The Licence Management area is where you can add or remove providers and EMR Schedules for use with Patient Messages, Patient Reminders, and Online Booking.
Adding Licenses
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Select the Ocean Licence that you would like to add:
The 'Patient Engagement Licence (Basic)' includes Patient Messages and Patient Reminders.
The 'Patient Engagement Licence (Plus)' includes Patient Messages, Patient Reminders, and Online Booking.
Note: Depending on your current licence configuration, an additional option to 'Upgrade a Basic Licence to Plus' may be available.
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After selecting your desired licence, you will be guided through the steps of assigning the licence to the relevant EMR Schedule and provider for each Ocean product included in the licence you chose.
Note for Accuro Users: Ensure that the Accuro Provider Permissions for the 'OceanAPI' EMR User have been configured for all providers using Ocean.
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Removing Licences
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To remove a licence, click the 'Remove' button on the provider and EMR schedule that you would like to remove.
For example, to remove a 'Patient Engagement Licence (Plus)', remove one provider from the 'Patient Messages' table, one EMR Schedule from the 'Patient Reminders' table, and one EMR Schedule from the 'Online Booking' table.
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Note: Depending on your current licence configuration, an unassigned provider/schedule may be generated as a result of removing an assigned provider or EMR schedule. Refer to the 'Understanding Unassigned Providers/Schedule' section below for more information on this.
Understanding Unassigned Providers/Schedule
In some cases, you may notice the ability to 'Allocate [x] unassigned providers/schedules'. This option appears under the Patient Messages and/or Patient Reminders tables when the number of activated licences is greater than the number of assigned Patient Messaging providers or Patient Reminders EMR Schedules.
- For example, if you have added a 'Patient Engagement Licence (Plus)' and have activated an EMR Schedule for Patient Reminders and an EMR Schedule for Online Booking, but you have not activated a provider for Patient Messaging, this will result in the option to 'Allocate [1] unassigned provider'. Clicking on this option allows you to easily activate a provider to make use of the unallocated license.
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Understanding Warning Icons
For an EMR Schedule to be activated for use with Ocean Patient Reminders or Online Booking, it must: 1) be accessible to Ocean Cloud Connect, and 2) it must be selected for synchronization. If either of these conditions are not met, Ocean Patient Reminders and/or Online Booking may not function as expected, and the EMR Schedule will be highlighted with a red or yellow warning icon.
When an EMR Schedule is highlighted in yellow, this indicates that the EMR Schedule is accessible to Ocean Cloud Connect, but it is not currently synchronized.
Note: We recommend logging in to Ocean Cloud Connect and ensuring that the EMR Schedule’s appointments are synced to ensure proper use of Patient Reminders and/or Online Booking.