Assort OS

JSON twin: https://www.healthaidb.com/software/assort-os.json

Company Name

Assort Health

Product URL

https://www.assorthealth.com

Company URL

https://www.assorthealth.com

Categories

• patient Facing
• administrative Operations
• diagnostic Support
• ai Clinical Documentation Integrity
• contact Center Management
• scheduling
• patient Access
• Administrative
• Diagnostic
• Voice Ai
• Call Center Automation
• Patient Access Automation

Summary

Assort OS is an AI-powered platform that automates patient interactions, enhancing access to care and operational efficiency for healthcare providers.

Description

Assort OS is a comprehensive patient experience platform developed by Assort Health, utilizing specialty-specific agentic AI to manage patient communications across voice, text, and web channels. It integrates seamlessly with electronic health record (EHR) and practice management systems, automating tasks such as appointment scheduling, care navigation, prescription renewals, and lab test coordination. The platform aims to eliminate lengthy hold times and scheduling inefficiencies, thereby improving patient access and satisfaction. Assort OS has been deployed by numerous healthcare organizations, including OrthoIndy and Chesapeake Healthcare, achieving over 90% first-call resolution rates. The company has secured significant funding, including a $76 million Series B round led by Lightspeed Venture Partners in September 2025, bringing its total funding to $102 million. Assort Health was founded in 2023 by Jon Wang and Jeff Liu, both with backgrounds in healthcare and technology. The company is headquartered in San Francisco, California, and serves healthcare organizations across the United States. Assort OS is available in English and supports integration with various EHR and practice management systems, including Epic and Cerner. The platform operates on a subscription-based pricing model, with specific pricing details available upon request. Assort Health holds proprietary licenses for its technology, and the company has offices in the United States, including its headquarters in San Francisco, California.

Api Available

yes

Certifications

• SOC 2 Type II
• HITRUST CSF

Company Founding

2023

Company Offices

• United States

Compliance

• HIPAA
• SOC 2 Type II
• HITRUST CSF

Customers

• Cleaver Medical Dermatology
• Orthoindy
• Chesapeake Healthcare
• Northern California Retina Vitreous Associates
• PBOI Palm Beach Orthopedics
• KWOC Orthopaedic Center
• Catalyst Medical Group
• Barrington Orthopedic Specialists
• Santa Barbara Dental Implants
• MDCS Dermatology
• PAOSM
• Cedar Point Health
• Brandywine Dentures and Implants

Data Residency

US-based hosting (HIPAA-compliant); customer EHR/PM integrations

Data Standards

• HL7 v2
• FHIR

Deployment Model

• SaaS

Features

• 24/7 voice AI appointment scheduling, rescheduling, cancellations, confirmations
• Specialty-specific generative voice agents (customized by specialty/provider)
• Provider triage, routing and FAQ handling (Switchboard)
• Self-scheduling across phone, web, email, SMS
• Patient case creation and EHR/PM case population
• Proactive outreach: SMS/call reminders, cancellation notifications, follow-ups
• Fill cancellations and waitlist management
• Prescription refill/renewal handling via calls
• SMS recovery for unscheduled appointments
• Multilingual support
• Bespoke workflow automation / customizable workflows
• Deep EHR and practice management integrations
• Analytics / performance reporting (call volume, hold time, abandonment)
• Edge-case handling via large labeled call dataset and tuning

Id

SW2714

Integration Partners

• Birdeye
• Carepatron
• Weave
• Spruce Health
• Practice Better
• Pabau Practice Management
• Tebra (previously Kareo + PatientPop)
• ModMed
• TigerConnect Clinical Collaboration Platform
• MaxAssist
• Pabau
• DoctorConnect.net

Integrations

• Epic
• Cerner
• AthenaHealth
• AdvancedMD
• Veradigm
• eClinicalWorks
• Elation
• Nextech
• ModMed
• Greenway

Languages Supported

• English

Last Updated

2025-10-11

License

proprietary

Market Segment

• enterprise
• smb

Optional Modules

• AI Copilot
• Billing & Payment Support
• Lab Results and Prescription Refills
• Proactive Outbound Campaigns

Os Platforms

• Web
• iOS
• Android

Pricing Details

Contact vendor for pricing information.

Pricing Model

subscription

Privacy Features

• BAA available
• consent management
• anonymization
• data minimization

Product Code

SW2714

Product Name

Assort OS

Ratings

• 4.0 (2) - Ease of Use
• 3.0 (2) - Value for Money
• 4.5 (2) - Customer Service
• 4.0 (2) - Features
• 8/10 - Likelihood to Recommend
• 4.1 out of 5 - Tebra (previously Kareo + PatientPop)
• 4.5 out of 5 - TigerConnect Clinical Collaboration Platform
• 4.7 out of 5 - MaxAssist
• 4.8 out of 5 - Pabau
• 4.5 out of 5 - DoctorConnect.net

Regions Available

• United States

Related Urls

Release Year

2023

Security Features

• Encryption at rest and in transit
• Role-based access control (RBAC)
• SSO/SAML
• Audit logs / activity logging
• Two-factor authentication (2FA)

Specialties

• Orthopedics
• Physical Therapy
• Cardiology
• Oral Surgery
• Dentistry
• Pediatrics
• Optometry
• Ophthalmology
• Family Medicine
• Primary Care
• Allergy
• Ent
• Chc
• Fqhc
• Urology
• Behavioral Health
• Plastic Surgery
• Dermatology
• Women's Health
• Ob-gyn
• Gastroenterology
• Pain Management
• Urgent Care

Support Channels

• email
• phone
• chat
• ticketing
• community
• 24x7

System Requirements

Target Users

• clinicians
• nurses
• patients
• admins
• payers

Training Options

• documentation
• webinars
• live_online
• onsite
• certification

Type

product

User Reviews

• I appreciate the user-friendly interface of Assort Fitness Track. The platform is designed with a clean and intuitive layout, making it easy to navigate and access the desired features.
• Assort Tech develops mobile, web, and hybrid applications. Assort Fitness Track is one of their recent developments. The interface is intuitive and operates seamlessly, needless to say it's a pleasant experience.

Version

1.0

Alternatives

See related products

Canonical JSON

{
  "product_name": "Assort OS",
  "company_name": "Assort Health",
  "product_url": "https://www.assorthealth.com",
  "company_url": "https://www.assorthealth.com",
  "related_urls": [],
  "product_code": "SW2714",
  "summary": "Assort OS is an AI-powered platform that automates patient interactions, enhancing access to care and operational efficiency for healthcare providers.",
  "description": "Assort OS is a comprehensive patient experience platform developed by Assort Health, utilizing specialty-specific agentic AI to manage patient communications across voice, text, and web channels. It integrates seamlessly with electronic health record (EHR) and practice management systems, automating tasks such as appointment scheduling, care navigation, prescription renewals, and lab test coordination. The platform aims to eliminate lengthy hold times and scheduling inefficiencies, thereby improving patient access and satisfaction. Assort OS has been deployed by numerous healthcare organizations, including OrthoIndy and Chesapeake Healthcare, achieving over 90% first-call resolution rates. The company has secured significant funding, including a $76 million Series B round led by Lightspeed Venture Partners in September 2025, bringing its total funding to $102 million. Assort Health was founded in 2023 by Jon Wang and Jeff Liu, both with backgrounds in healthcare and technology. The company is headquartered in San Francisco, California, and serves healthcare organizations across the United States. Assort OS is available in English and supports integration with various EHR and practice management systems, including Epic and Cerner. The platform operates on a subscription-based pricing model, with specific pricing details available upon request. Assort Health holds proprietary licenses for its technology, and the company has offices in the United States, including its headquarters in San Francisco, California.",
  "categories": [
    "patient Facing",
    "administrative Operations",
    "diagnostic Support",
    "ai Clinical Documentation Integrity",
    "contact Center Management",
    "scheduling",
    "patient Access",
    "Patient-facing",
    "Administrative",
    "Diagnostic",
    "Voice Ai",
    "Call Center Automation",
    "Scheduling",
    "Patient Access Automation"
  ],
  "market_segment": [
    "enterprise",
    "smb"
  ],
  "target_users": [
    "clinicians",
    "nurses",
    "patients",
    "admins",
    "payers"
  ],
  "specialties": [
    "Orthopedics",
    "Physical Therapy",
    "Cardiology",
    "Oral Surgery",
    "Dentistry",
    "Pediatrics",
    "Optometry",
    "Ophthalmology",
    "Family Medicine",
    "Primary Care",
    "Allergy",
    "Ent",
    "Chc",
    "Fqhc",
    "Urology",
    "Behavioral Health",
    "Plastic Surgery",
    "Dermatology",
    "Women's Health",
    "Ob-gyn",
    "Gastroenterology",
    "Pain Management",
    "Urgent Care"
  ],
  "regions_available": [
    "United States"
  ],
  "languages_supported": [
    "English"
  ],
  "pricing_model": "subscription",
  "pricing_details": "Contact vendor for pricing information.",
  "license": "proprietary",
  "company_offices": [
    "United States"
  ],
  "company_founding": "2023",
  "deployment_model": [
    "SaaS"
  ],
  "os_platforms": [
    "Web",
    "iOS",
    "Android"
  ],
  "features": [
    "24/7 voice AI appointment scheduling, rescheduling, cancellations, confirmations",
    "Specialty-specific generative voice agents (customized by specialty/provider)",
    "Provider triage, routing and FAQ handling (Switchboard)",
    "Self-scheduling across phone, web, email, SMS",
    "Patient case creation and EHR/PM case population",
    "Proactive outreach: SMS/call reminders, cancellation notifications, follow-ups",
    "Fill cancellations and waitlist management",
    "Prescription refill/renewal handling via calls",
    "SMS recovery for unscheduled appointments",
    "Multilingual support",
    "Bespoke workflow automation / customizable workflows",
    "Deep EHR and practice management integrations",
    "Analytics / performance reporting (call volume, hold time, abandonment)",
    "Edge-case handling via large labeled call dataset and tuning"
  ],
  "optional_modules": [
    "AI Copilot",
    "Billing & Payment Support",
    "Lab Results and Prescription Refills",
    "Proactive Outbound Campaigns"
  ],
  "integrations": [
    "Epic",
    "Cerner",
    "AthenaHealth",
    "AdvancedMD",
    "Veradigm",
    "eClinicalWorks",
    "Elation",
    "Nextech",
    "ModMed",
    "Greenway"
  ],
  "data_standards": [
    "HL7 v2",
    "FHIR"
  ],
  "api_available": "yes",
  "system_requirements": "",
  "compliance": [
    "HIPAA",
    "SOC 2 Type II",
    "HITRUST CSF"
  ],
  "certifications": [
    "SOC 2 Type II",
    "HITRUST CSF"
  ],
  "security_features": [
    "Encryption at rest and in transit",
    "Role-based access control (RBAC)",
    "SSO/SAML",
    "Audit logs / activity logging",
    "Two-factor authentication (2FA)"
  ],
  "privacy_features": [
    "BAA available",
    "consent management",
    "anonymization",
    "data minimization"
  ],
  "data_residency": "US-based hosting (HIPAA-compliant); customer EHR/PM integrations",
  "customers": [
    "Cleaver Medical Dermatology",
    "Orthoindy",
    "Chesapeake Healthcare",
    "Northern California Retina Vitreous Associates",
    "PBOI Palm Beach Orthopedics",
    "KWOC Orthopaedic Center",
    "Catalyst Medical Group",
    "Barrington Orthopedic Specialists",
    "Santa Barbara Dental Implants",
    "MDCS Dermatology",
    "PAOSM",
    "Cedar Point Health",
    "Brandywine Dentures and Implants"
  ],
  "user_reviews": [
    "I appreciate the user-friendly interface of Assort Fitness Track. The platform is designed with a clean and intuitive layout, making it easy to navigate and access the desired features.",
    "Assort Tech develops mobile, web, and hybrid applications. Assort Fitness Track is one of their recent developments. The interface is intuitive and operates seamlessly, needless to say it's a pleasant experience."
  ],
  "ratings": [
    "4.0 (2) - Ease of Use",
    "3.0 (2) - Value for Money",
    "4.5 (2) - Customer Service",
    "4.0 (2) - Features",
    "8/10 - Likelihood to Recommend",
    "4.1 out of 5 - Tebra (previously Kareo + PatientPop)",
    "4.5 out of 5 - TigerConnect Clinical Collaboration Platform",
    "4.7 out of 5 - MaxAssist",
    "4.8 out of 5 - Pabau",
    "4.5 out of 5 - DoctorConnect.net"
  ],
  "support_channels": [
    "email",
    "phone",
    "chat",
    "ticketing",
    "community",
    "24x7"
  ],
  "training_options": [
    "documentation",
    "webinars",
    "live_online",
    "onsite",
    "certification"
  ],
  "release_year": "2023",
  "integration_partners": [
    "Birdeye",
    "Carepatron",
    "Weave",
    "Spruce Health",
    "Practice Better",
    "Pabau Practice Management",
    "Tebra (previously Kareo + PatientPop)",
    "ModMed",
    "TigerConnect Clinical Collaboration Platform",
    "MaxAssist",
    "Pabau",
    "DoctorConnect.net"
  ],
  "id": "SW2714",
  "slug": "assort-os",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-10-11",
  "links_json": {
    "self": "https://www.healthaidb.com/software/assort-os.json"
  }
}