Assort Health books the patients. Your ads can't see which ones they sent.
Assort's voice agent answers every call instantly and writes the appointment straight into athenahealth, Epic, ModMed or eClinicalWorks. Great for hold times, bad for attribution: the booking happens on a call, not a web page, so no tag fires. We tie each new-patient appointment Assort creates back to the click or call that started it, so Google Ads bids on booked patients, not long phone calls.
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Assort Health · what breaks
What goes wrong when Assort Health answers your phones
- 01
Google Ads counts every refill call as a new patient
Google counts a call as a conversion once it passes a minimum length you set. An agent that handles refills, lab-result follow-ups and cancellations end to end can keep existing patients on the line past that mark, so Smart Bidding chases calls that were never new business.
- 02
The booking never touches your website
Assort books the visit during the call and syncs it to your EHR. There's no thank-you page and no form submit, so Google Ads and Meta never learn which campaign filled your cardiology or orthopedic schedule.
- 03
Outbound fills look like ad wins
Assort also books through outbound voice, text and email campaigns and fills cancelled slots from your waitlist. If those appointments land in the same report as ad-driven bookings, cost per new patient looks far better than it is.
- 04
Referral patients get mixed in with paid ones
Assort ingests faxed physician referrals and schedules them too. For a GI or cardiology group, those can outnumber ad patients, and crediting them to ads hides which campaigns actually work.
Assort Health · the fix
What changes after we fix it — Assort Health
Bidding learns from booked new patients
The conversion Google Ads optimizes toward becomes a first visit created in your EHR, not a long call about a prescription.
Cost per new patient by campaign
You can see which search terms and which ads filled your pain management or orthopedic schedule, and cut the ones that only ring the phone.
Patient details stay in your EHR
Only a click ID, a timestamp and a value leave your systems. Visit reason, specialty, insurance and history never go to an ad platform.
Assort Health · architecture
What Assort Health actually lets you hook into
From Assort's own product pages. Assort doesn't publish developer docs, so anything not listed there is a question for your account team.
- 1
Real-time EHR write-back
Assort says every appointment writes to your EHR in real time, naming Epic, athenahealth, ModMed, Oracle Health and eClinicalWorks. That record is the conversion source.
- 2
Online scheduling and website chatbot
Both are listed features. How they embed on your site isn't documented, so we test whether a click ID or UTM survives into the booking.
- 3
Outbound voice, text and email
Assort documents outbound campaigns that backfill open slots from a waitlist, recover no-shows and re-engage lapsed patients. We tag these bookings so ads never take credit for them.
- 4
Staff dashboards
Assort describes warm-handoff dashboards and an Operational Insights Engine for staff, with no marketing source or attribution reporting described.
- 5
No published ad or analytics connectors
We found no Google Ads, GA4, Meta, webhook or API documentation on Assort's site. Confirm with your rep before assuming one exists.
Assort Health · diagnose
Where Assort Health tracking breaks, in the order we check
Start with what Google Ads counts today, because inflated call conversions do the most damage to bidding.
- 01
Which calls count as conversions
Look at the minimum call length and whether refill and lab calls clear it.
- 02
Whether ad and website calls hit a tracked number
And whether that number still forwards to the line Assort answers.
- 03
A test booking through online scheduling
From an ad-tagged URL, checking what reaches the appointment.
- 04
How many EHR appointments can be tied to a call or click
Over a closed month, by caller number and time.
- 05
Outbound, waitlist and referral bookings
Split out before any number goes to an ad platform.
- 06
What the payload carries
No visit reason, specialty or insurance detail in any event.
Assort Health · prove
The QA evidence — Assort Health
Run on real calls to your live line and real bookings in your EHR, not a demo environment.
Source of truth
The appointment records Assort Health writes into your EHR: new-patient visits by date, booking channel and arrival status
- A test call from a Google ad, answered by Assort, with the resulting appointment matched to that call.
- A test booking through Assort's online scheduling from an ad-tagged URL, matched to its click.
- A refill call confirmed absent from Google Ads conversions.
- A waitlist backfill and a referral booking confirmed excluded.
- A cancellation retracted in Google Ads and confirmed absent from Meta uploads.
- Matched appointments reconciled record by record across a closed month.
- Re-run 30 days on, and again whenever your phone routing to Assort changes.
Assort Health · free audit
What we check in the free audit
- Which calls count as conversions
- Whether ad and website calls hit a tracked number
- A test booking through online scheduling
- How many EHR appointments can be tied to a call or click
- Outbound, waitlist and referral bookings
- What the payload carries
Checked against
The appointment records Assort Health writes into your EHR: new-patient visits by date, booking channel and arrival status
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Assort Health · when not to buy
When you don't need this with Assort Health
Plenty of specialty practices using Assort have no attribution problem worth paying to fix.
- If you don't run paid ads and new patients come almost entirely from physician referrals, Assort's referral automation matters more than ad tracking.
- If your health system's marketing team already matches tracked calls to EHR appointments, we'd only duplicate their work.
- If ad spend is small and you only want calls answered faster, that's Assort's job, not ours.
- If the only fault is a call conversion counting short calls, raising the minimum call length is a quick fix you can make yourself, and we'll say so.
Assort Health · what we deliver
The event map around Assort Health
Tracked call reaches Assort
A forwarding or call tracking number on your ads and website rings the line Assort answers, logging the caller, time and click.
Online scheduling started
Assort's self-scheduling or chat opened from an ad-tagged visit, with the click ID carried in where the embed allows it.
New-patient appointment created
Read from the EHR record Assort writes, matched to the call or visit, and sent as the main conversion.
Patient arrived
Checked-in first visits sent as a second, higher-value conversion so bidding favors patients who show.
Cancellations and no-shows
Retracted in Google Ads through a conversion adjustment, and kept out of later Meta uploads, so a booked-then-cancelled appointment stops teaching bidding.
Excluded on purpose
Existing-patient calls, refills, lab requests, outbound and waitlist bookings, and referral-sourced appointments.
Written guarantee
95%+ tracking accuracy
Measured against The appointment records Assort Health writes into your EHR: new-patient visits by date, booking channel and arrival status. Miss it and we keep working at no cost.
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FAQ
Assort Health questions, answered
Not that we could find. Assort documents EHR write-back, online scheduling, chat and texting, but no ad platform or analytics connectors, so tracking is built around it using your EHR records.
Call conversions count once a call passes your minimum length. Assort keeps existing patients on the line for refills, lab results and cancellations, and those calls can clear the threshold just like new-patient calls.
Yes, when a tracked number sits in front of the line Assort answers. We match the call to the EHR appointment by caller number and time, then import it to Google Ads with its click ID.
Our setup sends only a click ID, a booking time and a value. Visit reason, specialty and insurance stay in your EHR, and we walk your compliance lead through the exact payload before anything goes live.
No. Assort's outbound campaigns and faxed referrals produce real bookings, but ads didn't cause them, so they're kept out of what bidding learns from.
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