How much does Assort Health cost?

No pricing is published; Assort sells through a demo.

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 Hippocratic AI, Cedar, CodaMetrix, FinThrive. 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?

Partial under the Agentic Index verification standard. Assort Health publishes some public evidence of security and identity controls, but narrower than the full set of SOC 2, single sign on (SSO) and role based access control (RBAC). Evidence basis: 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. 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?

Partial under the Agentic Index verification standard. Assort Health publishes some public evidence of logging or observability, but narrower than full tracing and auditability across agent runs. Evidence basis: 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 Empowe. 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?

Partial under the Agentic Index verification standard. Assort Health publishes some public evidence of guardrails or oversight, but narrower than a documented human approval step before an agent acts. Evidence basis: 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 st. 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 2026-09-29

Entry priceContact sales; no pricing publishedFull pricing detail

Specialty specific AI agents for patient access. Concierge answers every call, chat and scheduling request and books into the EHR, and Activate reaches out on EHR events, with Patient Journey Memory across interactions and 20+ EHR integrations.

Assort Health builds AI agents for patient access at specialty practices and health systems, trained on more than 250 million patient interactions across 23+ specialties. Concierge answers every inbound call, chat and scheduling request around the clock, captures and verifies patient information, applies specialty scheduling logic and provider rules, books appointments from live EHR availability and submits clinical tasks, covering refills, lab requests, intake, referrals, eligibility and payments, with warm handoffs to staff.

Activate reaches out by voice, text and email on EHR events such as a last-minute cancellation, filling schedules, closing care gaps and collecting payments, and writes outcomes back to the EHR. Synapse ingests a practice's EHR history, SOPs, decision trees and call recordings into the protocols the agents follow, and Patient Journey Memory carries language, visit history, open tasks and sentiment from one interaction to the next.

Assort integrates bidirectionally with 20+ EHR and PM systems including Epic, athenahealth, Oracle Health, NextGen and eClinicalWorks, runs test calls on the organization's data before go-live, lets practices review transcripts and flag disagreements, and states SOC 2 Type II certification.

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

Assort connects 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. It reaches patients by voice, chat, two way text and email.

In practice

Your orthopedic practice misses calls after hours and over lunch. Assort's Concierge answers every call around the clock, books appointments under your provider rules and writes them into Epic or athenahealth.

A patient cancels tomorrow morning's slot. Activate spots the cancellation in the EHR, offers the slot to waitlisted patients by phone, text and email, and writes the new booking back.

Referrals pile up unscheduled in your EHR. Activate reaches out to each referred patient and books the visit, with most referrals scheduled without staff help.

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

8.0 / 14 capabilities · 57%

Integrations & Tool Calling	Full
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
Workflow Orchestration	Full
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
Knowledge Grounding & RAG	Full
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
Human Oversight & Guardrails	Partial
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
Security, Identity & Governance	Partial
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
Observability & Auditability	Partial
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
Memory & State Persistence	Partial
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
Deployment & Data Residency	Not documented
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
Prebuilt Agents, Templates & Packs	Full
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
Triggers & Channel Coverage	Full
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
Model Flexibility & Routing	Not documented
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
APIs, SDKs & MCP Extensibility	Not documented
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
Testing, Debugging & Optimization	Full
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
Browser & Computer Use	Not documented
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

The Agentic Index coverage score grades every vendor Full, Partial or Not documented 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

Product updates

September 17, 2026·IntegrationsVerified

Assort Health expanded its workflow automation for practices on NextGen Enterprise. Its AI agents can now complete patient access actions directly in the EHR, such as reading open appointment slots and booking them.

Bears on: Integrations

View source

August 12, 2026·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 2 Assort Health updates →Tracked since Aug 2026 · Verified from public vendor sources

Pricing

Contact sales; no pricing published

Not published.

What is public

No public pricing on assorthealth.com; buyers book a demo.

Variable cost rationale

No public rate. Cost likely scales with patient interaction volume, specialties and sites (inference, not stated by the vendor).

Sales call required

Yes, required for paid access

Free / trial

None public

Agentic Index verified 2026-09-29

Official pricing page

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.

Hippocratic AI7.5 / 14A lighter documented profile than Assort Health
Cedar7.5 / 14Fuller documented coverage on Observability & Auditability
CodaMetrix6.5 / 14A lighter documented profile than Assort Health
FinThrive7.5 / 14Adds documented Browser & Computer Use
Hyro8.5 / 14Adds documented Model Flexibility & RoutingAssort Health vs Hyro →
Nym7.5 / 14Fuller documented coverage on Observability & Auditability

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: medium

Head to head

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