Enabling Appointment Confirmation from Patient Reminders

When patients are sent Patient Reminder emails, staff can also use this opportunity to have patients confirm their upcoming appointments, which can then be synced back to the EMR.

How to enable appointment confirmations for Patient Reminders

    • Log into the Ocean portal. Click the "Menu" button in the top left corner and select "Patient Reminders".
    • Click "Settings" in the top right corner. Create a new Reminder Rule by clicking Add Reminder Rule or Edit an existing one. 
    • In the Edit Reminder Rule page, under the "Appointment Confirmation" heading, use the drop down to select enabled. Remember to Save your changes.
It's recommended to include @apptDate, @apptTime and @providerName keywords. You can still send a template lacking this values, but for patient clarity and continuity, it is recommended your reminder template includes this information.

How patients confirm their appointments via Patient Reminders

Once appointment confirmation has been enabled, Ocean will include the following line at the bottom of the email message patients receive:

Please click on the link below to confirm your appointment:
Confirm Appointment

  • After verifying their date of birth, the patient will be presented with a screen confirming their most recent upcoming appointment date, time, and provider. Simply by viewing this message, the appointment is now confirmed.

  • If the reminder email also contains a secure message and/or Ocean eForms to complete, the patient can proceed by clicking "Next" to access those additional materials.

Behind the scenes, Ocean syncs the confirmation back to the EMR and updates the patient's appointment status in the schedule.

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