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Lumina Intelligence

Ask your practice anything.

Lumina Intelligence answers questions about your diary and practice, then prepares bookings, moves, cancellations, slot offers and tasks on a card for you to confirm.

Lumina Intelligence answering "What's the diary looking like today?" with the day's figures and two gaps to offer
01Open it

Open it from Lumina Core or Lumina Admin.

Click the round Lumina Intelligence button in the Lumina Core top bar or diary, and the chat app opens on your practice with you already signed in.

The chat app on a new chat for Casey Example at Example Dental, with the greeting, the message box, four suggestions and the line Nothing changes until you confirm.
Fig. 1 · The chat appExample Dental
02The diary

Run the diary from the chat.

Lumina Intelligence draws the day's diary in the chat and offers times with a reason for each, and a card shows every change before it happens.

  1. 01

    Ask in plain words

    Type a question or pick one of the suggestions under the message box.

    The chat app on a new chat, with the greeting, the message box and four suggestions.
  2. 02

    See the day

    Booked hours, free gaps, the first free slot and cancellations sit above a column for each clinician.

    A day's diary in the chat, with four boxes along the top, two clinician columns, lunch and free gaps.
  3. 03

    Pick a time

    The best time is starred with its reason, and clicking any offered time books it.

    Free times on a clinician's day, with the best time starred, its reason, and the Ruled out line opened.
  4. 04

    Check the result

    The new appointment is outlined in green, with Open in diary and Undo this below it.

    A booking card after confirming, with the new appointment outlined in green and tagged Booked.
  5. 05

    Confirm moves and cancels

    The card shows the appointment in its day with the reason, and nothing changes until you press Confirm.

    A cancel card with the appointment tagged Cancelling in the clinician's day and a red Confirm button.
03Gap filler

Fill the gaps in your diary from the chat.

Lumina Intelligence lists each open slot with the patients who could take it, and drafts offers with the hold and cost shown, sent only when you press Confirm and send.

The Open slots card for Thursday at Example Dental: seven slots with a count on each row, three ticked with the top patient and why, and Draft offers for 3. The Who could take card for Casey Example's 09:50 slot, listing two patients in order with the reason each one can or cannot get an offer now. The Offer round card before sending: one slot, Send by Email, Hold for 30 min, the cost, and the Confirm and send button.

Patients are listed by your chosen sources first, then by how long they have waited and how well they fit.

Your gap filler settings in Lumina Admin decide who is suggested for each slot, and every offer follows the same rules as the Gap filler page in Lumina Core.

04In your control

Nothing changes until you confirm.

It only sees records from your own practice or group
It works with your own permissions, so it cannot do anything you could not do in Lumina Core
Patient names you mention with @ are not sent to the AI model
Every patient, clinician and appointment is checked against your own organisation's records

Administrators can switch Lumina Intelligence off for the whole organisation in Lumina Admin. How Lumina uses AI

05Help

Ask how to do something in Lumina.

Lumina Intelligence answers from the Lumina help guides with a link to the section it used, and raises a support ticket for you to confirm.

Fig. 2 · Answer from the guidesExample Dental
An answer in the chat app to How do I change our opening hours?, with the steps, a link to the guide and a table of the guide sections it used.
Fig. 3 · Support ticketReady to check
A support ticket card in the chat app for a diary that is slow on Monday mornings, with type, category, title, description and severity, and the Confirm button.

Ask “Any news on my tickets?” to see the replies and answer them from the chat.

06Ask

Ask in your own words.

Type or dictate your question, and mention people with @ so it acts on the right person.

  • How is today looking?
  • Find free time this week
  • Book a check-up for @Jane Smith with @Casey Example on Thursday afternoon
  • Move @Jane Smith's next appointment to next week
  • Fill my gaps tomorrow
  • Who could take Dr Casey Example's 2pm?
  • Offer Thursday's hygiene gaps to overdue recalls
  • How are my offers going?
  • How did gap filling do this month?
  • What does our infection control policy say about sharps injuries?
  • Which complaints are due this week?
  • Put @Alex Example on the earlier list, mornings only
  • Import this photo of our price list
  • Remind me tomorrow at 2pm to call the lab
  • Create a task for @Ben Davies to call the lab
  • How do I change our opening hours?
  • Which policy reviews are overdue?
  • Any news on my tickets?
07Your team

Everyone at the practice can use it.

Each answer is limited by the person's role, so a receptionist cannot see management figures and pricing changes stay with managers.

Answer depth

Choose a quicker or a more thorough answer next to the message box, up to the level your administrator sets in Lumina Admin.

A daily AI allowance

Every AI feature shares one allowance that resets at midnight, and extra usage runs only if an administrator sets it up.

Reminders and tasks

Ask for a reminder at a set time or a task for a colleague, then confirm the card.

Policies and complaints

It answers from your published policies, naming the version and section, and logs a complaint from what you tell it once you confirm.

Book a demo and ask it yourself.

Lumina Intelligence opens from Lumina Core and Lumina Admin, and works on the same records with the same permissions.

Preferences saved.