Assort Health

What Assort Health does

Assort Health is a San Francisco-based healthcare AI software company founded in November 2023 by Jon Wang and Jeffery Liu that provides specialty-specific voice AI agents for healthcare call centers and patient access workflows. The platform, branded as Assort OS, comprises four interconnected modules — Concierge (always-on inbound), Activate (proactive outbound), Orchestrate (automated care journeys), and Empower (workforce augmentation) — that share a single Patient Journey Memory across voice, SMS, chat, and email in 29 languages, and write every appointment, task, and record update directly back to the customer's EHR in real time.

The underlying technology is anchored by Synapse, Assort's proprietary AI model trained on a dataset the company describes as the largest specialty-specific patient interaction corpus in healthcare AI: 150M+ patient interactions, 62K+ care protocols, and 1.6M+ decision pathways. Synapse acts as both an inference engine and an automated deployment tool that ingests a practice's EHR history, SOPs, decision trees, and call recordings to configure specialty-specific workflows in weeks rather than months. The platform is deployed across 22 specialties (orthopedics, dermatology, ophthalmology, OB-GYN, pediatrics, primary care, ENT, and others) and integrates natively with 15+ EHR/PMS platforms including Epic, athenahealth, ModMed, NextGen, eClinicalWorks, Greenway, AdvancedMD, Allscripts, Nextech, and Veradigm.

The company sells primarily through an enterprise, demo-led sales motion targeting specialty practices, multi-site provider groups, FQHCs, and increasingly large health systems and academic medical centers (e.g., John Muir Health). Revenue is generated via quote-based, multi-year subscription contracts sized to specialty, provider count, EHR, and call volume, supplemented by implementation services delivered through dedicated implementation engineers and the Synapse deployment engine. As of June 2026, Assort serves 5,000+ providers, has supported 190M+ patient interactions, and has raised over $222 million in cumulative funding across seed, Series A, Series B, and Series C rounds, reaching a $1.2 billion post-money valuation.

Name

Assort Health

Legal name

Assort Health

Website

https://assorthealth.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

101–250 employees

Short description

Assort Health provides specialty-specific AI voice agents for healthcare call centers, automating appointment scheduling, intake, triage, outreach, and back-office workflows across 22 specialties with native EHR integration to 15+ platforms.

Ownership category

akta.pro rank

Product category

Healthcare AI Patient Engagement

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Misc Health & Allied Services, Nec (8090)

akta.pro primary industry

Adherence, Reminders & Engagement Automation (Medication/Follow-up) (HLACAEAJ)

akta.pro secondary industries

Enterprise Integration Engines & Interface Management (HL7 v2/X12/API) (HLACABAC), Employer/Member Engagement Platforms for Provider-Sponsored Plans (HLACAEAM)

Keywords

• Healthcare AI agents
• Voice AI healthcare
• Patient access automation
• EHR-integrated scheduling
• Specialty medical AI

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D

Revenue model

1. SaaS platform subscription (Assort OS / Concierge + Activate): Recurring subscription revenue from healthcare practices and health systems licensing Assort's AI agent platform; pricing is quote-based / enterprise contracts aligned to provider count and call volume, with 20x revenue growth reported over the 15 months preceding the Series C.
2. Professional services / implementation: Specialty-configured onboarding via the Synapse engine plus dedicated implementation engineers; most practices are described as going live in weeks, with expert onboarding included in the engagement.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Assort Health sells an AI voice agent platform for healthcare call centers that automates patient interactions across the entire patient journey, including appointment scheduling, intake, triage, referrals, refills, payments, and outbound outreach. The platform is powered by a proprietary Synapse AI model trained on 150M+ patient interactions and 62K+ care protocols, and it integrates natively with 15+ EHR and practice management systems (Epic, athenahealth, ModMed, NextGen, eClinicalWorks, Greenway, AdvancedMD, Allscripts, Nextech, Veradigm). It is sold as enterprise SaaS subscriptions to specialty medical practices, multi-specialty groups, FQHCs, and large health systems across 22+ specialties.

Product overview

Assort Health is a single unified patient access and engagement platform (Assort OS) composed of four interconnected AI agent modules — Concierge (always-on inbound), Activate (proactive outbound), Orchestrate (automated care journeys), and Empower (workforce augmentation) — all powered by Assort's proprietary Synapse AI model trained on more than 190 million patient interactions, 62,000+ care protocols, and 1.6 million+ decision pathways. The platform addresses specific healthcare workflows (Appointment Scheduling, Patient Intake, Intelligent Triage & Routing, After-Hours Coverage, Proactive Patient Outreach, Medication Refill, Referral Automation, Payment Resolution, and Task Management) and is delivered through specialty-trained voice AI agents for Orthopedics, Dermatology, Ophthalmology, Women's Health/OB-GYN, Pediatrics, Primary Care, ENT & Allergy, Pain Management, Cardiology, Urology, Neurology, Gastroenterology, Podiatry, Behavioral Health, Radiology, Oncology, and Emergency Medicine, plus settings (FQHC, Health Systems, Multi-Specialty). Every module and solution shares a single Patient Journey Memory and writes directly into the customer's EHR across 15+ supported platforms (Athena, Epic, ModMed, NextGen, eClinicalWorks, Greenway, Nextech, AdvancedMD, Allscripts, Veradigm, and others), which is the platform's core technical differentiator.

Differentiator

Problem solved

Functional benefit

Brands

• Assort OS: Comprehensive patient experience platform powered by specialty-specific agentic AI.
• Assort Concierge
• Assort Activate
• Synapse

Products and services

• Assort Platform (Assort OS) Unified AI agent platform for the healthcare patient journey, comprising four interconnected modules (Concierge, Activate, Orchestrate, Empower) that share a single patient context across every step of care. Trained on 150M+ patient interactions across 20+ specialties and integrates natively with 15+ EHR/PMS systems.
• Assort Concierge AI agent for every inbound patient interaction across phone, chatbot, and online scheduling 24/7. Handles appointment scheduling and management, triage and routing, after-hours coverage, medication refills, FAQs, tasks, and online scheduling, syncing every action back to the EHR in real time.
• Assort Activate Outbound AI agent that proactively contacts patients across phone, SMS, and email for appointment reactivation, no-show and cancellation recovery, referral scheduling, waitlist management, care gap closure, and payment resolution.
• Assort Orchestrate Module for automated workflows across every patient touchpoint, including patient intake, referral automation, digital form builder, insurance document processing, and post-visit follow-up, with no manual handoffs.
• Assort Empower Staff co-pilot module providing real-time context, guidance, and performance insights, including AI summarization, operational insights engine, and warm handoff to make staff more effective on escalated interactions.
• Synapse Proprietary AI model trained on more than 190 million patient interactions and 1.6M+ decision pathways. Acts as Assort's automated implementation engine, ingesting a practice's EHR history, SOPs, and decision trees to build precise, specialty-tuned workflows from day one, with self-reinforcing learning over time.
• Voice AI Agent for Orthopedics Specialty-trained voice AI for orthopedic groups, handling acute injury triage, workers comp intake, post-op and global period logic, injection scheduling, and imaging coordination, with native Epic, Athena, eClinicalWorks, NextGen, ModMed, and Greenway integrations.
• Voice AI Agent for Dermatology Specialty-trained voice AI for dermatology practices that distinguishes cosmetic, medical, and surgical calls, enforces iPLEDGE windows, and coordinates Mohs surgical pathways, with native ModMed, Nextech, eClinicalWorks, athenahealth, and Epic integrations.
• Voice AI Agent for Ophthalmology Specialty-trained voice AI for ophthalmology handling 46+ retinal injection protocols, three-track routing across optical/contact lens/medical, cataract surgical coordination, and diabetic eye exam (HEDIS) recall, with native Nextech, ModMed, NextGen, Epic, athenahealth, and eClinicalWorks integrations.
• Voice AI Agent for Women's Health / OB-GYN Specialty-trained voice AI for OB-GYN groups handling prenatal visit cadences, well-woman and preventative care scheduling, linked imaging, high-risk maternal-fetal medicine referrals, and Pap smear/cervical cancer recall.
• Voice AI Agent for Pediatrics Specialty-trained voice AI for pediatric practices handling AAP developmental well-child scheduling, vaccine protocol and seasonal campaigns, urgent sick visit triage by age, newborn 48-hour discharge intake, and sibling back-to-back scheduling.
• Voice AI Agent for Primary Care & Family Medicine Specialty-trained voice AI for primary care, mapping 1,000+ symptom variants to acuity, enforcing Medicare AWV 366-day gaps, and automating chronic care outreach for diabetes and hypertension populations.
• Voice AI Agent for ENT & Allergy Specialty-trained voice AI for ENT and allergy groups covering ear/sinus/throat visit triage, CT scan scheduling, paired audiologist-physician hearing visits, allergy testing prep, and immunotherapy series tracking.

Quantifiable outcome

• 89% reduction in hold times (Chesapeake Health Care)
• +18 more outcomes

Named customers21 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability13 records

Feature6 records

Partnerships

Eleven partnerships are on record, tiered flagship enterprise partner, core integration partner and flagship integration partner.

• John Muir Healthflagship enterprise partnerStrategic or Co-development Partner · 24 June 2026Cited as a key customer partner for the Series C expansion into enterprise health system operations, deploying Assort's agents over Epic and Athena architectures and achieving a 115% increase in administrative labor capacity.
• Epiccore integration partnerTechnology or IntegrationNative EHR integration partner for orthopedic, dermatology, ophthalmology, OB-GYN, pediatrics, and primary care workflows; cited as one of Assort's deepest integrations alongside athenahealth.
• athenahealthflagship integration partnerTechnology or IntegrationAssort's deepest EHR integration is with athenahealth across specialty workflows; cited as the most robust Athena integration in the industry and deployed by John Muir Health over Epic and Athena architectures.
• eClinicalWorkscore integration partnerTechnology or IntegrationNative EHR integration for orthopedic and pediatric specialty workflows.
• ModMed (Modernizing Medicine)core integration partnerTechnology or IntegrationNative EHR integration for orthopedic, dermatology, and ophthalmology specialty workflows.
• NextGencore integration partnerTechnology or IntegrationNative EHR integration for orthopedic, dermatology, ophthalmology, OB-GYN, and primary care specialty workflows.
• Greenway Healthcore integration partnerTechnology or IntegrationNative EHR integration for OB-GYN and orthopedic specialty workflows.
• AdvancedMDcore integration partnerTechnology or IntegrationNative EHR integration for pediatric and ENT specialty workflows.
• Allscriptscore integration partnerTechnology or IntegrationNative EHR integration for pediatric specialty workflows.
• Nextechcore integration partnerTechnology or IntegrationNative EHR integration for dermatology and ophthalmology specialty workflows.
• Veradigmcore integration partnerTechnology or IntegrationNative EHR integration for OB-GYN, pediatric, and primary care specialty workflows.

Scale indicators11 records

Recent moves10 records

Expansion highlights7 records

Emerging players

• Suki AI: Suki provides AI voice and ambient assistants for clinicians focused on documentation and EHR workflows; overlapping customer base with Assort (specialty practices and health systems) but solving a clinician-side rather than patient-access problem.
• Abridge: Abridge is a healthcare AI company focused on clinical conversation documentation; it is adjacent rather than directly overlapping, but shares the same enterprise health system buyers and EHR-integrated AI narrative as Assort.

Broad incumbents

• Olive AI: Olive is a healthcare AI automation vendor targeting revenue cycle and administrative workflows across health systems, with overlapping buyers and an adjacent administrative-automation value proposition to Assort's patient-access platform.
• Talkdesk: Talkdesk is an enterprise cloud contact-center vendor with a dedicated healthcare vertical offering AI-powered patient scheduling and outreach; broader in scope than Assort but directly overlapping in healthcare voice-AI use cases.
• Five9: Five9 is an enterprise cloud contact center platform adding generative and agentic AI capabilities, including healthcare-specific deployments; competes more broadly across inbound voice than Assort but overlaps in healthcare patient access.

Direct peers

• Notable Health: Notable builds AI agents that automate patient outreach, scheduling, and intake workflows for health systems, making it a close peer to Assort's specialty-trained agents for inbound and outbound patient access.
• Hyro AI: Hyro builds conversational and voice AI agents specifically for healthcare providers, including scheduling, FAQ, and patient intake workflows — directly comparable to Assort Concierge's inbound voice automation for specialty practices and health systems.
• Syllable: Syllable provides an AI phone agent for healthcare that handles scheduling, routing, and patient navigation, overlapping directly with Assort's voice AI agent for healthcare call centers and its specialty-trained scheduling logic.
• Artera (formerly WELL Health): Artera offers a patient communication platform spanning texting, voice, email, and live chat for specialty practices and health systems, competing with Assort's omnichannel patient engagement across inbound and outbound workflows.
• Memora Health: Memora Health provides AI-powered patient engagement and care journey automation for healthcare providers, comparable to Assort Orchestrate's automated care journeys and Activate's outbound outreach use cases.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/AssortHealth
• LinkedInlinkedin.com/company/assorthealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds5 records

Investors15 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Assort Health