Note: You must be an Ocean administrative user to access Patient Reminders settings.
- You can customize your automated Patient Reminders by logging into the Ocean Portal. Click the "Menu" button in the top left corner and select "Patient Reminders".
- Click the "Settings" button in the top right corner.
- Ensure reminders are enabled and you have set the reminder time of day. Refer to Patient Reminders Settings for a detailed description of each setting.
- Click "Add Reminder Rule" or "Edit" next to an existing reminder rule to configure your reminder.
- Clicking either option will bring you to the "New Reminder Rule" or "Edit Reminder Rule" page. Configure each element of your reminder here. Refer to Edit Reminder Rules for a detailed description of each setting. Click Save.
- Once you have configured Patient Reminders, please ensure you test your reminders.