Learn to Use PBN - Beginner Guides

Created by Emily McClendon, Modified on Fri, 19 Jul at 1:08 PM by Alyssa Elso

A collection of recommended articles to start navigating Practice by Numbers

Communications

Patient Communication Center

How to Send a Text

Custom Campaign Tutorial

Calendar and Appointments

Online Appointment Booking FAQ

Patient Information and Forms

Patient Search

Patient information window

Practice IQ

Practice IQ Navigation

Practice by Numbers Terminology

Revenue IQ

Revenue IQ Navigation

Tasks

Basics of Using the Task Page

Create a Task

Phone IQ

Phone IQ FAQ

Marketing IQ

Marketing IQ - Call Recordings and Transcription

Payments

Payments Overview