Creating / Configuring Ocean Reminders

  • You can customize your automated Ocean Reminders by navigating to the "Ocean Reminders" section of the Admin tab in the Ocean Portal.
  • Click the "New Reminder Rule" button at the bottom left of the "Ocean Reminders" screen or the "Configure" button next to the "Send _ day(s) ___ appointment" setting to open the Ocean Reminders configuration window.
  • Clicking either of the above options will open up a configuration window, where you can select from 4 different rule types. Please refer to "Managing Appointment Type / Reason for Visit for Reminders" for details on how to set your appointment type(s) in your EMR.

    Reason:
    By selecting this rule type, you can type in an appointment reason, as it appears in Accuro (e.g. Specialist Consult).
    Type:
    By selecting this rule type, you can type in an appointment type, as it appears in Accuro (e.g. NP).
    Reason & Type:
    By selecting this rule type, you can type in both an appointment reason and type, in the boxes that appear. Ensure that what you type in exactly matches what is in Accuro.
    JavaScript:
    By selecting this rule type, you can customize your reminder audience with more precision. Please refer to the article "Basics of Javascript" for more information on types of JavaScript that can be used to select specific patient cohorts.
  • Once you have configured Ocean Reminders, you can send a test email immediately by checking "Enable Test Mode" and then selecting "Force Send". Test emails will not include a live web link to complete any eForms.
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