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  3. Set Up Patient Reminders

Patient Reminders Settings

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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

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

  2. Reminders Configuration

    • A summary of your global settings will appear on the Patient Reminders Settings page.

    • Click Edit Configuration to change these settings.

  3. PS Suite, Med Access or Accuro OSCAR PRO

    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.

    Appointment Status for Sent Ocean Reminders
    Ocean has the ability to change the appointment status in OSCAR Pro when a reminder is sent to a patient. By default, this will not be enabled. If you have configured a specific code in your EMR to reflect when reminders are sent, you can select it here by clicking the dropdown.

    Appointment Status for Appointment Confirmations
    Ocean can change the appointment status in OSCAR Pro when a patient has confirmed their appointment through an Ocean reminder. Click the dropdown here to select the code that will represent a confirmed appointment. To learn more about setting up appointment confirmation through Patient Reminders, please refer to Enabling Appointment Confirmation from Patient Reminders.
    Daily Run Time
    The time of day Ocean will start processing your reminder rule(s). Patients will receive reminder emails shortly after this time. If you have multiple reminder rules, Ocean will take some time to send out your patient reminders.
    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.
    Text Message Reminders
    Clinics who would like to send text message reminders must acknowledge the additional fee per text message reminder and consider collecting text message consent. Learn more about text message reminders: Sending Patient Reminders via SMS Text Message.
    Save or Cancel
    Click the Save button to save your changes. Click the Cancel button to cancel your changes.

  4. Reminder Rules

  5. On the Reminders Settings page, a summary of Reminder Rules will appear under the Reminder Rules heading. 
  7. Add Reminder Rule
    Click this button to add a new reminder rule.
    Force Send All Reminders
    Triggers a send for all of your enabled reminder rules.

    Note: Forced sent reminder rules may take time to process and send. During this time, reminder rules cannot be edited.

    Reminder Rule
    A summary of each reminder rule for your site.
    Force Send
    Triggers a send for this enabled reminder rule.

    Note: A forced sent reminder rule may take time to process and send. During this time, the reminder rule cannot be edited.

    Enable/Disable
    This allows you to enable or disable your reminder rule. An enabled rule will run at the configured reminder time of day. A disabled rule will not run (useful if you are still in the process of setting up your reminders).
    Edit
    This allows you to edit an existing reminder.
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Set Up Patient Reminders