Fax & Referral Automation
Most practices lose referred patients not because of care quality, but because no one worked the referral in time. Assort processes incoming referral documents and triggers outbound scheduling automatically, so every referral is acted on without staff involvement.
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Assort reads incoming fax and referral documents, extracts the relevant clinical and administrative details, and writes them directly into your EHR without anyone touching the file.
New patient records are created from referral data the moment a document arrives. Demographics, referring provider, and appointment specifics are populated before your team opens the chart.
Because referral details are extracted by AI rather than transcribed by hand, processing happens in minutes, not at the end of a shift when someone has time to work the fax queue.
The moment a referral is processed, Assort triggers an outbound scheduling campaign across phone, text, and email so outreach starts within minutes, not days.
Referral specifics like appointment type, urgency, provider preference, and insurance are read from the document and applied to the scheduling workflow automatically, so every patient lands in the right slot.
Every incoming referral is tracked. Patients who don't respond to the first outreach receive automated follow-up across channels until the appointment is booked. Nothing sits open without action.
Every referral is tracked from the moment it arrives to the moment it's confirmed. Your team can see exactly which patients have been reached, which are still pending, and which need attention without manually auditing a fax queue.
Practices that reliably schedule referred patients keep referral volume high. Assort ensures every referral is worked promptly and completely, protecting the referring relationships that drive new patient volume.
For patients who call in directly, Assort's AI agent collects all referral information over the phone and enters it into the EHR in real time so inbound and fax-based referrals feed the same pipeline with the same accuracy.
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.
Referral management software helps healthcare practices receive, process, and act on incoming patient referrals. Assort automates the full workflow: AI agents read incoming referral documents, extract clinical and administrative details, create or update patient records in your EHR, and trigger outbound scheduling campaigns, so referred patients are contacted and booked without manual intervention.
Assort reads incoming referral faxes and PDFs to extract the information needed to schedule the patient: referring provider, appointment type, insurance details, urgency level, and any relevant clinical notes. That data is written directly into your EHR and used to configure the scheduling workflow, so no staff member needs to interpret the document or re-enter its contents.
After processing a referral document, Assort immediately triggers an outbound campaign across phone, text, and email. If the patient doesn't respond to the first outreach, automated follow-up continues until the appointment is confirmed. Every referral is tracked, so nothing sits open without action. Practices using Assort see a 64% referral scheduling conversion rate.
Yes. Assort's AI agents are trained on 150M+ patient interactions across 20+ specialties. Referral specifics like appointment type, provider preference, urgency, and insurance are extracted from the document and applied directly to the booking logic, so every patient is scheduled accurately for the right appointment from the start.
No. Assort is designed to expand your team's capacity, not replace it. AI agents handle the time-consuming, repeatable work of parsing documents, building patient records, and executing outbound scheduling — freeing staff to focus on complex cases, patient relationships, and work that requires human judgment.
See how Assort processes incoming referrals end-to-end, from document to confirmed appointment, without adding to your team's workload.
Trusted across 22 specialties · Deployed in weeks, not months · Expert onboarding included
