Medication Refill Management
Assort AI agents collect every detail a clinician needs to review a refill, including medication name, dosage, prescribing provider, and pharmacy, and create the task directly in your EHR for your team to review and approve.
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Assort's AI agent conducts the full refill conversation: medication name, dosage, prescribing provider, and pharmacy. Every detail is collected before the task touches your team.
Completed requests are written directly into your EHR as a patient case or order, ready for clinical review. No phone tag, no manual entry, no separate workflow.
Complex medication logic is handled automatically, including refill frequency restrictions, required visit cadences, and controlled substance workflows. Your policies are applied consistently on every call.
AI agents manage every inbound refill call in parallel. Volume spikes don't create backlogs or require coverage adjustments.
Patients who call outside business hours get the same experience. Requests are collected, logged, and queued for your team to review the next morning, without anyone on the phone overnight.
With AI handling intake and task creation, staff spend their time on work that requires clinical judgment, patient relationships, and follow-through, not collecting refill information.
Patients request refills the moment they call. No waiting in a queue to reach a staff member for a task that doesn't require one.
Every patient gets the same structured, conversational workflow. Nothing gets missed, and patients aren't left uncertain about whether their request went through.
Refill requests are accepted around the clock. Patients who run out over the weekend or call after hours aren't left waiting until Monday.
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.
Assort's AI agent handles the full inbound refill conversation: collecting medication name, dosage, prescribing provider, and pharmacy details from the patient. Once the interaction is complete, Assort creates a patient case or order directly in your EHR, routed to the appropriate clinical staff for review. No staff member needs to take the call or manually enter the information.
Yes. Assort's agents are configured to apply medication-specific rules during the refill workflow, including refill frequency restrictions, required visit intervals, and controlled substance protocols. For example, medications with strict refill cadences or mandatory annual visit requirements are handled with the correct logic applied automatically, so your policies are enforced consistently on every call.
Assort integrates natively with a wide range of EHR systems, writing completed refill requests directly into your system of record as patient cases or orders. Supported EHRs include athenahealth, ModMed, Epic, and others. EHR compatibility is confirmed during implementation, and your team reviews completed tasks in the same workflow they already use.
Assort's agents are transparent about being AI. The experience is conversational and structured; patients confirm their medication details, hear back that the request has been received, and don't need to wait on hold or call back to follow up. For practices that want to maintain a specific brand experience, the agent's name and introduction are fully configurable.
Assort's after-hours agent handles refill requests using the same workflow as during business hours, collecting all required information and creating the EHR task. Your clinical team reviews the queue when they're back in the office. No requests go unanswered, and no one needs to be on the phone overnight.
See how Assort handles medication refill requests end-to-end, from patient intake to EHR task creation, so your staff focuses on the work that actually requires them.
Trusted across 22 specialties · Deployed in weeks, not months · Expert onboarding included
