Patient Payment Resolution
Assort AI agents proactively reach out to patients with open balances, and guide them through payment in a single interaction. Collections happen faster, and patients never feel chased.
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Assort reaches out automatically when a balance is posted to your EHR, so no balance sits uncontacted while your billing team works through a backlog.
AI agents reach patients via phone, text, and email to meet patients where they are. Follow up continues across channels until the payment has been collected.
Patients can confirm their payment method or resolve their balance in one interaction. Payment is processed and reconciled to the EHR automatically.
When patients call with billing questions, Assort reads their EHR record in real time, answers balance questions, explains charges, and routes to the right team when needed.
For practices or appointment types that require outstanding balances to be resolved before scheduling, Assort identifies unpaid balances during the scheduling call and routes patients to billing before an appointment is booked.
Eligibility checks run during the scheduling or intake call, flagging coverage gaps before the appointment date, not after a claim is rejected.
Patients receive a link during the call to photograph their insurance card. Assort reads the image and enters member IDs and group numbers directly into the EHR, so no detail is misheard or mistyped.
Correct insurance and demographic data at the point of collection means fewer downstream billing errors, less rework, 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.
Assort monitors your EHR for newly posted patient balances and automatically triggers outbound campaigns when they appear. AI agents contact patients by phone, text, and email to explain the balance, answer common billing questions, and guide patients to complete payment in a single interaction. Payments are processed and reconciled directly in your EHR. No staff involvement required to initiate or follow through on outreach.
Patient balance resolution is the process of collecting outstanding amounts owed after insurance has been applied. In specialty care, these balances are often higher and more complex than in primary care, which makes prompt, clear outreach more important. Delayed follow-up means longer cash flow cycles and higher write-off risk. Assort automates the full outreach sequence from initial outreach to collection so balances don't age unnecessarily.
Manual billing follow-up is inconsistent and time-consuming. Staff work through lists in batches, outreach gets deprioritized during high call volume periods, and follow-through across channels rarely happens. Assort triggers outreach automatically when a balance posts, reaches patients across phone, text, and email, and continues following up until the interaction is complete. Practices using Assort see 47% of patients resolve their balance within 7 days of first outreach.
Yes. When patients call in with billing questions, Assort's AI agent reads their EHR record in real time to answer balance questions, explain charges, and route calls to the billing team when human intervention is needed. For practices that gate scheduling based on outstanding balances, Assort automatically detects unpaid amounts during inbound calls and routes those patients before an appointment is booked.
Assort addresses the upstream causes of billing errors by verifying insurance eligibility in real time during scheduling and intake, before the visit happens. Patients can also photograph their insurance card mid-call; Assort reads the image and enters the data into your EHR accurately, eliminating transcription errors. Correct information at the point of collection means fewer rejected claims and less time spent on corrections.
See how Assort automates payment outreach for your specialty, from the first notification to a collected balance. All without adding to your billing team's workload.
Trusted across 22 specialties · Deployed in weeks, not months · Expert onboarding included
