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:
Log in to Practice by Numbers.
Select your profile icon in the upper-right corner.
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.













