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Assort’s AI agents answer, schedule, follow up, collect payments, and complete patient-access work inside Veradigm® workflows your team already uses in the EHR and PM.
A personalized walkthrough of how Assort works for your specialty, with real examples from practices like yours. No generic pitch—just answers.
TRUSTED BY PRACTICES ON VERADIGM
They answer the patient, collect the information, and create another handoff. A deeper Veradigm integration means the agent can take action inside the system of record, not just answer the patient and hand the work back to staff.
Assort works inside Veradigm. Assort's agents can use your existing patient, scheduling, insurance, payment, and workflow data to take the next action and keep the underlying record current, so your team isn’t reconciling another scheduling system or managing another inbox. Current production use spans inbound and outbound scheduling, online scheduling, chatbot, patient engagement, and payment workflows.
Assort reads appointment availability and applies the provider-, appointment-, and practice-specific rules behind your schedule. It can create, update, reschedule, and manage and schedule appointments directly so the action is reflected in Veradigm.
The agent can find, create, and update patient information and work with insurance data as part of the same interaction—without asking staff to re-enter information after the call.
When the next step belongs with your team, Assort can create tasks or notes inside existing Veradigm workflows, preserving the information staff need to continue the patient journey.
The same integration can power inbound voice, proactive outbound campaigns, direct online scheduling, chatbot experiences, and supported payment workflows using consistent scheduling logic across channels.
customer spotlight
how it works
Assort works with the Veradigm environment your practice already uses, mapping your scheduling rules, patient-access workflows, and operational requirements into the agent before launch. Family Practice Associates of Lexington went from signature through testing to live inbound and outbound workflows in roughly two months.
Choose the patient journeys you want Assort to handle first, from inbound scheduling and after-hours calls to outbound rescheduling, payments, or digital scheduling.
Assort connects to the appropriate Veradigm environment and maps the data and actions required for the agreed workflows.
Together, we map provider rules, appointment types, escalation paths, insurance logic, and other practice-specific workflows, then test them against real scenarios.
Launch the initial workflows, monitor performance, and extend Assort across additional patient access channels and use cases over time.
Yes. For supported workflows, Assort completes actions in Veradigm rather than maintaining a separate schedule that staff have to reconcile.
Assort has an established Veradigm Practice Management integration and has separately completed Veradigm EHR certification. The EHR certification provides access to additional clinical EHR functionality beyond the existing PM integration.
Yes. Assort is designed around the practice’s existing provider rules, appointment types, and edge cases rather than forcing the organization onto a simplified scheduling model. FPALEX, for example, used Assort to capture complex scheduling knowledge that had historically lived with a small number of experienced employees.
Yes. Assort supports inbound voice, appointment scheduling and management, outbound patient outreach, online scheduling, chatbot experiences, and supported payment workflows within Veradigm environments.
Assort also integrates with:
AI agents for scheduling, referrals, intake, and patient access.
AI agents integrated with medent workflows.
AI agents for patient access and workflow automation in Veradigm.
Bring us the three patient-access workflows creating the most work outside Veradigm. We’ll walk through what Assort can complete inside your current environment today—and where deeper EHR connectivity can take you next.
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