> ## Documentation Index
> Fetch the complete documentation index at: https://docs.healos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Every section of Frontdesk Settings, what it controls, and the defaults.

**AI Frontdesk → Settings** ("Frontdesk Settings"). The left rail lists the sections; each has a **Save & continue** button. Changes save to the live agent, so the next call uses them.

## Practice profile

Name, main phone, specialty, **Timezone**, locations, providers.

<Warning>
  Check the **Timezone**. The default is America/New\_York. Provider names here must match your EHR spelling exactly; a typo stops tasks from auto-assigning to that provider.
</Warning>

## Voice & identity

* **AI receptionist name** (for example "Ava"). Leave blank for "the AI assistant".
* **Business-hours greeting** and **After-hours greeting**. Write them exactly as you want them read.
* **Include emergency safety line**: on by default. Prepends "If this is a medical emergency, hang up and dial 911."
* **Pronunciation overrides**: spell tricky names phonetically (Dr. Nguyen → "Win"). Also useful for your web address.
* **Voice**: in the Voice card lower on the page. Preview, pick, **Apply**.
* **Speak in** (multilingual voices): a specific language, or **Multilingual (auto-detect)** so the AI follows the caller.
* **Languages the receptionist speaks**: tick every language your patients use. Greyed-out ones are not supported yet.

## Office hours

Weekly schedule, exceptions (lunch, holidays), and **After-hours handling**:

| Option | Behavior |
| - | - |
| **Take a message + create staff task** (default) | After-hours greeting, then a message and a task. |
| **AI answers 24/7** | Same capabilities as business hours, including booking. |
| **Urgent calls transfer only** | Everything else goes to voicemail. |

## Caller info

Name, phone, and reason are always captured. Tick extra fields to collect: **Date of birth**, **Insurance provider / member ID**, **Email address**, **Preferred callback time**, **Pharmacy**, **Referring provider**. Add **New patient intake questions** one per line; answers land in the call summary.

## Call routing

One row per call type.

| Call type | Default action |
| - | - |
| New patient booking, Existing patient booking | Auto-book in EHR |
| Cancellation, Rescheduling, Prescription / refill, Lab results, Insurance company calling, Referral from another provider | Take message / task |
| Billing / payment inquiry, Caller insists on a live person, Pharmacy calling | Warm transfer |
| General FAQ | AI answers |

For every **Warm transfer** row enter the number in full international format (`+1` then 10 digits) and an optional extension. Add **Custom routing rules** for anything else.

<Warning>
  **Give live-person transfers a working destination.** If the only number you enter is the billing line, callers who ask for a human are sent to billing.
</Warning>

## Automations

| Setting | What it does | Default |
| - | - | - |
| **Auto-Schedule Appointments** | Books directly. **Booking Duration** and **Buffer Time** set the slot cadence. | On, 30 min, 15 min buffer |
| **Minimum booking lead time** | Blocks bookings sooner than N days. 1 = no same-day. | Off |
| **Maximum booking window** | Blocks bookings further out than N days. | Off |
| **Send Intake Forms** | Texts new patients the intake link, and emails it if the caller shares an address. | Trigger: new patient calls only |
| **Appointment Confirmations** | Confirmation text after booking. Edit the template with `{{first_name}}`, `{{date}}`, `{{time}}`. | On |
| **Send Links via SMS** | Text a link when a caller asks for directions, the portal, and so on. | Off |
| **Email Notifications** | Recipients for completed-call emails. | On |

<Tip>
  If your providers book weeks ahead, leave **Maximum booking window** off or set it high. A low value makes the AI tell patients "we'll call you back".
</Tip>

## Escalation

**Emergency keywords** (chest pain, shortness of breath, bleeding, unconscious, stroke, severe pain, allergic reaction by default), **Emergency transfer number**, **After-hours emergency number**, **Route self-harm to 988** (on by default), optional direct-to-911 keywords, and specialty-specific rules.

## Knowledge base

**Services offered**, **Accepted insurance plans**, **Plans NOT accepted**, **Frequently asked questions**, **What the AI must never say**.

<Tip>
  FAQs are read to the AI word for word. Put your fax number, parking instructions, and portal link here if patients ask for them.
</Tip>

## Special workflows

Short free-text rules the AI follows on every call: "Always confirm the caller is an established patient before continuing", "Remind patients to arrive 15 minutes early".

<Note>
  If the setting you need is not on this page, do not force it through free text. Send us your call script or workflow document instead. See [Custom workflows](/guides/receptionist/custom-workflows).
</Note>

## Voice, phone number, rebuild, reset

Below the sections: the **Voice** card, the **AI Phone Number** card (**Change** number), **Run AI Builder** (re-run guided setup), and **Reset Configuration**.

<Warning>
  **Reset All Settings** wipes everything. Ask us before using it.
</Warning>


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