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InsightComing · Pro

Leady NoteSpoken. Approved. Charted.

After treatment, in a quiet moment, speak the note on your phone or tablet. Leady drafts it in your practice’s own format, and you review, edit and approve it. Then Leady writes the dentist-approved note directly into the patient’s chart in your PMS.

  • Nothing written without your approval
  • Into your PMS

Coming. Staged note, sample practice, demo data. No real patient.

From your voice to the chart

Five steps, and the fourth one is always yours.

Coming · part of Pro
  1. SpeakAfter treatment, in a quiet moment
  2. Leady draftsIn your practice’s own note format
  3. You reviewEdit any line, or discard the draft
  4. You approveYour approval is the only way in
  5. In the chartWritten to the patient’s chart in your PMS
Speak when it suits you

After the visit, in a quiet moment.

No template to fill in and no keyboard between patients. You talk, the way you would tell your assistant what just happened.

After treatment, when it suits you

Speak once the patient has gone, while the details are fresh, or save it for a quiet moment later in the day. It is built for your own dictation, not for recording the visit.

On your phone or tablet

Open the visit, tap once and talk. Leady knows which patient, chair and provider the note belongs to.

In your own words

Tooth numbers, surfaces, shades and materials, said the way dentists say them. You do not need a special script.

Your format

Drafted the way your practice writes notes.

Every practice has its own headings and its own order. Leady drafts into yours, so the note reads like one your team wrote.

Your headings, your order

Chief complaint, findings, procedure, next visit, or whatever your practice uses. The format is set with you, not imposed on you.

Only what you said

The draft organizes your words. It never adds a diagnosis, a finding or a treatment decision you did not make.

Blank beats a guess

If you did not say it, the field stays empty for you to fill. A draft never invents a tooth number or a shade.

Your approval

Nothing is written without your approval.

This is the rule Leady Note is built around, not a setting you have to find. A draft is not part of the record until you say so.

Review and edit

Read the draft, change a word, a line or all of it. What goes into the chart is the version you approved.

Approve, then it is written

Leady writes only the dentist-approved note, directly into the patient’s chart in your PMS. Open Dental is integrated today; other systems are on the waitlist.

Discard any time

If the draft is wrong or not needed, throw it away. Nothing is written, and nobody acts on it.

For the dentist

Built around the dentist’s day, not the software’s.

Leady already takes the phone off your front desk’s hands. Leady Note takes the keyboard off yours.

For owner dentists
  • Time back at the end of the day

    Notes get done between patients, not after the last one leaves. Less of the charting waits for the end of the day.

  • Notes while details are fresh

    You speak minutes after the visit, while the tooth, the surface and the shade are still clear, not reconstructed from memory at 7 PM.

  • Your words, your sign-off

    Leady drafts. You decide. The note in the chart is the one you read, edited and approved, in your own words.

Privacy

The same privacy rules as every call.

A clinical note is as sensitive as it gets. Leady Note follows the rules Leady already follows on the phone, with no exceptions for convenience.

Privacy & Safety
  • BAA first

    No voice, note or practice data is touched before your Business Associate Agreement is signed.

  • United States region

    Your dictation, drafts and approved notes stay in a United States region.

  • No voice prints, ever

    Leady listens to draft the note. It never builds a voice print of you.

  • Your staff only

    Drafts open only in your practice’s portal, after sign-in. Separate permissions for each role, and a log of every access, are coming.

Part of Pro

Leady Note comes with the Pro license.

Pro adds Leady Note, insurance verification and outbound calling to everything in Base. DSOs get it across every location. Pro and DSO are coming, and beta practices test each part first.

ProComing

Per clinic. Prices and terms are on the pricing page.

  • Everything in Base
  • Leady Note Coming
  • Insurance verification Coming
  • Outbound: recall, short-notice fill, speed to lead Coming
WaitlistComing

Hear when Leady Note opens.

Leave a work email and we will write when it is ready for your practice. Beta practices shape it with us first.

Please don't include patient information. We reply within one business day. Privacy policy

See all questions

Can I use Leady Note today?

Not yet. Leady Note is coming as part of the Pro license, and beta practices test it first. Join the waitlist and we will tell you when it is ready for your practice.

Does anything reach the chart without me?

No. Nothing is written without the dentist’s approval. Leady drafts the note; you review, edit and approve it, and Leady writes the dentist-approved note directly into the patient’s chart in your PMS. A draft you discard is never written.

Will Leady add a diagnosis or a treatment plan?

No. The draft organizes what you said, in your format. It does not add findings, diagnoses or treatment decisions, and Leady never gives clinical advice, here or on the phone.

When do I speak the note?

After treatment, in a quiet moment: between patients or at the end of the day, on your phone or a tablet. It is built for your own dictation, not for recording the visit.

Which PMS does it write to?

Open Dental is integrated today. Dentrix, Eaglesoft and other systems are on the waitlist, and Leady Note will write to each one only once it has been tested there.

How is my voice handled?

The same way as calls: a BAA is signed before any data is touched, data stays in a United States region, and Leady never creates voice prints.

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