Restrict certain patients when booking online

ocean provides many options to set who can book into your providers' schedules restrict to patients who have a chart in your emr you can restrict online booking to only patients who have a chart in your emr 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 click edit next to the booking link you would like to edit uncheck do you want to limit online booking to patients with a chart in your emr? this will allow any patient to book an appointment online please note that you will need to create a new chart in your emr for these brand new patients refer to accepting brand new patients for online booking docid 9 ti6qh2obuce1wihrci3 https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /bgdujbvserixawrd91ebi screen shot 2020 05 11 at 121831 pm1 png restrict to patients who have a certain primary provider you can restrict a provider's schedule to accept only patients from a certain provider(s) at your clinic this could mean a provider accepting their own patients, or a medical resident accepting another physician's patients note please refer to your emr and ocean online booking what you need to know https //help intrahealth com/en/support/solutions/articles/6000263997 for details on which provider fields ocean can evaluate to determine the patient's provider in your emr 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 click edit next to the provider's schedule you would like to edit below the 'restrictions' heading, locate the 'who is allowed to book into this schedule?' setting, and select patients with selected providers use the blue 'add provider' button to locate the provider(s) whose patients you would like to allow to book into this schedule their name(s) will appear below the table under the "selected providers" heading for certain emrs, you can specify the specific emr field(s) which ocean should evaluate to determine if the listed provider is a match specific information on the provider field mapping options for each emr can be found within the set up provider schedules docid\ joh4yfx8si6fir sp7omu article individual patient level restrictions term restriction "no ob" or "no online booking" this won't allow the patient to book online "ob#days", "ob q# days", "ob q# d" where "#" is a number will restrict the patient from booking online again until the "#" of days has passed e g adding "ob7days" will ensure a patient waits 7 days to book another appointment online #+min where # is a number ensures appointments for this patient are always booked for "#" minutes, irrespective of the appointment duration set in the appointment type configuration page e g "30+min" will ensure the patient is always booked for 30 minutes when they book an appointment online patients who have been restricted from booking online using the above restrictions are presented with an error message indicating that their booking could not be processed https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /j xcv1bo to2z3twri4li oab blocked message png restricting patients based on their answer in the booking form you can customize your booking form to include questions prior to allowing patients to select their appointment type you can apply validation to prevent a patient from booking online if they answer a certain way in your booking form https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /kbetzmicqcxnutkaqepaw screen shot 2020 06 04 at 91902 am png add a section prior to the appointment type selection and configure sections to appear as separate pages https //support cognisantmd com/hc/en us/articles/206416948 add a label item type with validation that will prevent the patient from being able to proceed the "validation javascript condition" must be the opposite of the "show this field if " statement https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /h6zp3q60cy7fk0w2ercvi screen shot 2020 06 04 at 92033 am png https //archbee image uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /mgbotn9honoswqkmh wtw screen shot 2020 06 04 at 92042 am png