PS Suite: Setting up the Ocean Connect Toolbar

The Ocean Connect Toolbar is currently in beta.

It allows a PS Suite clinic to connect to Ocean with a 'live' polling connection in the background. This live polling allows it to do things that aren't possible with the current Ocean PSS custom form, since the standard custom form can only execute when a particular patient's chart is open.

For example, the Ocean Connect Toolbar will poll for any 'Patient Arrived' events, which are created when the patient starts using the Ocean tablet or kiosk. For each of these events, it will look for a corresponding appointment within 12 hours, and marks it as 'Arrived' with an arrow, if appropriate.

Installation Steps
  1. Request to be a member of the beta testing program for this technology to obtain a copy of the Ocean Connect toolbar. The .cfm file can also be downloaded here.
  2. Import the toolbar file as a custom form in the "Edit Custom Forms" dialog, found under the EMR's Settings menu (refer to this article for instructions on how to upload custom form files into PS Suite).
  3. Create a new PS Suite user, named "Ocean Connect", with initials "OCNC". This is a makeshift user that the toolbar will use to obtain read/write authority for its various actions (such as marking appointments as arrived).
  4. Create a reminder to trigger the toolbar to appear for the OCNC user only. You can do this by going into the "Edit Reminders" dialog, found under the EMR's Settings menu.
    • Create a new reminder named "Ocean Connect Toolbar". 
    • Add a criterion line for this reminder: Other -> Current User Initials -> is -> OCNC.
    • Select "Show Custom Form or Stamp" and choose the Ocean Connect Toolbar from the dropdown menu.
  5. Sign in as the OCNC user. The Ocean Connect Toolbar should appear when you enter any patient's chart (see screenshot below). Change the password and write it down for clinic administrators to use when necessary.

Note: This OCNC user must remain signed in, with a the 'dummy' patient's chart open, on a computer in your office, at all times, in order for the kiosk to be able to automatically update the appointment schedule.

Using the Toolbar
  1. Designate a particular computer (ideally in a low-traffic area such as a back office or your receptionist computer) as your 'Ocean Connect Toolbar' computer. 
  2. Sign in on this computer as the OCNC user.
  3. Open a 'dummy' patient chart. The toolbar should appear in the CPP if the installation is complete.
  4. The toolbar should start polling in the background within a few seconds. A green checkmark indicates the most recent connection attempt was successful.
  5. You must remain constantly signed in as this OCNC user on the designated client machine, with a the 'dummy' patient's chart open. If you would like to sign in as another Ocean user on that workstation, you must open and run a separate instance of PS Suite. You can keep the two copies of PSS running simultaneously (with one logged as Ocean Connect, and the other logged in with an Ocean user).
  6. If the computer is shut down for any reason, you must repeat the steps above.

Note: After a relaunch of the PS Client, you must open a patient chart in order for the toolbar to run. It will not run without being displayed in this manner. 

Testing the Toolbar
  • Try starting the toolbar with the steps above.
  • Create an appointment for a dummy patient for today.
  • Start a tablet session for the dummy patient using the standard Ocean custom form in the usual manner.
  • Within 10-30 seconds you should note the arrival arrow appear in the appointment schedule.
Troubleshooting
  • First, ensure that the regular Ocean custom form can connect to Ocean successfully with a round-trip connection to a tablet and a note download. The Ocean Connect Toolbar uses the same connection and credentials.
  • If the regular custom form is working, find your Ocean Connect Toolbar computer. Ensure it is signed into PSS as the OCNC user.
  • Check that the toolbar is showing the 'green checkmark'.
  • Click on the gear icons (adjacent to the checkmark's usual location) to see an activity log. Please take a screenshot (Command-Shift-4 to drag a box on the Mac) if you need to report the issue to CognisantMD support.
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