Creating Canned Responses for Bookings and Messages*

You can optionally choose to set up canned messages that can be sent to the patient in advance of their appointment and/or that can be sent to the referrer/sender.

This is an an optional part of setting up eConsults and/or eReferrals.

  • When processing and managing incoming eConsults and/or eReferrals, referral recipients have the ability to add canned booking comments or send a canned message. These canned responses can be sent to patients using a booking comment, or can be sent as a message to the original referrer.
Canned Booking Comments Canned Messages to Sender
  • Log in to the Ocean Portal.
  • Navigate to the Admin Settings page and click Canned Responses.
  • From the Canned Responses screen, select the "New Canned Response" button under the "Canned Responses for Booking Comments" section
  • Give your response a title and add your desired text into the text field.

    Note: An example of a canned booking comment could be the appropriate clothing a patient should bring to an appointment.
  • Click the "Save" button to save your canned comments.
  • Next time you are processing a consult or referral, you can select one of your canned responses using the speech bubble icon in the "Scheduling" section of the referral.
  • Note: Canned booking comments are only selectable in the 'Scheduling' area of the referral.

How does it appear to the patient?

  • When the appointment notification email is sent to the patient, the booking comment is included at the bottom of the email.
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