Rankings/Assort Health
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Assort Health

NativePrivateUpdated November 3, 2026

AI voice-agent platform for healthcare scheduling/calls

CEO
Jeffery Liu and Jon Wang (co-CEOs)
Founded
2023
HQ
San Francisco, United States
Total Funding
$222M
Employees
201-500
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Healthcare Tools
34.7Bluescore
Momentum—
Market MapLocked
Rank change (7d)6

Products & Offerings

Assort AI Voice Agent

Specialty-trained voice agent that answers patient calls 24/7 and handles scheduling, intake, triage, refills and FAQs using each practice's own protocols.

PlatformEnterpriseFlagship

Assort Patient Access & Engagement Platform (Assort OS)

Platform that connects scheduling, intake, outbound outreach, referrals and billing across the patient journey, with EHR integrations and analytics.

PlatformEnterpriseCore Platform

Assort Referrals Agent

AI agent that processes inbound referrals, confirms eligibility, matches patients to the right providers and books them; the company says it automates about 90% of referrals end-to-end.

EnterpriseEnterpriseEmerging2026

Assort Dermatology Agents

Voice agents tuned for dermatology workflows; the company reports more appointment volume and higher front-desk capacity.

EnterpriseSMBLive2026

Assort Outbound Outreach

Proactive AI calls and texts for reminders, pre-visit check-ins, recalls and post-visit follow-up to reduce no-shows.

EnterpriseEnterpriseLive

Executive Summary

What they do

  • AI voice agents that answer and place patient calls for practices and health systems
  • Automates scheduling, intake, triage, referrals, reminders and billing calls across 23+ specialties
  • Agents complete scheduling actions directly in EHRs such as NextGen Enterprise and Nextech

Why it matters

  • Phone calls drive most bookings, and long holds and abandoned calls lose patients
  • Customer case studies claim hold times down 89% and call abandonment down 81%
  • $222M+ raised, including a $120M Series C at a $1.2B valuation

Best fit

  • Multi-provider specialty practices with complex scheduling rules and heavy call volume
  • Ophthalmology, dermatology and orthopedic groups on Nextech or NextGen EHRs
  • Health systems wanting to cut call-center staffing and automate referral intake

Watch-outs

  • No public pricing; one buyer site reports a $75K annual minimum
  • Large health-system rollouts only began in earnest after mid-2026 funding
  • Clinical triage and PHI handling need careful safety, escalation and HIPAA review

Latest News

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Analyst VerdictShortlist

Assort Health is one of the best-funded and most widely deployed voice-AI vendors for patient access. It has a KLAS report on customer outcomes, deep specialty-specific workflows, and new EHR partnerships with Nextech and NextGen, so specialty practices and health systems buying phone automation should shortlist it. Before committing, confirm EHR write-back depth for your system, rules for escalating to humans in triage, and pricing minimums, and check health-system references because that segment is newer for the company.

Signal Provenance

Latest observation date and source for each signal category

Signal CategoryLast UpdatedSource
Funding Signals
Last funding round, Funding stage
Oct 31, 2026Montclare research agents
Hiring Velocity
Headcount, Headcount growth
Nov 3, 2026Montclare research agents
Technical Output
Research papers, GitHub activity
Nov 3, 2026Montclare research agents
News Sentiment
News mentions, News sentiment
Nov 3, 2026Montclare research agents
Partnership Signals
Enterprise partnerships, Distribution partners
Nov 3, 2026Montclare research agents
Revenue Indicators
ARR estimate, Revenue growth
Nov 3, 2026Montclare research agents
Leadership Signals
CEO tenure, Founder-led
Nov 3, 2026Montclare research agents
Competitive Position
Category rank, Market share
NeverMontclare research agents

Why this Bluescore?

6 dimensions, each scored 0–10 against all — companies. Each adds its weight × score to the Bluescore — see methodology

D1 · Business Model & Revenue (21%)
4.3
+9.0 of 21 pts · 43th pct
D2 · Product Depth (21%)
2.6
+5.5 of 21 pts · 10th pct
D3 · Data & Model Moat (19%)
3.5
+6.7 of 19 pts · 25th pct
D4 · Talent & Research (16%)
2.2
+3.5 of 16 pts · 7th pct
D5 · Customer Adoption (13%)
5.3
+6.9 of 13 pts · 50th pct
D6 · Investment Momentum (10%)
3.0
+3.0 of 10 pts · 17th pct

Risks

Opaque pricing and reported $75K annual minimums may not suit smaller practices
Medium
Young company with a valuation far ahead of its last disclosed revenue figure
Medium
Crowded field: Hyro, Hello Patient, EliseAI, Notable and Artera compete directly
Medium
AI triage and medication refill calls carry clinical safety and liability exposure
Medium
Depth of EHR write-back varies by system, so workflows may still need manual staff work
Low
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