Handoff.The right person takes the call.
Some calls need a person. Leady passes each one to whoever you chose for that kind of call: your front desk, your dentist, or a callback task. After hours, an urgent call becomes an urgent message to your team.
A staged call at a sample practice. A caller asks, "Can I talk to someone about my bill?" During the practice's transfer hours, Leady transfers the call to the front desk, first in the transfer order. Nobody answers, so the call becomes a callback task for a billing question, with the transcript attached, and the team is notified by email.
Staged call · sample practice · demo data
You choose the route for each call type.
Set once with your Digital Twin. Change it any time in your portal.
Front desk
Billing questions and requests for a person, during your hours.
Dentist
Clinical questions and urgent calls, to the dentist you name.
Callback task
Anything else, or when nobody picks up, with the transcript attached.
Urgent calls during your hours are transferred per your rules. After hours, your team gets an urgent message.
A sample practice portal open on Call transfer: who Leady hands callers to, and when. Transfer hours are Monday to Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 1:00 PM. The transfer order is the front desk first, then the office manager at lunch, then the treatment coordinator on Tuesdays and Thursdays. If nobody answers, Leady creates a callback task and emails the team with no patient details. Beside it, the email notification says only that a callback task is waiting, and the callback task in the portal holds the caller, number, time and reason.
Sample practice. Demo data.Your hours, your order, your people.
A transfer follows the rules you set in the portal: who rings first, and when.
A sample Monday from 7 AM to 7 PM. Leady takes calls before 8 AM and after 5 PM. The front desk is first from 8 AM to 12 PM and from 1:30 PM to 5 PM; the office manager is first from 12 PM to 1:30 PM for lunch cover.
Transfer hours you set
Leady transfers only inside the hours you choose. Outside them, it takes the call itself.
A transfer order
Front desk first, then the office manager, then whoever you list.
Who at what hour
Lunch cover, a short Friday, a coordinator in on Tuesdays. Leady follows your schedule.
If nobody is free, nothing is lost.
A transfer that rings out becomes a task your team can see, call back and close.
A callback task, not a voicemail
The task holds the caller's reason and number, with the transcript one tap away.
Your team is notified
An email says a task is waiting. Names and numbers stay in the portal.
It's in the call log
Every transfer and callback is listed with its transcript, so the morning starts with a clear list.
A sample list of messages and callbacks: a billing question at 10:12 AM on Monday, transfer not answered, now a callback task; an insurance question at 12:14 PM, answered by the office manager after a transfer; directions to the office at 6:05 PM, answered by Leady as a message. An email at 10:13 AM says only that a callback task is waiting.
After hours, an urgent call becomes an urgent message.
When a caller describes something your protocol treats as urgent after hours, Leady takes an urgent message and your team is alerted.
Routine calls wait for morning. Urgent ones don't.
- 7:41 PM · Held bookingChipped tooth, held for Tue 8:20 AM
- 9:12 PM · EmergencySwelling and fever. Urgent message to your team
- 1:30 AM · MessageQuestion about a denture fitting
- 6:05 AM · MessageNew patient, wants a cleaning
- 8:00 AM · You openEverything is in the call log
Your protocol decides what's urgent.
Leady does not judge how serious a call is. It matches what the caller says to the signs you listed, and routes the call where you said.
Written with you, before the first call
You list the signs you treat as urgent, such as facial swelling or a knocked-out tooth. Test calls check them before go-live.
No clinical advice
Leady only routes the call. It gives no diagnosis and no advice on what to take.
Tonight's dentist, from the roster you keep.
You keep the roster in the portal.
An on-call roster
Who is on call each night and weekend.
Who covers tonight
Urgent calls during your hours are transferred per your rules; after hours your team gets an urgent message.
Who at what hour
Set the hours each person covers.
Sample on-call roster in the portal's escalation settings. Dr. A. Reyes and the associate dentist alternate nights, and tonight Dr. A. Reyes is on call.
Sample practice. Demo data.If nobody picks up, it still ends with a plan.
Either way, the call leaves a clear trail for your team.
A message in the caller's own words
The caller's words and number wait in the portal with the transcript.
An alert to your team
The people you choose get an email. It holds no patient details; those stay behind sign-in.
On the record in the morning
The call sits in your call log, so the first person in sees it before the first patient.
Questions about handoff
See all questionsWho does Leady hand a call to?
Whoever you chose for that call type: the front desk, a dentist, or a callback task. You change it any time in the portal.
What happens if nobody answers the transfer?
Leady creates a callback task with the caller's reason and number, and your team gets an email.
Does the notification email include patient details?
No. Names, numbers and reasons stay in the portal, behind sign-in.
Does Leady decide what counts as an emergency?
No. Your practice does. You list the signs, and your protocol decides where the call goes.