Helpful Tablet Rules

To get the most out of your Ocean tablets, you may want to consider adding tablet rules that trigger forms to appear automatically. While the possibilities for creating rules are endless, below you will find some of the more commonly used rules.  

To add rules to your tablet:

1. Log in to the Ocean portal and select the Tablets tab. Choose "Edit" for the tablet group that you are trying to change.

2. Enter the Rules tab and choose "Create Rule". This will bring up your list of forms - choose the form for which you would like to create a rule and add the rule (type or copy and paste) into the Trigger text box. 

If you have other rules that you would like to share, please contact us at


Suggested eForm


Conduct a patient intake for all new patients

New patient registration


Request email consent once per year

Email consent

daysSinceLastCompleted > 365

Ask about smoking status for all patients over the age of 14

Smoking screen

pt.getAge() > 14

Display information about the clinic policy for all patients

* Develop your own or select from the shared forms library


Conduct a PHQ9 for all of Dr. Smith’s patients


ScriptUtil.getKeyword('@ptClinicDoc') == 'John Smith'

Assess falls risk for all patients over the age of 65 once per year

Canadian Staying Independent Checklist - Falls Prevention

pt.getAge() > 65 && daysSinceLastCompleted > 365

Ask female patients aged 50 and older if they would like a mammogram

Mammogram invitation

pt.isFemale() && pt.getAge() >= 50

Collect information in advance of a periodic health exam


pt.getReasonForVisit().indexOf('PHE') != -1

Note: This rule functions for Accuro users only.

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