OSCAR Pro (WELL Health) Integration Set-Up

OSCAR Pro: Link the Ocean eForm with OSCAR Pro

Prerequisites for OSCAR Pro (WELL Health) Clients

The minimum OSCAR Pro build version required is 1.0.0.23.04.7. You can find your OSCAR Pro build listed at the bottom of the EMR login page below the "Sign In" button. If you are on a version lower than the minimum build, please contact the OSCAR Pro Helpdesk to request an EMR update.

There are a few steps that WELL Health must complete on your OSCAR Pro EMR instance before getting started with Ocean. Please complete the OSCAR Pro Ocean Request form to initiate this process. Once complete, an OceanMD team member will then follow up with you to confirm you are ready to proceed with the integration.

Link the Ocean eForm with OSCAR Pro to allow staff to automatically sync patient data from charts.

1. Access the Ocean eForm
- Log in to your OSCAR Pro EMR and open the 'Administration' panel using the button at the top of the page.
- Select 'Forms/eForms' on the sidebar menu, and select 'Manage eForms'.
- Under the 'Current Resources in OSCAR' heading, click the 'Ocean' eForm entry. This opens the Ocean eForm window.
  
  Note: If the Ocean eForm is not already installed, you can download and install the eForm & Toolbar manually.
2. Link your OSCAR Pro EMR to Ocean
- Enter your Ocean account username and password and click 'Next'.
- You will be prompted to enter your Ocean Site Number, Shared Encryption Key, and OSCAR Server URL.
  
  Note: Ensure that your OSCAR Server URL includes your EMR directory (i.e., the '/oscar' component or equivalent at the end of the URL).
- Once entered, click the 'Secure Sign In' button.
- Once successfully signed in, you may close all Ocean eForm and eForm Library windows.
Patient Demographic doesn't exist?
- Upon signing in, you may be presented with an error message stating "Error: Patient Demographic doesn't exist".
- This message can be safely ignored and dismissed by pressing the 'OK' button, and you can be assured that this stage of setup has been properly completed.
OSCAR Pro: Create a Shortcut to the Ocean eForm on the Schedule

This shortcut will allow you to easily access Ocean features directly from a patient's appointment entry on the OSCAR Pro day sheet.

1. Display the Ocean Shortcut on Your OSCAR Pro Schedule
- Within OSCAR Pro, click the 'Preferences' button.
- In the Preferences window, locate the 'eForms to display on appointment screen' setting and enable the 'Ocean' eForm.
- Click 'Update' to save your changes.
2. Test Your Shortcut
- The 'Oc.' shortcut to the Ocean eForm will now exist on each patient’s appointment in the Schedule.
- Click the shortcut. This opens the Ocean eForm in a new window.
User-Specific Configuration Required

Please Note: Setting up the 'Oc.' day sheet shortcut to the Ocean eForm is a user-specific configuration.

Each individual user in your OSCAR Pro EMR must perform the steps outlined above if they wish to display the 'Oc.' shortcut on the day sheet.
OSCAR Pro: Create an "Ocean Connect" Provider and User in OSCAR

Create an Ocean-specific provider and user account in the EMR. Ocean will use these credentials to integrate with OSCAR Pro.

To allow Ocean Cloud Connect to authenticate your EMR integration and save notes into your EMR, an Ocean-specific provider and user account ("Ocean Connect") must be created.

1. Add a New "Ocean Connect" Provider
- Log in to your OSCAR Pro EMR and open the "Administration" window from the menu at the top of the page.
- From the Administration Panel window, click "Add a Provider Record".
- Fill in the following fields:
  - Provider Number: (use the "Suggest" button to generate)
  - Last Name: Connect
  - First Name: Ocean
  - Type: Doctor
  - Has Schedule: Enabled
  - Receives Ticklers: Enabled
- Click the "Add Provider Record" button at the bottom of the window 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), and click "Add".
- In the "Set primary role" section beneath the table, select the "Connect, Ocean" entry in the Provider 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."
- Fill in the following fields:
  - Username: OceanConnect (ensure there are no spaces)
  - Password: (set a secure password for this user and store it in a safe place- e.g., with your Ocean Shared Encryption Key).
  - Confirm: (retype the password above)
  - Provider Number: (select “Connect, Ocean” from the dropdown menu)
  - Pin(remote) Enable: Enabled
  - Pin(local) Enable: Disabled
  - PIN: (set a secure pin for this user and store it with your Ocean Shared Encryption Key).
  - Confirm: (retype the PIN value)
  - Force Password Reset: false
- Click the "Add Record" button, and record your newly created credentials in your Ocean Credential Reference Card.
  
  You will use these EMR user credentials later on in the integration.
4. OSCAR 'Pro-Auth' Users Only: Setting the Security Record Integration Credentials
OSCAR 'Pro Auth' Users Only

Note: Only perform this step if your EMR uses OSCAR Pro Authentication ("Pro Auth").

Not sure if you're using OSCAR Pro Authentication?
- You can quickly determine if your EMR has the "Pro Auth" module enabled by checking your EMR login screen:
- If the PIN field is not visible upon login, the "Pro Auth" module is enabled and you should complete the steps below.
- If the PIN field is visible during login, the "Pro Auth" module is disabled and you can skip the steps below.
If you're still unsure whether "Pro Auth" is enabled, please contact OSCAR Pro Support.
- In the Administration Panel window, under User Management, click "Set Security Record Integration Password."
  - Username: (select "OceanConnect")
  - Password: (enter the password for the "OceanConnect" user you created in Step 3)
  - Confirm Password: (retype the password)
  - Pin: (set a secure pin for this user and store it with your Ocean Shared Encryption Key.)
  - Confirm Pin: (retype the pin above)
- Click the blue "Update Record" button to save your changes.
OSCAR Pro: Create your REST Client in OSCAR

Generate the required Client Key and Secret credentials to allow Ocean to connect and integrate with the EMR instance.

In this step, you will be creating a REST client in your OSCAR Pro EMR. This allows 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 Pro REST Clients
- Log in to your OSCAR Pro EMR and open the 'Administration' panel using the button at the top of the page.
- In the sidebar menu, select 'Integrations' and then click 'REST Clients'.
- Click the blue 'Add New' button.
2. Create the Client
- In the 'Create Client' window, enter the following values:
  
  Name: Ocean
  
  URI: https://cloudconnect.cognisantmd.com/oscar/oauth1/callback
  
  Token Lifetime (seconds): -1
- Click 'Add Client'.
- The generated Client Key and Client Secret will be added to the table of REST clients.
  
  Record them in your Ocean Credential Reference Card.
  
  You will use these in the next step when setting up Cloud Connect.
OSCAR Pro: Set 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: Link the Ocean eForm with OSCAR Pro

Prerequisites for OSCAR Pro (WELL Health) Clients

The minimum OSCAR Pro build version required is 1.0.0.23.04.7. You can find your OSCAR Pro build listed at the bottom of the EMR login page below the "Sign In" button. If you are on a version lower than the minimum build, please contact the OSCAR Pro Helpdesk to request an EMR update.

There are a few steps that WELL Health must complete on your OSCAR Pro EMR instance before getting started with Ocean. Please complete the OSCAR Pro Ocean Request form to initiate this process. Once complete, an OceanMD team member will then follow up with you to confirm you are ready to proceed with the integration.

Link the Ocean eForm with OSCAR Pro to allow staff to automatically sync patient data from charts.

1. Access the Ocean eForm

Select 'Forms/eForms' on the sidebar menu, and select 'Manage eForms'.

Under the 'Current Resources in OSCAR' heading, click the 'Ocean' eForm entry. This opens the Ocean eForm window.

Note: If the Ocean eForm is not already installed, you can download and install the eForm & Toolbar manually.

2. Link your OSCAR Pro EMR to Ocean

Enter your Ocean account username and password and click 'Next'.

You will be prompted to enter your Ocean Site Number, Shared Encryption Key, and OSCAR Server URL.

Note: Ensure that your OSCAR Server URL includes your EMR directory (i.e., the '/oscar' component or equivalent at the end of the URL).
Once entered, click the 'Secure Sign In' button.
Once successfully signed in, you may close all Ocean eForm and eForm Library windows.

Patient Demographic doesn't exist?

Upon signing in, you may be presented with an error message stating "Error: Patient Demographic doesn't exist".
This message can be safely ignored and dismissed by pressing the 'OK' button, and you can be assured that this stage of setup has been properly completed.

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

This shortcut will allow you to easily access Ocean features directly from a patient's appointment entry on the OSCAR Pro day sheet.

1. Display the Ocean Shortcut on Your OSCAR Pro Schedule

Within OSCAR Pro, click the 'Preferences' button.

In the Preferences window, locate the 'eForms to display on appointment screen' setting and enable the 'Ocean' eForm.
Click 'Update' to save your changes.

2. Test Your Shortcut

The 'Oc.' shortcut to the Ocean eForm will now exist on each patient’s appointment in the Schedule.

Click the shortcut. This opens the Ocean eForm in a new window.

User-Specific Configuration Required

Please Note: Setting up the 'Oc.' day sheet shortcut to the Ocean eForm is a user-specific configuration.

Each individual user in your OSCAR Pro EMR must perform the steps outlined above if they wish to display the 'Oc.' shortcut on the day sheet.

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

Create an Ocean-specific provider and user account in the EMR. Ocean will use these credentials to integrate with OSCAR Pro.

To allow Ocean Cloud Connect to authenticate your EMR integration and save notes into your EMR, an Ocean-specific provider and user account ("Ocean Connect") must be created.

1. Add a New "Ocean Connect" Provider

From the Administration Panel window, click "Add a Provider Record".

Fill in the following fields:
- Provider Number: (use the "Suggest" button to generate)
- Last Name: Connect
- First Name: Ocean
- Type: Doctor
- Has Schedule: Enabled
- Receives Ticklers: Enabled

Click the "Add Provider Record" button at the bottom of the window 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), and click "Add".
In the "Set primary role" section beneath the table, select the "Connect, Ocean" entry in the Provider 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."
Fill in the following fields:
- Username: OceanConnect (ensure there are no spaces)
- Password: (set a secure password for this user and store it in a safe place- e.g., with your Ocean Shared Encryption Key).
- Confirm: (retype the password above)
- Provider Number: (select “Connect, Ocean” from the dropdown menu)
- Pin(remote) Enable: Enabled
- Pin(local) Enable: Disabled
- PIN: (set a secure pin for this user and store it with your Ocean Shared Encryption Key).
- Confirm: (retype the PIN value)
- Force Password Reset: false

Click the "Add Record" button, and record your newly created credentials in your Ocean Credential Reference Card.

You will use these EMR user credentials later on in the integration.

4. OSCAR 'Pro-Auth' Users Only: Setting the Security Record Integration Credentials

OSCAR 'Pro Auth' Users Only

Note: Only perform this step if your EMR uses OSCAR Pro Authentication ("Pro Auth").

Not sure if you're using OSCAR Pro Authentication?

You can quickly determine if your EMR has the "Pro Auth" module enabled by checking your EMR login screen:
If the PIN field is not visible upon login, the "Pro Auth" module is enabled and you should complete the steps below.
If the PIN field is visible during login, the "Pro Auth" module is disabled and you can skip the steps below.

If you're still unsure whether "Pro Auth" is enabled, please contact OSCAR Pro Support.

In the Administration Panel window, under User Management, click "Set Security Record Integration Password."
- Username: (select "OceanConnect")
- Password: (enter the password for the "OceanConnect" user you created in Step 3)
- Confirm Password: (retype the password)
- Pin: (set a secure pin for this user and store it with your Ocean Shared Encryption Key.)
- Confirm Pin: (retype the pin above)

Click the blue "Update Record" button to save your changes.

OSCAR Pro: Create your REST Client in OSCAR

Generate the required Client Key and Secret credentials to allow Ocean to connect and integrate with the EMR instance.

In this step, you will be creating a REST client in your OSCAR Pro EMR. This allows 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 Pro REST Clients

In the sidebar menu, select 'Integrations' and then click 'REST Clients'.
Click the blue 'Add New' button.

2. Create the Client

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

Name: Ocean

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

Token Lifetime (seconds): -1
Click 'Add Client'.

The generated Client Key and Client Secret will be added to the table of REST clients.

Record them in your Ocean Credential Reference Card.

You will use these in the next step when setting up Cloud Connect.

OSCAR Pro: Set 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.