Create an Ocean-specific provider and EMR user account in OSCAR PRO. Cloud Connect will automatically use this provider/user to sync with your EMR.
Note: You will need to be an admin user in OSCAR PRO to complete this step.
Prerequisite: For OSCAR Pro (WELL Health) Clients
There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.
These Ocean Connect credentials will serve as a connecting user that Ocean Cloud Connect will use when configuring your EMR integration and saving notes to your EMR.
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Add a new "Ocean Connect" provider
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Assign the Ocean Connect provider a primary role
- In the Administration Panel window, under "User Management," click "Assign Role to Provider."
- In the user table, assign the Ocean Connect user the role of "doctor," if it is not already set. Click "Add."
- From the "Set primary role" section beneath the table, select the "Connect, Ocean" entry in the Providers dropdown and select "doctor" in the Role dropdown. Click "Set Primary Role."
- In the Administration Panel window, under "User Management," click "Assign Role to Provider."
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Add a new "Ocean Connect" EMR User
- In the Administration Panel window, under User Management, click "Add a Login Record". Please reference the OSCAR User's Manual for more information about adding a login record for providers.
- Username: OceanConnect (ensure there are no spaces)
- Password: (set a secure password for this user and store it with your Ocean Shared Encryption Key).
- Confirm: (retype the password above)
- Provider Number: Connect, Ocean
- Expiry Date: (set an expiry date far into the future)
- PIN: (set a secure PIN for this user and store it with your Ocean Shared Encryption Key).
- Confirm: (retype the PIN above)
- Force Password Reset: false
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When you are finished, click the "Add Record" button.
You will use this EMR user in step 7 of this setup guide.
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- In the Administration Panel window, under User Management, click "Add a Login Record". Please reference the OSCAR User's Manual for more information about adding a login record for providers.