Edit Reminder Rules

1. Rule Name

Rule Name

Name your reminder rule. The rule name is never visible to patients. It's recommended that you provide a recognizable or descriptive name for your rule.

2. 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).

Include iCal calendar event file in email reminder

If enabled, an iCal calendar event file will be included in the email reminder. For more information, please refer to: How are iCal files used with Patient Reminders?

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 template that will be used to email the patient. The template has full support for Ocean Keywords.

The [weblink] or [weblink_french] keyword represents the hyperlink that the patient can click to confirm their appointment (if appointment confirmation is enabled), view any secure messages and/or complete any eForms attached to the template.

3. 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:"

Ocean will send the text message in either English or French, depending on the patient's preferred language as specified in the EMR. If the patient's preferred language is unspecified in the EMR or is an unsupported language, the text message will be sent in English by default.

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).

4. 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')

EMR Schedule:

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.

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".

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 text 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 text 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.

5. Save, Cancel and Delete

Save

Save your changes.

Save & Test Rule

Save your changes and test your reminder rule. This will bring you to the test rule page.

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 only for live Reminder Rules.

Delete Rule

Delete your reminder rule. This option appears only for saved Reminder Rules.