Creating / Configuring Patient Reminders

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.
    • 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. Refer to Edit Reminder Rules for a detailed description of each setting.
    • Under the Rule Conditions heading, you can configure your rule type. Please refer to Managing Appointment Type / Reason for Visit for Reminders for details on how to retrieve/set appointment type(s) in your EMR.


      Appointment Reason:
      By selecting this rule type, you can type in an appointment reason, as it appears in Accuro, PS Suite, Med Access or OSCAR PRO (e.g. Specialist Consult).
      Visit Type:
      By selecting this rule type, you can type in an appointment type, as it appears in Accuro or OSCAR PRO (e.g. NP).

      Note: Not supported for PS Suite or Med Access. Please use "Reason" instead.

      For Accuro and OSCAR PRO Users: 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 your EMR.

      JavaScript Expression:
      By selecting this rule type, you can customize your reminder audience with more precision.
      For more information and further examples, refer to this article to Reminder Rules - Using Javascript Conditions.
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