Technical Advisor

Assort Health expands direct EHR workflow automation for practices using NextGen(R) Enterprise EHR. Sep 17, 2026, 08:00 ET Assort's AI agents can complete supported scheduling and patient-access actions through direct API connections. SAN FRANCISCO, Sept. 17, 2026 /PRNewswire/ - Assort Health today announced expanded capabilities for its integration used by practices running NextGen(R) Enterprise EHR. Assort's AI agents can complete supported patient-access actions directly in the EHR, including reading available appointment slots and creating, canceling, or rescheduling appointments, based on each organization's configuration. Assort uses the Platinum API Tier available through NextGen Healthcare's API Vendor Program. The tier supports read and write transactions across designated data categories, including appointment-slot and appointment-workflow transactions. For specialty practices, that means an AI agent can carry a patient request from conversation through execution inside NextGen Enterprise. The agent can identify the right provider and appointment type, apply practice-specific scheduling rules, complete the appointment action, and write structured information back using the organization's existing conventions. For example, when a patient explains why they need to cancel or reschedule, the agent can map that explanation to the practice's existing cancellation-reason taxonomy. This preserves the information staff use for downstream workflows and reporting. Beyond scheduling, the integration supports workflows involving referrals, patient cases, clinical notes, chart alerts, diagnoses, procedures, and payment workflows. That means, rather than collecting information and handing the work back to staff, Assort can complete the appropriate action within the system of record. "Assort deploys AI agents broadly across specialty practices on NextGen Enterprise, and we have now handled more than 650,000 patient interactions across those organizations," said Jon Wang, Founder and Co-CEO of Assort Health. "That scale taught us that answering the phone is only the beginning. Platinum API access lets us go much further: the agent can carry the work through, from understanding what a patient needs to completing the right action inside the EHR." First State Orthopaedics was among the first Assort customers to launch a direct integration with NextGen Enterprise. The initial deployment focused on the practice's core inbound scheduling workflows and moved from integration to live use quickly. Since launch, First State has seen strong overall performance from the agent, demonstrating how direct EHR connectivity can support patient access within the workflows a practice already uses. "We were one of the first practices to implement Assort's direct integration with NextGen, and the integration came together quickly and efficiently," said Kevin Lee, Chief Operating Officer, First State Orthopaedics. "Since launch, the inbound agent has delivered strong performance while working within the scheduling workflows our team already uses. That combination of fast implementation and reliable day-to-day performance has made Assort a valuable partner for First State." "NextGen Enterprise is where our customers manage the operational details that keep a patient's care moving," said Jeffery Liu, Founder and Co-CEO of Assort Health. "Giving our agents direct access to those workflows means they can keep the patient record current, complete the next step, and preserve context across interactions. That creates more continuity for patients and fewer handoffs for staff." About Assort Health Assort Health is the most widely used AI agents platform for the patient journey, from scheduling and intake to referrals, forms, document processing, medication refills, and payments. It is built on more than 250 million specialty patient interactions and a model that updates in real time to handle the complexity of healthcare that general-purpose AI can't. That foundation now powers patient access across multi-site practices, multi-specialty groups, and health systems. Customers see results like a 5% lift in appointment volume, a 115% increase in labor capacity, up to $4.3 million per 100 providers in new revenue capture, 97% resolution rates, and 79% of referrals scheduled without staff intervention. The platform integrates natively with leading EHR and practice management systems, including Epic and athenahealth, enabling deployment without disrupting existing clinical workflows. Provider groups and health systems turn to Assort when the complexity outgrows their existing tools. To learn more, visit assorthealth.com. SOURCE Assort Health

NextGen Healthcare chosen by Multi-Cultural Health Evaluation Delivery System (MHEDS) to optimize workflows and yield data-driven insights. Pennsylvania FQHC Invests in Connected Technology to Support Multilingual Patient Population Erie, PA - September 14, 2026 - NextGen Healthcare, a leading provider of innovative, cloud-based healthcare technology solutions, has been selected by Multi-Cultural Health Evaluation Delivery System (MHEDS) to optimize workflows; improve visibility across clinical, financial, and population health data; and enhance the patient, provider, and staff experience. NextGen(R) Enterprise EHR (electronic health record) and NextGen(R) Enterprise PM (practice management) will equip the federally qualified health center (FQHC) with a scalable, interoperable platform connecting its sites of care in Erie, Pennsylvania. MHEDS serves a highly diverse population - nearly 86% of its patients have a native language other than English. Culturally responsive healthcare services include primary care, women's health services, chiropractic care, mental health screenings, diabetes support, and patient education. As an expansion of its work to reduce barriers to care, MHEDS recently launched LifePathPA.org. The digital platform connects individuals and families to important community resources through a centralized online experience. "NextGen Healthcare is proud to partner with MHEDS as they continue doing transformative work in Northwest Pennsylvania," said Srinivas (Sri) Velamoor, president and chief executive officer, NextGen Healthcare. "We want to empower providers, administrators, and staff with technology that will boost efficiency, drive actionable insights, and yield better outcomes for patients." "Technology should make healthcare easier to navigate, not create another barrier," said Alivia Haibach, chief executive officer, Multi-Cultural Health Evaluation Delivery System. "Our investment in NextGen is about giving our providers and staff better tools while creating a more connected experience for our patients. NextGen Healthcare's proven expertise and modern, connected platform support that work and strengthen our ability to meet people where they are, across language, culture and circumstance." Providers using NextGen Clinical AI typically save up to 2.5 hours of documentation time per day, enhancing workflow efficiency. MHEDS' providers will also be able to conveniently access the EHR from their mobile devices with NextGen(R) Mobile. Solutions from NextGen Healthcare will additionally support eligibility verification and better automation for charge capture and revenue cycle management. NextGen(R) Financial Analytics and NextGen(R) Operational Analytics will offer predictive analytics and actionable insights, while NextGen(R) Population Health will provide a clearer view into the patient population with aggregated, multi-source data. NextGen UDS Reporting will improve the ease and integrity of Uniform Data System (UDS) and population health reporting. NextGen Virtual Visits(TM) will expand access to care by enabling virtual appointments, and new patient engagement capabilities will allow patients to schedule appointments and complete pre-visit intake forms from their personal devices. Solutions from NextGen Healthcare are helping providers at client organizations see 5-10 more patients per day, reducing no-shows by 40%, reducing denials by 10 to 15%, and enabling 45% faster claim resolution. To learn more about how NextGen Healthcare is supporting community health nationwide, visit nextgen.com. About MHEDS Multi-Cultural Health Evaluation Delivery System's (MHEDS) mission is to enable all who wish to achieve complete mental, physical, and social well-being by providing equitable, culturally sensitive, patient-centered health care, regardless of their ability to pay. MHEDS is Northwest PA's one-stop healthcare service provider serving Erie's multicultural community with holistic healthcare at three locations in Erie. As a Federally Qualified Health Center System, MHEDS meets rigorous compliance standards, ensuring its patients receive high-quality, equitable care. Nearly 86% of MHEDS patients speak a native language other than English, including Nepali, Arabic, Swahili, Ukrainian, Russian, or Spanish. MHEDS is a 2021 recipient of the Pennsylvania Office of Refugee Resettlement's Excellence in Service Award. About NextGen Healthcare, Inc. NextGen Healthcare is the technology partner for diverse ambulatory practices with evolving business needs. NextGen Healthcare, Inc. combine performance at scale with the operational flexibility practices need to adapt, grow and thrive. Its intelligent, integrated solutions help practices navigate complexity with confidence - improving operations, driving sustainable financial progress, and supporting clinicians, staff and patients across the care continuum. With NextGen, practices are prepared for whatever comes next. Learn more at nextgen.com, and follow NextGen Healthcare, Inc. on Facebook, LinkedIn, YouTube, and Instagram. Anjali Bright (731) 234-6422

I agree We use cookies on this website to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies. More info NextGen Healthcare has been recognized by Healthcare Tech Outlook Magazine as the exclusive recipient of "Top Healthcare Practice Management Solutions 2026," based on our proprietary methodology, reflecting its position in the industry, and is also named among "Top Medical Practice Management Solutions," reflecting its broader leadership. This profile has been developed by the Healthcare Tech Outlook research and editorial team based on insights from an interview with Srinivas Velamoor, PRESIDENT & CEO. NextGen Healthcare closing the gaps from access to payment. Follow NextGen Healthcare on: A denied claim can begin at the appointment desk. An eligibility detail missed during registration or an inaccurate charge may not surface until days later, after the work has already moved through several hands. By then, correcting the issue can mean another round of staff time, patient contact, payer follow-up and rework. NextGen Healthcare approaches practice management by keeping those handoffs connected. NextGen Enterprise PM brings scheduling, registration, billing and reporting into one administrative environment built on a single database and master patient index. The aim is not simply to automate isolated tasks. It is to keep information useful as a patient moves from appointment access to reimbursement. Continuity matters because practice operations are cumulative. Clean registration data can support eligibility checks and patient estimates. Accurate information can move into charge review with fewer corrections. A cleaner claim can reach the payer with less rework, while the financial record created along the way becomes useful to managers looking for patterns across locations or providers. Before the Visit Shapes What Follows NextGen starts the revenue cycle before care is delivered. Appointment scheduling can be configured around provider calendars, visit lengths, patient groups and waitlists, giving practices a more structured way to manage capacity across the enterprise. Eligibility verification sits close to that process. NextGen can connect with payer systems to confirm coverage and help practices estimate patient responsibility before the encounter. Patient-access tools extend the same workflow through self-scheduling, real-time waitlists, referral management and automated communication. Instead of making the front desk the sole point of coordination, routine access tasks can move through digital channels while staff handle exceptions. The operational effect shows up later. Coverage questions identified before the visit are less likely to become billing surprises. Registration information does not have to be recreated when the encounter becomes a claim. Patient responsibility can be discussed earlier, when there is still time to clarify an issue, rather than discover it after the balance is due. Catch Problems Before They Become Claims Clinical care creates charges, but not every charge should move directly into billing. NextGen's Charge Review Rules Engine sits between the EHR and practice management system, checking charge data against configurable and specialty-specific rules before it enters the revenue cycle. Straightforward charges can pass through automatically. Certain errors can be corrected without manual intervention, while exceptions that need judgment are routed to staff. NextGen's rules engine can eliminate 75 percent of manual charge-data review. The value is not automation for its own sake. Staff attention is reserved for the portion of the workload that actually needs review. Coding support, charge edits, audit visibility and specialty rules help reduce the chance that a preventable mistake travels into a claim and returns later as a denial. Administrative work changes when controls sit closer to the point where data is created. Instead of finding every problem at the end of the process, the practice can stop more of them before submission. A claim that leaves the organization with cleaner information requires fewer touches afterward and gives the payer less reason to send it back. Keep the Claim Moving Once a claim is ready, the workflow leaves the practice and enters a more complex network of payer transactions, acknowledgments, edits and payment status. NextGen connects that stage through billing automation and clearinghouse capabilities, including its preferred clearinghouse partnership with Waystar. Routine activity can continue without someone manually initiating every step. Claims, statements, eligibility requests and status inquiries can be scheduled, while electronic workflows help staff track where transactions stand. Claim attachments and coverage-detection capabilities add support for cases that need more than a standard submission. The financial side remains connected to the same operating flow. Practices can use patient estimates, payment tools, collection workflows and A/R reporting to manage balances without separating patient responsibility from the rest of the revenue cycle. A coverage issue found before the visit can shape both the conversation with the patient and the way the final account is managed. The connection matters for staff as much as it does for cash flow. Predictable transactions can move automatically, leaving people to focus on denials, exceptions, authorizations and accounts that need judgment. Automation changes which work reaches the team rather than simply adding another layer of software. Turn Daily Activity into Management Insight A practice-management system also creates an operational record of the business. NextGen Insights brings clinical and practice data into reporting views that can be examined by period, location, provider and transaction detail. The platform uses more than 400 automated data-quality checks to help maintain confidence in the information being analyzed. Because the reporting draws from connected workflows, managers can move from a high-level trend toward the transactions underneath it. * NextGen Healthcare connects the front office and financial back office so information gathered early in the patient journey remains useful through billing and payment. Greenville Rancheria Tribal Health provides an example of how that visibility can translate into operating discipline. After adopting NextGen Enterprise and using billing edits, the organization reported that average days in A/R fell to 13 within one year and remained there for almost three years. The result is specific to that organization, but it shows how cleaner workflows and better visibility can reinforce one another. NextGen's practice-management solutions also received the No. 1 position in Black Book Market Research's 2026 physician practice-management benchmarking for the ninth consecutive year. The recognition adds an external measure of how the platform performs against other practice-management solutions. Turning Connected Data into Action NextGen Healthcare's strength lies less in any one scheduling screen or billing feature than in what happens between them. Information collected at registration can support eligibility and cost estimation. Encounter data can pass through charge review before a claim is submitted. Payment activity can feed financial reporting, while the resulting information helps leaders identify where the workflow itself needs attention. A denied claim may still happen. What changes is how much of the preventable work can be caught earlier and how quickly the practice can see where friction is building. The platform follows the business of care from appointment access through reimbursement, reducing the need to rebuild information at each handoff and giving staff a clearer path from patient encounter to financial resolution. Management Srinivas Velamoor, PRESIDENT & CEO, NextGen Healthcare Description NextGen Healthcare provides practice management technology for ambulatory organizations, combining scheduling, eligibility, billing and financial analytics with charge review, clearinghouse connectivity, patient access and reporting tools to manage administrative and revenue-cycle workflows across daily practice operations.