Oscar EMR Calendar Integration

🏥 Understanding Oscar EMR Calendar Integration in tDoc

Oscar EMR is an Electronic Medical Records system widely used by healthcare providers in Canada. The Oscar EMR integration in tDoc specifically connects to the calendar and scheduling components of Oscar, allowing your AI receptionist system to synchronize with your clinic's appointment schedule. This focused integration enables your virtual receptionist to check availability and book appointments directly within your Oscar EMR calendar system.

🔄 Setting Up Oscar EMR Calendar Integration

Connect your Oscar EMR calendar system to tDoc by following these steps:

1. Navigate to the "Integrations" section from your team account sidebar
2. Find the Oscar EMR card in the integrations grid
3. Click the "Connect" button to start the integration process

4. In the connection modal, you'll need to provide:

   • Oscar EMR Instance URL: Your clinic's Oscar EMR server address
   • API Credentials: API key or username/password for secure access
   • Clinic ID: Your specific clinic identifier in Oscar
   • Connection Settings: Configure your calendar synchronization preferences

5. Click "Connect Integration" to establish the connection

✅ The system will verify your credentials and begin the initial calendar synchronization. This process may take several minutes depending on your clinic's appointment volume.

⚙️ Configuring Oscar EMR Calendar Integration

After connecting your Oscar EMR calendar, configure how the integration operates:

1. Go to the Oscar EMR integration card that now shows "Connected"
2. Click the settings icon to access configuration options
3. Adjust these important settings:
   • Sync Schedule: Define how frequently tDoc syncs with Oscar calendar (real-time, hourly, daily)
   • Provider Mapping: Connect Oscar providers' schedules to tDoc professional profiles
   • Appointment Types: Select which Oscar appointment types are available for booking
   • Calendar Views: Configure which schedules are visible to the AI receptionist

4. Save your configuration settings

🔒 Privacy & Security Settings

Configure these security settings for your calendar integration:

1. Expand the "Privacy & Security" section in the configuration panel
2. Configure the following options:
   • Authentication Method: Choose between API key or OAuth authentication
   • Access Permissions: Set which provider calendars the system can access
   • Audit Logging: Configure tracking of all calendar-related interactions

⚠️ Important: The Oscar EMR integration only accesses scheduling and calendar data, not patient medical records or clinical information.

📅 Appointment Synchronization

The Oscar EMR integration synchronizes appointment information as follows:

1. Oscar to tDoc: Appointments created in Oscar automatically appear in tDoc
2. tDoc to Oscar: Appointments booked through your AI receptionist are created in Oscar
3. Bidirectional Updates: Changes to appointments in either system are reflected in both

📊 Scheduling Functionality

When integrated with Oscar EMR's calendar, your scheduling system offers these capabilities:

• Real-time Availability: The AI receptionist sees up-to-date provider availability
• Resource Management: Rooms and equipment scheduling integrated with appointments
• Appointment Rules: Oscar's scheduling rules are enforced by the AI receptionist
• Waitlist Management: Integration with Oscar's waitlist functionality
• Group Appointments: Support for Oscar's group appointment feature

🤖 AI Receptionist Calendar Capabilities

With Oscar EMR calendar integration, your AI receptionist gains these abilities:

• Check provider availability in real-time
• Book appointments based on available slots in Oscar
• Send appointment confirmations and reminders
• Manage cancellations and reschedules according to clinic policies
• Handle scheduling conflicts appropriately

🧪 Testing Your Oscar EMR Calendar Integration

Before using the integration in a production environment, test the following:

1. Book a test appointment through the AI receptionist and verify it appears in Oscar
2. Create a test appointment in Oscar and confirm it syncs to tDoc
3. Test appointment modification and cancellation scenarios
4. Verify that scheduling rules and constraints are properly applied

🛠️ Troubleshooting

If you encounter issues with your Oscar EMR calendar integration, try these solutions:

1. Connection Issues:

   • Verify your Oscar EMR system is online and accessible
   • Check that API credentials are valid and have appropriate calendar permissions
   • Confirm your firewall settings allow connections from tDoc IP addresses

2. Synchronization Problems:

   • Trigger a manual sync from the integration settings page
   • Check the Oscar EMR system logs for API errors
   • Verify that date formats and time zones are configured correctly

3. Appointment Booking Issues:

   • Confirm the provider's schedule is correctly configured in Oscar
   • Verify appointment types and durations match between systems
   • Check if scheduling rules or constraints are preventing bookings

🚀 Next Steps

Now that your Oscar EMR calendar integration is set up, you can:

• Customize AI receptionist prompts to better handle medical scheduling

For additional support with your Oscar EMR calendar integration, contact our support team.