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Assort Activate

AI agent

by Assort Health

Runs outbound patient campaigns by phone, text and email from EHR data, booking referred and overdue patients, backfilling cancellations from the waitlist, reactivating lapsed patients and collecting outstanding balances, and writes each outcome back to the EHR.

Find alternatives to Assort Activate

What it does

• Voice agent
• Patient communication
• Workflow automation

Features 5

• Scheduling & Patient ReactivationProactive campaigns that fill provider schedules and re-engage inactive patients by phone, text and email.
• Appointment Rescheduling & WaitlistReaches patients who cancel or no-show to rebook, and fills open slots from the waitlist.
• Referral ManagementFinds patients with open referrals in the EHR and reaches out to book their appointments.
• Payment ResolutionContacts patients with outstanding balances and guides them through payment in one interaction.
• Omni-Channel OutreachVoice AI paired with coordinated SMS and email so outreach follows patients across channels.

Sources

Pricing

Not found · 10 Oct 2026

No price on the Activate page; assorthealth.com/pricing returns 404 and buyers are routed to "Get a demo".

Description

Official documentation · 10 Oct 2026

"Activate AI agents proactively reach patients across phone, text, and email to schedule appointments, recover no-shows, confirm upcoming visits, and collect payments." "Identify patients with open referrals in your EHR and automatically trigger outreach to schedule their appointment"; "Notify waitlist patients the moment an earlier slot opens"; "writes every outcome directly back to your EHR".

Sold within

Not found · 10 Oct 2026

Read the Activate page, the platform page and /pricing (404) with curl on 2026-10-10: none states whether Activate is bought alone or with Concierge; the only route shown is "Get a demo".

Name

Official documentation · 10 Oct 2026

Page heading "Assort Activate"; the platform page lists it among "Assort's four interconnected products" as "proactive outbound".

URL

Official documentation · 10 Oct 2026

Activate's own product page, linked from the Platform menu.

Deployment

Official documentation · 10 Oct 2026

A service Assort runs, connected to the practice's EHR; no self-hosted option is named.

Modalities

Official documentation · 12 Oct 2026

Page: 'staff can have two-way conversations with patients via SMS'.

Intended for

Official documentation · 10 Oct 2026

Sold to specialty practices, multi-specialty groups, FQHCs and health systems (Solutions menu).

Also from Assort Health

• Assort Concierge AI agent

  Answers patient calls, chats and scheduling requests around the clock, books appointments against live EHR availability, collects intake and insurance details, triages requests and handles refills, writing each result back to the EHR.

• Assort Orchestrate AI agent

  Automates the paperwork between patient conversations: AI agents process incoming referrals and insurance documents, run digital intake forms and post-visit follow-up, and write the results into the EHR without staff handoffs.

• Assort Empower Application

  Gives a practice's front-office staff an AI co-pilot with live call context and guidance, AI summaries of patient interactions, warm handoffs from the voice agent and an operational insights engine on team performance.

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