Introducing Patient Reminders


  • At the moment, Patient Reminders is supported for the following EMRs: QHR Accuro; TELUS PS SuiteTELUS Med Access, and Well EMR Group OSCAR/OSCAR Pro.
  • Users must have a Patient Messages and Reminders License to use Patient Reminders. To enable this license for providers at your site, please refer to this guide on how to Enable a User License for Patient Messages & Reminders
  • The Ocean Platform also supports dedicated Referral Reminders for clinics receiving Ocean eReferrals. Ocean sites can trigger Patient Reminders from eReferrals or their EMR schedule, but not both. To learn more about Referral Reminders, please refer to: Set Up Automated Referral Appointment Reminders.  

What are Patient Reminders?

Patient Reminders are automated messages that are scheduled to send before or after a patient's booked appointment. You can notify patients of their upcoming appointments, request confirmation, include secure messages/PHI, and invite them to complete forms and questionnaires online, without the risks of traditional email. With Ocean’s EMR integration, patient records are seamlessly updated without any scanning, typing, or manual staff involvement.

Key Benefits

  • Easy for Patients - Patients are not required to create an account or log into a patient portal in order to confirm their appointment and or complete Ocean eForms.

  • EMR-integrated - Ocean automatically checks the EMR schedule to identify which appointments match the trigger criteria for each reminder rule and sends a message accordingly. When a patient confirms an appointment, the status is automatically updated in the EMR, along with any completed Ocean eForms.

  • Customizable - You can customize the reminder rule criteria (e.g. by provider, appointment type and/or reason, age) to define the patients that should receive a given reminder.  The email template for the reminder is also customizable.

How it works for patients:

  1. Patient receives an email from Ocean containing the secure message.

    • The secure message is sent on behalf of your clinic to the patient. You are able to customize the email subject and body to convey important pre-visit information.
  2. Patient proceeds to validation step.

    • If you enabled appointment confirmation or attached forms for the patient to complete, the patient should be directed to click on the hyperlink. This will take them to a webpage that asks them to validate their information before proceeding.
    • By default, Ocean will ask for the date of birth but you can enable other questions for additional security like health number, EMR ID, or a pre-determined access password. Ocean will use this information to check against the chart and ensure this patient is the correct recipient for the secure message.

    • Once the patient completes the validation step, they will be notified that their appointment has been confirmed. If you included any eForms in the email template, the patient will have the opportunity to complete them now.

      The appointment status will be updated to 'confirmed' in your EMR.

To learn more about setting up your reminder rules, please refer to "Creating / Configuring Patient Reminders".

To learn more about the product, please refer to "Patient Reminders Features".

Have more questions? Submit a request