How much does Assort Health cost?

Enterprise custom quote; no public rates.

What are the best alternatives to Assort Health?

Based on documented capability coverage across the Agentic Index 14 point taxonomy, the closest alternatives to Assort Health among healthcare agents are Ember Copilot, RapidClaims, Hyro, Alaffia Health. Each is graded on the same public evidence, and no vendor pays for placement.

Does Assort Health have SOC 2, SSO and role based access control?

Full under the Agentic Index verification standard. Assort Health publishes public evidence of enterprise security and identity controls, covering a compliance posture such as SOC 2 or ISO 27001, single sign on (SSO or SAML), and role based access control (RBAC). Evidence basis: HIPAA, HITRUST CSF, and SOC 2 Type 2 compliance reported in company profiles; confidence medium pending first party attestation page, Assort profiles 2026-07-22. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Assort Health give you tracing and observability into agent runs?

Full under the Agentic Index verification standard. Assort Health publishes public evidence of tracing, observability and audit logging into agent runs, so a team can see what an agent did and why. Evidence basis: Dashboard for managing AI agent fleets with outcome reporting on resolution rates, abandonment, and scheduling accuracy, Assort funding materials 2026-07-22. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Assort Health require human approval before an agent acts?

Full under the Agentic Index verification standard. Assort Health publishes public evidence of human approval steps and guardrails, so an agent action can be held for review before it executes. Evidence basis: AI warm handoffs to humans are a documented platform capability for interactions the agents should not complete alone, Assort materials 2026-07-22. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

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Assort Health

Q: Who is Assort Health for?

multi site practices, multi specialty groups, health systems

Also known as: Assort OS, Synapse, Activate

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Healthcare agentindependentVerified 2026-07-22

Entry priceContact salesFull pricing detail

Specialty specific agentic AI for the patient journey, built on 190M+ patient voice interactions across 23+ specialties, handling scheduling, intake, referrals, refills, eligibility, and payments with native Epic and Athena integration, valued at $1.2B.

Assort Health runs AI agents across the full patient journey: scheduling, intake forms, referrals, document processing, medication refills, real time eligibility checks, lab requests, and payments. Its model is built on 190 million specialty patient interactions and updates in real time, with specialty specific protocols across 23+ specialties out of the box and Patient Journey Memory carrying each patient's language, channel preferences, and care history across interactions.

The platform integrates natively with Epic and Athena among 15+ platforms, offers omnichannel coverage across voice, text, email, and fax with warm handoffs to humans, and reports 99 percent scheduling accuracy, 90 percent plus first call resolution, a 5 percent appointment volume lift, and a 4.3 of 5 patient satisfaction score across 344K reviews. HIPAA, HITRUST CSF, and SOC 2 Type 2 compliance are reported.

Vendor details

Canonical URL

https://www.assorthealth.com

Funding status

$222M+ total at $1.2B valuation; $120M Series C Jun 2026 (Menlo Ventures), $76M Series B Sep 2025 (Lightspeed)

Company status

independent

Use cases & customers

Primary use cases

patient scheduling callsintake and formsreferral handlingmedication refillseligibility checkspayment collection

Target customers

multi site practicesmulti specialty groupshealth systems

Deployment options

SaaS

Integrations

Native Epic and Athena integration (described as the industry's most robust Athena integration) across 15+ EHR and practice management platforms; omnichannel voice, text, email, and fax.

Sources & related URLs

Research sources

https://www.assorthealth.com/ https://www.prnewswire.com/news-releases/assort-health-raises-120-million-series-c-to-scale-largest-deployment-of-ai-agents-for-the-patient-journey-302808634.html https://www.assorthealth.com/press

Agentic Index coverage score

10.0 / 14 capabilities · 71%

Integrations & Tool Calling	Full
Native Epic and Athena integration across 15+ EHR and PM platforms with real time reads and writes of patient data, insurance, and appointments, Assort site and Series C release 2026-07-22
Workflow Orchestration	Full
Orchestrates every step of the patient journey from intake and scheduling to referrals, billing, and care gap closure, decomposing interactions into steps handled by specialized agents, Assort site 2026-07-22
Knowledge Grounding & RAG	Full
Model built on 190M+ specialty patient interactions updating in real time, encoding specialty protocols, provider nuances, and insurance workflows out of the box, Assort site 2026-07-22
Human Oversight & Guardrails	Full
AI warm handoffs to humans are a documented platform capability for interactions the agents should not complete alone, Assort materials 2026-07-22
Security, Identity & Governance	Full
HIPAA, HITRUST CSF, and SOC 2 Type 2 compliance reported in company profiles; confidence medium pending first party attestation page, Assort profiles 2026-07-22
Observability & Auditability	Full
Dashboard for managing AI agent fleets with outcome reporting on resolution rates, abandonment, and scheduling accuracy, Assort funding materials 2026-07-22
Memory & State Persistence	Full
Patient Journey Memory is a named platform capability: every interaction draws on prior context including language, timing and channel preferences, and care history, Assort site and Series C release 2026-07-22
Deployment & Data Residency	Partial
Enterprise SaaS; no self host or data residency options documented, Assort materials 2026-07-22
Prebuilt Agents, Templates & Packs	Full
Specialty specific agents across 23+ specialties handle protocols, provider nuances, and insurance workflows out of the box, Assort site 2026-07-22
Triggers & Channel Coverage	Full
Omnichannel coverage across voice, text, email, and fax with 24/7 inbound handling and outbound campaigns, Assort materials 2026-07-22
Model Flexibility & Routing	Unable to verify
Proprietary specialty model that updates in real time; no customer facing model choice or routing, Assort materials 2026-07-22
APIs, SDKs & MCP Extensibility	Unable to verify
No public developer API, SDK, or MCP surface documented, Assort materials 2026-07-22
Testing, Debugging & Optimization	Partial
Thousands of specialty specific tests with around the clock automated system testing maintain resolution rates, though testing is vendor operated rather than customer facing tooling, Assort funding materials 2026-07-22
Browser & Computer Use	Unable to verify
Operates through voice channels and EHR integrations, not browser or computer interface control, Assort materials 2026-07-22

The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Recent platform changes

2026-08-12·Agent capabilityVerified

Assort Health launched Referrals, a new AI agent designed to automate inbound referral processing for specialty practices and health systems. The agent ingests referrals from electronic health records, faxes, or PDFs, extracts relevant data, verifies patient eligibility, and identifies the appropriate provider based on clinical rules. It then conducts proactive outreach via voice, text, or email to schedule the patient directly in the EHR.

Bears on: Workflow orchestration

View source

View all 1 change for Assort Health →Tracked since Aug 2026 · Verified from public vendor sources

Pricing

Contact sales

interactions / calls

What is public

No public pricing. Third party voice AI roundups describe enterprise custom quotes and position Assort in the managed workflow tier for clinic groups and health systems.

Variable cost rationale

Enterprise custom pricing scoped to patient interaction volume across specialties and sites; no public rates.

Sales call required

Yes, required for paid access

Free / trial

None public

Agentic Index verified 2026-07-22

Related vendors

Alternatives to Assort Health

The closest documented capability profiles to Assort Health among healthcare agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

Ember Copilot10.0 / 14Adds documented APIs, SDKs & MCP Extensibility
RapidClaims10.0 / 14Adds documented APIs, SDKs & MCP Extensibility
Hyro8.5 / 14A lighter documented profile than Assort HealthAssort Health vs Hyro →
Alaffia Health9.0 / 14Adds documented APIs, SDKs & MCP Extensibility
Charta Health10.0 / 14Adds documented APIs, SDKs & MCP Extensibility
Claim Health9.0 / 14Adds documented APIs, SDKs & MCP Extensibility

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Compare Assort Health with other vendors →Compare all healthcare agents →See where Assort Health ranks →

Data confidence: high

Head to head

Assort Health vs Hyro