Practice by Numbers Support

Getting Started

Checklist for new clients and recommended training articles.

• Getting Started Checklist
• Software Compatibility and Demos

Users and Login Information

Articles to help you login and setup your user's and employee's information.

• Reset Practice User Password
• Creating New User Accounts

Templates and Messages

Articles to help you communicate with your patients and adjust automated messages.

• Patient Communication Center
• Custom Campaign Tutorial
• Follow-up Campaign Details

Schedule and Online Appointment Booking

Articles to help you understand and use the PBN calendar and online appointment booking.

• Appointment Schedule
• Online Appointment Booking Setup
• FAQs on Online Appointment Booking

Patient Information

Articles to help you navigate PBN to find patient information and utilize the online forms.

• Patient Information Window
• Patient Search Function
• Patient Refresh Button

Online Forms

Articles to help you setup and utilize the online patient forms and kiosk.

• Patient Forms - Settings
• Patient Forms - Register a Tablet
• Online Forms Kiosk

Practice IQ

Articles to help you setup, customize, and utilize Practice IQ.

• Custom Dashboard Basics
• Customize Page Views
• Goals

Revenue IQ

Guides to help you navigate Revenue IQ and search for groups of patients by criteria.

• Saved Revenue IQ Searches

Tasks

Articles that cover Task management and utilization.

• Basics of using the Task page
• Best Practices of Using Tasks
• Task Due Date Management - FAQ

Phone IQ

Articles to help you setup and utilize Phone IQ.

• Phone IQ FAQ
• Phone IQ Windows Desktop App
• PhoneIQ Compatibility

Marketing IQ

Articles to help you setup and utilize Marketing IQ.

• How to categorize leads in Marketing IQ?
• How to assign a call tracking number to a referral source in Marketing IQ?

Patient Flow

How to setup and use Patient Flow and Team Chat

• Patient Flow Navigation
• Patient Flow Settings
• Patient Flow & Team Messaging FAQ

Payments

How to begin accepting online payments and to automate follow up with your patients.

• Payments - Settings
• PbN Payments Overview
• Payments - Best Practices

PBN Settings

Guides covering specific settings and options you have in Practice by Numbers.

• Setting up Office and Provider Hours
• PMS Writeback Settings
• Insurance Verification Settings

Enterprise Pages

How to setup and view multiple practices at once through Enterprise Dashboards.

• Enterprise Dashboard Basics
• Enterprise Features (Home page)

Eaglesoft Best Practices

Recommended settings and practices for Eaglesoft users.

• Eaglesoft and Adjustments
• Eaglesoft and Production Reports
• Eaglesoft and Scheduling Hygiene

Open Dental Best Practices

Recommended settings and practices for Open Dental users.

• Open Dental Gross/Adjusted (Net) Production
• Open Dental and Multiple Treatment Plans
• Defining Cancellations and No Shows in Open Dental

Dentrix Best Practices

Recommended settings and practices for Dentrix users.

• Dentrix and Recall Appointments
• Dentrix and Multiple Treatment Plans
• Dentrix and the AR Amounts

Product Releases

Monthly update covering what's new in Practice by Numbers.