Set Up Providers' Schedules

The second step in the online booking configuration is to set up your providers' schedules who will be using Ocean's online booking. Ocean will provide you with the schedules that have been synced through Ocean Cloud Connect.

The second step in the online booking configuration is to set up your providers' schedules who will be using Ocean's online booking. Ocean will provide you with the schedules that have been synced through Ocean Cloud Connect.

Note: Each unique provider schedule is billed at $25 per schedule per month.

If you can't find the provider schedule, it may not be synced in your Ocean and EMR integration. Review your Cloud Connect Configuration to ensure Ocean can access the provider schedules you need.

  1. Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Online Booking". Click the "Settings" button in the top right corner.
  2. Next to the Provider Schedules heading, click Configure.
  3. Click Add Schedule.
  4. Select the provider schedule you would like to add. You can start typing into the search bar, or use the window below the search bar to find your provider's schedule. See descriptions below for details about each setting.
  5. Click the Save button.

Patient friendly schedule name
This is the name that will appear to patients when selecting this provider schedule. This will also be the name for this specific configuration of this provider schedule in your online booking configuration.
EMR Time Slot Interval
This refers to the provider schedule's time slot interval in your EMR.
Appointment Types
Click the "Add Appointment Type" button to select the appointments that were configured in step one that patients can book into this schedule .
*Note: If EMR appointment type mapping is on, you can enable appointment type restrictions here. Read more about appointment type restrictions.
Who is allowed to book into this schedule?
All patients- any patient can book into your schedule.
Patients with Selected Primary Providers- use this setting to restrict patients who have certain provider's at their primary provider to book into this schedule. For example, if Dr. Doug Kavanagh would only like his patients to book into his schedule, he would select Dr. Doug Kavanagh from the drop down list of providers
Booking Window
Set how far in advance patients can book into this schedule.
Day/Time Restrictions
Set recurring times in the provider's schedule that aren't available for online booking. For example, you can select all days of the week, from 12pm - 1pm to ensure Ocean doesn't display appointment time slots over the lunch hour to be booked online.

Advanced Settings

The advanced settings contain your online booking forms. Advanced Ocean users can customize their eForms to additionally screen patients, or gather more information during their booking process.

Warning: The appointment types configured from Step 1 will be generated in a section with the item reference “appointmentType” in this booking form. It’s highly suggested that you do not edit these items in the booking form. Only advanced eForm users should edit this section.

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