Skip to main content

Capabilities of the Phone Admin Page

Written by Emily McClendon

The Phone Admin page in Practice by Numbers allows practice administrators to manage and monitor their PbN Voice phone system from one centralized location. During the PbN Voice onboarding process, many of these settings are initially configured by the PbN team; however, practice administrators can later access this page to manage features such as extensions, devices, call routing, voicemail, faxing, greetings, and other phone system settings as needed.

Accessing the Phone Admin Page

To access the Phone Admin page:

  1. Log in to Practice by Numbers.

  2. Select your profile icon in the upper-right corner.

  3. Open the Phone Admin page.

Once opened, you will see the Account Summary dashboard along with a navigation menu on the left-hand side.


Account Summary Dashboard

The Account Summary page provides a quick overview of your phone system configuration.

The dashboard currently displays:

  • Users – Total number of users configured in the phone system.

  • Numbers – Total phone numbers assigned to the account.

  • Extensions – Total extensions currently created.

  • Locations – Number of locations configured.

  • Fax Numbers – Number of fax numbers associated with the account.

Each summary card includes a View All button that takes you directly to the related management page.


Navigation Menu

The left-side navigation menu contains the available management sections for the phone system.

Users

The Users page displays all active users associated with the organization.

This page is primarily informational and allows practices to quickly review users currently connected to the phone system.

Practices commonly use this page to:

  • Review active team members

  • Confirm user assignments

  • Verify user availability within PbN Voice

  • Reference users when assigning extensions, devices, or call routing

The Users page helps administrators understand which users are active within the system before configuring:

  • Extensions

  • Devices

  • Call Groups

  • Mailboxes

  • Virtual Receptionists

Changes to users themselves are not managed directly from this page.

Phone Numbers

The Phone Numbers section allows administrators to:

  • View purchased phone numbers

  • Assign phone numbers to users or call groups

  • Manage inbound routing

  • Configure caller ID settings

  • Purchase or release phone numbers

  • Configure SMS-enabled numbers

Extensions

The Extensions page is used to create and manage user extensions for the phone system.

Practices typically use this page when:

  • Adding new team members

  • Assigning direct extensions

  • Configuring inbound and outbound calling numbers

  • Enabling call forwarding

  • Managing Do Not Disturb settings

  • Reviewing unused or unassigned extensions

At the top of the page, practices can quickly review:

  • Total Extensions

  • DND Enabled

  • Call Forwarding Enabled

  • Unassigned Extensions

Common Tasks on the Extensions Page

Create a New Extension

Use the Add New button to create an individual extension for a team member.

During setup, administrators can:

  • Assign the extension number

  • Configure inbound and outbound caller IDs

  • Assign the extension to a user

  • Enable or disable call forwarding

  • Configure DND settings

Bulk Create Extensions

Use Create Bulk when setting up multiple extensions at once for larger offices or new locations.

Manage Call Forwarding

Practices can enable call forwarding for specific users to:

  • Forward calls to another extension

  • Forward calls to mobile devices

  • Redirect calls during absences or after hours

Configure DND

The DND toggle allows administrators to prevent calls from ringing directly to an extension when needed.

The extension table allows practices to quickly monitor extension activity and configuration status.

Mailbox

The Mailbox page is used to create and manage voicemail boxes for users, departments, and shared office functions.

Practices commonly use this section to:

  • Create voicemail boxes for providers or departments

  • Configure voicemail greetings

  • Assign voicemail PINs

  • Create shared or group mailboxes

  • Manage voicemail routing

The summary cards at the top help practices quickly monitor mailbox usage and organization.

Common Tasks on the Mailbox Page

Create a New Mailbox

Select Create New Mailbox to create a voicemail box.

During setup, administrators can:

  • Assign a mailbox number

  • Choose the mailbox type

  • Configure greetings

  • Set voicemail PINs

  • Assign the mailbox to a practice or user

Configure Greetings

Mailbox greetings can be assigned from media files uploaded to the Media Library.

Practices often create:

  • Default greetings

  • Vacation greetings

  • After-hours greetings

  • Department voicemail prompts

Manage Mailbox Types

Mailbox types include:

  • Private Mailboxes

  • Common Mailboxes

  • Group Mailboxes

These options help practices organize voicemail access across teams and departments.


Location

The Location section allows practices to manage multiple office locations to be used within the phone system.

This page is commonly used to configure emergency location information for PbN Voice phone numbers.

Administrators can:

  • Add new locations

  • Edit or remove locations

  • Configure addresses and postal codes

  • Associate phone numbers with locations

  • Set default locations

The locations table includes:

  • Location name

  • Address

  • Postal code

  • Country

  • Associated phone numbers

  • Available actions

Devices

The Devices page is used to manage physical desk phones and connected phone hardware within PbN Voice.

Practices use this section during onboarding and whenever:

  • Adding new desk phones

  • Assigning phones to users

  • Replacing hardware

  • Troubleshooting device connectivity

  • Managing office phone deployments

Common Tasks on the Devices Page

Add a Device

Use Add Device to manually add a new desk phone to the system.

Administrators can configure:

  • Device name

  • Phone model

  • MAC address

  • User or extension assignments

Bulk Device Setup

The Create Bulk option is useful when setting up multiple phones for larger offices.

Order Devices

Practices can use Order Devices to purchase compatible phone hardware.

Configure Existing Devices

The Actions column allows administrators to:

  • Open device settings

  • Edit device details

  • Disable devices

  • Remove devices

The page also displays:

  • Total Devices

  • Unassigned Devices

This helps practices identify phones that still need assignment.

Call Groups

The Call Groups page is used to create groups of users or phones that ring together when inbound calls are received.

Practices commonly use Call Groups for:

  • Front desk teams

  • Scheduling departments

  • Billing departments

  • Multi-user answering workflows

  • Shared office phones

Common Tasks on the Call Groups Page

Create a Call Group

Select Add New to create a new group.

Administrators can:

  • Assign an extension number

  • Assign a phone number

  • Choose which users or devices receive calls

  • Associate the group with a location

Manage Inbound Call Routing

Call Groups help practices distribute inbound calls more efficiently by routing calls to multiple users at once.

This is especially useful for:

  • Reducing missed calls

  • Managing high call volumes

  • Supporting multiple front desk staff

Edit Existing Groups

Practices can edit or remove groups from the Actions column.

Virtual Receptionist

The Virtual Receptionist page is used to configure automated phone menus and IVR (Interactive Voice Response) routing.

Practices typically use this feature to:

  • Route inbound calls automatically

  • Create business-hour and after-hours call flows

  • Direct callers to departments or voicemail boxes

  • Reduce front desk call handling

Common Tasks on the Virtual Receptionist Page

Create a Virtual Receptionist

Select Add New to create a new IVR menu.

During setup, administrators can:

  • Assign an extension

  • Connect a phone number

  • Configure menu options

  • Upload greetings

  • Assign routing destinations

Configure States and Schedules

The States column displays active routing states such as:

  • Open

  • Closed

  • Lunch

  • Holiday schedules

  • Custom schedules

Practices can configure different call routing behavior based on office hours or special schedules.

Edit Call Routing

Practices can modify routing destinations, greetings, and schedules from the Actions column.

This section is commonly used to improve the caller experience and to automate front-office workflows.

Media

The Media Library page is used to upload and manage audio files used throughout PbN Voice.

Practices use this section to create a more professional caller experience through custom audio recordings.

The Media Library includes separate tabs for:

  • Greetings

  • Hold Music

  • Announcements

Common Tasks on the Media Page

Upload Greetings

Practices can upload voicemail greetings and IVR prompts that are later assigned to:

  • Mailboxes

  • Virtual Receptionists

  • Extensions

Configure Hold Music

The Hold Music tab allows practices to upload music or audio played while callers are waiting.

Upload Announcements

Announcements are commonly used for:

  • Holiday closures

  • Office updates

  • Emergency notifications

  • Promotional messaging

Preview and Manage Audio Files

The table includes built-in playback controls, allowing administrators to review uploaded audio files before assigning them.

Practices can also:

  • Download files

  • Delete files

  • Search media entries

Call Blocking

The Call Blocking page is used to prevent unwanted callers from reaching the practice.

Practices commonly use this section to block:

  • Spam callers

  • Repeated robocalls

  • Harassing callers

  • Unwanted sales calls

Common Tasks on the Call Blocking Page

Add a Blocked Number

Select Add New to create a blocked number entry.

Administrators can:

  • Enter the phone number

  • Add a name

  • Add a description for internal reference

Manage Existing Blocks

The table allows practices to:

  • Search blocked entries

  • Remove blocked numbers

  • Review blocked caller details

This helps practices reduce interruptions and improve front office efficiency.

Audit Logs

The Audit Logs page is used to review administrative actions and configuration changes made within the phone system.

Practices often use this section when:

  • Troubleshooting routing issues

  • Reviewing configuration changes

  • Monitoring administrator activity

  • Verifying who updated the settings

Common Tasks on the Audit Logs Page

Filter Activity

Administrators can filter logs by:

  • Entity Type

  • Action Type

  • Date Range

  • Number of entries displayed

Review Configuration Changes

The logs display:

  • Who made the change

  • Which feature was updated

  • What item was modified

  • When the change occurred

  • The action performed

View Detailed Changes

The Actions column includes:

  • Changes

  • Details

  • Trace ID

These options help administrators troubleshoot and track system behavior more effectively.

Fax Numbers

The Fax Numbers page is used to manage digital faxing within PbN Voice.

Practices can use this section to:

  • Purchase fax numbers

  • Port existing fax numbers

  • Configure Fax to Email

  • Configure Email to Fax

  • Manage inbound and outbound faxing

Common Tasks on the Fax Numbers Page

Purchase a Fax Number

Select Buy New Fax Number to add a new digital fax line.

Port Existing Fax Numbers

Practices moving from another provider can use:

  • Fetch Porting Numbers

This allows practices to track or import ported numbers into the system.

Configure Fax to Email

Fax to Email allows inbound faxes to be delivered directly to an email inbox.

Configure Email to Fax

Email to Fax allows team members to send outbound faxes from email.

Manage Existing Fax Numbers

The Actions column allows administrators to:

  • Edit fax configurations

  • Delete fax numbers

  • Disable fax functionality

This page helps practices fully manage digital fax workflows without traditional fax hardware.

Need Additional Help?

If you need assistance configuring your Phone Admin settings, please contact the Practice by Numbers Support team.

Did this answer your question?