Assort Health Call Center AI Software

Assort Health was founded in 2023 by Jon Wang, who left medical school for startups, and Jeffery Liu, a former Facebook engineer. The pair spent their early time learning how specialty practices handle patient phone calls, where long holds and dropped calls cost practices appointments and staff time.

Its first agent scheduled orthopedic appointments. Since then Assort has built agents for dozens of specialties, including dermatology, ophthalmology, women's health, ENT, pain management, cardiology, urology, gastroenterology, and behavioral health. The agents connect to EHR and practice management systems, follow each practice's protocols, and hand calls to staff when needed.

The current platform has four parts. Concierge handles inbound calls for triage, scheduling, refills, lab requests, eligibility, and intake in any language. Activate calls patients to close referral loops, fill care gaps such as screenings, recover no-shows, and collect payments. Orchestrate does back office work like referrals and document processing. Empower gives staff an AI copilot and lets teams build their own agents. Assort says its proprietary model, Synapse, learns specialty workflows across deployments.

Funding came quickly. Assort raised a $22 million Series A in April 2025 co-led by First Round Capital and Chemistry, a $76 million Series B led by Lightspeed Venture Partners that September, and a $120 million Series C led by Menlo Ventures on June 24, 2026 at a $1.2 billion valuation. The company said revenue grew 20 times in the 15 months before that round. Customers include Concord Orthopaedics, Barrington Orthopedic Specialists, and Family Practice Associates of Lexington.

1. Concierge AI voice agents for inbound patient calls, triage, and scheduling

2. Activate outbound agents for referrals, care gap outreach, no-show recovery, and payments

3. Orchestrate for referrals, document processing, intake, and EHR write-back

4. Empower AI copilot for front desk and call center staff

5. Specialty-specific agents for orthopedics, dermatology, cardiology, women's health, and more

6. Medication refill, lab request, and real-time insurance eligibility workflows

7. After-hours coverage and support for calls in any language

8. Integrations with EHR and practice management systems

Assort Health does not publish pricing. Practices and health systems request a demo, and deployments are scoped by specialty, call volume, workflows, and the EHR and practice management systems involved.

Concord Orthopaedics; Barrington Orthopedic Specialists; Family Practice Associates of Lexington; SENTA