Staff re-key every booking, and the tool becomes a second job. Assort works with it. That's what lets practices extend our AI agents platform across the entire patient journey, with specialty-specific depth and context that carries forward from every call to the next, all while every record stays current in athenahealth.
Assort reads your appointment types, templates, and availability directly from athenahealth, and writes the booking back in real time. The slot the patient confirms is the slot on the schedule.


A referral arrives, becomes a patient case in athenahealth, and outreach starts automatically. No transcribing.
References visit notes, diagnoses and provider history straight from the athena chart, so the agent picks up exactly where things left off, no re-explaining required.


Pending actions land as ticklers where your team already works. One worklist.
customer spotlight

how it works
A standard athenahealth authorization and validation process helps practices move from contract to production without a custom integration build.
Your athenaOne administrator completes athenahealth’s standard Authorization & Consent form. It typically takes under five minutes. No API keys or system users to create.
Assort maps the providers, departments, appointment types, and workflows included in your launch.
Assort tests the integration in athenahealth’s Preview environment with your team before production.
Most athenaOne practices can go live within 2–4 weeks of authorization. Assort monitors the integration and tunes workflows from day one.
Assort Health is the AI receptionist built for practices on athenahealth. It answers every call 24/7, resolves scheduling, intake, referrals, and billing questions, and syncs every action to athena natively. South Shore Orthopedics runs 10,000+ monthly calls through Assort on athenahealth, with 45% resolved before any human handoff.
Using specialty-specific scheduling logic and referral handling, Assort also supports many other specialties on athenahealth, including urology, dermatology, orthopedics, and FQHC practices.
Assort’s athenaOne integration is bidirectional. The agent reads live availability, appointment types, provider and department information, and relevant patient data, then books, reschedules, or cancels appointments directly in athenaOne through native APIs as the conversation happens. Each action respects the scheduling configuration already used by your practice. When staff need to step in, Assort documents what the patient needed, what information was collected, and what action remains, so the team can continue from context instead of starting over.
Yes. Assort can support scheduling, rescheduling, cancellations, patient lookup and registration, demographics and insurance updates, referral authorization lookup, recall or tickler workflows, appointment notes, patient cases, and configured follow-up or outreach workflows. The exact scope is defined around the work your patients call about and the workflows your practice wants to automate.
Before taking action, Assort matches the caller to the correct patient using information such as phone number, name, and date of birth. Assort can also create new patients and read or update demographics and insurance. When a new record is required, athenaOne applies its duplicate-checking process before returning or creating a patient ID, helping protect the integrity of your existing patient database.
Yes. Assort is configured around the appointment types, departments, providers, visit reasons, insurance requirements, locations, and scheduling rules already used by your practice. The agent books from that configuration rather than a simplified or separate calendar. Assort can also support phased rollouts across multiple locations or athenaOne Practice IDs, with each included practice authorized as part of rollout planning.
No custom build or API-key creation is required. Your athenaOne administrator completes athenahealth’s standard Authorization & Consent form, which typically takes fewer than five minutes. Assort then configures the included providers, departments, appointment types, and workflows, validates the connection in athenahealth’s Preview environment, and coordinates production go-live. Most athenaOne practices can go live within 2–4 weeks of authorization. Assort monitors the integration and tunes workflows from day one.