Patient Reminders Settings

Note: You must be an Ocean administrative user to access Patient Reminders settings.

  • From the Patient Reminders Dashboard, click Settings in the top right corner. 
  • You will be taken to the Patient Reminders Settings page. Read below for a description of each section of this page.
  1. Activation Requirements

  2. A list of prerequisites for Patient Reminders. When all prerequisites have been met, proceed to editing your reminder settings. 

  3. Reminders Configuration

    • A summary of your global settings will appear. Click Edit Configuration to change these settings.

  4. 1 Enable Reminders
    If enabled, the system will begin sending out Patient Reminders on schedule.
    2 Test Mode

    If enabled, the system will send Patient Reminders on schedule, but using a designated (test) email address. This allows you to test your Patient Reminder settings for a period of time without emailing actual patients. Please refer to Testing Patient Reminders.

    Test Mode Email - With Test Mode enabled, Ocean will send reminders to this designated email address.

    3 Appointment Source
    Reminders can run from your EMR Schedule, or from Ocean eReferrals. To learn more about Ocean Reminders for eReferrals, refer to: Set Up Automated Referral Appointment Reminders.
    4 Time of Day
    The time of day when your reminder rule(s) will run. If you have multiple reminder rules, Ocean will take some time to send out patient reminders (therefore, patients may receive these reminders after the set ‘Time of Day’.
    Note for Accuro users with more than 3 rules: Due to a unique configuration between Ocean and Accuro, we recommend setting the 'Reminder Time of Day' for early in the morning (e.g. 6 AM) if you have more than 3 reminders. If you have more than 10 reminders, it is recommended that you set all reminders to be sent at least 2 days in advance.
    5Save
    Click the Save button to save your changes.
  5. Reminder Rules

  6. On the Reminders Settings page, a summary of Reminder Rules will appear under the Reminder Rules heading. 
  7. 1 Add Reminder Rule
    Click this button to add a new reminder rule.
    2 Force Send All Reminders
    This allows you to send all reminders immediately (usually for test purposes).
    3 Reminder Rule
    A summary of each reminder rule for your site.
    4 Force Send
    This allows you to send the reminder immediately (usually for test purposes).
    5 Edit
    This allows you to edit an existing reminder.
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