01Strategy AI
Find the next opportunity
Identify where people drop off, build relevant audiences, and turn engagement goals into an actionable plan.
Who signed up but hasn’t booked a first visit?
Meet Strategy AI SORTMENT FOR HEALTHCARE
Better engagement.
More connected care.
The AI-powered engagement platform for healthcare businesses. Turn patient and member journeys into timely, personal outreach—with privacy at the heart of it.
HIPAA compliantBAA available · Built for trustPERSONAL AT EVERY TOUCHPOINT01 — 03
YOUR GOAL. SORTMENT AI.
Help more patients take the next step.
PATIENT ENGAGEMENT JOURNEYReady for review
A little support.
At just the right time.
- 01A warm welcomeMake the first step feel simple.Email
- 02A timely reminderKeep the next visit top of mind.SMS
- 03A thoughtful follow-upStay connected between visits.Push
AI does the groundwork. Your team approves.
Illustrative journey · No patient data shown
For the teams
moving healthcare forward.
FROM FIRST HELLO TO LONG-TERM TRUST
Be there for the moments
that move people forward.
Give every patient and member a clear next step. Build connected journeys with AI, without adding more work to your team.
THE RIGHT MESSAGE. THE RIGHT MOMENT.
Make a strong first connection.
Help new patients and members feel supported from day one. Turn a signup into a confident next step with a welcome journey tailored to where they are.
- Patient onboarding
- First-visit engagement
- Member activation
JOURNEY PREVIEWIllustrative example
- TRIGGERNew member signs up
- REACH OUTA warm welcome, with one clear next step
- If the first step is still incomplete
- FOLLOW UPA helpful nudge to get started
- First step completed
MESSAGE PREVIEW
Welcome. Let’s get you started.
Everything you need for your next step, all in one place.
View next steps From your care teamAI THAT WORKS WITH YOUR TEAM
Less campaign busywork.
More meaningful connection.
From spotting an opportunity to measuring engagement, Sortment brings the work together. You bring the context and make the decisions.
02Content AI
Make every message matter
Create clear, on-brand outreach across channels. Give your team a thoughtful first draft to review and refine.
Draft a welcoming nudge to complete onboarding.
Meet Content AI 03Analyst AI
Learn what brings people back
Understand journey performance and use what you learn to improve the next campaign, from activation to retention.
Which journey helped more members return?
Meet Analyst AI TRUST IS THE FOUNDATION
Personal engagement.
Serious about privacy.
Healthcare relationships are built on trust. Your engagement platform should be, too.
Talk to us about securityHIPAA compliant
Business Associate Agreement available. Work with our team to align your data and engagement workflows before launch.
01
Established security standards
SOC 2 compliant, ISO 27001 certified, and GDPR compliant.
02
Your data stays yours
Your data is never used for model training.
03
Your team stays in control
Set the goals, review the messages, and approve outreach before it goes out.
FITS INTO YOUR WORLD
Connect the journey.
Keep the tools you trust.
Bring your data and messaging channels together. Add Sortment to your existing engagement stack or run your journeys in one place.
Explore integrationsYOUR DATA FOUNDATION
SnowflakeBigQueryDatabricksPostgreSQL
sortmentIntelligence + orchestration
YOUR ENGAGEMENT CHANNELS
EmailSMSPushIn-app
We’ll map the right integrations and channel setup for your use case.
A FEW THINGS YOU MAY BE WONDERING
Good questions.
Clear answers.
Is Sortment HIPAA compliant?
Yes. Sortment is HIPAA compliant, and a Business Associate Agreement (BAA) is available. Talk with our team about your intended workflows, data requirements, and BAA before connecting protected health information.
What does the AI actually do?
Sortment’s AI agents help identify engagement opportunities, build audiences, draft messages, create journeys, and measure campaign performance. Your team sets the goals and reviews and approves outreach. The examples on this page illustrate engagement workflows, not clinical decision-making.
Can we use Sortment with our existing tools?
Yes. Sortment connects to data warehouses and works alongside engagement tools such as Braze, Iterable, and HubSpot. We’ll map your healthcare data sources, messaging providers, and integration requirements together during your demo.
Which healthcare businesses is this for?
Sortment is for healthcare teams that need to engage people across a longer journey: digital health companies, care providers, virtual care businesses, and membership-based health services. Start with a defined use case, such as onboarding, appointment engagement, or member retention.
Is our data used to train AI models?
No. Sortment does not use your data for model training. We can walk your security team through data handling and the requirements for your deployment.
LET’S MAKE THE NEXT STEP A BETTER ONE
Bring a more human touch
to healthcare engagement.
See what AI-powered engagement could look like
for your patients, your members, and your team.