Ira identifies callers before sharing appointment or patient information. She checks the incoming phone number first, then asks for name and date of birth when needed.
Contact details and basic demographics.
Upcoming and past appointment information.
Provider assignments and scheduling context.
Additional Open Dental clinical context when available, such as notes, procedure history, treatment plans, allergies, and medications.
Ira verifies identity before sharing protected information. If a caller cannot be verified, Ira takes a message or routes the request to staff.
