Helpoben.care

Keep your clinic's contacts in the Directory

Save the pharmacies, labs, providers and vendors your team calls or faxes, so everyone finds the same numbers in one place.

Who can do this
Staff with View team resources can search the Directory; adding, editing, pinning, archiving and importing needs Manage team resources
Where in Oben
/team/resources/directory

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

The Directory holds the numbers, faxes, addresses and contacts your team uses. It is for staff only.

Steps

  1. Open Team, select the Resources tab, then select Directory.
  2. To find a contact, type in Search the Directory. Narrow the list with Type or Pinned only.
  3. To add one, select Add entry. Enter the Name and choose the Type, such as Pharmacy, Lab or Referring provider.
  4. Add Phone numbers, Fax numbers and Email addresses, each with an optional label, plus the address, website, hours, contact person and notes you need.
  5. Tick Pin to the top of the Directory for contacts your team uses most.
  6. Select Add entry to save.

Import many at once

  1. Select Import from CSV. Use Download a template to see the columns.
  2. Choose your file. Nothing is added until every row reads cleanly; any problems are listed by row.
  3. Select Add to add the entries.

Good to know

  • Each number has Call, and phone numbers also Text, which open your device's own phone or messaging app.
  • A US fax number has Send a fax. It opens Connect → Fax with the number and name filled in, if your clinic uses Fax.
  • Your clinic's own details show at the top, marked Kept in Settings > Clinic profile. Change them there.
  • Select Edit to change an entry, or Archive to hide it. Choose Archived under Show to find it again and Restore it.
  • Add to library › Contact on the Resources tab opens the same form.