Take control of your schedule by accepting appointment requests that align with your availability. Screen potential clients through customizable intake forms and questionnaires before confirming appointments. Seamlessly integrate new clients into your practice while maintaining a balanced caseload.

Connect clients with the right care when you're unable to take them on yourself. Easily search and filter through a network of verified clinicians based on specialties, location, and availability. Maintain professional relationships while ensuring your referred clients receive the specialized care they need.

What we did

• Launched a patient-facing portal for self-service appointment requests within provider-set availability windows.
• Integrated customizable pre-visit intake forms to screen new clients before confirmation.
• Enabled real-time waitlist management for full caseloads with automatic opening notifications.
• Built seamless referral workflows to connect clients with verified clinicians by specialty and location.
• Unified online requests with the EHR calendar, billing, and patient records for end-to-end onboarding.