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(s):
- Log in to the Ocean Portal and navigate to the Tablets tab.
- Choose "Edit" for the tablet group that you want to add the rule to.
- Enter the Rules tab and choose "Create Rule".
- From the list of forms that pops up, choose the form for which you would like to create a rule.
If you have other rules that you would like to share with the Ocean community, please contact us at email@example.com.
Examples of Helpful Tablet Rules:
|Conduct a patient intake for all new patients||New patient registration||
|Request email consent once per year||Email consent||
|Ask about smoking status for all patients over the age of 14||Smoking screen||
|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||PHQ-9||
|Assess falls risk for all patients over the age of 65 once per year||Canadian Staying Independent Checklist - Falls Prevention||
|Ask female patients aged 50 and older if they would like a mammogram||Mammogram invitation||
|Collect information in advance of a periodic health exam||PHE||
Note: This rule functions for Accuro and PS Suite users only.