DocGo provides two core services: medical transportation and mobile healthcare delivery. The transportation segment, operating roughly 870 vehicles across the U.S. and UK, moves patients between healthcare facilities and clinical appointments. Customers are hospitals and health systems that outsource patient transport logistics to DocGo. DocGo differentiates by integrating its proprietary dispatch and tracking platform with hospital EMR systems like Epic, and in some cases acts as a full transportation manager — assigning trips to its own fleet or third-party vendors. The mobile health segment sends nurses and other clinicians directly to patients' homes or workplaces, offering services like care gap closure, post-discharge follow-up, primary care, remote patient monitoring, and mobile phlebotomy. Customers include Medicare Advantage and Medicaid managed care plans, hospital systems, municipalities, and employers. Transportation generates roughly 62% of revenue and mobile health the remaining 38%. The transportation segment is volume-driven, with margins tied to labor utilization. Mobile health revenue scales with patient visits completed and reimbursement per visit, and payer contracts tend to expand over time from a single service to broader care management. DocGo acquired SteadyMD in 2025, a virtual care platform with over 500 clinicians, to pair virtual care with its in-person delivery model. DocGo's longer-term goal is to move toward value-based reimbursement arrangements with payers, sharing in savings from improved patient outcomes.
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