Self-service

Every appointment type, bookable online

Give patients a scheduling page and chat widget that run on your full scheduling protocol, so a specialty visit gets booked online instead of ending in a message to call back.

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Online scheduling page booking a 10:30 am appointment directly in the EHR
3.5x
higher online scheduling conversion
5%
appointment volume growth
30%
increase in new patient visits

Turn more online visitors into booked appointments

Every appointment type is bookable, on your protocols

Online booking applies the same scheduling protocol as your voice agent, down to appointment type, provider and payer rules, location, and urgency, so a patient booking a complex specialty visit finishes online instead of being told to call.

Patient booking a complex specialty appointment online

It runs on the agent you already have

Because it uses your existing voice agent, EHR integration, and protocols, there’s no second rule set to maintain and no second implementation, and a protocol change you make once applies on the phone and online at the same time.

Shared scheduling rules across phone and online booking

Capture the booking at the moment of search

The scheduling form publishes to your Google Business Profile, adding a Book Now button to your Search and Maps listings, so patients book from the search result while intent is highest instead of hunting for the form on your website.

Book Now button on a Google Business Profile listing

Key capabilities

Protocol-based scheduling

Book any appointment type using the same rules as your voice agent, written straight to your EHR.

Identity verification and staff handoff

Verify patients by two-factor before releasing appointment details, and let staff join the chat with full context.

Appointment management

Let verified patients confirm, cancel, and reschedule without calling.

Scheduling page & chat widget

Run both on one configuration, with chat answering common questions from your own FAQ content.

Book Now in Google Search and Maps

Publish the scheduling form to your Google Business Profile per location.

Marketing attribution

Pass UTM parameters and ad click IDs through the booking flow so campaigns can be measured.

Self-service works better with the rest of the Assort platform

It runs on the same platform, protocols, and EHR integration as Assort’s Voice, Outbound, Referral, Intake, and Payment agents.

Because the protocols are shared, what you tune in one place applies everywhere. Assort can:

  • Keep one rule set across phone and web: A protocol change applies to both at once, so the two never drift apart.
  • Let referred patients book from a link: Referral outreach sends a scheduling link already prefilled from the referral document.
  • Go live as a configuration: For a practice already running the voice agent, activation is configuration and testing rather than a new implementation.

The protocols you’ve already tuned on the phone are the ones running on your website.

Assort Patient Journey Platform: Inbound, Outbound, Self-service, Intake, Payments and Referrals

Impact & Results

How Family Practice Associates of Lexington brings in more patients with online scheduling

Before Assort

2

trialed online scheduling vendor implementations

FPALEX’s previous self-scheduling vendor booked new patients into established-patient slots and mismatched visit types with appointment lengths, leaving staff to fix bookings by hand.

After Assort

20%

fewer last-minute cancellations and no-shows

Online booking applies the same rules as the phone agent for all 21 providers, across web, chat, and their Google Business Profile.

We had tried to implement online scheduling two times before through other providers, other partners, and it was a disaster.… The wrong types of patients would show up for a physical in a 10-minute slot. New patients would get in on people who weren’t taking new patients.… Assort has been wildly successful as compared to our previous implementations. And patients love this.

Kathy Love

Kathy Love

CEO, Family Practice Associates of Lexington

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Fill more of your schedule online

Walk through your own appointment types, provider rules, and booking flow with our team.

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Frequently Asked Questions

How does online self-scheduling work for a specialty practice?

Assort gives patients a scheduling page linked from your website and a chat widget embedded on it. Both run on your practice’s full scheduling protocol, applying appointment type, provider and payer rules, location, and urgency, and write the confirmed appointment directly into your EHR. Patients verify their identity before any appointment information is released.

Can patients book complex appointment types online?

Yes. Self-service uses the same specialty protocols and provider-matching logic as your inbound agent, so patients can book every appointment type online with provider, payer, location, and urgency rules applied.

Is Self-service a patient portal?

No. It offers online scheduling through a dedicated page linked from your website or a chat widget embedded on it. It complements your patient portal and EHR.

Can staff take over a chat?

Yes. During business hours, staff can join the thread with the patient’s prior messages and context available.