Helpoben.care

Read your Dashboard and today's work

See today's arrivals and the work waiting for your clinic, and jump straight to each item.

Who can do this
All staff (the money and pipeline tiles show for the owner and managers)
Where in Oben
/

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

The Dashboard is your clinic at a glance and the work that needs attention. It opens when you select Dashboard in the menu.

Steps

  1. Open Dashboard from the menu.
  2. If you are the owner or a manager, read the four tiles at the top: Net, Open pipeline, Follow-ups and Open flags. Select a tile to open the page behind it.
  3. Check Visits with all care steps complete and the steps beneath it: Intake completed, Note signed, Rx approved and Rx sent.
  4. Look at Today's arrivals. Select a name to open the client, or Visit to open that visit. Select Open full schedule → for the whole day.
  5. Work through Needs attention. Each row, such as Orders needing review, Pending intakes, Form submissions to review or Open tasks, shows a count. Select a row to open that list.

Good to know

  • A green tick and All clear means nothing is waiting in that row.
  • If a count cannot load, the Dashboard says so instead of showing it as clear.
  • The owner also sees Finish setup until Launch is complete.