Doximity’s 2026 AI Strategy: Enhancing Clinical Workflows and Safety

Doximity’s 2026 AI investment priorities (and how clinical AI tools fit in)

Based on Doximity’s latest earnings-call commentary, management’s 2026 AI focus is best understood as a two-part prioritization: (1) keep scaling physician usage by improving AI output quality and safety, and (2) expand where those clinical AI tools plug into real workflows across hospitals and broader clinical settings, with an associated monetization pathway (pharma search/search ads).

1) Put hospitals and HIPAA-compliant, patient-safe usage at the center

Doximity’s management frames AI deployment priorities around hospital adoption and security concerns. They cite that about half of all queries from doctors include patients’ protected information, which is a key security issue for hospital security teams. ¹ They also say hospitals responded by locking down and blocking access to unmanaged “AI chaos,” making Doximity’s compliant tools more attractive. ¹

Implication for 2026 prioritization: Doximity’s AI investment emphasis is not just on model capability; it is on enterprise-grade safety, compliance, and integration so hospitals will approve and continue expanding usage. ¹

2) Scale AI usage as the #1 internal “north star” metric

Management explicitly states that the company’s “#1 metric” for the year is continuing to grow AI usage among doctors and becoming the “physician’s private AI assistant.” ² They also attribute demand momentum to both engagement growth and AI embedding into daily care.

Key usage benchmarks cited include:

• Workflow engagement reaching over 800,000 unique quarterly active prescribers in Q4, up ~30% YoY, accelerating from high single-digit growth the year before. ³⁴
• Nearly half of active prescribers used Doximity’s AI tools in Q4. ³
• In the 9 months since acquiring Pathway, AI Search and Scribe active users tripled. ³
• AI Search “and Scribe” usage averaged 31 queries last month, nearly double January’s usage. ³

Implication for 2026 prioritization: Investments are being allocated toward compute + product improvements that directly increase doctor query frequency and tool reliance, rather than only long-horizon R&D. ²

3) “Lean in” on compute, but pair it with accuracy and physician-led peer review

Doximity says compute spend is increasing “dramatically,” and that this is considered “a good thing” because it enables answering more questions and taking more notes for more doctors. ² However, Doximity’s management also highlights a primary adoption barrier: physician concern about AI accuracy.

They cite a survey where 71% of physicians (3,000-physician survey) identified the accuracy of the AI as their top concern, and they note that inconsistent answers can result if someone “hits the refresh button.” ² To address this, they emphasize investments in cited authors / physician peer review, practice pearls, and expert review to ensure answer correctness. ⁵

Implication for 2026 prioritization: Doximity’s AI roadmap is likely to allocate resources across:

• compute scaling (to raise capacity/throughput), ²
• accuracy controls via physician-authored and peer-reviewed systems, ⁵
• and continued development of higher-quality clinical AI workflows so engagement can keep accelerating. ⁴²

4) Expand “clinical AI suite” distribution and hospital-approved workflow reach

Doximity claims major progress on enterprise health system adoption:

• 140 health systems have purchased the clinical AI suite, including 7 of the top 20 hospitals. ³
• Over 250,000 prescribers have access to the clinical AI suite through a single hospital-approved, HIPAA-compliant workflow. ⁶
• AI rollouts involve an “exhaustive review process” by each health system, including AI security review concerns. ⁷

They also state they are expanding beyond the largest systems, including partnerships like Aledade to bring agentic AI to “small town family physicians” through independent practice networks. ⁷ They also describe Aledade using Doximity’s Scribe and Clinical AI suite for value-based care AI agents. ⁶⁷

Implication for 2026 prioritization: Clinical AI tool development is being targeted toward deployment readiness and workflow embedding (hospital approval, HIPAA-compliant workflow, security review) and toward expanding beyond only top-tier systems. ⁶⁷

5) Build and launch “Scribe and Search” as a focused product wedge, plus workflow add-ons

Doximity directly states: “The race is on to build the best Scribe and Search AI for doctors.” ⁶ They also say their 380-person R&D team is all in to win, and that there will be “a slew of new physician-led features and agents” in coming months. ⁶

They also mention concrete product/workflow expansions:

• Partnered value-based care AI agents via Aledade, using Scribe and the Clinical AI suite. ⁶⁷
• Added ePrescribing so doctors can write prescriptions after telehealth or while on the go, with pharmacy selection from a phone. ⁶

Implication for 2026 prioritization: Doximity’s clinical AI tool development is centered on expanding the core AI surfaces (Scribe/Search) and connecting them to adjacent clinical workflows (like ePrescribing) to increase daily utility and retention. ⁶

6) Align AI monetization with physician-first engagement—then use pharma as a monetization channel

Doximity says its AI monetization effort was built to align with its “physician-first” commitment and is positioned as a longer-term growth driver. ⁴ They emphasize that engagement and revenue both expanded meaningfully versus three years ago (revenue and engagement up more than 50%). ⁴

On monetization specifics, management says:

• They are “ready to monetize against” clients’ paid search budgets using AI search surfaces for pharma clients. ⁶
• They launched at a Pharma Client Summit and claim enthusiastic response, specifically around reaching prescribers in “exact moments” traditional paid search cannot. ⁶
• They describe their AI Search effort as offering a much more contextual query approach (average AI Search: 23 words vs Google search: 2.5 words) and that it creates a “new TAM” for medicine even if it starts from paid search-like spending. ⁸

Implication for 2026 prioritization: The company’s plan suggests AI investment continues to be justified by (a) usage growth and clinical embedding, and then (b) pharma monetization built on that usage—rather than monetizing via cheaper/discounted impressions. ⁴⁹⁶⁸

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Bottom line: what “prioritize” means in 2026 for Doximity

In 2026, Doximity’s prioritization appears to be:

1. Enterprise-safe deployment first (hospital-approved, HIPAA-compliant workflows; security/approval readiness), because patient-protected information appears in about half of queries and hospitals are actively controlling access. ¹⁶⁷
2. Scale doctor engagement with AI as the primary KPI—growing AI usage among doctors is explicitly the #1 metric. ²³
3. Increase compute capacity while solving accuracy risk through physician-led peer review, cited authors, and practice pearls—because accuracy is the dominant adoption concern (71%). ²⁵
4. Develop and expand Scribe/Search and related physician-led features/agents (including ePrescribing and partner-driven agent deployments) to deepen workflow embedding. ⁶⁷
5. Monetize once physician-first engagement is proven, with pharma as a targeted monetization channel for AI search surfaces built from physician context and usage. ⁴⁶⁸

All of these priorities are consistent with the company describing a “multiyear shift towards AI-driven health care workflows” while also committing to profitability discipline (adjusted EBITDA margins in the high 40s or better in fiscal 2027) even as it invests in AI compute and PeerCheck. ⁴