Intelligent Scheduling Logic That Works Like Your Best Front Desk
Empower patients to book online without losing control. CERTIFY Health’s Self-Scheduling Rules Engine enforces your custom scheduling policies—who can book, what they can book, and when—so your calendar always stays optimized.
Lost Control in Open Online Scheduling
When patients can book any time, chaos can follow.
New patients taking short follow-up slots.
Appointments double-booked or too close to lunch and admin blocks.
Same-day bookings missed because staff didn’t see them in time.
Equipment and resource overloads when too many of one type of appointment are scheduled.
Without guardrails, self-scheduling can overwhelm staff and disrupt provider workflows.
CERTIFY Health’s Self-Scheduling Rules Engine
The Self-Scheduling Rules Engine is a configurable layer that mirrors a scheduler’s intuition. Practices can define precise booking parameters for each appointment type, provider, and patient category—ensuring convenience for patients and efficiency for staff.
Only allow two new-patient consults per provider per day.
Block same-day bookings after 2 PM.
Prevent patients from booking procedure appointments online.
Keep lunch hours and admin time protected automatically.
Key Features
Appointment Type Rules
Define which visit types can be self-scheduled and set required lead times.
Patient Category Logic
Differentiate between new and returning patients to protect follow-up availability.
Time-Based Controls
Set booking cutoffs (e.g., no online bookings within 2 hours of start time or more than 30 days in advance).
Resource Management
Prevent over-scheduling of limited rooms, therapists, or equipment.
Friendly Error Handling
Clear patient messages guide next steps instead of blocking their experience.
Why 
CERTIFY Health combines automation with configurability. The Rules Engine adapts to every practice’s workflow—from radiology centers managing machines to multi-specialty clinics balancing providers. Practice Administrators and Operations VPs trust it because it delivers flexibility without risk, ensuring open access never compromises control.
Best-Fit Use Cases
- Multi-modality and specialty clinics with complex scheduling needs
- Large practices managing high patient volume
- Providers protecting certain slots for procedures or follow-ups
- Any clinic that’s struggled with open scheduling chaos
