Helpoben.care

Choose what patients can do in the portal

See which areas your patients have in their portal and switch portal modules on or off.

Who can do this
Staff who can change patient portal settings
Where in Oben
/settings/patient-portal

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

Every patient has Home and My Plan. The other areas appear only when your clinic has their module turned on. The tabs show in this order: Home, Care, My Plan, Shop, Resources.

Steps

  1. Open Settings, then Patient Portal → Patient portal. It opens on Overview & modules.
  2. Under Enabled modules, tick the areas you want patients to have: My Health, Care, Learn, Store, Billing and Assistant.
  3. Select Save modules.
  4. Select Preview in the side list to check readiness before patients use it.

What patients see

  • Home: what's next for them.
  • Care (Care on): Messages with your care team, Visits with a Join your visit button for video visits and Reschedule or cancel under your clinic's rules, and Documents.
  • My Plan: This week, Treatment, and Progress when My Health is on.
  • Shop (Store on): Products and My orders, with order status and tracking.
  • Resources (Learn on): Courses, Tools and Guides.
  • The Account menu: Billing (when Billing is on, or the patient has a membership), Forms, Profile, Notifications, Refer a friend (while your clinic runs a referral offer), Help & contact and Sign out.

Good to know

  • In Profile, patients change their own email or phone, confirmed with a code sent by email. They also keep their details and health history up to date; choose which sections they can change under Client profile. Your team reviews every change.
  • If your clinic has the stage-aware portal turned on, What each stage sees can hide parts of the menu for a stage. A section that holds the person's own records always shows.
  • If Portal booking is on, patients can request a visit and your clinic confirms the time.