OSCAR Pro (WELL Health) Integration Set-Up

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.

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.
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   • 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

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

Ocean will automatically trigger a custom status in OSCAR PRO to provide a visual indication when a patient reminder has been sent to the patient.

1. Edit your appointment status setting in OSCAR PRO

   • In your OSCAR PRO EMR, access the Administration panel. Expand Schedule Management and click on Appointment Status Setting.
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   • Ocean will automatically upate the appointment status in OSCAR PRO to code e when a reminder is sent to the patient. You can edit the description and colour by clicking the Edit button along code e. When you are finished making your changes, click Submit.
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