# Lindy for Healthcare: Front Desk, Booking and the BAA Gate > Lindy in a clinic: phone receptionist, booking links, video-visit notes and admin email, with HIPAA work only on Enterprise under a signed BAA. _Source: https://professionalstoolkit.com/articles/lindy-for-healthcare — The Professional's Toolkit · updated November 2026_ --- Lindy (often searched as Lindy AI) is not a medical scribe that listens in the exam room. It is an AI assistant that can run a clinic's front-desk phone, hand patients booking links, take notes on video visits and work through admin email. The deciding fact comes first: **HIPAA-covered work needs Lindy's Enterprise plan with a signed BAA** [1]. Lindy's Terms add that without a signed BAA the service is not tailored to HIPAA [2], and Lindy offers that BAA only on Enterprise. Plus, Pro and Max therefore suit health businesses and tasks that keep patient health information out of Lindy. Enterprise pricing is custom. **Enterprise only** — Lindy signs a BAA for HIPAA-covered work only on Enterprise; Plus, Pro and Max offer no BAA. - **25 credits/min** — Starting phone rate, plus a separate monthly number fee - **From $29.99 per user a month** — Entry seat with 3,000 credits, for non-patient work - **Meet, Zoom, Teams** — Video platforms where Lindy joins as a named notetaker ## Settle the BAA question before the feature list The split is simple to state and easy to get wrong. If phone calls, meeting notes, messages or letters will carry patient health information, the workspace needs Enterprise with a signed BAA before any of it starts. Lindy sells Enterprise through a demo, with custom credits and billing, SSO and SCIM, audit logs and dedicated support alongside the agreement. Plus, Pro and Max do not offer it. That leaves them for wellness retailers, health payment companies, and clinic work that stays clear of patient records, such as staff scheduling or vendor email. Your compliance lead decides which side each task falls on. The security baseline is the same on every plan. Lindy holds a SOC 2 Type II report audited by Johanson Group, encrypts data in transit and at rest, and states that neither it nor its model providers train on customer data. The service is hosted in the United States, so a Canadian clinic's data is processed there. Lindy's Privacy Notice says it may process health data when necessary, with consent or as the law permits. The Terms also say outputs can be inaccurate, incomplete or out of date, and that Lindy gives no medical advice. Every note needs a human read. > ⚠ **No BAA below Enterprise:** Plus, Pro and Max cannot carry patient health information under HIPAA; that requires Enterprise with a signed BAA. ## The front desk: a phone line that answers, books and escalates Since October 2026 Lindy can answer its own phone number as a receptionist. The number carries a US or Canadian area code, needs a paid plan, may not be available on every account, and costs a separate monthly fee on top of credits. Inbound, Lindy takes messages with the caller's name, reason and contact details, and books appointments through a booking link you choose [3]. Outside callers cannot reach the inbox, files, memory or private conversations behind it. Lindy's receptionist page says it answers from the information you give it and turns anything else into a message for you. Lindy's receptionist role page lists the cases its typical setup checks with you first: a price not on the list, a request outside the service area, complaints or urgent problems, and callers asking for someone by name. That third group matters most. Write the urgent-problem rule plainly, so a caller describing symptoms reaches a person instead of a calendar slot. After a call, Lindy can create the calendar event, text an intake form, send the owner a summary and keep a call log through a daily routine. Each of those steps is configured, not assumed. Calls are recorded, and the Terms put the duty on you to follow laws requiring notice to, or consent from, the people being recorded. Outbound calls need your approval of destination and purpose, run under a daily limit, and are not meant for cold calling; calls fired by a personal routine stay within 8 AM to 9 PM in the other person's time. Billing starts at 25 credits a minute from the shared pool. By our arithmetic, 3,000 credits cover at most 120 minutes of calls, before the number's own monthly fee. The [phone agent guide](/articles/lindy-phone-agent) covers setup step by step. > 💡 **Write the urgent-call rule first:** Lindy's receptionist page lists complaints and urgent problems among the cases its typical setup checks with you first. Spell out that callers describing symptoms go to a person, not a booking slot. ## Booking links patients can use without an account Booking links arrived in October 2026 and need a connected Google Calendar or Outlook Calendar with permission to create events. Each link has its own hours and appointment length, so a clinic can keep one for new-patient consultations and another for short follow-ups. Video visits get Google Meet, a connected Zoom account or no video at all; links built on Outlook default to Microsoft Teams or can use Zoom. Guests enter a name and email and receive a link to reschedule or cancel. Patients need no Lindy account. Availability is rechecked before Lindy confirms. The settings cover what front desks usually juggle by hand: minimum notice, how far ahead patients may book, breaks before and after each slot, a custom address with the practice's logo and website, and a single-use option that switches a link off after one booking. Phone callers can be booked through the same link. Staff who prefer email can copy Lindy's own address on a thread; it acts only when the thread shows scheduling intent, then books an agreed time or offers three open slots once. The other side needs nothing. ## Notes on video visits and staff meetings Lindy's recorder is a meeting participant, not a microphone in the room. It joins Google Meet, Zoom or Microsoft Teams calls as a **visible, named participant**, records and transcribes, and files decisions, notes and action items in a searchable library. That fits telehealth visits and staff huddles held on those platforms. It does not fit exam rooms. Recording needs a connected Google or Outlook calendar, and you choose whether Lindy joins all meetings, internal ones only or external ones only. Only the internal setting keeps patient calls out, so pick it deliberately. The settings that matter for patients are the notetaker's display name, where the recap goes, and whether participants receive an emailed recap. Decide the last one deliberately, because the recap would reach every attendee, the patient included. Library folders can be private, shared with named colleagues or open to the team, and questions asked across a folder draw only on meetings the asker can open. Meeting recaps carry a Low credit impact in Lindy's own table. The [meeting notes guide](/articles/lindy-meeting-notes) goes deeper on folders and follow-up actions. The Winnipeg Denture and Implant Centre, a dental clinic in Canada, is Lindy's healthcare case study. The clinic says Lindy generates consultation notes after appointments and drafts referral letters with clinical formatting, and it reports more than 10 hours a week saved and 97% task completion accuracy [4]. Those are the clinic's own figures. They are not a benchmark. Treat them as one practice's result, and measure your own in a short pilot before you plan staffing around them. > 💡 **Decide emailed recaps before telehealth:** Recording settings control whether participants get an emailed recap. Choose that before Lindy joins its first video visit. ## Admin work behind the desk Most of a practice manager's day is inbox and follow-up, and that is where Lindy's personal assistant is strongest. A labeling routine sorts incoming mail into labels such as To Respond, FYI and Invoices, each with its own instructions. Drafts land in the user's drafts folder in their voice and, by default, wait for approval before anything is sent. Follow-up bumps draft a nudge when a sent email gets no reply after one, two, three, five or seven days, and those recurring follow-ups can be switched to send on their own once the drafts read right. Lindy can also chase overdue invoices by email. Connected inboxes are capped at 2 on Plus, 3 on Pro and 5 on Max. Repetitive desk tasks can be taught without anything technical. Watch and Learn takes a screen recording of up to an hour, or written steps, and turns it into a personal skill plus a proposed routine; the analysis uses credits. Lindy Apps, added in October 2026, build internal web tools on request. Truemed, a health payments company rather than a clinic, says its Head of Support built four internal applications with Lindy without engineering time. Apps follow the same rule as everything else: HIPAA work needs Enterprise with a signed BAA. By default, anything with outside impact waits for approval: an email, a ticket update, a post to another channel. Guardrails apply in shared Slack threads, though, not in DMs, web chat, iMessage or SMS, and they can be loosened as trust grows. That gap is worth a staff rule. The shared team teammate lives in Slack; clinics without Slack get the personal assistant for each staff member instead. Lindy's docs list Microsoft Teams chat as coming soon, with no date attached. ## What the staff count does to the bill Every person who uses Lindy is a billed seat, including anyone who first @mentions it in Slack. The pricing page starts at $29.99 per user a month for 3,000 credits; on some visits the same page opens at $49.99 per user a month for 5,000 credits. By our arithmetic, five users come to $149.95 a month with 15,000 pooled credits on the first opening, or $249.95 a month with 25,000 credits on the second. Those totals cover non-patient work only. A BAA means Enterprise and its custom pricing. Credits pool across the workspace, reset monthly without rollover, and Lindy pauses credit-using work when the pool hits zero instead of billing overage. That matters at a front desk. Calls, notes and drafts all draw from one balance, so admins should watch it, top up at $10 per 1,000 credits, or set a monthly cap per staff member. Lindy's Terms state that all purchases are non-refundable, and cancellation takes effect at the end of the paid term. The [buyer's checklist](/articles/lindy-buyers-checklist) walks through the BAA, seats and data terms in order. ## FAQ **Can Lindy recognize a staff member who calls in?** Lindy recognizes its own user by that person's verified personal number, not by voice, and a four-digit PIN can also be required. A call from any other number, staff included, is treated like an outside caller. **Does pausing the phone line stop its cost?** No. Pausing the line does not stop the monthly number fee; only releasing the number gives it up. **Can a clinic try Lindy before paying?** A new account gets $50 in free credits that last 7 days, with no card required. Keep those free credits to non-patient work, since a BAA comes only with Enterprise. **Does Lindy work for a clinic in Canada?** The phone number can carry a Canadian area code, though availability may vary by account, and Lindy lists PIPEDA among its compliance programs. The service is hosted in the United States, so data is processed there. ## Where Lindy fits in a clinic, and where it stops Lindy earns its place at the edges of patient care: the ringing phone, the booking calendar, the telehealth recap and the inbox a practice manager never clears. It does not replace a clinical scribe in the exam room, it gives no medical advice, and every note it drafts needs a clinician's read. Settle the BAA first. If patient health information will touch calls, notes or letters, the conversation starts with Enterprise and a signed BAA; if it will not, a few Plus seats and a pilot on the phone line show quickly whether the time savings hold. ## Sources [1] Lindy pricing — https://www.lindy.ai/pricing (2026-11) [2] Lindy Terms of Service — https://www.lindy.ai/terms-of-service (2026-11) [3] Lindy documentation: Phone Calls — https://docs.lindy.ai/features/phone-line (2026-11) [4] How a Winnipeg dental clinic got 10 hours a week back — customer story — https://www.lindy.ai/case-study/winnipeg-denture-implant-centre (2026-11) [5] Lindy documentation: Billing — https://docs.lindy.ai/teammate/lindy-teammate-billing [6] Trustpilot: Lindy reviews — https://www.trustpilot.com/review/lindy.ai