OSCAR Pro (WELL Health) Integration Set-Up

1. Download the Ocean eForm and toolbar files.

   • To download the files below, right-click on the file link, select “Save Link As…”, and save them to a location that is easily accessible.
   • Download the OSCAR eForm
   • 
   • Download the OSCAR Toolbar
   • 

2. Upload the Ocean eForm into OSCAR.

   • Log in to your OSCAR EMR and open the Administration window from the menu along the top of the page.
   • 
   • Expand the "Forms/eForms" section and select "Manage eForms".
   • 
   • Upload the eForm by selecting "Upload", "Choose File", and then locating the OscarCustomForm.html file that you just downloaded (usually in your computer's "Downloads" folder. This file may alternatively be labelled "Ocean EForm.html" on your computer if you directly saved the file from a new tab/window.)
   • 
   • Fill in empty fields (eForm name and Additional Information). Please note the eForm name must be "OCEAN" (without quotes). Once complete, select “Upload”.
   • The uploaded eForm should now exist in the eForm Library list below (in the same window).
   • 

3. Upload the Ocean Toolbar into OSCAR.

   • Open the Administration window again.
   • 
   • Expand the eForms section again, but this time, select "Upload an Image".
   • 
   • Select "Choose File" and locate the oceanToolbar.js file that you just downloaded (usually in your computer's "Downloads" folder).
   • 
   • Click the Upload button.

1. Display the Ocean shortcut on your OSCAR Schedule.

   • Open the Preferences screen by selecting it from the top toolbar.
   • 
   • In the “eForms to display on appointment screen” section, select the Ocean eForm.
   • 
   • Click "Update" to save your changes.
   • 

2. View and test your shortcut.

   • A shortcut link to Ocean will now exist on each patient’s appointment in the Schedule.
   • 
   • Click the shortcut link. This should open up the Ocean eForm.
   • 

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.
   • 
   • 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.
   • 

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."
   • 

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
   • 

   • • When you are finished, click the "Add Record" button.

       You will use this EMR user in step 7 of this setup guide.

1. Access the Ocean eForm

   • Open your OSCAR EMR and click "Administration" to open the Administration Panel window.
   • 
   • From the Administration Panel window, click "Manage eForms" to open the eForm Library window.
   • Click the Ocean eForm. This will open the Ocean eForm window.
   • 
   • In the Ocean eForm window, click the Settings button, then click the Initial Configuration button.
   • 

2. Link your OSCAR EMR to Ocean

   • You will be prompted to enter your Ocean account username and password. Once the requested information is entered, click the Next button.
   • 
   • You will now be prompted to enter your Ocean account site number and shared encryption key. Once the requested information is entered, click the Secure Sign In button.
   • 
   • Close the Ocean eForm and eForm Library windows.

In this step, you will be creating a REST client in your Oscar EMR. This is the first step to link your Oscar EMR with Ocean, and it will allow you to obtain your Client Key and Client Secret, which you will need in the final step when configuring Ocean Cloud Connect.

1. Access OSCAR REST Clients

   • Login to Oscar.
   • 
   • Click Administration > Integration > under API/Connections, click REST Clients. Click Add New.

2. Create Client

   • In the Create Client window, enter the following values:

     Name: Ocean

     URI: https://cloudconnect.cognisantmd.com/oscar/oauth1/callback

     Token Lifetime (seconds): -1

   • 
   • Note down Client Key and Client Secret. You'll need these in the next Step when setting up Cloud Connect.

Ocean will not automatically trigger a custom status in OSCAR PRO to provide a visual indication when a patient reminder has been sent to the patient. However, if you want to set a custom status in OSCAR Pro to reflect when a patient reminder has been sent to the patient, please follow the steps below.

1. 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.
   • 
   • 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.
   • 

2. 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.
   • 
   • 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.
   • 

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 - Here". This is not customizable.
•