Helpoben.care

Read, file and send faxes

Open faxes your clinic's fax number receives, file each one to a client, the clinic or a task, and send a fax from Connect.

Who can do this
Staff whose role includes Use fax; filing to a client also needs permission to add that client's documents
Where in Oben
/connect/fax
Needs
Fax turned on for your clinic

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

If your clinic has Fax turned on, faxes sent to your clinic's fax number arrive in Connect. The clinic owner turns it on in Settings → Phone & messaging → Fax, and adds Use fax to roles in Roles & Access.

Steps

  1. Open Connect and select the Fax tab. The Overview shows your fax number and the latest faxes in and out.
  2. Select New and open a fax to see its pages.
  3. Under File this fax, choose where it goes: - A client: check the Suggested clients, or search for the client, then select File to the client. It goes into their Files & Forms. - The clinic: for a fax about no client, choose a Label, type a Title, then select File to Clinic files. - A task: describe what needs doing, then select Make a task.
  4. If nothing needs filing, select Mark done without filing.

Send a fax

  1. On the Fax tab, select Send a fax.
  2. Under 1. Is it about a client?, choose No client or A client and find the client.
  3. Under 2. Documents, add up to five documents from the client's files, Upload a file, or Clinic files. Use the arrows to set their order.
  4. Under 3. Recipient and cover sheet, enter To (fax number), Recipient and Subject, and an optional note. If your role can see Team resources, use Find a recipient in the Directory to fill in a saved pharmacy's or lab's fax number and name.
  5. Select Fax to the number. Check Sent for its delivery status.

Good to know

  • Oben suggests clients but files nothing until you confirm.
  • Every page and upload is checked for viruses first. You can file a fax only once its pages are ready.
  • Faxes go only to US numbers.
  • Filed & done lists handled faxes. Clinic files finds clinic faxes by title or sender's number.