---
title: Accepting New Patients for Online Booking
slug: portal-sub/accepting-new-patients-for-online-booking
docTags: 
createdAt: 2026-03-04T12:03:19.101Z
---

:::::WorkflowBlock
:::WorkflowBlockItem
### Configure your Ocean site to create new patients in your EMR.

- Login to the [Ocean Portal.](https://ocean.cognisantmd.com/) Click the "**Menu**" button in the top left corner and select "**Admin**". Click "**Site Features**" from the Admin Settings page.
- Check the box next to **Allow accepted online bookings to create patients in your EMR**.
:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem
- [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vmbrog4Hi5sEXxUA8r-t1_xmsgxnh3i0kevb-txvfnjrk-5ha2gdiqwa.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/ixEilh7xaR1IiQXe_JYae_allow-accepted-online-bookings-to-create-patients-in-your-emr.png)
:::

::::WorkflowBlockItem
### Configure the provider's schedule and booking link to accept new patients.

:::Paragraph{listStyleType="disc" indent="2"}
Login to the [Ocean Portal.](https://ocean.cognisantmd.com/) Click the "**Menu**" button in the top left corner and select "**Online Booking**". Click the "**Settings**" button in the top right corner.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Under Provider Schedules, click **Edit** next to the schedule you'd like to accept new patients.
:::

:::Paragraph{listStyleType="disc" listStart="2" indent="2"}
[![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/br9Exuehx0U5MztSTfrCt_pbogmpaasda4bsrlkciuiui8ebrlgz5hca.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/sdLY4ymf8-btv8JH95k0i_screen-shot-2020-05-11-at-121759-pm.png)
:::

:::Paragraph{listStyleType="disc" listStart="3" indent="2"}
In the "Who is allowed to book into this schedule?" field, select **All Patients**. Click **Save**.
**Note:** It's recommended that you use a booking form that captures basic demographics information (e.g. sex, telephone number or email address). Ocean's Online Booking - New Patient Intake is a good example.
:::
::::

:::WorkflowBlockItem
- Navigate back to your Online Booking Settings. Next to the booking link you'd like new patients to use, click **Edit**.
- Ensure the box next to "Do you want to limit online booking to patients with a chart in your EMR?" is **unchecked**. Click **Save**.
:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem

:::

:::WorkflowBlockItem
- [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ncZRk-wwtVGCpk1dXeaWi_ohjczmp3z-0ie28ubxvdbkp-sk5yrqtvrw.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/Jh_NXCrRg5ujTuHDfIo1T_screen-shot-2020-05-11-at-121831-pm.png)
:::

:::WorkflowBlockItem
### Import new patient into your EMR.

- Login to the [Ocean Portal.](https://ocean.cognisantmd.com/) Click the "**Menu**" button in the top left corner and select "**Online Booking**".
- Locate the new patient who does not yet have a chart in your EMR. You can identify them easily by checking the schedule in your EMR and locating the patient who is booked with "(HN not in EMR: ##########)" in the appointment description. Review the patient and once you are ready for Ocean to create a chart for this patient, click the **Import to EMR** button. Ocean will prompt you if there are any issues upon import (this could be due to missing key demographic fields that Ocean needs to create a chart in your EMR).
- [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_iIj-6YzsHgYtVierUbj1_fg0idxdlzptf8szuug09fgdk2icpl6maaw.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/pNs-H3vkzZF_kH8D0AEi8_decline-accept-completed-import-to-emr.png)
- Open your EMR and review the newly created chart and note. Open the scheduler and assign the newly created patient to their appointment time slot.
:::
:::::