SCHEDULING INTELLIGENCE

The right patient in the right slot, at every clinic.

Set your scheduling rules once, and patients and Petey only see times that fit.

Book a demo

Elena Alvarez, DPT

Thursday · Downtown Phoenix

8:00 AMFollow-up · Grace Holloway

9:00 AMOpen · offered

10:00 AMInitial eval · Daniel Reyes

11:00 AMFollow-up · Owen Fischer

1:00 PMFollow-up · Leah Morgan

2:30 PMOpen · offered

4:30 PMOpen · offered

Booking rules2 applied

Initial evals per dayApplied

Max Count · 2 per provider, Initial Evaluation

One patient at a timeApplied

Max Concurrency · 1 per provider

Workers’ comp mixUnapplied

Max Case Mix · 30% of booked visits

Offered to patients and Petey

9:00 AM2:30 PM4:30 PM

Progressive Physical Therapy — Tarah Sweeney, Owner

SCHEDULING INTELLIGENCE

The right patient in the right slot, at every clinic.

Set your scheduling rules once, and patients and Petey only see times that fit.

Book a demo

Elena Alvarez, DPT

Thursday · Downtown Phoenix

8:00 AMFollow-up · Grace Holloway

9:00 AMOpen · offered

10:00 AMInitial eval · Daniel Reyes

11:00 AMFollow-up · Owen Fischer

1:00 PMFollow-up · Leah Morgan

2:30 PMOpen · offered

4:30 PMOpen · offered

Booking rules2 applied

Initial evals per dayApplied

Max Count · 2 per provider, Initial Evaluation

One patient at a timeApplied

Max Concurrency · 1 per provider

Workers’ comp mixUnapplied

Max Case Mix · 30% of booked visits

Offered to patients and Petey

9:00 AM2:30 PM4:30 PM

Trusted by

Works with WebPT

How Scheduling Intelligence works

Create Booking Rule

TypeMax Count

Limit2 per day, per provider

ServiceInitial Evaluation

LocationDowntown Phoenix

Advanced

Skip for High Priority patients

SSunrise Physical Therapy

Elena Alvarez

Select from the next available times

Thu 9:00 AMThu 2:30 PMThu 4:30 PMFri 8:30 AM

Request an appointment

Kennit Ludluck

Call with Petey · Transcript

Petey

Elena has Thursday at 9:00 AM, 2:30 PM or 4:30 PM. Which works best?

Kennit

4:30, please.

Booking rules

Applied

Initial evals per day · Max Count 2

One patient at a time · Max Concurrency 1

Unapplied

Workers’ comp mix · Max Case Mix 30%

01Set

Write your rules once.

Cap evals per day, visits at once and case mix by location, provider, service or payer.

02Check

Only times that fit are offered.

Every open slot is checked before a patient sees it, so online booking only shows times your rules allow.

03Offer

Petey offers the same times.

Petey uses the same check on every call and text, so it never offers a time your rules would block.

04Review

Your team sees why.

On the schedule, each set of open times shows the rules that shaped it.

Features

Rules that fit how your clinic actually runs.

Booking rules

Set limits down to the provider and payer.

Set a default for the clinic, then tighter rules for a location, provider, service or payer.

Capacity

No double-booking.

Concurrency rules cap how many visits can run at the same time.

Case mix

Room for every payer.

Cap the share of the day or week that any one payer or service can take.

Priority patients

Urgent patients still get in.

High-priority patients can skip a rule that would otherwise block the time.

Schedule gaps

Last-minute openings still fill.

Times that open up soon can be offered even when a rule would block them.

Questions practices ask about booking rules.

Booking rules sit on top of your EMR’s availability and add limits most EMRs can’t: capacity, case mix and payer caps.

No. Concurrency rules cap how many visits can run at the same time.

Yes. High-priority patients can skip a rule, and openings close to now can be offered even when a rule would block them.

Yes. Petey and patient self-scheduling book through the same rules.