1. OSCAR PRO: Download & Install the Ocean eForm & Toolbar
    Please refer to the article Download & Install the Ocean eForm & Toolbar.
  2. OSCAR PRO: Create a Shortcut to the Ocean eForm on the Schedule

    Prerequisite: For OSCAR Pro (WELL Health) Clients

    There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

    If you are already using Ocean's integration with OSCAR, prior to upgrading to Ocean Cloud Connect please ensure you have downloaded all Ocean notes into your patient's charts.

    Please refer to the article Create a Shortcut to the Ocean eForm on the Schedule.
  3. OSCAR PRO: Create an "Ocean Connect" Provider and User in OSCAR

    Create an Ocean-specific provider and EMR user account in OSCAR PRO. Cloud Connect will automatically use this provider/user to sync with your EMR.

    Note: You will need to be an admin user in OSCAR PRO to complete this step.

    Prerequisite: For OSCAR Pro (WELL Health) Clients

    There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

    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, click "Assign Role to Provider".
        • Assign the Ocean Connect user the role of "doctor", if it's not already set. Click "Add".
        • Assign the Ocean Connect user as a "Primary Role", if it's not already set.
    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
        • Password: (set a secure password for this user and store with your Ocean Shared Encryption Key).
        • Confirm: (retype the password above)
        • Provider Number: Ocean Connect
        • Expiry Date: (set an expiry date far into the future)
        • PIN: (set a secure PIN for this user and store with your Ocean Shared Encryption Key).
        • Confirm: (retype the PIN above)
      • You will use this EMR user in step 7 of this set up guide.
  4. OSCAR PRO: Link Your OSCAR EMR to Ocean

    Prerequisite: For OSCAR Pro (WELL Health) Clients

    There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

    Please refer to the article Link Your OSCAR EMR to Ocean.
  5. OSCAR PRO: Create your REST client in OSCAR

    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.

    Prerequisite: For OSCAR Pro (WELL Health) Clients

    There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

    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.

    Watch Video Tutorial Below

    1. Access OSCAR REST Clients

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

  6. OSCAR PRO: Edit your Appointment Status Setting*

    For clinics planning on using Patient Reminders: Ocean will change the appointment status to code e once they've been sent an automated appointment reminder email through Ocean. This step will walk you through how to edit the description of this code e status to something easily recognized like "Ocean Reminder Sent". This feature is separate from Ocean eReferral appointment emails, and requires users to have a patient messaging and reminders licence.

    Prerequisite: For OSCAR Pro (WELL Health) Clients

    There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

    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.

    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.
      • 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.

    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.

  7. OSCAR PRO: Setting Up Ocean Cloud Connect

    In this step, you will sign into the Cloud Connect configuration and authenticate your integration with your EMR instance.

    Please refer to the article Setting Up Ocean Cloud Connect.

OSCAR PRO: Create a Shortcut to the Ocean eForm on the Schedule

Prerequisite: For OSCAR Pro (WELL Health) Clients

There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

If you are already using Ocean's integration with OSCAR, prior to upgrading to Ocean Cloud Connect please ensure you have downloaded all Ocean notes into your patient's charts.

Please refer to the article Create a Shortcut to the Ocean eForm on the Schedule.

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

Create an Ocean-specific provider and EMR user account in OSCAR PRO. Cloud Connect will automatically use this provider/user to sync with your EMR.

Note: You will need to be an admin user in OSCAR PRO to complete this step.

Prerequisite: For OSCAR Pro (WELL Health) Clients

There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

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, click "Assign Role to Provider".
      • Assign the Ocean Connect user the role of "doctor", if it's not already set. Click "Add".
      • Assign the Ocean Connect user as a "Primary Role", if it's not already set.
  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
      • Password: (set a secure password for this user and store with your Ocean Shared Encryption Key).
      • Confirm: (retype the password above)
      • Provider Number: Ocean Connect
      • Expiry Date: (set an expiry date far into the future)
      • PIN: (set a secure PIN for this user and store with your Ocean Shared Encryption Key).
      • Confirm: (retype the PIN above)
    • You will use this EMR user in step 7 of this set up guide.


OSCAR PRO: Create your REST client in OSCAR

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.

Prerequisite: For OSCAR Pro (WELL Health) Clients

There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

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.

Watch Video Tutorial Below

  1. Access OSCAR REST Clients

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


OSCAR PRO: Edit your Appointment Status Setting*

For clinics planning on using Patient Reminders: Ocean will change the appointment status to code e once they've been sent an automated appointment reminder email through Ocean. This step will walk you through how to edit the description of this code e status to something easily recognized like "Ocean Reminder Sent". This feature is separate from Ocean eReferral appointment emails, and requires users to have a patient messaging and reminders licence.

Prerequisite: For OSCAR Pro (WELL Health) Clients

There are a few steps that WELL Health must complete on your OSCAR Pro instance before getting started with Ocean. Please complete the following form and a CognisantMD team member will follow up with you: ocean.tips/oscar-pro-request

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.

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.
    • 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.

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.