Patient Intake
Assort AI agents automate patient registration over the phone or digitally, collecting demographics, insurance, and clinical history. Your staff walks into every appointment with accurate data already in the EHR.
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Send intake forms via SMS or email ahead of the appointment, with automated follow up for patients who haven’t completed them.
Write every response directly into your EHR in real time with 20+ integrations.
Collect demographics, insurance, and clinical history at the same time as the appointment is booked, without adding a step for your team.
Patients who've completed intake in advance skip the clipboard entirely. Check-in is faster, and appointments start when they're supposed to.
Front desk staff aren't collecting information at the door. They're moving patients through, which keeps schedules on track and reduces delays across the day.
A straightforward intake process that patients can complete in advance sets the tone for the visit. Patients notice when a practice is prepared for them.
Eligibility checks run during the intake flow with gaps flagged before the visit date, not after the claim is rejected.
Patients receive a mid-call link to photograph their insurance card. Assort’s AI agent reads it, so member IDs and group numbers are always accurate.
Accurate intake data means fewer rejected claims, less time spent on corrections, and faster revenue cycles.
why assort
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Assort Health has completely transformed how we manage patient access. It handles scheduling over 100 providers across 6 specialties with precision... patients get through faster, our staff can focus on care, and we're seeing meaningful gains in both satisfaction and revenue.
Assort Health's AI seamlessly navigates our scheduling algorithms like a top-tier operator, scheduling appointments with remarkable precision and care. In just 30 days, we cut hold times from 11 minutes to 1 minute and booked more accurate appointments.
We've seen a significant lift in patient conversions and appointment bookings. Just as importantly, our patients no longer wait on hold — calls are answered instantly, and our staff can focus on delivering a great experience rather than managing phone queues.
Patient registration is the process of collecting a patient's demographics, insurance, and medical history before a visit. Traditionally this happens at the front desk, which is slow, error-prone, and pulls staff away from higher-value work. Assort automates patient registration and intake through AI-guided voice conversations and outbound digital forms, writing every response directly into your EHR without manual entry.
Patient intake covers everything a practice needs to know about a patient before they're seen: demographics, insurance coverage, clinical history, and any practice-specific questions. With Assort, intake happens before the visit: during the scheduling call, or via digital forms sent ahead of the appointment. By the time a patient arrives, their chart is already complete.
The most important factors are EHR integration, specialty configurability, and the ability to collect information across multiple channels. Generic intake tools often require patients to complete forms manually and staff to re-enter data. Assort collects intake via voice AI and digital forms, verifies insurance in real time, and writes everything directly into your EHR with intake logic tuned to your specialty, provider, and appointment type.
Assort sends digital patient intake forms to patients via SMS or email ahead of their appointment. Forms are fully configurable by specialty and appointment type, with automated follow-up sent to patients who haven't completed them. Once submitted, responses are written directly into the EHR — no manual processing, no re-entry.
Yes. For patients who don't complete digital forms in advance, Assort's AI agent guides them through a full intake workflow during the inbound call — collecting demographics, insurance details, and clinical history in real time. Every response is entered directly into your EHR. Patients can also receive a mid-call link to photograph their insurance card, which the AI reads and records automatically.
Schedule a demo and see how Assort handles your specialty's intake workflows from the first call to a complete chart. All before patients walk through the door.
Trusted across 22 specialties · Deployed in weeks, not months · Expert onboarding included
