We’re excited to introduce the latest updates from Practice by Numbers! This release focuses on strengthening security, improving payment plan management, and giving your team more flexibility and control across key workflows.
Enable advanced access controls designed for growing practices and DSOs. Administrators can now:
Enforce IP restrictions
Set time-based access policies
Mandate two-factor authentication (2FA)
Manage everything from a centralized framework
Built to support stricter IT and compliance requirements, Enterprise Security provides greater control and visibility to help protect sensitive data while ensuring secure, consistent access across all locations.
⚠️ This is an early-stage Alpha feature and is available as a paid add-on.
Quickly find plans without the scroll
Finding payment plans is now faster and easier with the new search functionality.
Search by plan name, patient name, or both
Supports partial and case-insensitive matches
Results update instantly as you type
Automatically scoped to your selected tab
This enhancement helps your team quickly locate the right plan without navigating long lists.
A clearer view of your payment plan performance
The redesigned dashboard provides a real-time, centralized view of payment plan activity.
Track collection rates, outstanding balances, and plans created
Identify delinquent or retrying plans
Monitor expected revenue
View a 12-month outlook for better planning
This dashboard helps your team stay proactive, take timely action, and improve collections performance.
Choose how and when patients are notified
You now have more control over patient communication during retry attempts.
Enable or disable email and SMS notifications for failed retries
Configure settings at the practice level
Retries continue automatically, regardless of notification settings
This allows your team to manage communication preferences without disrupting payment processing.
More control over how extra payments are applied
Manage overpayments with greater flexibility using the new adjustment options.
Apply extra payments using “Reduce Last Payment By.”
Continue to adjust the next payment or all remaining payments
Maintain clear and predictable payment schedules
This enhancement makes it easier to tailor payment plans to each patient’s needs.
Temporarily adjust how calls are handled—without changing your main setup
Overrides allow your practice to temporarily modify call routing for situations like staff meetings, holidays, or unexpected closures.
Where to Find Overrides
You can manage overrides in both:
Web App: Calls → Settings → Call Routes & Overrides
Desktop App: Call Center → Settings → Call Routes & Overrides
What You Can Do
View all call routing extensions and schedules
See active, upcoming, or no override statuses
Edit or delete overrides at any time
Override Options
1. Forward Calls (Default)
Route calls to a user extension, call group, or external number
2. Send Calls to Voicemail
Direct all calls to voicemail
Option to upload a custom greeting
Flexible Scheduling
Quick durations (1–3 hours or more)
Custom start and end times
All-day options for today or future dates
What Happens After
Overrides activate automatically based on your schedule
Your original call routing resumes once the override ends
This feature ensures your team can quickly adapt call handling without permanently changing your call flows.