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.
Commonly-Used Tablet Rule Triggers:
|Conduct a patient intake for all new patients
|New patient registration
|Show an eForm for walk-in patients
|New patient registration or Reason for Visit
|Request email consent once per year
|Ask about smoking status for all patients over the age of 14
|Display information about the clinic policy for all patients
|*Develop your own or select from the shared forms library
|Conduct a PHQ9 for all of Dr. Smith’s patients
|Assess falls risk for all patients over the age of 65 once per year
|Canadian Staying Independent Checklist - Falls Prevention
|Ask female patients aged 50 and older if they would like a mammogram
|Collect information in advance of a periodic health exam
Note: This rule functions for PS Suite and Med Access users only.
Note: This rule functions for Accuro users only.
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: ocean.tips/support.
If you have other rules that you would like to share with the Ocean community, please contact us at email@example.com.