1. OSCAR Pro: Download & Install the Ocean eForm & Toolbar

    To start, you will need to download 2 (.html and .js) files and upload them into your OSCAR EMR, from the Administration window.

    Prerequisite: For OSCAR Pro (WELL Health) Clients

    The minimum build version required is S-20.10.26-124209. You can find your OSCAR PRO version in the very top right corner of your EMR login screen.

    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.

    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.
    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.
  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.

    This will allow you to easily access the Ocean eForm and Ocean features directly from a patient's appointment in the appointment schedule.

    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.
  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.

    Creating “OceanConnect” credentials will serve as a connecting user that Ocean Cloud Connect will use when authenticating your EMR integration and saving notes to your EMR.

    Note for OSCAR Pro EMRs using "Pro Auth"

    If your OSCAR Pro EMR has the "Pro Auth" module enabled, there is an extra step you will need to perform when setting up your "OceanConnect" login record. Please refer to the "Setting the Security Record Integration Credentials" section below for details.

    How to determine if your OSCAR instance is running "Pro Auth"
    • 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.
    • If the PIN field is visible during login, the "Pro Auth" module is disabled.
    1. Add a new "Ocean Connect" provider

      • Log in to your OSCAR 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" and fill in the following fields: 
        • Provider Number: (use the "Suggest" button to generate.)
        • Last Name: "Connect"
        • First Name: "Ocean"
        • Type: Doctor
        • Receives Ticklers: "checked"
        • When you are finished, click the "Add Provider Record" button at the bottom of the page 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." 
        • 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: (select “Connect, Ocean” from the dropdown menu)
        • Pin: (set a secure pin for this user and store it with your Ocean Shared Encryption Key).

          Note: If your EMR is using the "Pro Auth" module, you will not see the "Pin" and Pin "Confirm" fields. Please refer to the additional instructions below for Pro Auth.

        • Confirm: (retype the pin above)
        • Force Password Reset: false

    4. "Pro-Auth" Only: Setting the Security Record Integration Credentials

      Only perform this step if you are using the "Pro Auth" module and OSCAR does not provide Pin fields when creating the "OceanConnect" user.
      • In the Administration Panel window, under User Management, click "Set Security Record Integration Password."
        • Username: (select "OceanConnect")
        • Password & Confirm Password: (retype the password you created under Step 3)
        • Pin: (set a secure pin for this user and store it with your Ocean Shared Encryption Key.)
        • Confirm: (retype the pin above)
      • Select the blue "Update Record" button to save your changes.
  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.

    Once your IT personnel or OSP have completed making the server-side configuration change to enable Ocean, the final step is to link your Ocean account with your OSCAR EMR.

    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 site number, shared encryption key, and OSCAR Server URL. Once the requested information is entered, click the Secure Sign In button.

        Note: Ensure that your OSCAR Server URL includes your EMR directory (e.g., the '/oscar' or equivalent component at the end of the URL).

        Record your OSCAR Server URL in your Ocean Credential Reference Card.

      • Close the Ocean eForm and eForm Library windows.
  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.

    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.
  7. 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: Download & Install the Ocean eForm & Toolbar

To start, you will need to download 2 (.html and .js) files and upload them into your OSCAR EMR, from the Administration window.

Prerequisite: For OSCAR Pro (WELL Health) Clients

The minimum build version required is S-20.10.26-124209. You can find your OSCAR PRO version in the very top right corner of your EMR login screen.

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.

  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.
  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.

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.

This will allow you to easily access the Ocean eForm and Ocean features directly from a patient's appointment in the appointment schedule.

  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.

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.

Creating “OceanConnect” credentials will serve as a connecting user that Ocean Cloud Connect will use when authenticating your EMR integration and saving notes to your EMR.

Note for OSCAR Pro EMRs using "Pro Auth"

If your OSCAR Pro EMR has the "Pro Auth" module enabled, there is an extra step you will need to perform when setting up your "OceanConnect" login record. Please refer to the "Setting the Security Record Integration Credentials" section below for details.

How to determine if your OSCAR instance is running "Pro Auth"
  • 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.
  • If the PIN field is visible during login, the "Pro Auth" module is disabled.
  1. Add a new "Ocean Connect" provider

    • Log in to your OSCAR 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" and fill in the following fields: 
      • Provider Number: (use the "Suggest" button to generate.)
      • Last Name: "Connect"
      • First Name: "Ocean"
      • Type: Doctor
      • Receives Ticklers: "checked"
      • When you are finished, click the "Add Provider Record" button at the bottom of the page 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." 
      • 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: (select “Connect, Ocean” from the dropdown menu)
      • Pin: (set a secure pin for this user and store it with your Ocean Shared Encryption Key).

        Note: If your EMR is using the "Pro Auth" module, you will not see the "Pin" and Pin "Confirm" fields. Please refer to the additional instructions below for Pro Auth.

      • Confirm: (retype the pin above)
      • Force Password Reset: false

  4. "Pro-Auth" Only: Setting the Security Record Integration Credentials

    Only perform this step if you are using the "Pro Auth" module and OSCAR does not provide Pin fields when creating the "OceanConnect" user.
    • In the Administration Panel window, under User Management, click "Set Security Record Integration Password."
      • Username: (select "OceanConnect")
      • Password & Confirm Password: (retype the password you created under Step 3)
      • Pin: (set a secure pin for this user and store it with your Ocean Shared Encryption Key.)
      • Confirm: (retype the pin above)
    • Select the blue "Update Record" button to save your changes.

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.

Once your IT personnel or OSP have completed making the server-side configuration change to enable Ocean, the final step is to link your Ocean account with your OSCAR EMR.

  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 site number, shared encryption key, and OSCAR Server URL. Once the requested information is entered, click the Secure Sign In button.

      Note: Ensure that your OSCAR Server URL includes your EMR directory (e.g., the '/oscar' or equivalent component at the end of the URL).

      Record your OSCAR Server URL in your Ocean Credential Reference Card.

    • Close the Ocean eForm and eForm Library windows.

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.

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.