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Treatment & Logistics

Self-Planning Widget

An embedded widget lets patients choose from allowed slots based on your agenda rules and therapist constraints.

30 sec

self-booking flow

Result

Patients can plan at 23:00 while the EHR agenda stays consistent with practice policy.

Learn more

What this agent handles

A practical view of the information Self-Planning Widget captures, checks, and hands back to your team.

The old situation

Follow-up planning creates phone traffic even when the rules are clear and slots are available.

The Inquira solution

An embedded widget lets patients choose from allowed slots based on your agenda rules and therapist constraints.

Agent preview

How the interaction feels

30 sec

self-booking flow

1

Step

Patient opens the planning widget

2

Step

Only allowed slots are shown

3

Step

Patient chooses a time

4

Step

Appointment is written back for staff visibility

Result

Patients can plan at 23:00 while the EHR agenda stays consistent with practice policy.

Related agents

Connect this agent to the wider journey

These agents often work alongside this workflow in patient access, care coordination, or follow-up.

See it in action

Book a demo to see thisagent in action.

We will show how Self-Planning Widget can fit your patient journey, systems, and escalation rules.

30-minute session
No commitment
With your own numbers