Outbound
Automatically identify patients due for follow-up or care gap visits, reach them by text, email, or voice to book them.
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The agent explains why it’s calling, answers questions about the visit, offers real availability, and books directly in your EHR on your scheduling protocols, so the patient never has to call back or log into a portal to finish.
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Because outreach uses the same agent, EHR integration, and protocols as your inbound calls, it can resolve whatever else the patient raises, and a patient who calls back later continues booking with an agent that can see the campaign they’re on.
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Start with campaign playbooks drawn from hundreds of deployments, including cadence, channel order, and what the agent says to common patient questions, then conversion is reviewed with you by campaign and tuned to what your patients actually respond to.
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Run no-show, cancellation, rescheduling, reactivation, care gap, and follow-up campaigns configured to your rules.
Pull a fresh eligible cohort from your EHR each morning, with no manual call-down list.
Lead with a text patients can opt out of, then escalate across voice and email within local calling hours.
Verify the patient, offer real availability, and book in your EHR on the call.
See and answer every patient reply in one shared inbox
Tie outreach to booked appointments, with drill-down to individual call and text history.
It runs on the same platform and patient record as Assort’s Voice, Self-service, Referral, Intake, and Payment agents.
With shared patient context, Assort’s outbound agent works alongside other Assort products to book more visits and close more care gaps:
Impact & Results
Before Assort
outreach, sometimes several calls per patient
Reaching patients meant staff picking up the phone, sometimes several times per patient. Even when they connected, patients had to call back or switch systems to book.
After Assort
of all flu shot appointments booked by Assort
During an October flu shot campaign across three clinics, Assort’s outreach agent booked 61% of all flu shot appointments, with patients scheduling on the same call.
Our outbound campaigns have helped us book appointments at a rate we simply couldn’t achieve before.
Walk through your own campaigns, cadence, and scheduling rules with our team.
Assort scans your EHR for patients who meet a campaign’s criteria — no-shows, cancellations, patients affected by a schedule change, patients overdue for a screening — and enrolls them automatically as a fresh cohort each morning. Each patient is worked across text, voice, and email until they schedule, and the appointment is written back to your EHR. Nobody on your team builds the list or places the calls.
Reminder tools send a message and a link, which leaves the patient to navigate a portal or call back. Assort’s agent holds a real scheduling conversation: it explains why it’s calling, answers questions about the visit, offers real availability, and books directly in your EHR on your scheduling protocols.
No. For configured workflows, eligible patients are identified from your EHR and appointment data, and enrollment updates automatically as patient status changes. Practices can also upload a custom list, such as a payer care-gap file.
Yes, for configured integrations and workflows. The agent applies your scheduling protocols—provider, visit type, and location—and writes the appointment, confirmation, cancellation, and outcome notes back in real time. Event-based triggers are available on a subset of EHRs and are confirmed during scoping.
Campaign enrollment stays current as patient status changes, and outreach stops when the patient books, becomes ineligible, or opts out. Every campaign leads with a text so patients can opt out before any call, and an opt-out applies across the whole campaign rather than one channel.
