OSCAR Pro: Create an "Ocean Connect" Provider and User in OSCAR

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.

1. Add a new "Ocean Connect" provider

   • Open your OSCAR EMR and click "Administration" to open the Administration Panel window.
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   • From the Administration Panel window, click "Add a Provider Record".
     • Provider Number: any (can use the Suggest button)
     • Last Name: "Connect"
     • First Name: "Ocean"
     • Type: Doctor
     • Receives Ticklers: "checked"
     • When you are finished, click the "Add Provider Record" button to create the provider.
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2. 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."
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3. 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.