Assort Activate
Keep provider schedules full, close patient care gaps, and collect payments faster with proactive, personalized AI outreach across phone, text, and email.
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the problem
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.
Patients who need follow-up care, referrals, or preventive visits fall through the cracks when no one has time to reach out proactively.
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.
Following up on outstanding patient balances is time-consuming and inconsistent. Cash flow is delayed and billing workload increases.
Introducing activate
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.
Live voice AI paired with coordinated SMS and email, so outreach reaches patients where they are and follows through until it's done.
From referral scheduling and patient reactivation to no-show recovery and payment resolution, one platform handles it all.
Trained on 130M+ patient interactions, Activate handles complex specialty workflows and writes every outcome directly back to your EHR.
Real Practices, Proven Outcomes
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
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.
How Activate Proactive Patient Outreach Works
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
Hear directly from the practices using Activate to book more appointments, recover revenue, and close care gaps across their patient population.
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42%
of patients pay their balance within 7 days
53%
Scheduling success for rescheduling campaigns
61%
Scheduling success for preventative care campaigns