Assort’s medent EHR integration gives supported AI workflows access to patient records, appointments, insurance information, tasks, appointment notes, reminders, balances, referring-provider information, and selected clinical context—so the agent can use information already in medent instead of treating every interaction like a blank slate.
Assort can work with patient and appointment records in medent to create and update appointments and support rescheduling workflows, while applying the scheduling logic configured for your practice.


The agent can find and update patient demographics and insurance information as part of the same workflow, reducing the amount of information staff have to enter again after a patient interaction.
When a conversation needs follow-up, Assort can work with medent patient tasks and appointment notes so useful context can move with the patient instead of stopping at the end of the call.


For supported workflows, Assort can also work with clinical context including chart alerts, clinical notes, diagnoses, procedure codes, allergies, medications, chief complaint information, comments, instructions, lab results, and refill-request information. Availability varies by data type and workflow.
Assort is designed to work with provider-specific scheduling rules, patient records, insurance information, task workflows, and other operational details that make specialty practice patient access difficult to automate.
how it works
Assort’s AI agents map the patient access workflows you want to automate to the medent data and actions available for your practice, then configures the agent around your scheduling rules, escalation paths, and operating requirements.
Choose the patient journeys you want Assort to handle first, such as inbound patient access and scheduling, appointment changes, patient questions, or follow-up workflows.
Assort connects to your medent environment and identifies the patient, appointment, insurance, task, and other supported information required for those workflows.
Together, we map provider rules, appointment types, routing logic, escalation paths, and other practice-specific requirements, then validate the experience against real scenarios.
Launch initial workflows, monitor performance, and expand Assort into additional supported patient-access use cases over time, including proactive patient outreach and follow-up.
Assort can work with medent patient records, appointments, insurance information, patient tasks, appointment notes, appointment reminders, patient balances, and referring-provider information. Supported workflows also have access to selected clinical data and other medent functionality.
Yes. Assort can create, read, and update supported patient demographic and insurance information in medent.
Yes. medent supports create/read/update functionality for patient cases and tasks, allowing supported Assort workflows to leave follow-up work and context where staff can use it.
Yes. Assort supports a medent EHR integration for selected patient access and workflow automation use cases, including scheduling, patient information, tasks, notes, reminders, balances, and other supported data.
Assort can handle many of the workflows associated with an AI medical receptionist, including patient conversations, scheduling, appointment changes, follow-up, and information capture. It is designed to connect those interactions to supported workflows in medent rather than operate as a standalone answering service.
Assort can access patient balance information in medent, and supported payment workflows may be available depending on the practice configuration. Exact payment collection and write-back capabilities should be confirmed during implementation.