PMS bookingThe right chair, on your terms.
Leady books calls straight into your PMS, in the operatory your rules allow. By default every booking waits for your front desk to approve it. When you are ready, you can let it book directly.
- Open DentalIntegrated
- Dentrix, Eaglesoft and others: waitlist
- Hold for approval by default
A drawing of a practice's Tuesday schedule in Open Dental, with four chairs. A staged 7:41 PM after-hours call places Maria L.'s limited exam in Op 2 at 8:20 AM as a held appointment, marked as waiting, and it turns to confirmed once the front desk approves it. Sample practice. Demo data.
From the ring to the chair, in five steps.
- Call answeredAfter hours, busy or after the rings you set
- Free chair foundRead from your real schedule
- Hold writtenA real appointment, marked as waiting
- Your team decidesConfirm or decline in the portal
- Done in your PMSConfirmed, or moved to the Unscheduled List
It books into the system your team already uses.
Leady writes into your practice management system, so your front desk never keeps a second calendar. Open Dental is integrated today. Dentrix, Eaglesoft and other systems are on the waitlist, and each one is switched on only after it has been tested end to end.
Leady reads the schedule and writes holds in Open Dental, integrated today. Dentrix, Eaglesoft and other systems are on the waitlist.
- Integrated
Open Dental
Reads your schedule and writes holds and bookings today.
- Waitlist
Dentrix
On the waitlist. We will tell you where it stands.
- Waitlist
Eaglesoft
On the waitlist. We will tell you where it stands.
- Waitlist
Other systems
Tell us yours, and we add your practice to the list.
The detail further down this page describes how booking works in Open Dental today. Each new system gets its own page before it is switched on.
You choose how firm a booking is.
Your practice picks the booking mode at onboarding. You can start with holds and watch how it goes.
Hold for front-desk approval
The default. Leady takes the chair and marks the appointment as waiting. Your team confirms or declines it.
Book directly
An option. The appointment goes in with your normal confirmation status. It takes effect only after your practice accepts it in writing.
Agreed in writing
The mode is set with you at onboarding, and it changes only when your practice asks for the change in writing.
A hold is a real appointment, wearing a label.
In your PMS, a hold is a scheduled appointment in the chosen operatory, marked as waiting, with a note that says Leady made it. In Open Dental today, which has no tentative slot, that is exactly how it works.
It takes the chair
Nobody else is offered that time while your team decides, and your front desk sees it on the schedule they already use.
It is marked as waiting
A confirmation status your practice sets up with us, and a highlight color if you want one. How it looks in your version of Open Dental is checked with you at onboarding.
Declined means off the schedule
A declined hold moves to the Unscheduled List. It is not marked missed or canceled, and nothing is deleted.
- Patient
- Maria L.
- Operatory
- Op 2
- Provider
- Dr. A. Reyes
- Date and time
- Tue 8:20 AM · 30 min
- Appointment type
- Limited exam
- Confirmation status
- Leady hold · approve
AI call: appointment REQUEST held for front-desk approval. Approve: change the confirmation status. Reject: break to the Unscheduled List with no missed/canceled type, then call the patient.
Booked by phone assistant
Reason: limited_exam
Call ref: (our call reference)
LEADY-7Q2K9M
- Holds the chair
- Status name set with you
- Never the caller's words
Everything it writes, field by field.
We publish exactly what Leady writes into your PMS, before you ask. In Open Dental today there are five kinds of write, and one of them happens only for a new caller.
Appointment
The chair, provider, appointment type, length, date and time your rules allow. A confirmation status: the hold status your practice sets up with us, or your normal status on Book directly. A highlight color on holds, if you choose one.
When: Every booking
Note on the appointment
Fixed text, a code for the visit type, our call reference and a Leady reference code. Never what the caller said.
When: Every booking
Communication log entry
A received phone call on the patient's communication log, with the same reference code, so the call note sits on the patient chart where your team already looks.
When: Every booking
Task
A task linked to the appointment, asking your team to approve or reject the held request.
When: Held requests, if you pick a task list
Patient record
First name, last name and mobile number, created as a prospective patient. It stays in Open Dental if you decline, and your team decides whether to keep it.
When: Only for a new caller with no match
Your decision
Confirm: the status changes to your normal confirmed status and the highlight comes off. Decline: the appointment moves to the Unscheduled List, not marked missed or canceled, and the note gains one line.
When: When your team acts
It never
- Deletes anything
- Writes what a caller said
- Touches an appointment it did not make
- Reads clinical notes, imaging, ledgers or payroll
It cannot double-book a chair.
Not because we are careful. A PMS can accept an overlap, and Open Dental does, so the refusal lives in our database, before anything is written to your PMS.
Refused by our database
Our booking engine refuses a second write to the same chair and time. The rule is enforced in the database, not in application code.
Reads what booking needs
Operatories, providers, appointment types, durations and blockouts, so a slot it offers is a slot that exists.
Books only what you switch on
At onboarding you choose which providers and appointment types Leady may book. A visit is booked only when it matches one of your appointment types and a length.
A drawing of Op 2 on Tuesday. Maria L.'s held limited exam sits at 8:20 AM. A second write for the same chair and time arrives and is refused by our database. Sample practice. Demo data.
Sample practice. Demo data.What Leady reads
- Patients, to find the caller
- Appointments
- Schedules and blockouts
- Operatories
- Providers
- Appointment types and durations
What it never reads
- Clinical notes
- Imaging
- Ledgers and payments
- Payroll
What happens between the ring and the chair.
The same four steps on every booking, whether the call comes in at 7:41 in the evening or during a busy Tuesday.
Before any of this: no practice data is touched before your Business Associate Agreement is signed, and before go-live we check the connection with you and run test calls.
It reads your real schedule
Operatories, providers, appointment types, durations and blockouts come from your PMS. Nobody retypes them, and nobody at your practice keeps a second calendar.
It offers only a free chair
Leady offers a time only when the chair is genuinely open, for a provider and visit type you have switched on, at the length your appointment type sets.
It writes the hold
The caller hears that the time is a request your office will confirm. The appointment lands in the chair with the hold status, a note and a communication log entry.
Your team decides
Your front desk opens the approvals queue, reads the transcript and confirms or declines. Your PMS is updated either way.
More of the schedule, one careful step at a time.
Each of these is switched on only once it has been tested in your PMS, starting with Open Dental. Beta practices test them first.
- Coming
Reschedule and cancel
Moving or cancelling an existing appointment waits on caller identity verification, which is being set with counsel.
- Coming
Confirm write-back
A patient who calls to confirm would be marked confirmed in your PMS, so your team does not have to.
- Coming
Short-notice list
Callers who would take an earlier time would be noted, so a cancellation has somewhere to go.
- Coming
Family booking
A parent and their children, booked back to back in one call.
Questions about PMS booking
See all questionsWhich PMS does Leady book into?
Open Dental is integrated today. Dentrix, Eaglesoft and other systems have a waitlist, and we will tell you where yours stands. The booking rules on this page stay the same on every system we add.
Does the caller think a held appointment is confirmed?
No. The caller hears that the time is a request your office will confirm. Confirming in the portal does not message the patient, so your team contacts them if anything changes.
What happens when we decline a hold?
The appointment moves to the Unscheduled List, not marked missed or canceled, and the chair is free again. The note gains a line asking your team to call the patient back. Nothing is deleted.
Can Leady delete or change our other appointments?
No. The connection has no way to delete anything, and Leady never approves or declines an appointment that does not carry its own reference code.
Does the Free license book appointments?
No. Free reads your PMS, and every answered call becomes a message in the portal for your team to call back. Booking is on Base.
Is anything connected before we sign?
No. Leady connects to your PMS only after your Business Associate Agreement is signed, and before the first real call we check the connection with you and run test calls.