Helpoben.care

Enter a form's answers for a client

Type in the answers to a form a client filled in on paper or told you at the desk, so they do not have to complete it in the portal.

Who can do this
Staff whose role can view clinical information and prepare clinical records
Where in Oben
/clients

Saved in this browser only, so every article can open its screen.

When a form is out with a client and they gave you the answers another way, such as on a paper intake, you can enter it for them.

Steps

  1. Open Clients and choose the client.
  2. Open the Files & Forms tab.
  3. In Forms, under Out with the client, find the form and select Enter their answers.
  4. Type in the answers the client gave you. Questions that need an answer are marked if you miss one.
  5. Select Save answers. You return to Files & Forms, and the form moves to Submitted.

Good to know

  • Consents, signatures and initials are the client's own acts, so they are never shown here. If a form asks the client to sign or agree to something, Oben says only they can complete it in their portal.
  • Answers linked to the client's health profile are saved there as your entry.
  • If you see "This form has already been sent", the client or a colleague already completed it.
  • To send a form first, choose it under Send forms on the same tab.