Post clinic updates and summaries to Team Chat

Oben can post clinic updates, such as payments, new leads, bookings and lab results, in the Team Chat spaces you choose, so the right people see them where they already talk.

Steps

1. Open Settings, select Team, then Notifications.
2. Find the update you want, for example Failed payments under Money or New leads under Front desk.
3. Under Team Chat spaces, tick each space that should get it. Each tick saves at once. You can choose up to five spaces for each update.
4. To add a summary, go to Team Chat summaries, choose Daily or Weekly next to a space, then pick the day and time.
5. Select Save summaries.

Good to know

• Who sees each update in Activity (bell) and its Phone alerts are set on the same row. See Choose where alerts go.
• Nothing is posted until you choose a space. Oben is shown as the author.
• Money updates (payments, failed payments, refunds, disputes, membership and auto-pay changes) show the client's name, the amount, the product and the date, for example "Jordan Smith · amount · Weight care · date and time". Only people who can view that payment and that client see these details; others in the space see just what happened, such as "A payment was received".
• Other updates say only what happened, never a client's name or details. Everyone in the space sees the post; only people who can open the record get its link.
• Phone notifications and emails about these updates never include a client's details.
• Clinical updates, such as Lab results, say only that something needs review, and only providers can open them.
• A summary counts payments, orders, visits and new leads for the day or week before its time. Only people who can view payments see the money figures, and test payments are not counted. A summary with nothing to report is not posted.
• Times are in the clinic's time zone. You only see spaces you belong to, and a space stops getting posts if it is archived or you leave it.