Edit Reminder Rules

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.
  • On the Patient Reminders Settings page, click Add Reminder Rule or Edit on a reminder rule and you will be taken to the Edit Reminder Rule Page.

Rule Name

Rule Name
Name your reminder rule.

Reminder Options

When should the reminder be sent?

Set the schedule for your reminder rule. Enter the number of days to send the reminder before/after the appointment.

Note: To send a reminder for appointments taking place on the same day, set this value to 0 days before the appointment. Please note that Ocean cannot collect appointment confirmations for reminders configured for same day appointments.
How should the reminder be sent
Set how the reminder should be sent (Email or Email & Text Message)
Appointment Confirmation
If enabled, patients can confirm their upcoming appointments through the secure message area of their reminders. For more info see: Enabling Appointment Confirmation from Patient Reminders
Messaging Template
Select the email template that will be used to email the patient. The email template has full support for Ocean Keywords, such as patient name, etc. [weblink] represents the link that the patient can click to confirm their appointment (if appointment confirmation is enabled), view any secure messages and/or complete any eForms assigned to that template. Any eForms added via the template can also be filled out using the tablet when the patient arrives, even if the patient does not use the link ahead of time.

Message Preview

Once you have configured your Reminder Options, a Message Preview will appear in the right half of your screen.

Text Message Preview
A preview of the text message the patient will receive. Please note that the text message is not editable. The text message generated for the patient will depend on your reminder rule settings and whether the patient has an email on file. To change the preview, use the drop down menu next to "If the patient has:"
Messaging Template Preview

A preview of the email template selected in Reminder Options. Please note that you cannot edit your messaging templates here. To edit your messaging templates, please refer to Patient Messaging Templates.

Note: If you have set notifications on the email template (e.g. 'Notify me when viewed'), these email notifications will go to your site's Clinical Administrator / Ocean Support Contact (set in the Admin view, Site Account tab).

Rule Conditions

Appointment Type:
Available for PS Suite, Med Access, Accuro and OSCAR PRO EMRs. Setting this condition will trigger reminders for appointments booked containing an Appointment Type in your EMR.
Reason:

Available for Accuro and OSCAR PRO EMRs only. Setting this condition will trigger reminders for appointments booked containing a Reason in your EMR.

For OSCAR PRO users: Ocean will map to the Reason dropdown menu by default. To trigger a reminder based on the free-text field for Reason, use the following JavaScript expression:
ScriptUtil.getKeyword('@ptReasonForVisit').includes('test')
Provider:

Available for PS Suite, Med Access, Accuro and OSCAR PRO EMRs. Setting this condition will trigger reminders for appointments booked in this schedule in your EMR. To view the list of schedules available for Patient Reminders, navigate to your Admin view, Providers page.

Note: Patient reminders will only be sent for those with a Provider Licence for Patient Messaging and Reminders enabled.

JavaScript:

By selecting this rule type, you can customize your reminder audience with more precision (e.g. by age or gender).

For more information and further examples, refer to the article "Reminder Rules - Using Javascript Conditions".

  • Each condition uses an operator (except JavaScript). This allows you to specify exactly which condition(s) must be met to trigger your reminder rule.
Is:
Reminder will match on one selected value from your EMR. A dropdown menu will appear with values from your EMR.
Is not:

Reminder will exclude one selected value from your EMR. A dropdown menu will appear with values from your EMR.

Is one of:
Reminder will match on multiple selected values from your EMR. A menu will appear allowing you to select multiple values from your EMR.
Is not one of:
Reminder will exclude multiple selected values from your EMR. A menu will appear allowing you to select multiple values from your EMR.
Contains:
Reminder will match EMR value(s) containing a certain string. A text field will appear allowing you to enter a string of text.
Does not contain:

Reminder will exclude EMR value(s) containing a certain string. A text field will appear allowing you to enter a string of text.

'Contains' and 'Does not contain' operators: These conditions are useful if you are using a naming convention for your appointment types, reasons or schedule names (e.g. "VV" for virtual visits, or "IP" for in-person). Ocean will find all appointments that contain this string in the title and trigger the reminder rule accordingly.

Save, Cancel and Delete

Save
Save your changes.
Save & Enable
Save your changes and enable the reminder rule. This option appears on newly created rules or disabled rules.
Cancel
Cancel any changes made to your reminder rule.
Save & Disable
Save your changes and disable the reminder rule. This option appears on live reminder rules
Delete Rule
Delete your reminder rule.
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