Payments
Enroll balances the day they post, reach patients by text, email, and voice from your own number, and send them to a branded portal with an itemized bill. Every payment posts back against the original line item in your EHR.
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Assort monitors your EHR, enrolls patients as soon as a balance becomes collectible, and runs text and email before escalating to a voice call that sends a payment link or transfers to your billing team, so balances get worked while they’re still recent enough to be paid.
Messages go out from a local number with your caller ID and your own email domain, naming the patient, the practice, and the date of service, so patients can tell who’s contacting them and why before they decide whether to open it.
Because Payments runs on the same patient record as the rest of Assort, the voice agent already sees an outstanding balance when a patient calls and can route them to billing, and pre-visit forms and the check-in counter can take the payment, so the balance resolves sooner than any single campaign could manage.
Enroll patients as balances post, with exclusions, and re-check before every message.
Reach patients by text, email, and voice from a local number with your caller ID.
Post payments against the original line item and update the outstanding balance.
Verify the patient, then send a payment link or warm-transfer to your billing team.
Show what insurance covered and what remains, with payment in full or by line item.
Track enrolled patients, dollars collected, time to payment, and refunds in one view.
It runs on the same platform and patient record as Assort’s Voice, Self-service, Outreach, Referral, and Intake agents.
With shared patient context, a balance can be resolved wherever the patient already is. Assort can:
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Impact & Results
See how eliminating manual collection calls and modernizing patient outreach transformed cash flow and drastically reduced staff friction.
Before Assort
before patients received an impersonal billing text
Patient collections relied on disconnected tools and impersonal billing texts sent 45 days later. The team received at least one complaint a day.
After Assort
of total dollars collected within 30 days
Branded outreach to enrolled patients required no staff-placed outbound collection calls. 47% paid within seven days of first outreach; more than half of total dollars were collected within 30 days.
With our old legacy vendor, we were about 55% lower than we are today. We’re up to 47% of patient payments collected within seven days of the first balance being created.
Twin Cities Orthopedics Employee
Walk through your own balance thresholds, outreach cadence, and payment portal with our team.
Assort monitors your EHR for outstanding patient balances and enrolls patients automatically, as early as the day a balance becomes collectible. Each balance is worked across text, email, and an AI voice call until the patient pays or reaches your billing team, with the balance re-checked before every attempt. Patients pay through a practice-branded portal or your existing EHR payment portal, and payments reconcile back against the original line item.
Assort’s portal shows an itemized bill, including what insurance covered and what remains. Patients can pay in full or by line item. Options in an existing EHR portal depend on that portal.
The agent relies on the EHR connection and rechecks the balance before each outreach attempt, then stops follow-up once payment is recorded. Practices can also set enrollment rules for balances that should be excluded.
The voice agent verifies the patient and balance, then sends a secure payment link or warm-transfers the patient to billing. It doesn’t collect card details during the call.
Yes. Practices can route patients to the portal they already use and add outreach only, or collect through Assort’s practice-branded portal with reconciliation into the EHR.
On an Inbound call, the agent can surface a balance, apply the practice’s threshold rules before booking, and route the patient to billing. Intake can collect a copay or balance through pre-visit forms or at check-in.
No. Payments handles patient-balance outreach and resolution. It works alongside your EHR and payment infrastructure rather than replacing a revenue cycle operation, and it’s designed as an add-on to an existing Assort deployment.
