes in healthcare technology and customer expectations.
“AI is changing what medical practices should expect from their technology partner, and ModMed is striving to lead that change,” Harpaz said.
He highlighted the role Cane and Sherling played in establishing ModMed by bringing technology and medicine together to address problems faced by physicians and their practices. According to Harpaz, the next phase of healthcare technology requires a similar approach, with the company’s founders directly involved in its most important AI initiatives.
The new structure is designed to provide clear executive accountability across different areas of development while enabling the company to pursue multiple AI initiatives simultaneously.
For ModMed, the objective is to translate technological advances into practical results for customers. These results may include reducing repetitive administrative tasks, improving clinical documentation workflows, supporting claims resolution and making interactions between patients and medical practices more convenient.
Dan Cane to Lead Companywide Artificial Intelligence Initiatives
As Chief AI Officer, Cane will oversee ModMed’s AI strategy across its product portfolio and internal operations. His responsibilities will include working with the company’s technology and product organizations to develop and implement AI-powered capabilities.
One of his primary areas of responsibility will be the ModMed RCM AI Platform, which is designed to help medical practices manage revenue cycle activities more effectively.
Revenue cycle management encompasses the administrative and financial processes involved in receiving payment for healthcare services. These processes can include insurance eligibility checks, coding, claim submission, payment posting, denial management and claims follow-up.
When claims are rejected or denied, medical practices may need to spend additional time reviewing documentation, correcting errors, communicating with payers and resubmitting claims. These activities can delay reimbursement and increase the administrative workload for practice staff.
ModMed’s RCM AI Platform aims to help practices address denials, accelerate claim resolution and reduce the work associated with securing payment for services provided.
Cane will guide the development of AI capabilities intended to support these processes. By applying AI to financial workflows, the company aims to help practices manage complex reimbursement requirements and improve the efficiency of administrative operations.
In addition to overseeing AI-powered products, Cane will continue leading ModMed’s internal AI transformation. This work involves examining how employees perform tasks, identifying opportunities to improve workflows and applying AI tools to make internal operations more efficient.
The company expects lessons learned from its own AI adoption to inform its broader approach to product development and customer solutions.Cane said AI creates an opportunity to extend the original vision behind ModMed by improving both the clinical and business aspects of running a medical practice.
“We founded ModMed because we believed technology could fundamentally improve the way physicians practice medicine and run their practices,” Cane said.He added that AI expands the possibilities for delivering on that vision, including helping healthcare providers navigate reimbursement complexity and changing how technology is developed and delivered.
Cane’s expanded responsibilities place him at the center of ModMed’s companywide AI strategy, connecting product innovation with operational improvements.
Dr. Michael Sherling to Advance Clinical AI Solutions
While Cane will oversee the company’s broader AI strategy, Dr. Michael Sherling will continue leading clinical AI initiatives as Chief Medical and Strategy Officer.Sherling’s responsibilities include developing AI-powered capabilities that support physicians throughout their clinical workflows. The company’s approach builds on its specialty-specific clinical software foundation and its experience developing technology for medical practices.
Clinical AI has the potential to support several activities involved in patient care, including documentation, summarization of clinical information and the organization of information generated during patient encounters.One of ModMed’s key products in this area is ModMed Scribe, an AI-powered clinical documentation solution designed to assist healthcare professionals with documentation tasks.
According to the company, ModMed Scribe has supported nearly three million patient visits during the 11 months since its release. ModMed also described the product as the fastest-growing product in its history during its first year.The reported usage figure demonstrates the level of adoption the company says the product has achieved. However, the number of supported visits does not independently establish the product’s impact on clinical outcomes, physician productivity or documentation accuracy.
Under Sherling’s leadership, ModMed plans to expand its portfolio of clinical AI offerings. These solutions are intended to reflect the requirements of different medical specialties and support providers across their workflows.Specialty-specific software is important because clinical documentation and practice management requirements can vary significantly between medical disciplines. Different specialties may use distinct terminology, documentation templates, clinical assessments and treatment workflows.
ModMed’s focus on specialty expertise is intended to help ensure that its AI capabilities are designed around the needs of the physicians using them.Sherling emphasized that the value of clinical AI should be measured by how it supports physicians and their patients.
“We believe the value of clinical AI comes down to what it enables a physician to do for a patient,” Sherling said.He explained that the company’s opportunity lies in reducing work that competes for physicians’ attention and making technology a more useful partner in delivering care.
By expanding its clinical AI portfolio, ModMed aims to reduce administrative burdens and help providers devote more attention to patient interactions. The company also intends to build on the clinical knowledge and specialty expertise that have shaped its products since its founding.Both Cane and Sherling will remain members of ModMed’s Board of Directors, allowing them to continue contributing to the company’s strategic direction alongside their expanded executive responsibilities.
Patient Engagement AI to Receive Dedicated Leadership
ModMed’s AI strategy also includes the patient engagement experience, particularly the interactions that take place before, during and after a clinical appointment.Patient engagement involves activities such as scheduling appointments, responding to questions, coordinating follow-ups and helping patients navigate administrative requirements. These processes are often managed by front-office employees who must handle multiple tasks while maintaining communication with patients.
As patient volumes and administrative demands increase, medical practices may face challenges in responding promptly to inquiries and coordinating routine interactions.To address these issues, ModMed is developing an AI-native front-office experience designed to simplify patient interactions and reduce administrative work for practice staff.
The initiative will be led by Luke Kervin, co-founder of Bonsai Health, which ModMed acquired in April 2026. Kervin will lead product development within the organization of the Chief Technology Officer.He will work alongside Travis Schneider, the other Bonsai co-founder, who now serves as General Manager of Patient Engagement at ModMed.
The two executives bring experience in patient engagement and will lead the planned 2027 rollout of a new agentic AI platform.Agentic AI refers to systems designed to carry out tasks through a sequence of actions, potentially coordinating multiple steps within a defined workflow. In a healthcare practice setting, such technology could support administrative interactions and help staff manage routine processes.
ModMed’s planned platform is intended to create a more integrated front-office experience, helping simplify interactions between patients and medical practices.The company aims to reduce repetitive administrative work so front-office staff can focus on more complex patient needs and service responsibilities.
The announcement does not specify the platform’s complete feature set, deployment schedule beyond the planned 2027 rollout or the extent of tasks it will perform autonomously. Its eventual capabilities and effectiveness will depend on the products released and how they are implemented within medical practices.Nevertheless, the initiative represents an important component of ModMed’s broader strategy to apply AI across the entire practice experience, rather than limiting its use to clinical documentation or financial administration.
Celine Kaiser Appointed Chief Operating Officer
The new leadership structure also gives Celine Kaiser responsibility for coordinating important operational functions across ModMed.Kaiser joined the company in 2019 and has held several leadership roles. Most recently, she served as Chief Customer Officer, where her responsibilities centered on customer relationships and the overall customer experience.
During her tenure, Kaiser also built and scaled ModMed’s Payments business and led the launch of the company’s expansion into the obstetrics and gynecology (OBGYN) specialty.As Chief Operating Officer, she will oversee product management, customer success and revenue cycle management. Bringing these functions under a single executive is intended to strengthen coordination between product development, customer support and the services that help medical practices receive payment.
This alignment is important as ModMed expands its AI offerings. New technology must be developed around customer needs, introduced effectively and supported after deployment. Medical practices also need guidance when incorporating AI into existing workflows and training employees to use new capabilities.
Kaiser will continue focusing on customer experience while helping ensure that practices receive the support they need as they adopt new products.She will also lead efforts to streamline internal operations and bring teams responsible for developing products, supporting customers and managing reimbursement-related services into closer alignment.
The objective is to create a more coordinated experience for medical practices, with teams working toward shared priorities and responding more effectively to customer requirements.By connecting product management, customer success and RCM under the COO role, ModMed aims to reduce fragmentation across important operational functions and strengthen the relationship between product innovation and customer outcomes.
Clearlake Backs ModMed’s AI-Focused Growth Strategy
Clearlake Capital Group, the investment firm backing ModMed, expressed support for the leadership changes and the company’s plans to expand its AI capabilities.Paul Huber, partner and managing director at Clearlake, highlighted ModMed’s combination of specialty clinical expertise and AI technology.
“ModMed combines deep specialty clinical expertise with AI, and the results continue to reflect that combination, with ModMed Scribe as the fastest growing product in company history in its first year,” Huber said.He also expressed confidence in Harpaz’s leadership as CEO and in Cane and Sherling’s roles in advancing AI initiatives across clinical, operational and financial workflows.
Clearlake’s backing provides an investment and strategic context for ModMed’s next phase of development. The company is seeking to build on its established healthcare software business while expanding the use of AI across a broader range of practice operations.
The leadership changes are intended to help the organization maintain growth momentum while improving its ability to develop, deploy and support new AI-powered products.Although the announcement does not disclose new investment amounts, financial targets or revenue projections, it makes clear that AI is becoming a central priority in ModMed’s product and operating strategy.
Building the AI-Powered Medical Practice
Harpaz said the company’s ambition is to make the AI-Powered Practice a reality across all areas of its customers’ operations.“Our ambition is to make the AI-Powered Practice a reality across every part of our customers’ practices,” Harpaz said.He added that the leadership structure provides focused responsibilities, clearer accountability and the ability to advance several major initiatives at once.
The concept of an AI-Powered Practice extends beyond a single application. It involves using AI to support connected activities across clinical care, financial administration and patient engagement.In clinical workflows, AI-powered tools may assist with documentation and help reduce the time physicians spend on administrative tasks. In financial operations, AI may help identify claim issues, support denial management and streamline reimbursement-related activities. In patient engagement, AI-based systems may help practices coordinate routine interactions and manage front-office workloads.
Integrating these capabilities could help medical practices create more connected workflows. However, realizing these benefits requires attention to implementation, data protection, reliability, clinical oversight and the needs of individual practices.Healthcare organizations must also evaluate how AI tools fit within their existing systems and processes. The usefulness of a solution depends not only on its technical capabilities but also on how well it supports real-world work.
ModMed’s leadership changes are designed to align the company’s expertise across these areas and establish clearer responsibility for developing its AI strategy.ModMed’s new leadership structure marks a significant step in its effort to strengthen its position in AI-powered healthcare technology.
Dan Cane’s appointment as the company’s first Chief AI Officer places him in charge of AI strategy across products and internal operations, including the ModMed RCM AI Platform. Dr. Michael Sherling will continue leading clinical and strategic initiatives, with a focus on expanding clinical AI offerings such as ModMed Scribe.
Joe Harpaz will serve as CEO after three years as Co-CEO alongside Cane, while Celine Kaiser assumes the COO role with responsibility for product management, customer success and revenue cycle management.The company is also preparing to expand into patient engagement AI through a planned 2027 rollout of an agentic AI platform led by Bonsai Health co-founders Luke Kervin and Travis Schneider.
Together, these changes reflect ModMed’s intention to apply AI across the clinical, financial and administrative functions of specialty medical practices. With support from Clearlake Capital Group, the company aims to translate its clinical expertise and technology capabilities into practical tools that help healthcare providers manage their operations more effectively.
As ModMed advances this strategy, its progress will depend on the ability of its AI products to deliver reliable, useful results while meeting the operational and clinical requirements of medical practices. The company’s new leadership structure is intended to provide the focus and accountability needed to pursue that goal.
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