In order to create customized templates, you need to first save a default template.
-
Open the Patient Messages window from a "dummy" patient chart.
- If you are a PS Suite user, you can open the online messaging window by clicking the "Email Patient" button on the Ocean custom form or toolbar.
- If you are an Accuro user and you have CDS links to Ocean set up, you can access the online messaging window through your CDS link (please refer to this "Configure the CDS Menu for Quick Access to Ocean" article to learn how to set up CDS links).
- Alternatively, if you do not have CDS links set up, you can open the online messaging window by clicking on a patient in the Patients tab of the Ocean Portal and selecting "Email Patient...".
- If you are an OSCAR EMR user, you can also open the online messaging window by clicking the "Email Patient" button on the Ocean eForm or toolbar.
-
Create your default template.
- When you open the Patient Messages window for the first time, a basic template is automatically displayed. Before creating additional templates, you need to first save a default template. You can do this by editing the subject header and email body to your liking, and selecting "Save as Default" from the dropdown menu that appears if you select "Templates" at the top right.
- Once you've saved your default template, you can create additional templates, which can be saved and available for use via the dropdown menu.