To customize which patients to send reminders to, 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.
Clicking either of the above options will open up a configuration window, where you can select from 4 different rule types.
- By selecting this rule type, you can type in an appointment reason, as it appears in Accuro (e.g. Specialist Consult).
- 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.
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.