--- title: Enabling Appointment Confirmations from Patient Reminders slug: portal-sub/enabling-appointment-confirmations-from-patient-reminders docTags: createdAt: 2026-03-04T12:03:19.131Z --- When patients are sent Patient Reminder emails, staff can also use this opportunity to have patients confirm their upcoming appointments, which can then be synced back to the EMR. ### How to enable appointment confirmations for Patient Reminders ::::WorkflowBlock :::WorkflowBlockItem ::: :::WorkflowBlockItem Log into the Ocean portal. Click the "**Menu**" button in the top left corner and select "**Patient Reminders**".[::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Rt29xT4nNoCa04jGgialO_0exx8rhlk44-kpqlanchuewhrm4nazxrvw.png" size="48" isUploading="false" initialPath="assets/0Exx8rHLK44-KPqlAnchuEWHRm4naZXRVw.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Ocean Online Booking/assets/0Exx8rHLK44-KPqlAnchuEWHRm4naZXRVw.png" position="flex-start" showCaption="false"}](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/TlhAZXsj7UAiWX6zZQp_Z_menu-pt-reminders-july2022.png) ::: :::WorkflowBlockItem  Click "**Settings**" in the top right corner. Create a new Reminder Rule by clicking **Add Reminder Rule** or **Edit** an existing one.  - [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Omk40-uebkcS7ujweoc7w_ec9gg4jsx1gc6nuiodcbs0uq428dniefq.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/h28tgBY56-FGlezOWz10-_patient-reminders-add-edit-reminder-rule.png) ::: :::WorkflowBlockItem In the Edit Reminder Rule page, under the "**Appointment Confirmation**" heading, use the drop down to select **enabled**. Remember to **Save** your changes. - [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LbkSc1QgLvtQH7hgc6591_uuvvsaynl4wgkghsrvmze-xqqplztbkrww.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/1yqMc_FwyRhBT2gXQxsHN_patient-reminders-enable-appointment-confirmation.png) ::: :::: It's recommended to include **@apptDate**, **@apptTime** and **@providerName **[keywords](https://support.cognisantmd.com/hc/en-us/articles/235161548). You can still send a template lacking these values, but for patient clarity and continuity, it is recommended your reminder template includes this information. ### How patients confirm their appointments via Patient Reminders ::::WorkflowBlock :::WorkflowBlockItem 1. ### Reminders via Email - Once appointment confirmation has been enabled, Ocean will include the following line at the bottom of the email message patients receive: **Please click on the link below to confirm your appointment:*****Confirm Appointment*** - After verifying their date of birth, the patient will be presented with a screen confirming their most recent upcoming appointment date, time, and provider. - [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ucboxZ9l3mBvYYqE4RMS8_p5vhi-sn5zn8dlnweuxeuc89qqptzroqig.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/rmKaXl6oC0jog-gWQ6Qy-_reminders-confirm2.png) - If the reminder email also contains a secure message and/or Ocean eForms to complete, the patient can proceed by clicking "Next" to access those additional materials. - Behind the scenes, Ocean syncs the confirmation back to the EMR and updates the patient's appointment status in the schedule. 2. ### Reminders via Text Messages - If a reminder has a secure message and/or attachment and/or eForm and/or appointment confirmation and the patient has an email on file, the text message will instruct the patient to check their email. - [::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hTpfSLlNSX_unwG7zgXxE_q1b4klc14s1vrsvkvuindetmvm63bo8unq.png" size="88" isUploading="false" initialPath="assets/q1B4kLc14s1vrsvkvUiNdeTmVM63bO8unQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Ocean Online Booking/assets/q1B4kLc14s1vrsvkvUiNdeTmVM63bO8unQ.png" position="flex-start" showCaption="false"}](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/7zQTd9aylzRWHzo7uWJvr_text-message-reminder.jpeg) - If a reminder has an appointment confirmation enabled and the patient doesn't have an email on file, the patient will receive a link in the text message to confirm their appointment. After clicking the link, the patient will be presented with a screen confirming their most recent upcoming appointment date, time, and provider. - [::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_FpCACC4YFSYxB2z8S1qO_8w737mkyqn89gm6oggc6ho9pla1i9i1w.png" size="87" isUploading="false" initialPath="assets/8W737mkYQ_N89GM6oGgC6Ho9PLa1I_9i1w.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Ocean Online Booking/assets/8W737mkYQ_N89GM6oGgC6Ho9PLa1I_9i1w.png" position="flex-start" showCaption="false"}](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/gq7F6fQU6tRfuvLjpli5J_text-message-reminder-with-link.jpeg) ::: :::: ### How appointment confirmations appear in the EMR When an Ocean reminder is sent, a “N” icon will appear on the appointment screen in Profile EMR ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yMJwgVhiIAFQY5-tOmh8V_kjkdnjng2y2vbwvamfzbrvsn9h1cagewq.png" size="10" isUploading="false" initialPath="assets/kjKDNJNg2y2vBWVAmfzbRVsn9H1caGeW_Q.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Ocean Online Booking/assets/kjKDNJNg2y2vBWVAmfzbRVsn9H1caGeW_Q.png" position="flex-start" showCaption="false"} If a patient confirms their appointment, a “C” icon will appear on the appointment screen in Profile EMR. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NvYrOxObW0NZDMy0q_RH7_ajywu2vyypltz3qt7dwwkr4fwihgpjgdjw.png" size="10" isUploading="false" initialPath="assets/AjYwU2vYYPLTZ3qT7dwWkr4fwihGPJgDjw.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Ocean Online Booking/assets/AjYwU2vYYPLTZ3qT7dwWkr4fwihGPJgDjw.png" position="flex-start" showCaption="false"}