Helpoben.care

Find a client and open their record

Search the client list and open a client's record to see their visits, chart, billing and messages.

Who can do this
Staff with access to Clients
Where in Oben
/clients

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

The Clients list shows current clients. Past clients have their own view.

Steps

  1. Open Clients.
  2. Choose Clients or Past clients at the top of the list.
  3. Type in Search name, email, or program… and select Search. Select Clear to start over.
  4. Select the client's name to open their record. It opens on Profile.
  5. Use the tabs to move around the record: Profile, Care & Progress, Appointments, Chart, Medications & Rx, Billing, Messages and Files & Forms. More has Marketing and Activity.

Good to know

  • You can narrow the list with Any due status, for example Follow-up due.
  • People who have not bought yet are prospects. Select Prospects are in Leads to find them.
  • If you can merge records, Possible duplicates lists people who share an email or phone. See Merge duplicate client records.
  • A Needs review chip appears when Oben has flagged clients with no purchase on record.
  • If you see "That search has ended", type your search again.
  • What you see on a record depends on your role. Some tabs may be empty or hidden for you.