Creating / Configuring Patient Reminders

  • You can customize your automated Patient Reminders by navigating to the "Patient Reminders" section of the Admin tab in the Ocean Portal.
  • Click the "New Reminder Rule" button at the bottom left of the "Patient Reminders" screen or the "Configure" button next to the "Send _ day(s) ___ appointment" setting to open the Patient Reminders configuration window.
  • Clicking either of the above options will open up a configuration window, where you can select from four different rule types. Please refer to "Managing Appointment Type / Reason for Visit for Reminders" for details on how to set appointment type(s) in your EMR.

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

    Note: Not supported for PS Suite or Med Access. Please use "Reason" instead.
    Reason & Type:
    By selecting this rule type, 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 Accuro.

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

    By selecting this rule type, you can customize your reminder audience with more precision.

    • When selecting inside the Javascript Condition input field, the Rule Builder window will automatically appear. This will allow you to review the different types of javascript expressions, keywords, and syntaxes that are available for use when creating reminder rules. Clicking an item in the Rule Builder will copy the correct javascript code into the condition field for use.
    For more information and further examples, refer to the article "Basics of Javascript" to reference what can be used to select specific patient cohorts.
  • Once you have configured Patient Reminders, you can send a test email immediately by checking "Enable Test Mode" and then selecting "Force Send". Test emails will not include a live web link to complete eForms.
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