Assort Health rolls out AI agent to automate referrals for specialty practices and health systems

Healthcare technology firm Assort Health has introduced an AI-driven referral agent to streamline the process for specialty practices and health systems. The innovative tool, known as Referrals, has the ability to manage inbound referrals, verify patient eligibility, and match patients to the most suitable providers. Assort Health CEO Jon Wang shared that the AI agent outperforms the original in 50% of cases, reducing the chances of patients being seen by the wrong provider and ensuring they see the right one more efficiently.

Wang also mentioned that the tool has a remarkable 79% referral-to-appointment conversion rate and manages 87% of referrals end-to-end automation. Additionally, Referrals can proactively contact patients via voice, text, or email to book appointments directly in the Electronic Health Record and facilitate ongoing patient communication.

Assort Health's AI platform is powered by Synapse, a proprietary model that leverages over 225 million specialty-specific patient interactions, 70,000 care protocols, and decision pathways. This level of personalization sets it apart from other solutions on the market, according to Assort Health's co-CEO Jeffery Liu. The AI agent is already being utilized by the Center for Sports Medicine & Orthopaedics in Chattanooga, Tennessee, where the referral team previously struggled with the high volume of incoming referrals.

With the new system, the referral team receives automatic processing, key information verification, and proactive patient outreach within hours of receiving a referral, resulting in a more efficient and personalized patient experience. Assort Health has been experiencing rapid growth throughout 2026, launching additional products like Activate for proactive patient outbound calling in May, and securing a $120 million Series C funding round in June, which raised its total valuation to $1.2 billion.