Assort Health vs Hello Patient (2026)
Both run AI agents for a practice's patient access, around the clock, across voice, text and chat. Assort Health is built for specialty practices and health systems, sold as four connected products for inbound calls, outbound outreach, orchestration and payment, on its own model, Synapse, with deep EHR integration and a published business associate agreement. Hello Patient's agent, Mia, answers calls, books and reschedules, runs intake, verifies insurance, takes refill requests and runs recall, referral and billing outreach for medical practices. Choose Assort for specialty groups and health systems that want contract terms in the open; choose Hello Patient for a practice that wants one agent across the front desk.
- Your practices are specialty groups or part of a health system.
- You want to read the business associate agreement before you sign.
- Outbound care gap campaigns and payment resolution belong with inbound calls.
- You want one agent for calls, texts and chat at the front desk.
- Insurance verification and questions should be handled on the call.
- Recall, referral and billing outreach should run from the same agent.
This comparison is published by AI Health Index, an independent research platform that compares healthcare AI vendors objectively. Assort Health and Hello Patient are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI Health Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Fact | Assort Health | Hello Patient |
|---|---|---|
| Primary category | Patient Voice Agents | Patient Voice Agents |
| Founded | 2023 | 2024 |
| Headquarters | San Francisco, California | Austin, Texas, United States |
| Website | assorthealth.com | hellopatient.com |
Side by Side
Select any grade to read the note behind it.
Each vendor in one paragraph
Written to be quoted whole. Each paragraph opens the AI Health Index profile of the vendor: what the product is, who buys it and what it does.
AI agents for specialty practice and health system patient access, by voice, text, email and chat: inbound scheduling, triage and routing, after-hours coverage, medication refills, intake, referral processing, outbound outreach and care gap campaigns, and payment resolution, sold as four connected products (Concierge, Activate, Orchestrate and Empower).
Source: AI Health Index, September 2026
Hello Patient (Patient Engagement Technologies, Inc.) sells AI agents, led by an assistant called Mia, that handle patient conversations by voice, text and web chat, inbound and outbound, around the clock: answering calls, booking and rescheduling, running intake, verifying insurance, answering insurance and program questions, taking refill requests, following up after visits, and running recall, referral and billing outreach. Agents follow rules each practice sets and escalate clinical questions outside them to staff.
Source: AI Health Index, September 2026
Questions buyers ask
How do Assort Health and Hello Patient work with the EHR?
For Assort Health, a September 2026 release describes read and write on NextGen Enterprise through NextGen's Platinum API tier, covering appointments, referrals, patient cases, notes, chart alerts, diagnoses and procedures, live at First State Orthopaedics. Epic, Oracle Health, Allscripts, ModMed, Veradigm, eClinicalWorks and MEDENT are listed as supported.
Hello Patient's FAQ lists record, practice management and CRM systems it has worked with, including AdvancedMD, athenahealth, eClinicalWorks, ModMed, NextGen, Provet Cloud, Salesforce and Zenoti, and supports FHIR and HL7, with CSV or custom work for systems without API access. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 29, 2026. No vendor pays for placement.
How do Assort Health and Hello Patient handle patient data?
In Assort Health's case, the terms warrant that only de-identified data will be used to train the platform and that de-identified data will not be sold, and they say the platform's machine learning may be improved by processing customer data. The published business associate agreement lets the company deidentify protected health information and use it at its discretion, including for commercial purposes, after the contract ends.
Hello Patient's FAQ says it does not use protected health information to train AI models, that protected health information stays inside Hello Patient's environment and is used only to serve the practice that owns it, and that every conversation is logged and encrypted. Its privacy policy keeps personal information as long as necessary for its purposes or as the law requires. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 29, 2026. No vendor pays for placement.
Which settings and specialties do Assort Health and Hello Patient cover?
With Assort Health, the company publishes pages for 17 specialties from orthopedics, dermatology and ophthalmology to behavioral health, oncology and emergency medicine, plus federally qualified health centers, multi-specialty groups and health systems, and says it serves thousands of providers across 23 or more specialties.
Hello Patient sells to multi-location medical groups in urgent care, primary care, dermatology, orthopedics, ENT, dentistry, optometry and mental health, to Privia Health practices as an approved vendor, to consumer and telehealth brands, and to veterinary practices on the same platform. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 29, 2026. No vendor pays for placement.
How much do Assort Health and Hello Patient leave to the clinician?
For Assort Health, a handoff shows staff the calls the agent sent up, not the ones it kept, so it cannot check the promise that nothing was misrouted.
With Hello Patient, every interaction is logged for review, and the agents cover every call, text and chat around the clock. Nothing says which protocols let the agent direct a patient itself rather than transfer, or what the patient hears while waiting for a person. From the AI Health Index, drawn from each vendor's own published materials and the regulatory record, verified September 29, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers.
Both records were reviewed on this site in September 2026. Neither publishes a price, and neither publishes the threshold at which a caller reaches a person. Assort sorts callers by urgency without stating a regulatory position, and its 45 percent resolved figure comes from one customer without a denominator.
Ask both for their escalation rules in writing.