Users and Login Information
Articles to help you login and setup your user's and employee's information.
Templates and Messages
Articles to help you communicate with your patients and adjust automated messages.
Schedule and Online Appointment Booking
Articles to help you understand and use the PBN calendar and online appointment booking.
Patient Information
Articles to help you navigate PBN to find patient information and utilize the online forms.
Revenue IQ
Guides to help you navigate Revenue IQ and search for groups of patients by criteria.
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?
Payments
How to begin accepting online payments and to automate follow up with your patients.
PBN Settings
Guides covering specific settings and options you have in Practice by Numbers.
Enterprise Pages
How to setup and view multiple practices at once through Enterprise Dashboards.
Open Dental Best Practices
Recommended settings and practices for Open Dental users.
- Defining Cancellations and No Shows in Open Dental
- Open Dental Gross/Adjusted (Net) Production
- Open Dental and Multiple Treatment Plans