Understanding Call Pop-Ups in the Practice by Numbers Desktop App

The Practice by Numbers (PbN) desktop app offers a variety of features to enhance patient communication and management, one of which is the call pop-up functionality. This feature provides real-time insights into the patient's details as a call comes in, allowing practice staff to have quick access to important information without needing to navigate away from the current screen.

What is a Call Pop-Up?

A call pop-up is a small window that appears on your screen when a call is received through the Practice by Numbers app. This pop-up displays essential patient information that helps the dental team interact effectively with the patient during the call.

Key Features of the Call Pop-Up

When a call is received, the pop-up window displays:

• Patient Name and Contact Information: The pop-up shows the patient's name, allowing staff to address the patient personally and confirm that they are speaking with the correct individual.

• Quick Access Buttons: The pop-up includes buttons for quick actions, such as "Show Info," which expands the patient's details, and an option to initiate or manage the call.

How the Call Pop-Up Integrates with Patient Information

The call pop-up is integrated with the patient's overview, as shown in the main screen of the Practice by Numbers app. Upon receiving a call, the desktop app automatically brings up the patient's profile, showing comprehensive details such as:

• Patient Overview: This includes the patient's sex, age, and responsible party, along with financial information such as current and overdue balances.

• Appointment and Recall Information: The pop-up connects with the patient's profile, providing details on their last visit, next preventive appointment, recall status, and any benefits remaining.

• Family Members: If applicable, the pop-up may also show information on other family members, giving context to family-based treatments or appointments.

Benefits of Using Call Pop-Ups

• Efficiency: Staff members save time by having instant access to all the relevant patient information without needing to search manually.

• Improved Patient Interaction: With quick access to patient history and details, staff can have more informed and personalized conversations, leading to better patient satisfaction.

• Error Reduction: The visibility of critical information like next appointments or overdue recalls helps ensure that nothing is missed during the call, reducing the risk of errors.