Assort Activate

AI Agents That Proactively Reach Out to Your Patients

Keep provider schedules full, close patient care gaps, and collect payments faster with proactive, personalized AI outreach across phone, text, and email.

the problem

Your team is too busy answering calls to make them.

When inbound call volume consumes every available hour, proactive outreach gets deprioritized, and the result is care gaps, unfilled schedules, and outstanding balances that keep slipping.

Care Gets

Delayed

Patients who need follow-up care, referrals, or preventive visits fall through the cracks when no one has time to reach out proactively.

Revenue Growth Stagnates

No-shows, cancellations, and referrals that never convert leave provider schedules unfilled and revenue on the table — gaps that manual outreach workflows can't efficiently recover.

Balances Sit Open
for Too Long

Following up on outstanding patient balances is time-consuming and inconsistent. Cash flow is delayed and billing workload increases.

Introducing activate

AI outreach that works your list while your team works the front desk.

Activate AI agents proactively reach patients across phone, text, and email to schedule appointments, recover no-shows, confirm upcoming visits, and collect payments. All without a single staff call.

True Omni-Channel Outreach

Live voice AI paired with coordinated SMS and email, so outreach reaches patients where they are and follows through until it's done.

Every Use Case, One Platform

From referral scheduling and patient reactivation to no-show recovery and payment resolution, one platform handles it all.

EHR-Native Precision

Trained on 130M+ patient interactions, Activate handles complex specialty workflows and writes every outcome directly back to your EHR.

Real Practices, Proven Outcomes

Improve patient engagement. Book more appointments. Collect payments faster.

Real conversion rates from real campaigns – across referral scheduling,
payment collection, and no-show recovery.

64%

Referral scheduling conversion rate

42%

of patients pay their balance within 7 days

53%

Scheduling success for rescheduling campaigns

61%

Scheduling success for preventative care campaigns

What ACTIVATE Does

Built for every patient who hasn’t called yet.

Activate runs the outreach your team doesn't have time for: filling schedules, recovering revenue, and closing care gaps without adding to the call queue.

Scheduling & Patient Reactivation

Fill your schedule without 
picking up the phone.

Activate runs proactive outreach campaigns to keep provider schedules full — targeting patients that need to be seen and booking appointments without requiring a staff call.

  • Run targeted patient engagement campaigns to close patient care gaps and schedule appointments for preventative care
  • Re-engage inactive patients and bring them back to your practice through automated reactivation campaigns
  • Send proactive reminders and follow-up outreach triggered directly from pending items in the EHR

Appointment Rescheduling & Waitlist

Recover lost appointments 
before they become lost revenue.

Automatically reach out to patients who cancel or no-show to rebook, and backfill open slots from your waitlist, so every gap in the schedule gets filled and no revenue opportunity slips through.

  • Automatically reach out to patients who cancel or no-show with rescheduling campaigns before the slot goes unfilled
  • Proactively contact patients to reschedule when provider schedules or office hours change
  • Notify waitlist patients the moment an earlier slot opens and confirm their new appointment automatically

REFERRAL MANAGEMENT

Schedule referred patients 
before they go somewhere else.

Referred patients won’t wait forever. Most practices rely on patients to call in and schedule, and many never do. Activate identifies patients with open referrals in your EHR and reaches out to book the appointment before they go elsewhere.

  • Identify patients with open referrals in your EHR and automatically trigger outreach to schedule their appointment
  • Collect insurance, eligibility, and scheduling details during the interaction, so every appointment is booked accurately from the start
  • Save time for your front office by automating referral scheduling end-to-end

PAYMENT RESOLUTION

Stop chasing balances. Start collecting them.

Reach patients with outstanding balances faster and guide them through payment in a single interaction. No chasing, no reminder letters, no extra staff time.

  • Automatically trigger outreach to patients with outstanding balances and accelerate time to payment
  • Meet patients on their preferred channel — phone, text, or email — and let them resolve their balance in one interaction
  • Drive consistent follow-through with multi-touch campaigns that run until the payment is collected

How Activate Proactive Patient Outreach Works

Here's what happens when a patient cancels last minute.

One cancellation. Two actions. Zero staff required. Activate not only fills the open slot but reschedules the patient so your provider schedules stay full.

Step 1

Cancellation detected.

Activate identifies the last-minute cancellation in real time via EHR integration and immediately triggers two parallel workflows: one to fill the open slot, one to reschedule the patient.

Step 2

Appointment filled from the waitlist.

Activate contacts the next eligible waitlist patient with a personalized voice call and SMS, offering the newly opened slot and confirming their availability.

step 3

Cancellation rescheduled.

Activate simultaneously contacts the cancelled patient across phone and text to find a new time, applying provider rules and real-time availability to offer the right options.

Step 4

Both open time slots filled.

The open slot is filled by the waitlist patient. The cancelled patient is rescheduled. Both appointments are written directly into the EHR.

Step 5

Appointments confirmed. Loop closed.

Each patient receives an immediate confirmation. The schedule is updated in the EHR with accurate notes for each appointment. Start to finish, zero staff involvement.

Activate in Action

How Real Practices Use Activate
to Engage Patients

Hear directly from the practices using Activate to book more appointments, recover revenue, and close care gaps across their patient population.

64%

Referral scheduling conversion rate

Read the Case Study

42%

of patients pay their balance within 7 days

53%

Scheduling success for rescheduling campaigns

61%

Scheduling success for preventative care campaigns