Phone Assistant 2.0 Configuration

Before configuring Phone Assistant 2.0, ensure that the application is ready. This can be completed by double-clicking the Phone Assistant desktop icon.


After running Phone Assistant 2.0, a configuration will need to be applied for extensions to be read. On the right-hand corner, right-click the YAPI icon on the taskbar and click on Config


This will open the Configuration window.


Integration - This field will clarify which Phone Assistant method is being used on the YService and will automatically populate if the initial integration is established.

Application - This is where the host website for Phone Assistant resides. It is advised not to interact with this setting. 

YAPI on - This field will be dedicated to the port that is primarily used in YAPI's communication.  By default, the port that YAPI should be listening to is 18002.

To confirm which port is being used for YAPI:

  1. Open the YAPI Dashboard.

  2. At the top of the YAPI Dashboard, click on the Setup and Manage 2019-09-03_11-44-13.png button.

  3. From the drop-down, click on the Local Setup option. 

  4. The port being used will be shown at the top-left corner.


Events on - This is the port associated with the Phone Assistant communication. The default port will be 19001 but can be changed to 19000 in case both old and/or new Phone Assistant is being used.  

Extensions - This introduces the list of extensions the Phone Assistant is assigned to listen to when populating patient information. This list of extensions can be found on the Mango or Ringcentral profile for the Practice. 

NOTE: Always introduce 101 within the extension list even if the Practice does not use it as it will be required during the Simulation testing.

Run Monitor - This enables to Phone Assistant to function if it is checked on. Disabling the Monitor will turn off the Phone Assistant.

Email - This section will be dedicated to the email that will be used to communicate with patients. 

  • Gmail - Enabling the Gmail option will allow for a personal Gmail to be used when messaging patients. Clicking the Try button will prompt a login window to Gmail to make a connection.

  • G Suite - Enabling the G Suite will allow G Suite to be used to communicate with patients. An additional field requesting the domain for G Suite will be made available and will be required. Clicking the Try button will prompt a login window to G Suite to make a connection.

  • Mailto - Enabling the Mailto option will allow for a designated Mailto hyperlink to be used when communicating with patients. Clicking the Try button will prompt the Mailto application to launch. 

  • Other EmailEnabling the Other Email option will allow for an alternative personal email provider to be used when messaging patients. 

Dial Out - Dial Out is a feature that works in conjunction with the desktop versions of Mango and Ringcentral. "Dialing out" from the desktop will have the Phone Assistant recognize what numbers and extensions are being used to reach out to patients. 

  • Enable - This allows for the enabling of the Dial Out feature. 

  • Extension - This field is intended to set the specific extension the workstation is associated as when dialing out to patients. 

After making the configuration changes, click on the Ok button on the bottom right corner of the screen. 

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