Skip to main content
One configured voice agent: greeting, voice, capabilities, and knowledge base. A phone number points at exactly one assistant. See Assistants.
A per-assistant switch for one thing the agent can do: book, cancel, transfer, quote a balance. A capability that is off means the agent has no tool for it.
Whether a patient has confirmed an appointment, separate from the appointment’s own status. Set when a patient replies to a reminder, and written back to your PMS.
A call that left something for a person to do. Lives in Follow-ups, where it is claimed, assigned, and closed.
A per-practice switch for a whole product area: Referrals, Waitlist, Reports. A section you do not see in the sidebar is a feature that is not enabled for your practice.
One day’s schedule with what each patient still needs, for the morning meeting. See Huddle.
A new patient the agent registered over the phone. See Intakes.
Medical record number: the patient’s identifier in your PMS. Use it instead of a name when writing anything that leaves the practice.
The room an appointment is booked into. Comes from your PMS, and constrains what the agent can offer.
Protected health information: anything identifying a patient in a health context. Names, dates of birth, phone numbers, addresses, and record numbers. See Patient privacy.
Practice management system: Open Dental, Dentrix, ModMed, and so on. The source of truth for patients and the schedule.
A patient sent to you by another practice, extracted from an inbound fax or email. See Referrals.
A payer’s explanation of what a payment covered. Matched against your claims in Remittances.
The booking widget you embed on your website. See the developer docs.
Handing a call to a person, per your call routing rules. Warm announces the call first; blind connects directly.
An eligibility check with a payer: is this coverage active, and what does it cover. See Verifications.
Patients waiting for an earlier slot, texted when a matching one opens. See Waitlist.