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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

    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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

    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.

  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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

    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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

    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

  6. OSCAR PRO: Edit your Appointment Status Setting*

    For clinics planning on using Patient Reminders: Ocean can change the appointment status to a desired code 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 customizable code 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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

    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 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.

    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.

  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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

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.



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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

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


OSCAR PRO: Edit your Appointment Status Setting*

For clinics planning on using Patient Reminders: Ocean can change the appointment status to a desired code 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 customizable code 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 follow the steps and complete the form found on the following page: ocean.tips/oscar-pro-request. A CognisantMD team member will follow up with you.

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 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.

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.