This step is an optional part of setting up the integration between OSCAR PRO EMR and Ocean, for users who have a patient messaging and reminders licence.
When Ocean creates a new appointment in the OSCAR Pro schedule due to a patient booking an appointment online or using a walk-in kiosk, the appointment will be created using OSCAR Pro's default status code 't'. This is not configurable.
When Ocean sends an automated Patient Reminder, the status code on the appointment will not be changed by default. However, if you want to set a custom status in OSCAR Pro to reflect when an Ocean Patient Reminder has been sent to the patient, you can follow the steps below:
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Edit your Reminders Configuration within your Ocean site
- While logged into your Ocean site, click Menu in the top left corner and select Patient Reminders. From here, click Settings on the righthand side and then Edit Configuration to bring up the Reminders Configuration page.
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- By default, Ocean will not change the appointment status in OSCAR Pro when a Patient Reminder has been sent to a patient. However, if you want the appointment status to change after a reminder is sent, simply click the dropdown and select the code you wish to use. Ensure you click Save after doing so.
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Edit your appointment status setting in OSCAR PRO
- To set the specific custom status that will be displayed in your OSCAR PRO EMR when an Ocean Reminder is sent, begin by accessing the Administration panel. Expand Schedule Management and click on Appointment Status Setting.
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- In this case, we chose to configure OSCAR PRO to display code e when a reminder is sent to the patient. You can edit the description, colour and the code itself by clicking the Edit button along code e. When you are finished making your changes, click Submit.
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Appointment Confirmations
When configuring Patient Reminders, you have the option to configure appointment confirmations. This will allow patients to confirm their appointment via the appointment reminder. If this is enabled, the appointment status will automatically change to code h in your OSCAR PRO EMR. If you wish to change this from code h to something else, please follow the steps outlined on this page, but click on the dropdown under Appointment Status for Appointment Confirmations.
Check-in Kiosk Status
If you are using an Ocean Check-in Kiosk with your OSCAR Pro EMR, Ocean can automatically update the status of the patient's booked appointment when they check-in using the kiosk. You would first want to ensure that the "Check-In" tab of your kiosk settings is configured to your liking.
- Once the patient checks-in using the kiosk, Ocean will update the patient's booked appointment with the OSCAR status code "H". This is not customizable.
- In the example screenshot to the right, status code "H" is configured to represent "Here".