Task Management
Assort AI agents capture patient requests like medication refills, provider messages and lab requests, and create EHR-native tasks that are automatically routed to the right staff member. No manual follow-up or staff phone calls needed.
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AI agents answer every inbound call instantly, so patients with routine requests are handled immediately without waiting in a queue or reaching voicemail.
AI agents capture patient requests during every inbound call and create structured EHR-native tasks automatically — no staff action required to log or route the work.
Requests submitted outside business hours are captured and queued automatically, so staff start each day with a complete, structured task list, not a voicemail backlog.
Every task is routed to the right staff member or team based on request type, provider, and your practice's workflow rules with full patient context included.
Every request captured by Assort's AI agents is written directly into your EHR as a structured task. No manual entry, no errors or tasks slipping through the cracks.
Assort’s Task Dashboard gives your team a single, centralized view of tasks so staff can see, manage, and resolve routine work without it returning to the call queue.
Assort captures and routes administrative requests, such as medical records requests and documentation letters, as structured tasks without pulling staff into the call queue.
Handle clinical cases – prescription transfers, lab results, post-op questions, and more – by creating structured tasks for each and routing them without staff involvement.
AI agents capture details from patients calling in with clinical questions like post-op concerns or medication inquiries, create a task and route it to the right clinical staff member for faster handling.
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.
Task management is the process of capturing, routing, and resolving patient requests as structured tasks within your EHR. Traditionally this requires staff to answer every call, collect information, and manually create tasks. Assort automates that process end-to-end: AI agents handle the inbound call, collect the details needed to act, and create EHR-native tasks automatically routed to the right team member.
Assort handles the full range of routine inbound requests across clinical, administrative, and specialty categories, including lab result inquiries, prescription transfers, post-op questions, billing inquiries, medical records requests, prior authorization, DME orders, and more. Task workflows are configured to your specialty and EHR from day one, so the right request types are handled accurately from the first interaction.
When AI agents handle routine requests end-to-end, capturing the information, creating the task, and routing it without staff involvement, those calls never need to reach a human. Patients get an immediate response, tasks are created accurately, and staff work from a structured task list rather than a callback queue. The result is a meaningful reduction in the call volume your team needs to actively manage.
No. Assort is designed to expand your team's capacity, not replace it. AI agents handle the high-volume, routine requests that consume staff time without requiring judgment or relationship, freeing your team to focus on interactions that genuinely need a human. Staff work from a structured task dashboard rather than fielding the same requests repeatedly from the phone queue.
Most practices go live in weeks. Assort's Synapse implementation engine automates the build of task workflows using your existing EHR data and practice SOPs. Dedicated Assort engineers configure request types, routing rules, and specialty-specific logic to your practice, so your task workflows are accurate from the first interaction.
See how Assort captures, routes, and resolves patient requests end-to-end, freeing your staff from the call queue and giving every task a structured home in your EHR.
Trusted across 22 specialties · Deployed in weeks, not months · Expert onboarding included
