Account Executive

Assort Health, an AI startup founded by 29-year-olds Jon Wang and Jeff Liu, has raised $120 million in a Series C round led by Menlo Ventures, bringing its valuation to $1.2 billion. This marks the company's third funding round in 14 months, with total capital raised reaching $222 million. The San Francisco-based company, founded in 2023, has developed a voice chatbot that automates doctor appointment scheduling for medical practices. Around 15,000 physicians, primarily in speciality areas like orthopaedics and dermatology, now use the platform, which has handled 190 million patient interactions to date. Assort reports a 75% reduction in patient hold times and estimates annualised revenue above $30 million, representing a 20-fold increase over the past 15 months.

Assort Health has launched Activate, an AI-powered outbound patient engagement platform now deployed across over 1,000 providers. The system proactively contacts patients across multiple channels to schedule appointments, collect payments and address care gaps without increasing staff workload. Built on Assort's voice AI platform, which has processed over 150 million patient interactions, Activate uses "Patient Journey Memory" to maintain context across all patient touchpoints. Early results show 61% of flu shot appointments booked at Annapolis Internal Medicine, 64% referral conversion at SENTA Partners, and 89% payment collection at Twin Cities Orthopedics. The platform integrates with major EHR systems and handles specialty-specific requirements across 22 medical specialties. Assort serves over 5,000 providers and reports a 5% increase in appointment volume and 115% labour capacity improvement.

Assort health launches Activate, the most widely deployed AI patient outreach agent. Jeffery Liu May 5, 2026 See it in action. Watch Assort handle a real scheduling call in under 30 seconds. For years, the conversation around AI in healthcare has centered on one thing: answering the phone. And for good reason: inbound call volume has been crushing front office teams, and AI agents that handle scheduling, triage, and billing questions have made a real difference for the practices Assort Health Inc. work with. But as Assort Health Inc. partnered with hundreds of practices to reimagine patient access, a pattern kept emerging. The access problem doesn't begin and end with the calls that come in. There's an equally significant, and largely unaddressed, gap on the other side: the patients who never call at all. Patients with open referrals sitting unscheduled. Patients overdue for preventive care who haven't booked. No-shows who didn't rebook. Outstanding balances that go unresolved. These aren't edge cases. They represent real care gaps and meaningful revenue left on the table, every single day. Assort Health Inc. built Assort Activate to close that gap, and Assort Health Inc. is so excited to finally publicly unveil the product that's been driving so much added value for its customers. Here's what it does, why Assort Health Inc. built it the way Assort Health Inc. did, and why Assort Health Inc. believe the approach matters. Proactive patient access with Assort Activate. Assort Activate brings AI agents into patient outreach. Where Assort Concierge handles the patients reaching out to a practice, Activate reaches out to patients on the practice's behalf - proactively, conversationally, and at scale. In practice, that means: * Filling provider schedules by reaching out to patients who need appointments - care gap closures, patient reactivations, referral scheduling, and more * Rebooking no-shows and cancellations automatically, before empty slots go to waste * Resolving outstanding balances through proactive outreach campaigns that prompt patients to pay * Confirming upcoming appointments to reduce day-of no-shows without any staff effort This is more than automated patient appointment reminders. It's conversational AI that can complete the task: schedule the appointment, collect the payment, confirm the slot. It doesn't just nudge patients toward a link or remind them to call back and hope they follow through. It handles the full back and forth between your practice and the patient, and gets them to do things they otherwise may not do (like scheduling that referral that's been sitting open on their account). That difference matters because the patients Activate is reaching are the ones who weren't going to call on their own. Getting them to act requires more than a one-time automated text message. Different by design: built for true patient access transformation. There's no shortage of patient communication tools in the market. So the more important question isn't what Activate does - it's why its approach delivers meaningfully better outcomes than what already exists. The answer starts with the foundation Activate is built on. Activate runs on the same AI infrastructure and data layer powering Assort's inbound product: Assort Synapse, which is trained on 150M+ (and growing) patient interactions and 62K care protocols. The specialty-specific complexity already codified for its inbound agents is inherited by Activate from day one. That foundation is what makes Activate truly unique from other patient engagement solutions. Integrated Omni-Channel Outreach Most outbound solutions on the market today are built around SMS or email: one-directional messages that point patients toward a link or ask them to call into the office to take an action on their own. When that nudge gets ignored, the loop stays open. Activate takes a different approach: outreach leads with live outbound voice AI (a real, two-way conversation) and coordinates phone, SMS and email follow-up to close the loop. Patients are reached in the channel most likely to prompt a response, and the AI can complete the task in that conversation rather than deferring it. The difference shows up in the results. Its customers are already seeing early results with Activate: over 60% conversion on appointment scheduling campaigns, up to 90% conversion on rescheduling campaigns, and nearly 50% of payments collected within the first seven days of outreach. Those results aren't achievable with legacy patient engagement software or bulk messaging alone. One Platform Across the Full Patient Journey Most patient engagement solutions are limited in what they can support. They handle reminders or patient recall, but not the full range of outreach a practice needs. As a result, practices end up with patchwork of vendors, disconnected data, and outreach that doesn't know what the rest of the practice already knows about the patient. Activate covers the full patient journey (care gap scheduling, patient reactivation, rescheduling, referral scheduling, and payment resolution) all on the same AI foundation and patient data layer as inbound patient access. When a patient is reached by Activate, the AI agent has the full context of their relationship with the practice. And when that patient calls in, Concierge has the full context of the outbound interaction. That connected experience works the other way too: a patient calling in at a high-intent moment can trigger Activate to follow up on related care needs, recommending a mammography, closing an open referral, or prompting a rescheduled appointment, all while the patient is already engaged. One platform. One source of truth. Better outreach. Built for Real Complexity, Not Just Simple Reminders Reminder-based outbound has a ceiling. For low-complexity nudges like appointment confirmations and balance notifications, it gets the job done. But it breaks down fast when specialty-specific logic is required. Activate handles the outbound workflows that previously required a human: multi-step referral scheduling, complex rescheduling logic, payment resolution conversations. It can navigate specialty-specific nuances because that logic is already embedded in the platform, validated at scale on the inbound side. Activate inherits it, and applies it to every outbound interaction. Proactive outreach in action: real results from real practices. The proof is already in the field. At Annapolis Internal Medicine, 61% of annual flu shot appointments were booked through agentic AI outreach, proactively reaching patients who otherwise may not have scheduled on their own. At SENTA Partners, an ENT practice where referral volume is high and conversion has historically been a challenge, Activate achieved a 64% referral scheduling conversion rate through proactive outreach campaigns. Boston Bone & Joint Institute needed to close the office due to severe weather. Using Activate, they were able to proactively reschedule 53% of the appointments without manual effort from their team. Its partners over at Twin Cities Orthopedics saw 47% of patients pay outstanding balances within 7 days following Activate payment outreach campaigns. These aren't isolated wins. They're evidence that proactive, conversational AI outreach works across use cases, specialties, and patient populations - and that the outcomes are repeatable at scale. "What's unique about it is that patients can schedule within that call, so now it's a much more seamless experience. It's really about convenience for the patient, convenience for the practice." Dr. Titus Abraham, Managing Partner at Annapolis Internal Medicine The next era of patient access starts now. Assort Activate is expanding what's possible for healthcare practices. Patient access is no longer dependent on who calls and when. As teams rely on Activate to handle more of the outreach workload, they can redirect their energy toward the interactions and tasks where human presence genuinely matters. That's not just efficiency, it's a better experience for patients and staff alike. The vision is straightforward: one AI layer that manages the full arc of patient communication - inbound, outbound, and beyond. Activate is the next step toward that reality. And the momentum Assort Health Inc. is seeing from customers and the market makes Assort Health Inc. more confident than ever that the timing is right. If your team is losing patients between touchpoints, or leaving revenue on the table because no one had time to make the call, Assort Health Inc. built Activate for exactly that. See how it works. Jeffery Liu. Jon wang.