Tablet Rules

Tablet Rules are a powerful tool that can be used to pull up forms for patients automatically, based on some specified characteristics, such as the patient's age, sex, provider, appointment type, etc. This can be very useful in various situations. For example:

"We want patients to fill out our new registration form at their first visit only."

"We want to collect email consent from our patients once per year."

"We want to all of our female patients over the age of 50 to see our mammogram invitation."

"We want our patients booked in for a back pain appointment to fill out the Back Pain form."

"We want all of our patients to see our clinic policy."

"We want all of Dr. Smith's patients to complete the PHQ-9 form."

Below, you can learn more about how you can configure your tablet to accommodate some of the situations above. Do you have another creative trigger to automatically bring up specific forms for certain patients? Tell us about it!

To get the most out of your Patient Tablets, you may want to consider adding tablet rules that trigger forms to appear automatically. While the possibilities for creating rules are endless, the steps required to add tablet rules and some of the more commonly used rules can be found below.

How To Add Tablet Rules

  • Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Tablets & Kiosks".
  • Choose "Edit" for the tablet group that you want to add the rule to.
  • Enter the Rules tab and choose "Create Rule".
  • From the list of forms that pops up, choose the form for which you would like to create a rule.
  • Click "Choose" to add a rule line for that form.
  • Type (or copy and paste from the suggestions at the bottom of that tab) your JavaScript rule in the "Trigger" text box to define when you want this form to show up automatically.

Commonly-Used Tablet Rule Triggers:

Action Suggested eForm Rule
Conduct a patient intake for all new patients New patient registration
Copy Rule
Show an eForm for walk-in patients New patient registration or Reason for Visit
Copy Rule
Request email consent once per year Email consent
daysSinceLastCompleted > 365
Copy Rule
Ask about smoking status for all patients over the age of 14 Smoking screen
pt.getAge() > 14
Copy Rule
Display information about the clinic policy for all patients *Develop your own or select from the shared forms library
Copy Rule
Conduct a PHQ9 for all of Dr. Smith’s patients PHQ-9
ScriptUtil.getKeyword('@providerName') == 'John Smith'
Copy Rule
Assess falls risk for all patients over the age of 65 once per year Canadian Staying Independent Checklist - Falls Prevention
pt.getAge() > 65 && daysSinceLastCompleted > 365
Copy Rule
Ask female patients aged 50 and older if they would like a mammogram Mammogram invitation
pt.isFemale() && pt.getAge() >= 50
Copy Rule
Collect information in advance of a periodic health exam PHE

Note: This rule functions for PS Suite and Med Access users only.

pt.getReasonForVisit() != null && pt.getReasonForVisit().startsWith('PHE')
Copy Rule

Note: This rule functions for Accuro users only.

pt.getReasonForVisit() != null && pt.getReasonForVisit().indexOf('PHE') != -1
Copy Rule

Looking for more rules?

If you have a specific tablet rule that you would like to create, but aren't sure where to start, please submit a request to our support team at:

If you have other rules that you would like to share with the Ocean community, please contact us at

Have more questions? Submit a request