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Assort Health

Also known as: Assort OS, Synapse, Activate

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Healthcare agentindependentVerified 2026-07-22

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

Category

Healthcare agent

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.

Capability coverage

10.0 / 14 capabilities · 71%

Integrations & Tool CallingNative 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 Full
Workflow OrchestrationOrchestrates 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 Full
Knowledge Grounding & RAGModel 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 Full
Human Oversight & GuardrailsAI warm handoffs to humans are a documented platform capability for interactions the agents should not complete alone, Assort materials 2026-07-22 Full
Security, Identity & GovernanceHIPAA, HITRUST CSF, and SOC 2 Type 2 compliance reported in company profiles; confidence medium pending first party attestation page, Assort profiles 2026-07-22 Full
Observability & AuditabilityDashboard for managing AI agent fleets with outcome reporting on resolution rates, abandonment, and scheduling accuracy, Assort funding materials 2026-07-22 Full
Memory & State PersistencePatient 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 Full
Deployment & Data ResidencyEnterprise SaaS; no self host or data residency options documented, Assort materials 2026-07-22 Partial
Prebuilt Agents, Templates & PacksSpecialty specific agents across 23+ specialties handle protocols, provider nuances, and insurance workflows out of the box, Assort site 2026-07-22 Full
Triggers & Channel CoverageOmnichannel coverage across voice, text, email, and fax with 24/7 inbound handling and outbound campaigns, Assort materials 2026-07-22 Full
Model Flexibility & RoutingProprietary specialty model that updates in real time; no customer facing model choice or routing, Assort materials 2026-07-22 Unable to verify
APIs, SDKs & MCP ExtensibilityNo public developer API, SDK, or MCP surface documented, Assort materials 2026-07-22 Unable to verify
Testing, Debugging & OptimizationThousands 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 Partial
Browser & Computer UseOperates through voice channels and EHR integrations, not browser or computer interface control, Assort materials 2026-07-22 Unable to verify

Pricing

Contact sales

interactions / calls

Contact onlyHigh variable cost

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

Verified 2026-07-22

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