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.
    • 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
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