Discovery & Matching
Better outcomes start with better matching - guided discovery for customers, structured profiles for specialists.
Discovery & Matching turns onboarding signals and specialist profiles into a clearer path: find the right specialist, refine the fit, and take the right next step (book or request).
How it works
A streamlined process designed for efficiency and control
Collect needs during onboarding: care goals, preferences, language, availability constraints
Present specialists through search, filters, curated categories, or signal-based recommendations
Customers refine their match iteratively: filters, trust signals, logistics preferences
Clear next step: book directly when availability is clear, or request/propose for complex cases
Matching naturally flows into booking, request-based flows, or assisted scheduling
Core capabilities
Enterprise-grade features for complex operational needs
Guided Onboarding
Capture care goals, preferences, language, modality, and availability constraints during signup.
Search & Filter Discovery
Self-serve discovery with filters for language, availability, focus areas, and session modality.
Curated Categories
Surface specialists through curated programs, categories, and recommended collections.
Signal-Based Recommendations
Recommendations based on onboarding signals for guided, personalized matching.
Trust & Comfort Signals
Ratings, reviews, and verification badges where enabled to build patient confidence.
Logistics Preferences
Filter by online vs in-person, region, session cadence, and scheduling preferences.
Iterative Refinement
Customers can progressively narrow their search until they find the right fit.
Direct Booking
Book immediately when specialist availability is clear and requirements are met.
Request Availability
Propose options or request availability for complex scheduling scenarios.
Assisted Scheduling
Help customers coordinate when they need guidance choosing the right specialist.
Specialist Profile Signals
Structured profiles supply matching signals: specializations, modalities, languages, and availability.
Workflow Integration
Matching naturally leads into booking and onboarding flows without friction.
Built for scale and precision
Our advanced capabilities are designed for organizations that need granular control, sophisticated workflows, and enterprise-grade reliability.
Use cases
See how different organizations leverage this capability
Customer Self-Service
Enable customers to find and book specialists independently through search, filters, and recommendations.
Guided Matching
Use onboarding questionnaires to recommend specialists that match patient needs and preferences.
Organization Directories
Scope specialist visibility for organization members with eligibility rules and privacy controls.
Specialist Visibility
Control when specialists appear in discovery based on verification status and profile completeness.
Complex Scheduling
Handle request-based matching and assisted scheduling when simple booking isn't enough.
Marketplace Optimization
Improve match rates and reduce drop-off by analyzing discovery-to-booking conversion.
Why choose this capability
Want to improve match rates and reduce drop-off?
Talk to us about configuring onboarding signals, discovery UX, and booking pathways for your model.