Assort Health

Assort Health develops a platform of AI agents that handle patient-facing administrative work for healthcare provider organizations, beginning with inbound phone calls and expanding across the patient journey. The platform covers appointment scheduling and management, triage and intelligent routing, after-hours coverage, patient intake, insurance and eligibility checks, medication refills, lab requests, referral and fax automation, document processing, task management, waitlist management, two-way texting, online scheduling, and payment resolution. Assort markets four interconnected products: Concierge (always-on inbound handling), Activate (proactive outbound outreach for reactivation, waitlists, care-gap closure, no-show recovery, and payments), Orchestrate (automated care journeys covering intake, referrals, digital forms, insurance document processing, and post-visit follow-up), and Empower (a staff co-pilot with summarization, warm handoff, benchmarking, and operational insights). The products share a common "Patient Journey Memory" layer that carries patient context — language preference, visit history, open tasks, sentiment — across channels and interactions [0][2][4].

The company positions its offering around specialty-specific depth rather than general-purpose call automation. Its website cites training on more than 200 million patient interactions, 62,000 care protocols, and 1.6 million decision pathways, and coverage of 23+ specialties including orthopedics, dermatology, ophthalmology, women's health, pediatrics, primary care, ENT and allergy, pain management, cardiology, urology, neurology, gastroenterology, podiatry, behavioral health, radiology, oncology, and emergency medicine. Target organization types listed include FQHCs, health systems, and multi-specialty groups. In June 2026 the company announced an expansion into health system operations, naming John Muir Health among partnering systems [0][2][4].

A third-party profile describes the company somewhat differently and with lower figures (approximately 84 EHR integrations, 55 million patient interactions, 1.2 million edge cases, and about 40 employees), and its funding-round details conflict with the company's own announcements; these discrepancies should be treated with caution [7].

Founding story

Assort Health was founded in 2023 (one third-party source specifies May 2023) by Jon Wang and Jeffery (Jeff) Liu, who are described as bringing AI, healthcare, and machine learning experience from Apple, Stanford, Commure, and Meta. The company frames its origin around the administrative burden in healthcare — patients waiting up to 35 minutes to schedule an appointment, roughly 20 million patients booked with the wrong doctor annually in the US, 88% of appointments booked by phone, and call-center staff turnover near 45% annually — and a conviction that the problem had to be attacked at the "front door" of the health system rather than in the middle [4][5][7].

Business model

Assort Health sells software to healthcare provider organizations — specialty practices, multi-specialty groups, FQHCs, and health systems — that deploys AI agents against their existing EHR/PMS systems. The sources describe an enterprise B2B software relationship with expert onboarding and deployments measured in weeks, but do not disclose pricing, contract structure, or per-unit economics [0][2][4][7].

Not disclosed in the available sources; the company reports revenue growth (8x since Q4 2024 as of April 2025, and 20x over the 15 months preceding June 2026) without stating pricing or revenue figures [4][5].

Traction

The company reports serving hundreds of practices and thousands of providers across 23+ specialties, with 200M+ patient interactions powering its models and a 4.3/5 patient satisfaction rating across 344,000 patient reviews (an earlier 2025 release cited 4.6/5). Revenue grew 8x from Q4 2024 to April 2025 and 20x over the 15 months preceding June 2026. Reported operational outcomes include 99% scheduling accuracy and a 90%+ resolution rate (2025), $3.3M annual revenue per 100 providers, 115% labor capacity gains, and customer-specific results such as an 89% reduction in hold times, hold times cut from 11 minutes to 1 minute in 30 days at Peninsula Orthopaedic Associates, and $2.3M and $1.3M in captured revenue at unnamed customers. Activate was reported deployed across 1,000+ providers at launch, with a 64% referral scheduling conversion rate at SENTA Partners; the Referrals agent is cited as converting 79% of referrals into scheduled appointments [0][2][4][5][6].

Latest developments

In June 2026 Assort announced a $120M Series C led by Menlo Ventures at a $1.2B valuation, taking total funding above $222M, alongside an expansion into health system operations with partners including John Muir Health. In July 2026 it hired a Chief Revenue Officer, VP of Customer Success, and SVP of People from Samsara, Luma Health, and Gusto, and launched the Frontier Awards program. In August 2026 it named Dr. Sunny Eappen — former President and CEO of University of Vermont Health Network and former CMO of Brigham and Women's Hospital — as its first Chief Medical Officer, and unveiled Referrals, an AI agent that processes, triages, and follows up on referrals [4][6].