Practice by Numbers

Emily McClendon

Alyssa Elso

Guides for setting up and using PbN Voice, call flows, and Call AI.

PbN Voice (Voice, Call AI & Analytics)

Introduction to VoIP: A Comprehensive Guide for Your Business

The following guidelines ensure the highest call quality and reliable performance when using PbN Voice.

PbN Voice Network & System Requirements

PbN Voice Onboarding Guiding

PbN Voice: Installing Your Corded Phones — Here’s How to Get Started

PbN Voice vs. Weave: Feature Comparison List

How Fax Works Within PbN Voice

A quick introduction to PbN Voice and how it supports your practice’s communication needs.

PbN Voice Overview

Yealink T54W Phone User Guide

Setting up Wireless Phones Yealink W73P - W73B & W73H Models

Yealink Phone Options & Pricing

Understanding Icons on Yealink T54W/T53C

Extensions Page Overview

Capabilities of the Phone Admin Page

Users Page Overview

Phone Numbers Page Overview

Locations Page Overview

Devices Page Overview

How to Retrieve Local Log Files from a Yealink T54W IP Phone

How to Use the Soft Dialer in PbN Voice (Browser-Based Calling)

How to Set Up Voicemail for an Extension

Hold Music Page Overview

Call Blocking Page Overview

Call Event Logs Page Overview

Step-by-step guides to configure phone numbers, users, devices, and core Voice settings.

Setting Up PbN Voice

How to Forward Calls to Another Number

How to Create and Manage Call Groups in PbN

Virtual Receptionist Page Overview

Understanding Virtual Receptionist Call Flow Options

Understanding the Default Schedule and Call Flow

Guides for creating and managing call flows, routing rules, schedules, and automated Virtual Receptionist menus.

Call Flows & Virtual Receptionist

Call Recording Information for Practices Using PbN Voice

Call Pop-Ups in the Desktop App

Simple guides to help your team manage calls, transfers, texting, and voicemails each day.

Daily Use of PbN Voice

Customize Chart Colors in Huddle and Call AI

Learn how to use Call AI transcriptions, summaries, tags, and outcomes to understand caller intent.

Call AI

Tools to review call trends, caller intent, and performance insights through analytics and AI.

Analytics (Phone IQ + Call AI Insights)

Understanding the Call Volume Heat Map on Phone IQ

Understanding the Incoming Opportunities Section in Phone IQ

Phone IQ Compatibility & Setup Guide

Phone IQ Frequently Asked Questions

How Missed Calls Are Designated Across Different Systems

Phone IQ - Missed Calls Designation

Legacy call analytics showing call volume, performance metrics, and historical call trends.

Phone IQ (Legacy)

Opportunities Page

Missed Calls Page

Incoming Calls Page

Agent Performance Page

Outgoing Calls Page

Call Details Page

Call Analytics Page

Call Follow-Ups in Call AI

Call Logs Page

Call AI Dashboard - Summary

AI-powered insights into caller intent, missed opportunities, and call outcomes.

AI Analytics

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