Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. PatientNotes: PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and PatientNotes when generating specialty-formatted soap and progress notes for entry into an ehr matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
PatientNotes is an AI medical scribe that listens to clinician-patient conversations and automatically generates structured clinical notes.
Balto is a contact-center AI platform centered on real-time guidance during live customer and sales calls. Rather than focusing on post-call review, Balto listens to conversations as they happen and surfaces dynamic prompts, objection-handling cues, compliance checklists, and knowledge-base answers to the agent in the moment. Its Agent Assist pulls relevant information so reps can respond to customer questions instantly, while real-time QA automatically scores interactions across all calls and flags compliance risk early, maintaining an audit trail for supervisors. Coaching automation tailors recommendations to each agent's performance, and real-time note generation produces call summaries without manual write-ups. Balto also offers voice AI agents to handle high-volume, repeatable calls and supports omnichannel context across voice and digital channels. It integrates with CRMs and telephony systems such as Salesforce and RingCentral. The platform is used across industries including healthcare, insurance, banking, collections, and home improvement, and is aimed at contact centers and sales teams that want in-the-moment guidance, compliance assurance, and automated quality management at scale. Pricing varies by plan. Check the official website for current pricing.
Best suited for
PatientNotes is an AI medical scribe built for healthcare providers. It uses ambient AI listening to capture natural conversations between clinicians and patients in the background, transcribing both speakers without requiring typing or voice commands. From each encounter it generates structured clinical documentation including SOAP notes, progress notes, H&P documentation, and custom formats automatically formatted to specialty standards. The platform also suggests ICD-10 diagnosis and CPT procedure codes based on the documentation. It supports a range of medical specialties such as primary care, psychiatry, cardiology, dermatology, and pediatrics, with specialty-specific templates. Finished notes are moved into electronic health record systems via one-click copy and paste, with formatting optimized for major EHRs like Epic, Cerner, and Athena; direct API integration is not used. It is available as a native iOS app for iPhone and iPad and as a web application, with automatic syncing across devices and an Android app noted as in development. The product is marketed as HIPAA compliant.
Best suited for
Balto is a free tier with paid upgrades (freemium); PatientNotes is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | PatientNotes |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | Ambient AI listening that captures both patient and clinician speech in the background |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Automatic generation of structured clinical notes (SOAP, progress, H&P, custom) |
| Team usage | Automated quality assurance scoring across 100% of calls | AI-suggested ICD-10 diagnosis and CPT procedure codes |
| Integrations | Real-time compliance monitoring with audit trails | Specialty-specific templates across multiple medical specialties |
| Languages & capture | Automated call summaries and coaching recommendations | One-click copy and paste into any EHR, optimized for Epic, Cerner, and Athena |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | Native iOS app plus web application with cross-device syncing |
Balto
Choose Balto if you need guiding agents live through objections and compliance requirements — strengths include guides agents during the call rather than only analyzing afterward.
PatientNotes
Choose PatientNotes if you need clinicians documenting in-person patient visits hands-free during the encounter — strengths include removes manual documentation work by transcribing encounters and drafting notes automatically.
Balto
PatientNotes
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while PatientNotes is strong for clinicians documenting in-person patient visits hands-free during the encounter. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and PatientNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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