3 Layers to Connect Telus EMR PSS with Ocean Online Booking

The challenge of integrating online workflows without disrupting existing schedules is a common hurdle for many healthcare practices. Here's a step-by-step guide on setting up RSV online booking using Ocean and PSS system, ensuring smooth operations without adding administrative overhead.  Step 1: Finding RSV-Eligible Patients in PSS We start by efficiently identifying eligible patients within your EMR (PSS) system: - Use the Search feature in PSS - Apply relevant filters for age, risk factors, and eligibility - Export the list to CSV (Tip: limit exports to groups of ~100 for quicker imports into Ocean) This targeted approach ensures we reach the right families while maintaining manageable patient lists. Step 2: Mail Merge in Ocean for a 'Click to Book' Invitation With your CSV list ready, we leverage Ocean's batch email capabilities: - Import the CSV into Ocean - Create a parent-friendly email with clear messaging about RSV shot availability - Include a direct "Click Here to Book Online" button - Send emails in bulk efficiently This streamlined process eliminates manual scheduling and phone tag, providing parents with a direct booking path. Step 3: Syncing with the Specialist's Schedule The most critical step is integrating RSV appointments without disrupting existing schedules: - Layer 15-minute RSV appointments within a 2-4 hour window - Preserve existing PSS templates - Use Ocean's booking system for RSV slots - Perform manual conflict review This careful balance ensures smooth integration with your existing workflow. Step 4: The Final Sync – Refreshing Ocean for Real-Time Booking A crucial tip for ensuring real-time synchronization: - Log out and back into Ocean (or use the Ocean Cloud Connect button) - This refreshes data instantly - Syncs all newly available RSV slots with your EMR Benefits for Parents and Staff This integration delivers multiple advantages: - Parents receive clear, actionable email invitations - Self-service booking reduces administrative load - Zero to minimal no-shows - Streamlined process from invitation to appointment Making This Scalable for Future Clinics This approach can be adapted for various services: - Flu shots - COVID vaccines - Other immunizations By leveraging EMR search criteria, Ocean's email capabilities, and precise booking windows, clinics can significantly improve their appointment management while providing convenient access to care.