Big things are happening at Practice by Numbers. These latest updates are designed to streamline your workflow, enhance security, and elevate the patient experience. From improved permission management and flexible payment solutions to AI-powered automation and seamless team communication, these enhancements will help your practice run more efficiently than ever.
Be sure to check out the linked resources for more details on specific features.
January 2025 Releases
Simplified Permission Management – User permissions are now grouped into six clear categories: General, Desktop App, Insurance, Communication, Appointment, Analytics, Payments, and Forms.
Greater Clarity – Permissions have been renamed for better understanding, such as “Set Goals” now labeled “Edit and Set Practice Goals.”
Granular Access Controls – Permissions are now divided into more specific actions, giving practices more control.
Customizable Restrictions – Limit access to sensitive areas like user accounts, billing, and production metrics for restricted staff.
Managing Restricted Staff– Tailored settings allow practices to disable specific permissions for restricted staff. By unselecting options like “Manage everyone’s tasks” or “Change practice settings,” restricted staff cannot access sensitive areas such as user accounts, billing settings, and production metrics.
These updates enhance security, improve usability, and make role management easier than ever.
Managing transactions is now more flexible and cost-effective with two distinct payment processing options.
PbN Payments: Simple and Transparent
Practices absorb all transaction fees for an all-inclusive pricing model.
Ideal for those who prefer straightforward, predictable payment processing.
Surcharging is not available under this model.
PbN ZeroPay: Flexible Cost Management
PbN ZeroPay offers two models to fit your financial strategy:
Without Surcharging – The practice covers all fees, keeping payments seamless for patients.
With Surcharging – Pass transaction fees to patients while remaining fully compliant with state and provincial regulations.
These updates empower your practice to choose a payment model that fits your needs while maintaining transparency and compliance for both in-person and online transactions.
Call AI is now fully integrated with PbN Voice, giving you access to powerful call analytics and operational insights.
Interactive Dashboards – Monitor call trends, identify peak hours, and analyze volume fluctuations.
Sentiment Analysis & Key Metrics – Track missed call rates, voicemail volumes, and patient engagement.
Custom Reporting & Data Exports – Filter calls by type, analyze trends, and export reports in multiple formats.
Note: Call AI is a paid add-on available exclusively with PbN Voice. Contact support for upgrade options.
The AI Assistant is now even more powerful, helping you save time, automate repetitive tasks, and gain deeper insights into your practice’s performance.
Automated Insights – Get instant access to KPI summaries, trends, and patient lists.
AI-Powered Communication – Generate appointment reminders, review responses, and professional messages in seconds.
Smarter Search – Find patients based on custom criteria within Revenue IQ.
PiQ & RiQ Assistants – Enhance decision-making and streamline operations with AI-driven insights. RiQ Assistant, embedded within Revenue IQ Patient Finder, uses natural language commands to quickly locate patients based on specific criteria. PiQ Assistant delivers in-depth insights through four key intents—KPI analysis, trend identification, graph visualization, and patient list generation—helping you track both high-level performance and detailed patient data.
These AI-powered tools work together to provide real-time analytics, identify trends, and optimize workflows, making it easier than ever to manage and grow your practice.
Note: AI Assistant is available as an additional paid feature. Contact support to learn more.
This new feature ensures that patient form submission dates sync directly from your PMS, keeping records accurate and eliminating outdated data.
Automated Tracking – Ensures all form invitations use the latest patient information.
Fewer Errors – Reduces manual updates and ensures compliance.
Easy Verification – View and confirm up to 30 patient submissions before syncing.
The Huddle Page has been redesigned for easier access, moving from the top of the PbN interface to the floating bar at the bottom. This essential daily dashboard now provides:
Yesterday’s Performance – Review production, collections, and provider leaderboards.
Today’s Schedule – Stay on top of appointments, production goals, and actionable insights.
Tomorrow & Beyond – Forecast upcoming schedules and track goal progress.
With its streamlined layout and expanded insights, the Huddle Page helps you stay informed and proactive.
February 2025 Releases
Internal messaging is now faster and more intuitive with new enhancements in the desktop app.
All Messages in One View – See personal, location-based, and alert messages without switching screens.
Easy Filtering – Quickly toggle between unread messages, alerts, and conversations.
Visual Indicators – Icons distinguish between user messages, operatory alerts, and location-based communications.
Effortless Interaction – Send, edit, and delete messages with ease, plus support for file sharing and GIFs.
This update keeps your team connected, informed, and efficient.
*Currently in Beta*
New customizable payment plans help boost case acceptance and improve cash flow.
Pay in Full Discounts – Encourage upfront payments with special pricing incentives.
Installment Plans – Allow patients to pay in smaller, manageable amounts.
Automated Administration – Define eligibility criteria and let PbN handle follow-ups.
This update makes it easier to offer financial flexibility while maintaining strong revenue cycles.
Patients can now see custom provider images when booking appointments that don’t require a specific provider selection.
Stronger Branding – Replace the generic default image with a custom one that aligns with your practice.
Enhanced Patient Experience – A more visually appealing and professional booking process.
How to Enable This Feature:
Go to Visit Type Settings under the Appointments menu.
Select the Visit Type you want to edit.
Enable “No Provider Selection” in the settings.
Upload a Custom Image to personalize the booking experience.
This update enhances online scheduling, creating a polished and customized patient experience.
The new Save Draft feature allows patients to save their progress when filling out forms, ensuring they don’t lose entered information if they need to return later.
Key Features:
A "Save Form Progress" button is available next to Submit and Continue.
Drafts save all text, selections, and uploaded files.
An auto-save option (every 2 minutes) is available.
Patients are prompted to save when navigating away.
Saved drafts show a “Last saved” timestamp above the form title.
Once submitted, drafts are automatically deleted.
A confirmation notification appears when saving a draft.
This feature helps prevent data loss, improves usability, and ensures a smoother patient experience.
Patients who submit a credit card through a form will now see a "Card Saved Successfully" message in the Saved Cards section, confirming that their card has been added. This message remains visible until a new card is added, ensuring clarity in the submission process. If another card is submitted, the previous message will be replaced with the latest confirmation.
