- For instructions on how to set up Cloud Connect, please consult the full Setting Up Ocean Cloud Connect guide.
- If at any time you need to make adjustments to your Cloud Connect configuration, you can click the "Edit Settings" button located under the "Sync Status" panel on the Cloud Connect dashboard.
General
- Schedule Days to Sync
- This setting will configure the number of days to sync appointments in Ocean's Day Sheet view. For most clinic environments, the default value of 1 day is sufficient.
- Note: More internet bandwidth is required for longer time intervals for appointment synchronization.
- Sync Appointments For Provider(s)
- Ocean will automatically provide a list of providers from your EMR. This setting allows you to further filter or exclude certain providers, if needed.
- Mark appointments as Arrived in the next(hours)
- This field allows you to define the time range after a patient checks in at the kiosk, in which you'd like to mark their appointment(s) as arrived (e.g. if you set this to 2 hours, any appointments that a patient is booked for, within 2 hours of them checking in at the kiosk, will be flagged as arrived).
Clinical Notes
- Combine Progress Notes
- If this checkbox is checked off and a patient fills out multiple Ocean eForms in one sitting, all resultant notes from those eForms will go into one single note in the patient's chart in PSS (vs. each form creating a separate note in the patient's chart).
Walk In
- All walk in settings
- To learn how to set up your kiosk to accept walk-ins, please refer to Set Up Ocean to Support Walk-In Patients.

General
- Schedule Days to Sync
- This setting will configure the number of days to sync appointments in Ocean's Day Sheet view. For most clinic environments, the default value of 1 day is sufficient.
- Note: More internet bandwidth is required for longer time intervals for appointment synchronization.
- Sync Appointments For Provider(s)
- Ocean will automatically provide a list of providers from your EMR. This setting allows you to further filter or exclude certain providers, if needed.
- Mark appointments as Arrived in the next(hours)
- This field allows you to define the time range after a patient checks in at the kiosk, in which you'd like to mark their appointment(s) as arrived (e.g. if you set this to 2 hours, any appointments that a patient is booked for, within 2 hours of them checking in at the kiosk, will be flagged as arrived).
Clinical Notes
- Combine Progress Notes
- If this checkbox is checked off and a patient fills out multiple Ocean eForms in one sitting, all resultant notes from those eForms will go into one single task note in the patient's chart in Med Access (vs. each form creating a separate task for each Ocean eForm completed).
- Note Status
- Control whether Ocean notes will import into Med Access as Active or Completed tasks. Notes recording secure messages sent to patients and indicating when patients have received a secure message are always imported to the EMR as Completed tasks.
Walk In
- All walk in settings
- To learn how to set up your kiosk to accept walk-ins, please refer to Set Up Ocean to Support Walk-In Patients.

General
- Schedule Days to Sync
- This setting will configure the number of days to sync appointments in Ocean's Day Sheet view. For most clinic environments, the default value of 1 day is sufficient.
- Note: More internet bandwidth is required for longer time intervals for appointment synchronization.
- Sync Appointments For Provider(s)
- Ocean will automatically provide a list of providers from your EMR. This setting allows you to further filter or exclude certain providers, if needed.
- Sync Appointments For Office(s)
- Ocean will automatically provide a list of Accuro Offices from your EMR. This setting allows you to further filter or exclude certain Offices, if needed.
- Mark appointments as Arrived in the next(hours)
- This field allows you to define the time range after a patient checks in at the kiosk, in which you'd like to mark their appointment(s) as arrived (e.g. if you set this to 2 hours, any appointments that a patient is booked for, within 2 hours of them checking in at the kiosk, will be flagged as arrived).
Clinical Notes
- Combine Progress Notes
- If this checkbox is checked off and a patient fills out multiple Ocean eForms in one sitting, all resultant notes from those eForms will go into one single encounter note in the patient's chart in Accuro (vs. each form creating a separate encounter for each Ocean eForm completed).
- Letter Type
- Select the letter type that Ocean notes will enter as in Accuro.
- Save secure message note as
- Control where secure messages to and from patients will save in Accuro. If "Documents" is selected, you must select a folder and you will have an option to select a subfolder.
Custom Fields
- Use Custom Fields
- Use this checkbox if you are planning to map any Ocean eForm fields to Accuro custom fields (e.g. custom demographics, lab values). For more about custom fields, please refer to: Mapping Answers from an Ocean eForm to a Custom Demographics Field.
Ocean Reminders
- Appt Reminder Sent Custom Status Name
- Optional. If you created a custom status in Accuro to identify when an Ocean reminder has been sent, you must enter the custom status verbatim in this field. Refer to Set Your Custom Status in our Accuro set up guide for more information.
Walk In
- All walk in settings
- To learn how to set up your kiosk to accept walk-ins, please refer to Set Up Ocean to Support Walk-In Patients.
Referrals
- Save Sent Referrals as
- Control where sent referrals will save in Accuro. If "Documents" is selected, you must select a folder and you will have an option to select a subfolder.
- Save Received Referrals as
- Control where received referrals will save in Accuro. If "Documents" is selected, you must select a folder and you will have an option to select a subfolder.
- Please note that it is important to understand the impact of selecting Encounter Notes vs Documents, particularly for eReferrals. eReferral recipients should select the Documents option to ensure that they receive referral attachments.
Website Forms
- Save Website Forms as
- Control where Website Form submissions will save in Accuro. If Documents is selected, you must select a folder and you will have an option to select a subfolder.

General
- Schedule Days to Sync
- This setting will configure the number of days to sync appointments in Ocean's Day Sheet view. For most clinic environments, the default value of 1 day is sufficient.
- Note: More internet bandwidth is required for longer time intervals for appointment synchronization.
- Sync Appointments For Provider(s)
- Ocean will automatically provide a list of providers from your EMR. This setting allows you to further filter or exclude certain providers, if needed.
Clinical Notes
- Save secure message notes as:
- Control where Secure Messages to and from patients will save in OSCAR Pro. If Documents is selected, the note will be imported as a PDF Document into the patient's chart. If Encounter Notes is selected, the note will be imported into the Encounter Notes area of the patient's chart.
- Save eForm notes as:
- Control where completed eForm notes save in OSCAR Pro. If "Documents" is selected, the note will be imported as a PDF Document into the patient's chart. If "Encounter Notes" is selected, the note will appear in the Encounter Notes are of the patient chart in plain text without font, colours, or formatting.
Walk In
- All walk in settings
- To learn how to set up your kiosk to accept walk-ins, please refer to Set Up Ocean to Support Walk-In Patients.
