Agentic Index
Assort Health vs Notable (2026)
Both automate the front office of healthcare, and they ask different things of your team. That verdict is the Agentic Index coverage score, graded from each vendor's own published materials.
Assort Health runs the patient conversation for you. Concierge answers every call, chat and scheduling request with specialty scheduling logic, Activate reaches out on EHR events, and the agents carry each patient's history from one conversation to the next. Their protocols come from the practice's own SOPs and recordings, set beside a base of more than 62,000 care protocols. Notable gives your team a platform to build on. Flow Builder is a drag and drop, low code tool for assembling, testing and monitoring agents from prebuilt skills and connectors. Its agents read and write across EHRs, payer portals, HIEs and claims systems through APIs, HL7 and RPA, and reviewers can sit on any high risk step. Choose Assort when patient calls and scheduling are the job, and Notable when your team wants to build automation across registration, referrals, prior authorization and care gaps.
On the Agentic Index healthcare agent ranking, neither Assort Health nor Notable clears the bar, which asks for all five chart loop capabilities documented in full. Assort Health documents two of the five in full; Notable does not document knowledge grounding and RAG in full. 4 of the 69 vendors in the lane clear it. See the healthcare agent ranking
This comparison is published by Agentic Index, an independent agentic AI vendor research platform. Assort Health and Notable are each graded against the same 14 capability Agentic Index taxonomy, from the vendor's own public materials under the Agentic Index verification standard, alongside 955 researched vendors. No vendor pays for placement and no vendor has reviewed this page. How this evidence is graded
Choose Assort Health if
- Patient calls and specialty scheduling are the bottleneck, and they need answering around the clock.
- Each patient's language, visit history, open tasks and sentiment should carry from one conversation to the next.
- Your SOPs, decision trees and recorded calls should become the protocols the agents follow, without your team configuring flows by hand.
- You want test calls on your own data before launch, and transcript review with flagged disagreements after it.
Choose Notable if
- Your team, inside IT and out, will build and change agents itself in a low code builder.
- High risk steps such as prior authorization submissions need a human reviewer placed in the flow before the work goes on.
- Agents must reach payer portals, HIEs, claims platforms and data warehouses as well as the EHR.
- HITRUST, PCI DSS, ISO 27001 and SOC 2 Type 2 are required, with product SSO and immutable audit logs traced to individual users.
- Named agents for the front desk, referrals, authorizations and revenue cycle would give you a starting point.
| Feature | A Assort Health |
N Notable |
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| Action & orchestration | ||
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Integrations & Tool Calling Ability to connect agents to real systems through native integrations, OAuth-authenticated actions, custom tools, APIs, webhooks, or MCP-compatible tools. |
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Assort HealthIntegrations & Tool Calling The platform integrates bidirectionally with 20+ EHR and PM systems, including Epic, athenahealth, Oracle Health, Allscripts, NextGen, ModMed, Veradigm and eClinicalWorks, plus Genesys, Five9, Cisco and NiCE contact centers. Concierge reads live availability and writes confirmed appointments and tasks back into the record. Concierge also captures insurance coverage, demographics and patient history on the call, and Activate writes rebooked appointments into the EHR with notes for each. SourceAssort Health, assorthealth.com/health-systems, /concierge and /activateread 2026-10-05 |
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NotableIntegrations & Tool Calling Notable reads and writes in real time across EHRs (Cerner and Epic named in customer quotes), payer portals, CRMs, HIEs, data warehouses and claims platforms, using APIs, HL7, RPA and other methods to put data into the right fields. Sync with EHRs and payer portals runs both ways. Notable is an Epic Showroom partner and an Oracle Health build partner, also names MEDITECH Expanse, athenaOne and athenaIDX, and says it connects with more than 50 healthcare systems. SourceNotable, notablehealth.com/ai-platform/integrationsread 2026-10-05 |
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Workflow Orchestration Ability to sequence, branch, retry, route, and combine deterministic workflow nodes with autonomous agent steps. |
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Assort HealthWorkflow Orchestration Separate agents share one patient journey. Concierge handles inbound calls, chat and scheduling, Activate runs outbound outreach on EHR events and writes outcomes back, and Orchestrate runs automated workflows, with specialty scheduling logic and provider rules the practice sets applied on each case. Orchestrate covers every touchpoint from intake to referrals to follow up with no manual handoffs, and a cancellation sets off two workflows in parallel. SourceAssort Health, assorthealth.com/platform and /activateread 2026-10-05 |
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NotableWorkflow Orchestration Flow Builder is a drag and drop, low code interface where teams build, test and deploy logic based workflows from prebuilt skills and connectors, including dynamic flows that route high risk tasks to human reviewers. Each block carries plug ins for real time analytics, monitoring, adjustments and triage, and LLMs and OCR are available as tools inside a flow. Notable says Flow Builder covers hundreds of proven use cases, with MIT Health and Montage Health among its users. SourceNotable, notablehealth.com/ai-platform/flow-builderread 2026-10-05 |
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Triggers & Channel Coverage How agents wake up and where they work: schedules, webhooks, message events, CRM events, inbox events, chat, email, voice, and collaboration tools. |
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Assort HealthTriggers & Channel Coverage Concierge answers every inbound call, chat and scheduling request 24/7, and Activate starts outreach on EHR events such as a last-minute cancellation detected in real time. Activate also reaches out from pending items in the EHR, open referrals, care gaps and outstanding balances, by phone, text and email. SourceAssort Health, assorthealth.com/activate and /conciergeread 2026-10-05 |
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NotableTriggers & Channel Coverage Agents run automated voice calls and outreach campaigns (such as annual wellness visit outreach that drives self scheduling) and work queues without staff starting each item. Notable does not describe the trigger configuration itself. Customers report results such as no show rates down 13% at MUSC Health and 14.6% at Montage Health. SourceNotable, notablehealth.com/ai-platform/sidekick and /ai-agent-workforce/overviewread 2026-10-05 |
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| Knowledge & context | ||
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Knowledge Grounding & RAG Ability to ground agent behavior in company data through document ingestion, retrieval, external knowledge APIs, semantic search, or RAG layers. |
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Assort HealthKnowledge Grounding & RAG Synapse ingests the practice's own EHR history, SOPs, decision trees and call recordings into the protocols the agents follow, beside a vendor base of 62K+ care protocols and 1.6M+ decision pathways. It combines that material with Assort's own dataset to build workflows specific to the practice from day one, in place of manual configuration. SourceAssort Health, assorthealth.com/platformread 2026-10-05 |
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NotableKnowledge Grounding & RAG Notable retrieves EHR data and processes it through LLM prompts, and Sidekick's recommendations cite their sources. Those sources come from the patient record. There is no stated knowledge base, policy library or search layer of the customer's own for agents to draw on. Sidekick does deep document analysis for work such as prior authorization, fax labeling and call transcripts. SourceNotable, notablehealth.com/ai-platform/sidekickread 2026-10-05 |
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Memory & State Persistence Ability to persist context across a run, conversation, workflow, user, team, or longer-term memory layer. |
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Assort HealthMemory & State Persistence Patient Journey Memory carries each patient's language preference, visit history, tone, open tasks and sentiment across channels and interactions, kept for each patient separately. Every interaction builds on the last, across channels, across time and across each step of care. Assort does not say how long the memory lasts, how it is retained or how it is deleted. SourceAssort Health, assorthealth.com/platformread 2026-10-05 |
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NotableMemory & State Persistence There is no stated memory that agents keep from one task to the next, and the EHR remains the source of truth. Sidekick improves with every completed task through machine learning, but Notable does not say what it keeps or for how long. SourceNotable, notablehealth.com/ai-platform/overview and /sidekickread 2026-10-05 |
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| Control & trust | ||
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Human Oversight & Guardrails Approval steps, consent checkpoints, escalation rules, structured guardrails, policy constraints, and pause/resume controls. |
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Assort HealthHuman Oversight & Guardrails Warm handoffs route conversations to staff, provider rules bound what the agents book, and staff sign off on test call results before launch. Agents book appointments and submit tasks without staff intervention, and no review or approval step comes before an action goes through. Some requests become a task in the EHR for the provider to review and act on, and 79% of referrals are scheduled without staff help. SourceAssort Health, assorthealth.com/concierge, /health-systems and the implementation timeline postread 2026-10-05 |
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NotableHuman Oversight & Guardrails Operators build workflows that insert human reviewers wherever needed for high complexity or high risk tasks while agents handle routine work, and the review step comes before the work goes on. Sidekick prepares summaries and call transcripts for human review, and Notable describes Sidekick as working with a human in the loop. SourceNotable, notablehealth.com/ai-platform/flow-builder and /sidekickread 2026-10-05 |
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Security, Identity & Governance RBAC, SSO, auditability, encryption, least-privilege tool access, compliance posture, and data handling policy. |
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Assort HealthSecurity, Identity & Governance Assort claims SOC 2 Type II certification and HIPAA handling of PHI. Customers request the SOC 2 report through Assort's trust center, hosted on Vanta. An independent audit verified both the design and the effectiveness of Assort's security controls. Customers get no SSO, roles or other access model. SourceAssort Health, assorthealth.com/health-systemsread 2026-10-05 |
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NotableSecurity, Identity & Governance Attestations cover HITRUST, SOC 2 Type 2, PCI DSS and ISO/IEC 27001:2022, with product-level SSO, and all access within the platform is recorded in immutable audit logs traceable to individual users. Disk encryption is among the endpoint controls, employees sign in through internal SSO, and access inside the company is monitored and controlled. SourceNotable, trust.notablehealth.comread 2026-10-05 |
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Observability & Auditability Traces, logs, execution histories, metrics, audit events, and debugging detail for production agent behavior. |
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Assort HealthObservability & Auditability Practices can review call transcripts and flag disagreements, and analytics on patient interactions track scheduling accuracy and protocol adherence. Every action syncs back to the EHR in real time with notes on each appointment, and Empower gives staff performance insight. There is no record per call of the actions or EHR writes the agent made. SourceAssort Health, assorthealth.com implementation timeline post, /concierge, /activate and /platformread 2026-10-05 |
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NotableObservability & Auditability There are immutable audit logs traceable to individual users and reviewed regularly, agent-level dashboards tracking each agent's performance and success rates, and 360-degree workflow reporting. Business insight dashboards track workflow efficiency, success rates and business outcomes, and each Flow Builder block reports analytics in real time. SourceNotable, notablehealth.com/ai-agent-workforce/overview and /ai-platform/flow-builderread 2026-10-05 |
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Deployment & Data Residency Deployment modes and options, including SaaS, dedicated cloud, VPC, on-prem, hybrid, local runtime, and self-hosting. |
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Assort HealthDeployment & Data Residency Assort names no hosting region. Customers cannot choose a region, and there is no option to run in a customer environment or on premises. Implementation takes weeks once Assort has EHR access and a test environment, and the full rollout runs 30 to 45 days from discovery to launch. SourceAssort Health, assorthealth.com/health-systems and the implementation timeline postread 2026-10-05 |
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NotableDeployment & Data Residency Notable is hosted on Google Cloud Platform, and there is no stated region choice, customer environment or on premises option. Notable runs as a hosted service, and its EHR connections and RPA reach into the customer's own systems from there. SourceNotable, trust.notablehealth.com and notablehealth.com/ai-platform/integrationsread 2026-10-05 |
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| Solution readiness | ||
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Prebuilt Agents, Templates & Packs Ready-made workflows, packaged employees, templates, blueprints, industry solutions, and role-specific agents that reduce time-to-value. |
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Assort HealthPrebuilt Agents, Templates & Packs Concierge handles inbound access and Activate handles outbound outreach, and both ship out of the box with protocols for 17 named specialties and a base of 62K+ care protocols. Activate comes with campaigns for referrals, rescheduling, preventive care, patient reactivation, waitlists and outstanding balances, and Empower adds AI tools that give staff live context, guidance and performance insight. SourceAssort Health, assorthealth.com/platform and /activateread 2026-10-05 |
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NotablePrebuilt Agents, Templates & Packs Ready made AI skills and prebuilt AI Agents cover registration, scheduling, authorizations, referrals and care gaps, with foundation flows for contact center, revenue cycle, access and quality, and a Builder Hub marketplace for workflow templates. Named agents include a Revenue Cycle Agent, a Clinical Documentation Agent, a Referrals Coordinator Agent, a Front Desk Agent and an Authorizations Agent, and customers run others such as the HOPE AI voice assistant at Southwest General and a Chronic Condition Review Agent at Security Health Plan. SourceNotable, notablehealth.com/ai-agent-workforce/overviewread 2026-10-05 |
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| Platform extensibility | ||
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Model Flexibility & Routing Ability to work across multiple foundation models, route tasks to different models, or let buyers bring their own providers and keys. |
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Assort HealthModel Flexibility & Routing The agents run on Assort's own AI, trained on 250M+ patient interactions across 23+ specialties. Assort names no model provider, and customers cannot choose a model. A self reinforcing model learns from the agents' work to improve their performance over time. SourceAssort Health, assorthealth.com/platform and /conciergeread 2026-10-05 |
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NotableModel Flexibility & Routing LLMs and OCR are named as tool classes inside Flow Builder. No model provider, model name or customer choice is disclosed. Sourcenotablehealth.com/ai-platform/flow-builderread 2026-09-29 |
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APIs, SDKs & MCP Extensibility Composability layer: stable APIs, SDKs, MCP tool consumption/serving, custom tools, and integration into internal systems. |
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Assort HealthAPIs, SDKs & MCP Extensibility The Assort platform has no API, SDK or MCP server. Customers connect through the built in EHR, practice management and contact center integrations instead. SourceAssort Health, assorthealth.com/platform and /health-systemsread 2026-10-05 |
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NotableAPIs, SDKs & MCP Extensibility A Builders Partner Program lets developers and software firms build and monetize agent workflows and integrations on Flow Builder through a Builder Hub marketplace, but no API reference, SDK or MCP server for building on Notable is published. Sourcenotablehealth.com/builders-programread 2026-09-29 |
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Testing, Debugging & Optimization Testing, debugging, scoring, retries, fallbacks, quality gates, and optimization loops for improving agent workflows before and after deployment. |
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Assort HealthTesting, Debugging & Optimization Before launch, the agent runs test calls against the organization's own data to validate accuracy and warm handoff logic, and staff sign off on the results. After launch, live calls run under monitoring with tuning as staff flag new scenarios. Automated QA detects and resolves issues as they appear, and each implementation phase has a checkpoint approval before the next one starts. SourceAssort Health, assorthealth.com implementation timeline post and /platformread 2026-10-05 |
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NotableTesting, Debugging & Optimization Teams build, test, deploy and monitor agents in Flow Builder, which a customer describes as a sandbox over their EHR integrations. Sidekick lets staff evaluate voice call performance and feed back for improvement, and agent-level dashboards benchmark performance. No test set or pass criteria are itemized. Notable says Sidekick turns 20 to 30 minute prior authorization submissions into 7 minute workflows. SourceNotable, notablehealth.com/ai-agent-workforce/overview, /ai-platform/flow-builder and /sidekickread 2026-10-05 |
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| Specialist automation | ||
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Browser & Computer Use Browser, desktop, or remote/local computer control for workflows that cannot be handled through stable APIs alone. |
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Assort HealthBrowser & Computer Use The agents act through voice, chat, text, email and EHR integrations, along with a website chatbot and online scheduling. They do not control a browser, desktop or computer. SourceAssort Health, assorthealth.com/concierge and /activateread 2026-10-05 |
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NotableBrowser & Computer Use RPA is a named integration method for reading and writing data in systems such as payer portals, so agents act inside platforms that have no API. There is no stated general browser or computer control. Notable says it reads and writes data in any field of any system, using APIs, RPA, HL7 and other methods. SourceNotable, notablehealth.com/ai-platform/integrationsread 2026-10-05 |
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Pricing snapshot
Sourced from the Index pricing dataset · open each vendor's profile for full detail.
| Pricing | A Assort Health |
N Notable |
|---|---|---|
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Entry price Lowest public entry point |
Contact sales; no pricing published | Contact sales |
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Pricing confidence How public the numbers are |
Contact only | Contact only |
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Billing Primary billing axis |
Not published. | — |
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Variable cost Workload / overage exposure |
High variable cost | High variable cost |
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Free tier / trial Try before you buy |
No free tier
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No free tier
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Buying motion Self-serve vs sales call |
Sales call | Sales call |
Neither publishes pricing. Both sell through a demo.
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