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Preparation & Intake

Therapist Matching Workflow

The workflow applies your operational matching rules and shows a ranked recommendation list for the coordinator to confirm or override.

1 day

matching target

Result

Matching becomes faster and more consistent without outsourcing the final placement decision to software.

Learn more

What this agent handles

A practical view of the information Therapist Matching Workflow captures, checks, and hands back to your team.

The old situation

Coordinators keep spreadsheets to match patients with therapist availability, language, location, modality, and caseload.

The Inquira solution

The workflow applies your operational matching rules and shows a ranked recommendation list for the coordinator to confirm or override.

Agent preview

How the interaction feels

1 day

matching target

Specialism and modality rules applied

Language and location preferences visible

Caseload conflicts marked for review

Coordinator override available

The workflow recommends options; the coordinator remains accountable for the match.

Result

Matching becomes faster and more consistent without outsourcing the final placement decision to software.

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 Therapist Matching Workflow can fit your patient journey, systems, and escalation rules.

30-minute session
No commitment
With your own numbers