Read
What Lippy can read
- Provider and operatory availability on the Open Dental schedule the practice connects.
- The existing appointment, when a caller wants to move or cancel it.
- The visit types, hours, and booking rules the practice confirms during setup. Those rules decide what Lippy is allowed to offer.
Write
What Lippy can write
Booking actions on the connected schedule are create, reschedule, and cancel.
- A new appointment on that schedule.
- A reschedule of an appointment already on that schedule.
- A cancellation of an appointment already on that schedule.
Not written into Open Dental
- Treatment charts, perio charts, or clinical notes.
- Payments, adjustments, or the ledger.
- Insurance eligibility or a verified benefit inside Open Dental. Lippy can answer from the scripts the practice approves and leave verification for the front desk.
Setup
What the practice sets up
Setup is part of the subscription. Lippy's team builds and launches the agent. The practice confirms:
- Which providers and operatories Lippy may use.
- Which visit types it may book, and how long each one is.
- Office hours, and what should wait until the office is open.
- What counts as an emergency, and the on-call number for those calls.
- Access to the Open Dental schedule Lippy should book on. Lippy's team connects it during the included setup.
Staff
When a call goes to staff
- The caller matches the emergency rules you set, such as facial swelling, uncontrolled bleeding, or a knocked-out tooth. Lippy warm-transfers that call to the on-call number.
- The caller asks for a person.
- The request is not one of the visit types Lippy is allowed to book.
Lippy does not give clinical advice. Routine requests that fit the rules are booked. Everything else goes to your team.
Example
From the call to the appointment
A patient calls after the office is closed and asks for a cleaning next week. Lippy checks open provider and operatory time in Open Dental, books the cleaning on that schedule, and confirms the day and time before the caller hangs up. The front desk does not re-key it.
If that same caller instead reports a knocked-out tooth, Lippy does not book the cleaning. It transfers the call to the on-call number the practice provided.