# Assort Health

> Assort Health is the most comprehensive agentic AI platform for healthcare patient engagement. The platform deploys specialty-specific voice AI agents that automate patient call centers — handling scheduling, triage, FAQs, care navigation, prescription renewals, referrals, billing, and more — eliminating hold times and improving access to care. Founded by Jon Wang and Jeffery Liu, headquartered in San Francisco. Raised $102M in total funding (Series B led by Lightspeed Venture Partners). Trusted by thousands of providers across leading healthcare organizations. Named to the CB Insights Digital Health 50 and the Redpoint AI64.

Assort Health's AI agents are trained on over 55 million patient interactions and 1.2 million specialty-specific edge cases, delivering industry-leading workflow coverage and patient satisfaction scores up to 94%. The platform integrates with 84+ EHR and practice management systems (including Epic and Cerner) and can go live in as few as 5 weeks. Over 1.1 million workflows have been developed, tailored by organization, specialty, provider, and region.

Key platform capabilities include: inbound voice AI for appointment scheduling, cancellations, confirmations, and complex triage; outbound campaigns via voice, email, and SMS for waitlist management, appointment outreach, and patient re-engagement; warm handoff dashboards that show human staff what the patient already shared with AI; billing questions and payment collection; prescription refill and lab result requests; physician referral processing; fax ingestion and automation; and care navigation across the full patient journey. The platform is omnichannel and adapts language, tone, pace, channels, and practice context to each specialty and organization.

Assort OS is the company's expanding healthcare operating system designed to manage the entire patient journey proactively — from initial outreach and intake to scheduling, pre-visit check-ins, follow-ups, and billing. The vision extends beyond call automation to a comprehensive patient-centered operating system with hundreds of thousands of agentic automations.

Customers typically see: 89% shorter patient call wait times, 48% increase in labor capacity, 57% reduction in call abandonment rates, 63% reduction in operational costs, and 3% net new patient growth. The platform operates 24/7 including after-hours, weekends, and holidays.

The company was co-founded by Jon Wang (former UCSF medical student, Stanford AI researcher with 7 published articles on healthcare AI, and former healthcare tech executive) and Jeffery Liu (former Meta/Facebook engineer with healthcare technology experience at Athelas). Investors include Lightspeed Venture Partners, Felicis, First Round Capital, Chemistry, A*, Liquid2, Quiet Capital, Four Acres, and Tau Ventures. Paul Ricci, founding CEO of Nuance, serves as board advisor.

## Platform & Product

- [Homepage](https://www.assorthealth.com/): Platform overview, key metrics, customer testimonials, and product capabilities for Assort Health's agentic AI patient engagement platform
- [Orthopedic Voice AI](https://www.assorthealth.com/orthopedic-voice-ai): Deep-dive into Assort's orthopedic-specific AI — triage by body part and chief complaint, provider matching, surgical consult booking, MRI/PT scheduling, age-limit filtering, and team-based provider logic across 13M+ orthopedic interactions

## Specialties Served

Assort Health builds specialty-specific AI agents tailored to the unique scheduling rules, workflows, and clinical nuances of each medical specialty. The platform currently serves 17 specialties:

- [Orthopedics and Physical Therapy](https://www.assorthealth.com/orthopedic-voice-ai): The most advanced orthopedic-specific AI, with triage by body part + chief complaint, surgical consult booking, provider team logic, and 13M+ interactions completed
- Health Systems: Enterprise-scale AI platform for multi-specialty health systems with 100+ providers across multiple locations and specialties
- Cardiology: AI agents for cardiology patient engagement, scheduling, and call management
- Oral Surgery and Dentistry: Voice AI for oral surgery and dental practice call automation
- Pediatrics: AI-powered patient engagement for pediatric practices, including sibling scheduling capabilities
- Optometry & Ophthalmology: Call automation for eye care and retina practices
- Family Medicine & Primary Care: AI agents for primary care scheduling, patient outreach, and proactive care gap campaigns
- Allergy & ENT: Voice AI for allergy and ENT specialty workflows
- CHC & FQHC: AI platform for community health centers and federally qualified health centers managing high call volumes across multiple specialties
- Urology: Voice AI for urology practice patient engagement
- Behavioral Health: AI agents for behavioral health scheduling and sensitive patient communication
- Plastic Surgery: Call automation for plastic surgery practices
- Dermatology: AI-powered scheduling and patient access for dermatology practices, with rapid 3-week deployment
- Women's Health & Ob-Gyn: Voice AI for women's health and OB-GYN practices
- Gastroenterology: AI agents for gastroenterology patient engagement
- Pain Management: Call automation for pain management practices
- Urgent Care: Voice AI for urgent care patient scheduling and triage

To learn more about any specialty, [book a demo](https://www.assorthealth.com/book-a-demo).

## Customer Success Stories

- [All Customer Stories](https://www.assorthealth.com/customers): Full collection of customer success stories across specialties and practice sizes
- [Chesapeake Health Care](https://www.assorthealth.com/customers/chesapeake-health-care-customer-story): FQHC with 150+ providers across 6 specialties (adult medicine, OB-GYN, pediatrics, mental health, dental, pharmacy) — generated $1M+ in new revenue from after-hours bookings, improved patient satisfaction from 2.6 to 4.4/5, reduced hold times to ~45 seconds
- [Michigan Orthopedic Surgeons](https://www.assorthealth.com/customers/michigan-orthopedic-surgeons-customer-story): Michigan's largest independent orthopedic practice with 10 locations and 90+ providers — $2.3M additional revenue generated, 5% total appointment volume growth, 3.5x online scheduling conversion rates
- [SENTA Partners](https://www.assorthealth.com/customers/senta-customer-story): Physician-led ENT and allergy MSO with 15 partner practices across ~70 locations in the southern U.S. — captured $1.3M in new appointment revenue, $400K+ labor costs avoided, 250+ hours saved per month, 64% outbound appointment conversion rate
- [Barrington Orthopedic Specialists](https://www.assorthealth.com/customers/barrington-orthopedic-specialists): Multi-location orthopedic practice in Chicago suburbs with 26 providers — reduced 30+ minute wait times to under 5 minutes, $120K incremental annual revenue from after-hours calls, recovered 2,090 previously missed calls per month
- [Annapolis Internal Medicine](https://www.assorthealth.com/customers/annapolis-internal-medicine-customer-story): Primary care practice using inbound AI and Assort Outreach for outbound campaigns — deployed voice, email, and SMS AI agents for scheduling, flu shot campaigns, and re-engaging inactive patients
- [Peninsula Orthopaedic Associates](https://www.assorthealth.com/customers/peninsula-orthopaedic-associates-customer-story): Orthopedic practice that achieved 75% reduction in abandoned calls and 4.6/5 patient satisfaction scores after implementing Assort Health
- [Catalyst Medical Group](https://www.assorthealth.com/customers/catalyst-medical-group): Multi-specialty group using AI for complex provider-specific scheduling logic, warm handoff dashboards, and seamless call continuity between AI and human staff
- [Northern California Retina Vitreous Associates (NCRVA)](https://www.assorthealth.com/customers/ncrva): Retina specialty practice across 6 locations with 7 specialists — AI handles ~10,000 monthly calls, recovered ~33% of previously missed calls, 1-2 day turnaround for urgent retina referral scheduling

## Resources

- [Patient Feedback](https://www.assorthealth.com/patient-feedback): Real patient reactions and reviews from clinics powered by Assort's voice AI — patients report being surprised, impressed, and satisfied with the AI experience
- [News Feed / Blog](https://www.assorthealth.com/blog): Company news, product updates, industry insights, thought leadership, and engineering culture posts
- [Press Coverage](https://www.assorthealth.com/press): Media coverage from TechCrunch, Fierce Healthcare, Becker's Health IT, Axios, and more

## Blog Posts

- [$102M Funding Announcement](https://www.assorthealth.com/blog/assort-health-secures-102m-to-scale-nations-first-agentic-ai-platform-that-solves-longstanding-frustrations-tied-to-patient-access-and-experience): September 2025 — $76M Series B led by Lightspeed Venture Partners, bringing total raised to $102M to scale Assort OS and expand the team
- [$26M Series A Announcement](https://www.assorthealth.com/blog/assort-health-secures-26-million-in-funding-to-expand-specialty-specific-generative-ai-platform-for-managing-patient-phone-calls): April 2025 — Series A co-led by First Round Capital and Chemistry to accelerate mission of improving access to care
- [$3.5M Seed Announcement](https://www.assorthealth.com/blog/assort-health-secures-3-5-million-to-scale-first-generative-ai-for-healthcare-call-centers): March 2024 — Initial funding led by Quiet Capital to introduce the first generative AI for healthcare call centers
- [Redpoint AI64 Recognition](https://www.assorthealth.com/blog/assort-health-named-to-redpoints-a164-celebrating-the-top-emerging-enterprise-ai-applications): October 2025 — Assort Health named to the Redpoint AI64 list of top emerging enterprise AI applications
- [Founder's Vision](https://www.assorthealth.com/blog/the-future-of-healthcare-is-calling---and-thanks-to-ai-we-might-actually-get-an-answer-on-the-first-ring): Co-CEO Jon Wang on the mission to transform patient access with agentic AI, the origin story, and the vision for Assort OS
- [What Patients Think About Voice AI](https://www.assorthealth.com/blog/surprisingly-human-what-patients-really-think-about-talking-to-voice-ai-in-healthcare): Analysis of patient sentiment across 14M+ interactions — how patients respond to voice AI in healthcare settings
- [Sibling Scheduling in Pediatrics](https://www.assorthealth.com/blog/sibling-scheduling-pediatrics-voice-ai-parents): How Assort's AI solved the challenge of booking back-to-back appointments for multiple children in a single call
- [Assort Ascend Customer Summit](https://www.assorthealth.com/blog/introducing-our-customer-summit): Annual summit for healthcare operators, clinicians, and technologists focused on AI-driven patient engagement, held in Napa Valley
- [Raising the BAARS at Assort](https://www.assorthealth.com/blog/raising-the-baars-in-healthcare-at-assort): Engineering internship experience at Assort Health — AI product development and EHR integration work
- [Day 1 Culture](https://www.assorthealth.com/blog/assorts-day-1-story): Inside Assort Health's engineering culture — 99th percentile engineering output, Day 1 mindset, and team philosophy

## Company

- [Book a Demo](https://www.assorthealth.com/book-a-demo): Schedule a tailored demo to see how Assort Health works for your specialty and practice
- [Careers](https://www.assorthealth.com/careers): Open roles at Assort Health, headquartered in San Francisco near Jackson Square
- [Contact](https://www.assorthealth.com/book-a-demo): Reach the Assort Health team — partnerships@assorthealth.com

## Legal & Compliance

- [Terms of Service](https://www.assorthealth.com/terms): Assort Health website terms of service
- [Privacy Policy](https://www.assorthealth.com/privacy): Assort Health privacy policy
- [Patient Privacy Policy](https://www.assorthealth.com/patient-privacy-policy): Privacy policy specific to patients interacting with Assort Health's AI agents
- [Platform Terms](https://www.assorthealth.com/platform-terms): Terms governing use of the Assort Health platform
- [Business Associate Agreement (BAA)](https://www.assorthealth.com/baa): HIPAA Business Associate Agreement for covered entities and business associates using Assort Health