Concord Orthopaedics (New Hampshire; 50+ providers) uses Assort Health inbound and outbound AI agents for calls and referrals. The vendor reports 84% of referrals automated end-to-end, a 68% referral-to-appointment conversion rate, over 95% scheduling accuracy, and hold times near zero.
Reported outcomes
Outcomes are reported exactly as stated by the source; we have not independently audited them.
How it works
- Inbound agent ("Cheryl") answers patient calls and schedules.
- Referral triage matches each referral to the right provider.
- Outbound agent contacts referred patients and schedules them on the same call.
Risks & compliance
- Mis-scheduling or mis-routing of patients with clinical urgency; escalation rules required
- PHI handled in calls (HIPAA); EHR write access
- Vendor-published results; not independently audited
Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.
Casefile: MedTech angle
Orthopedic practices are core accounts for ortho device reps; faster patient access upstream means faster time to surgical consults and procedures.
Editor's notes
- Appointments-per-week figure is asterisked in the vendor story.
Tools mentioned & how to build it
Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to this case, never by payment.
Tools mentioned
- Assort Health (Assort Health)
Voice AI patient-access agents for specialty practices.
Build a version yourself
- Retell AI
Build and deploy phone agents for scheduling, intake and call routing. - Make
Visual no-code automation with AI agents; good for intake, routing and follow-up flows. - ElevenLabs
Voice models and a conversational-agent platform behind many voice agents.
Sources
“Over 95% of the 720 appointments per week* are scheduled accurately.”Concord Orthopaedics Cuts Hold Times and Automates 84% of Referrals
Grade rationale: Named organization with a quantified outcome from the vendor or the organization itself (self-reported). Automated check on Oct 17, 2026: 1/1 quotes and 3/3 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.
