Accepting New Patients for Online Booking

Ocean supports accepting new brand patients using Online Booking. The article sections below detail how to configure your Ocean Booking Schedules and Booking Links to support the acceptance of new patients, and the workflow used when accepting a brand new patient via online booking.

Configuration

1. Configure your Ocean Site to create new patients in your EMR.

  • Login to the Ocean Portal. Open the 'Menu' in the top left corner and select 'Admin'.
  • Click 'Site Features'.
  • Enable the 'Allow accepted online bookings to create patients in your EMR' checkbox.
  • Click 'Save Changes'.

2. Configure the Ocean Booking Schedule.

  • Open the 'Menu' in the top left corner and select 'Online Booking'.
  • Click the 'Settings' button in the top right corner.
  • Under the 'Booking Schedules' heading, locate the relevant Booking Schedule and click 'Edit'.
  • Under the 'Restrictions' heading, locate the setting titled 'Who is allowed to book into this schedule?' and set it to 'All Patients'.
  • Click the 'Edit Advanced Settings' button at the bottom of the Booking Schedule configuration page.
  • Ensure that your Booking Form is configured to capture the patient demographic information that is required to create new charts in your EMR, as well as basic contact information for the patient in the case that you need to contact them (e.g., sex, health card version code (if applicable), telephone number, email address).

    Tip: We recommend using the 'Online Booking - New Patient Intake ' core form found in the Ocean eForm library.

  • Click the 'Save' button to save your Booking Schedule.

2. Configure the Ocean Booking Link.

  • Under the 'Booking Links' heading, locate the relevant Booking Schedule and click 'Edit'.
  • Under the 'Who can book into this link?' heading, ensure that the 'Limit online booking to patients with a chart in your EMR' setting checkbox is disabled.
  • Under the 'Authentication' heading, ensure that the 'Authentication Type' is set to 'Health Number'.

    Note: Ocean does not support new patient chart creation using Alternate IDs.

  • Click the 'Save' button to save your Booking Link.

Workflow for Accepting New Patients

1. Identify when an appointment has been booked for a new patient.

Once your Booking Schedule and Booking Link has been configured to accept new patients, new patients (i.e., patients without an existing chart in your EMR) will be able to book online. Once an appointment has been booked for a new patient, an appointment will be created in your EMR schedule without an associated patient chart.

Tip: These appointments can be easily identified by the presence of the term '(HN not in EMR: ##########)' in the appointment details.

PS Suite Med Access Accuro OSCAR Pro
  • Additionally, bookings for brand new patients can be easily identified in the 'Online Booking' area of the Ocean Portal by the lack of an existing 'MRN' (Medical Record Number) value.

2. Import the patient into your EMR to create a new patient chart.

  • Once you're ready to create a chart in your EMR for the new patient, locate the booking in the 'Online Booking' area of the Ocean Portal, and click on it to open it.
  • Click the 'Import to EMR' button to trigger the import of the patient details from the Ocean online booking submission into a new patient chart in your EMR.
  • An 'Import' status window will appear indicating the status of the import. If the import was unsuccessful (e.g., due to missing key demographic fields that Ocean needs to create a chart in your EMR), an error message will appear to inform you of the failure.

3. Link the newly created patient chart in your EMR to the booked appointment in your EMR schedule.

After importing the patient into your EMR to create a new patient chart, you can perform the final step of linking the newly-created chart with the appointment in the EMR schedule:

PS Suite Med Access Accuro OSCAR Pro
  • Double-click on the appointment in the Med Access EMR schedule to open the appointment details.
  • Enter the patient's last name and first name in the 'Last Name' and 'First Name' search fields and click the enter/return key on your keyboard to execute the search.
  • Verify that the proper patient chart has been linked to the appointment, and then click 'Save'.
  • The newly-created patient chart has now been linked to the appointment booked in your EMR schedule.

Default Patient Status of 'Unconfirmed'

By default, Med Access sets the 'Patient Status' for newly created patients by Ocean as 'Unconfirmed'. Please ensure that you update the Patient Status to the appropriate value (e.g., 'Active').

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