--- title: Set Up Provider Schedules slug: portal-sub/set-up-provider-schedules docTags: createdAt: 2026-03-04T12:03:19.249Z --- The next step in the online booking configuration is to set up your Provider Schedules which will be using Ocean's online booking. ::embed[]{url="https://www.youtube.com/embed/GcVggrcGxq0?&wmode=opaque"} If you can't find the provider schedule, it may not be synced in your Ocean and EMR integration. Review your [Cloud Connect Configuration](https://support.cognisantmd.com/hc/en-us/articles/360012088012) to ensure Ocean can access the provider schedules you need. 1. 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. 2. Next to the "Provider Schedules" heading, click **Configure**. 3. Click **Add Schedule**. 4. Select the provider schedule you would like to add. You can start typing into the search bar or use the window below the search bar to find your provider's schedule. See descriptions below for details about each setting. 5. Click the **Save** button. ### Quick Tip: - If you're creating multiple Provider Schedules which have the same settings, you can use the '**Duplicate**' feature after creating your first schedule. - [![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QgYIg3hTG79JnaxBhteZS_1x9-lecytn3sw10d7dvywidd3rproj7sq.png)](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/VAm2C2fQvqTJ051lNDUnN_oab-duplicate-schedule.png) ### Schedule Settings Patient friendly schedule name This is the name that will appear to patients when selecting this provider schedule. This will also be the name for this specific configuration of this provider schedule in your online booking configuration. EMR Time Slot Interval This refers to the provider schedule's time slot interval in your EMR. We recommend this be set to the lowest value to ensure Ocean can book on the smallest possible Appointment Rule duration. Optional Billing Subsite If your Ocean Site has [billing subsites](https://support.cognisantmd.com/hc/en-us/articles/115000248448), specify the appropriate subsite for this schedule using this dropdown menu. ### Default Configuration Allow patients to book into... Select "Time Slots with specific appointment suggestions applied. Profile does not integrate with the remaining options. Note that additional template codes may be bookable based on appointment type restrictions. If you do not use template codes, Ocean can’t see the schedule preferences start/end hours. It’s very important that you set **Day/Time Restrictions** for the times of the day that are not bookable. Read more about Day/Time Restrictions below. Appointment Types Click the "**Add Appointment Type**" button to select the appointments that were configured in step one that patients can book into this schedule . For each Appointment Type you add, you must "Edit Restrictions" and select the matching Appointment Type from Profile EMR. \*Note: If EMR appointment type mapping is on, you can enable appointment type restrictions here. Read more about [appointment type restrictions](docId:_dHflDqfrNR143VSqBG_g). Who is allowed to book into this schedule? **Patients with Selected Providers**- use this setting to restrict patients who have certain providers to book into this schedule. For example, if Dr. Doug Kavanagh would only like his patients to book into his schedule, he would select Dr. Doug Kavanagh from the drop down list of providers, and specify the proper field(s) to evaluate in the patient's chart. For clarity, the "**Primary Provider**" setting in Ocean evaluates the "**Provider**" field in Profile Booking Window Set how far in advance patients can book into this schedule. Day/Time Restrictions Set recurring times in the provider's schedule that aren't available for online booking. Align this with the schedule’s preferences for “Start Hour” and “End Hour” in Profile. For example, you can select all days of the week, from 12pm - 1pm to ensure Ocean doesn't display appointment time slots over the lunch hour to be booked online. ### Advanced Settings The advanced settings contain your online booking forms. Advanced Ocean users can customize their eForms to additionally screen patients, or gather more information during their booking process. **Warning:** The appointment types configured from Step 1 will be generated in a section with the item reference “appointmentType” in this booking form. It’s highly suggested that you do not edit these items in the booking form. Only advanced eForm users should edit this section. [::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OgY2QndoO2OG1sfMULd70_nvn0togs5kutmkc3xb2ctdq6ztcee9hlq.png" size="96" isUploading="false" initialPath="assets/NVn0TOgS5_KutmKC3xb2CTDQ6zTcEe9HLQ.png" githubPath="en/Plug-ins or Profile Integration/Ocean MD/Ocean Online Booking/assets/NVn0TOgS5_KutmKC3xb2CTDQ6zTcEe9HLQ.png" position="flex-start" showCaption="false"}](https://archbee-image-uploads-qa.s3.amazonaws.com/zICxj0dnLereb6UUrBA3-/VI1el5LULNqBjuQY1MtJg_screen-shot-2020-05-07-at-32254-pm-1.png)