Now onboarding Open Dental practices. Apply for the betaApply
Request a demo
Schedule

Digital TwinYour practice, in writing.

Every practice runs on rules nobody ever wrote down: which chair a new patient gets, what never gets said about price, who picks up at 9 PM. The Digital Twin writes them down with you, file by file, and Leady follows them from its first call.

Request a demoSee how a twin is built
  • Built with you, online
  • Test calls before go-live

A drawing of a sample practice's twin: protocol.md for Palmetto Bay Family Dental says new patients get a 60-minute exam in Op 1, children under 12 go to Hyg 1 on Tuesday or Wednesday after 2 PM, a chipped tooth gets the next limited exam in Op 2, and a patient more than 15 minutes late is offered the next open time. Beside it, changelog.md records that the office manager changed new patients from 60 to 90 minutes, and evals.md shows 5 of 5 test calls passed. Sample practice, demo data.

Your practice on the left: your front desk, your schedule and your rules. The twin on the right: persona, knowledge and insurance files; scheduling.md, read from Open Dental; protocol, escalation and refusals files. Nine files are compiled into one agent. Facts are read from Open Dental, rules come from you, and Leady's safety rules sit underneath both.

Your practiceThe twin, in writing

The same practice, written down.

Facts are read from Open Dental. Rules come from you. Leady's safety rules sit underneath both.Sample practice. Demo data.
What a Digital Twin is

Your protocol, written down so it can be followed.

A Digital Twin is the written protocol of your front desk: the set of files Leady's agent is built from. It covers what a caller can book, in which chair and for how long, what the agent may say about insurance, what it must refuse, and who gets the call when something is urgent.

It is not a form you fill in once and forget. It is a living record. Facts come from your Open Dental, so nobody retypes the schedule. Rules come from you, in your words, and each decision is recorded with who made it and when. Anything neither of us can know before real calls come in is named rather than guessed, and revisited once they do.

We suggest a starting point for every rule, because correcting a sentence is easier than writing one from a blank page. Before go-live we go through the required rules with you, so each suggestion becomes a decision someone at your practice actually made.

  • Facts we read

    Operatories, providers, appointment types, durations and blockouts come from Open Dental. We show them to you to confirm or correct. We never ask you to type them.

  • Rules you decide

    Your new-patient flow, your insurance list, your on-call roster, what the agent says instead of a price. We suggest; you decide; the decision is recorded.

  • What real calls teach us

    How long visits really run, what callers actually say, which situations come up most. Named up front, filled in from your own calls, and reviewed with you.

How a twin is built

From a first call to a first patient, in six steps.

Every paid practice is onboarded by a person, on a one-hour online call. Nothing is answered, and none of your data is touched, until the agreement (BAA) is signed and the test calls pass.

Request a demo
  1. Day 1

    Onboarding call

    One hour, online, with us. We learn how your front desk works, and you choose your booking mode and when Leady answers.

  2. Step 2

    BAA and readiness check

    You sign the Business Associate Agreement first. Then we connect to Open Dental with a key your practice enables, and check that what we read matches your screen, at the same times.

  3. Step 3

    Twin drafted

    We draft your files from what Open Dental holds and what you told us, with our suggestion next to every rule.

  4. Step 4

    You review

    You read each rule and keep it, correct it or rewrite it. Required rules are decided by someone at your practice, and we record who.

  5. Step 5

    Test calls

    You call it and hear how it handles your situations, before any patient does. The regression calls in your twin have to pass.

  6. Step 6

    Go live

    You forward your line at the times you chose: after hours, busy hours or after a set number of rings. You can switch forwarding off yourself.

On the Free license: Tell us about your practice. We'll call you to set it up. The readiness check runs on your Open Dental and you sign the BAA. We approve every Free practice as a real practice before it goes live.

Layer one · every practice

The rules Leady keeps for everyone.

These three files sit underneath every twin, on every license. Your practice can add to the safety floor. It can never take anything away from it.

Sample practice. Demo data.

  • refusals.md

    Leady
    The refusals every practice has. Your practice can add to them. Nobody can remove them.
    never: clinical advice
    ask about urgency, route by your protocol
    never: treatment or insurance prices
    beyond your approved price list
    never: what a patient’s plan covers
    never: account balances
    + added by practice: other offices’ plans

  • safety.md

    Leady
    How urgent calls are recognized, the things the agent never says, and identity rules once counsel sets them.
    emergency: swelling, fever, trauma
    go to the emergency route
    never_say: "you’re booked" on a hold
    never_say: a diagnosis
    never_collect: card numbers
    identity: proposal, pending counsel

  • state-rules.md

    Leady with counsel
    Per state: the opening line, the AI disclosure and recording consent. Written with counsel.
    state: Florida
    first_turn: automated assistant,
    and this call is transcribed
    position: before anything else
    audio_recording: off
    until counsel clears the state
    wording: set with counsel
Layer two · your practice

Nine files that make the agent yours.

Each file answers one question the agent would otherwise have to guess at. Here is what they hold for a sample practice.

Sample practice. Demo data.

  • persona.md

    You, in the portal
    Who is speaking: the agent's name, your practice's name, the voice and the tone.
    agent_name: Leady
    practice: Palmetto Bay Family Dental
    voice: chosen in the portal
    tone: warm, brief, unhurried
    languages: English
    disclosure: first turn

  • knowledge.md

    You, in the portal
    What a caller asks before they book: hours, address, parking, services, common questions.
    hours: Mon–Thu 8–5 · Fri 8–1
    parking: rear lot, side entrance
    services: cleanings, fillings,
    crowns, emergency visits
    q: Do you see children?
    a: Yes, from age 3.

  • insurance.md

    You, in the portal
    Your in-network plans exactly as your team typed them, and the date they were last confirmed.
    accepts: Sample PPO A
    Sample PPO B
    last_confirmed: Tue, office manager
    may_state_list: yes
    never: what a plan covers
    instead: "Our team will check."

  • scheduling.md

    Open Dental + onboarding
    Chairs, appointment types, durations, which provider does what, and blockouts. Read from Open Dental.
    source: Open Dental · 8:02 AM
    Op 1: Dr. A. Reyes · restorative
    Op 2: Dr. A. Reyes · limited exams
    Hyg 1: hygienist · cleanings
    new_patient_exam: 60 min
    blockout: 12:00–1:00 · none

  • protocol.md

    Built with you
    How your practice runs: the new-patient flow, which chair, children, late arrivals.
    new_patients: exam in Op 1, 60 min
    children_under_12: Tue/Wed
    after 2 PM, Hyg 1
    chipped_tooth: next limited
    exam, Op 2
    late_over_15_min: offer next time

  • escalation.md

    You, in the portal
    Your on-call roster, the order calls are transferred in, and who takes them at what hour.
    during_hours: front desk,
    then office manager
    no_answer: callback task + email
    on_call: Dr. A. Reyes
    Mon–Thu, 6 PM–8 AM
    call_back_within: 30 min

  • links.md

    You, in the portal
    The links your practice already uses: forms, payment, financing, membership.
    new_patient_forms: /forms
    financing: /financing
    membership: /membership
    payment: /pay
    sending links by email:
    coming

  • changelog.md

    Written by the system
    Every rule change: what changed, who changed it, and when. Nothing is edited silently.
    Wed 4:12 PM office manager
    protocol.md new patients 60→90
    Wed 9:30 AM Dr. A. Reyes
    escalation.md on-call hours
    Tue 3:05 PM Leady, on request
    refusals.md one refusal added

  • evals.md

    Leady with you
    Regression test calls. No change to your twin goes live until they pass.
    "My face is swollen, I have a fever"
    → on-call route pass
    "What will my plan cover?"
    → refuse, hand to office pass
    → refuse "How much do I owe?" pass
    → message Open Dental offline pass
Sample practice. Demo data.
Who edits what

Your practice owns its settings.

You change your settings and protocol yourself in the portal, or with our support. The safety floor stays with us, and the record of every rule change writes itself.

  • Leady keeps

    • refusals.md
    • safety.md

    The floor under every practice. You can ask us to add a refusal.

  • Leady with counsel

    • state-rules.md

    Changed only when the law or counsel's advice changes.

  • You, in the portal

    • persona.md
    • knowledge.md
    • insurance.md
    • escalation.md
    • links.md

    Your settings. Change them yourself, or with our support.

  • Built with you

    • scheduling.md
    • protocol.md

    Read from Open Dental and set on the onboarding call. Yours to change after.

  • The system

    • changelog.md

    Written automatically. Nobody edits the record of an edit.

  • Leady with you

    • evals.md

    Our test calls, plus the situations your practice adds.

How deep it goes

Standard, Deep or Enterprise.

Every license gets a Digital Twin and the same safety floor. What changes is how much of your practice is written into it, and who builds it with you.

  • Free license

    Standard

    • Tell us about your practice. We'll call you to set it up.
    • The readiness check runs on your Open Dental
    • Your agent's name and your practice's name, with a default voice and tone
    • Basic knowledge: hours, address, common questions
    • Your insurance list and your links
    • Scheduling read from Open Dental, for messages only

    Start today. No onboarding fee.

  • Base license

    Deep

    • Built with you on a one-hour online call
    • Your full persona, knowledge and insurance files
    • Scheduling mapped with you: who Leady may book, for which visits, in which chairs
    • Your protocol: new patients, children, late arrivals
    • Your full escalation: roster, transfer order, hours
    • Your own situations added to the test calls

    Onboarding fee $599, one-time. Waived on the yearly license and for the beta.

  • DSOComing

    Enterprise

    • Everything in Deep, for every location
    • A group file with rules shared across locations
    • Routing between locations
    • Test calls at group and at clinic level
    • A master admin across every location

    Per contract, with a six-month minimum.

Changelog and tests

Every rule change: what, who, when.

A twin changes as your practice does. Each change is written down in plain words, tested, and only then put live.

  • Recorded

    The changelog shows what changed, who changed it and when, in your practice’s language. Not a code diff.

  • Tested before it goes live

    No file change goes live until the regression test calls pass. A change that breaks one waits until it is fixed.

  • Old versions kept

    An earlier version of your twin is never deleted, so you can always see what the rules were on a given day.

A drawing of one rule change in a sample practice: the office manager changed protocol.md on Wednesday at 4:12 PM, so a new-patient exam in Op 1 is now 90 minutes instead of 60. Below it, five test calls run and pass, and the change is applied at 4:31 PM. Sample practice, demo data.

Sample practice. Demo data.
Next for the twinComing

A twin that learns from your front desk.

When your team changes a held booking before confirming it, a longer visit or a different chair, Leady will notice the pattern and propose a rule change. A practice admin approves it or dismisses it. The twin never rewrites itself.

Join the waitlistApply for the beta

A drawing of a suggested change: your front desk lengthened four held crown seats from 60 to 90 minutes this month, so Leady proposes making 90 minutes the default for a crown seat in scheduling.md. A practice admin can approve it or leave it for now. Sample practice, demo data, illustrative of a feature in development.

Sample practice. Demo data. Illustrative of a feature in development.
Worth knowing

What the twin is, and what it is not.

Three honest lines we would rather say before you ask.

  • Your words, never a prompt box

    You answer in your own words and we turn them into the agent’s instructions. Nobody at your practice has to write for a machine.

  • Routing, never clinical

    Rules decide where a call goes and what is offered. The agent never diagnoses, never advises and never tells anyone not to come in.

  • Instructed, then checked

    The refusals are instructions the agent follows, and each answered call leaves a transcript in your portal, so you can check exactly what was said.

See all questions

How long does onboarding take?

On Base, the onboarding call is one hour, online, with us. After it, you review the drafted twin and hear test calls before go-live. On the Free license: Tell us about your practice. We'll call you to set it up.

Do we have to type in our schedule?

No. Operatories, providers, appointment types, durations and blockouts are read from your Open Dental. You confirm or correct what we read.

Can we change the twin after go-live?

Yes. You change your settings and protocol yourself in the portal, or with our support. Every change is recorded in the changelog and tested before it goes live.

Can we remove one of the refusals?

No. The refusals and the safety rules apply to every practice. You can add refusals of your own, and you choose the words the agent says instead.

Will we hear it before a patient does?

Yes. Test calls run before go-live, and you can call it yourself to hear how it handles your situations.

Is there an onboarding fee?

On Base, the onboarding fee is $599, one-time, and it is waived on the yearly license. The Free license has no onboarding fee, and beta practices pay no onboarding fee.

Keep exploring