US Patient Visits Reach 93% of Prior Quarter's Total in Two Months

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1. Disclosure for the quote from the Stewart Thomson article published on March 17, 2026

1. For the quoted article (published on March 17, 2026), Rocket Doctor AI Inc. has paid Street Smart, an affiliate of Streetwise Reports, US$2,500.

2. Author Certification and Compensation: Stewart Thomson was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Thomson is a retired Canadian financial advisor who has passed the Canadian Securities Course as well as additional technical analysis courses that were mandated by his former employer and approved by Ontario regulatory bodies. For the past 15 years, he has been editing and writing numerous financial newsletters that have a strong focus on charts.  The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.

2. Ownership and Share Structure Information

The information listed above was updated on the date this article was published and was compiled from information from the company and various other data providers.

Rocket Doctor AI Inc. (AIDR:CSE; AIRDF:OTC; 939:FRA) reported U.S. operational metrics for the first two months of the third quarter of 2026, with completed patient visits reaching 3,625 for the two-month period ended Aug. 31. That represented 93% of the 3,911 completed visits recorded during the entire three-month second quarter of 2026.

U.S. clinical hours reached 1,555 during July and August, representing 78% of the 1,987.5 clinical hours recorded for the entire second quarter. The update followed the company's second-quarter 2026 financial and operational results announced Sept. 1.

The company noted that certain U.S. revenues are recognized on a cash basis, creating a timing lag between patient visits and corresponding revenue recognition.

For its U.S. operations, Rocket Doctor AI distinguishes between in-network and out-of-network patients when determining reimbursement eligibility for visits conducted through its platform. For in-network patients, both the patient and treating physician must be enrolled with the applicable insurance provider, Medicare, or Medicaid, for a reimbursement claim to be eligible for payment.

The company permits out-of-network patients to access its platform as part of its strategy to drive adoption and expand its user base during the early stage of its U.S. market development. While reimbursement for out-of-network visits is generally not expected, the company submits claims for those visits where possible because certain claims may be approved at the payer's discretion.

Amounts recovered from out-of-network claims are recognized as revenue only upon actual cash receipt due to the uncertainty of collection associated with those visits. Management said it would continue evaluating network coverage and payer relationships with a view to converting out-of-network patients and physicians to in-network status over time.

U.S. Expansion, Physician Capacity, and Value-Based Care

Rocket Doctor AI's September 2026 investor overview identified Florida and Texas as part of its state expansion pipeline, representing approximately 17.8 million covered lives through Medicare and Medicaid. The presentation listed approximately 9 million covered lives in Florida and approximately 8.8 million in Texas and identified the strategy as extending existing relationships with payers.

The presentation reported 81 physicians signed in California, New York, and Maryland. Of those, 31 were clinically active, and 50 were credentialing. It also listed physician capacity pending at three times the current level.

Rocket Doctor AI also described its first value-based primary care agreement with a California independent physician association. The initial panel included 30,000 covered members, while the presentation reported more than 5 million patients that the company could reach in-network and listed nine of 65 payers and health plans.

Under the agreement, physicians are assigned patient panels rather than only receiving one-off visits. They are paid under a recurring per-member-per-month care model rather than solely on a one-off visit basis. The agreement covers Commercial HMO and PPO, Medicare Advantage, D-SNP, and Medi-Cal.

The presentation stated that the structure provides recurring revenue beginning before a patient books and continuity of care. It also described California as the company's lowest-cost and highest-volume state. Rocket Doctor AI said it could pursue the same structure with other plans as it grows, with patients arriving through the plan rather than through an ad auction.

The company's U.S. payer approach included four channels: Medicaid and Medicaid Managed Care, Medicare and Medicare Advantage, HR and employer benefits and commercial insurance, and out-of-network patients. The presentation stated that each payer could provide access to 1 million to 2 million or more covered lives and create repeatable patient volume.

Rocket Doctor AI also identified its out-of-network activity as part of its payer strategy. The presentation stated that out-of-network visits build patient volume, demonstrate demand to payers, strengthen future contracting, and can convert to revenue. It described the stated strategic purpose as using patient demand in payer conversations.