Support Site Users who assist with onboarding other eReferral users can obtain a report which lists all of their currently supported users and the last time each user has sent an eReferral.
- This report can be used to identify users that have not yet started sending eReferrals (e.g., a Non-Adopted Report) within the Supported Sites.
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- The report generates data on all end users within currently Supported Sites. Support Site Users themselves are not included in the export.
- For more information on Support Sites and how to assign one for your Ocean site, please see Adding a Support Site to Your Site.
Generating the Report
Note: You must be a Site Admin on the Support Site in order to generate the report.
- Log in to the Ocean Portal and select your name in the top-right corner.
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- Select 'User Settings'.
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Press 'Export Past Year Support Site User Analytics' on the left side. A .csv file will automatically download.
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Understanding the Report
This report queries referral analytics and will export your data in a .csv file that can be opened using Microsoft Excel. It includes the following columns:
- siteNum
- The Ocean site number of the site currently managing the referral as a receiving provider.
- siteName
- The name of the referral site.
- clinicianType
- The referrer's User Role as specified within their Ocean user account. One of the following: "Allied Health Professional", "Family Physician", "Medical Student", "MOA / Secretary", "Nurse", "Nurse Practitioner", "Resident", "Specialist" or "Other".
- professionalId
- The referrer's Professional ID, such as the CPSO # for an Ontario physician.
- userFullName
- The referring clinician’s name.
- username
- The Ocean username representing the referring clinician.
- referralLastSent
- The most recent date that the user had a referral sent signed in their name within the last one year. If the referralLastSent field is blank, it means that the user (or their delegate*) has not yet sent a referral, or it has been more than a year since they have done so.
*Note: Delegates sending referrals on behalf of a clinician will have their referral last sent date attributed to the relevant clinician (i.e., not the delegate themselves).