Using subsites, you can track separate billing for products in your Ocean Site (i.e., Tablets, Patient Messages & Reminders, Studies, Website Forms, and Online Booking). Subsites are especially helpful for sites with concurrent Ocean projects funded by different sources or for different clinicians paying for separate products.
Note: There can only be a single user designated as the 'Payer' for an Ocean Site. Subsite-specific Payers cannot be configured. Subsites are intended to track the fees that each subsite incurred so that reconciliation between subsites (i.e., outside of Ocean) is easier.
1. Create your Subsites
- Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Admin".
- Select 'Billing'.
- Click 'Add Subsite'.
- Specify a Subsite Reference (name) and a Subsite Description, and then click 'Save'.
- The subsite will be added to the table of subsites in your Ocean Site.
- Repeat Steps C and D for each subsite that you would like to create.
2. Specify subsites for billing of each Ocean product
To specify the billing of each Ocean product to a particular subsite, follow the steps below:
- Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Tablets & Kiosks".
- Select the tablet that you wish to change and click on the lock icon next to the "Subsite" field. The icon should change to a folder, instead of a lock symbol.
- Select the appropriate subsite from the dropdown menu beside the folder icon.
- Log in to the Ocean Portal. Click the "Menu" button in the top left corner and select "Admin".
- Click "Licence Management".
- Within the "Patient Reminders" table, select the appropriate subsite using the dropdown menu.
- Log in to the Ocean Portal. Click the "Menu" button in the top left corner and select "Studies".
- Choose "Configure" along the row of the study that you wish to modify.
- Beside "Subsite Reference", select the appropriate subsite from the dropdown menu.
- Login to the Ocean Portal. Click the "Menu" button in the top left corner and select "Admin".
- Enter the "Website Form Links" section (selected from the menu along the left) and choose "Configure" on the website form that you wish to modify.
- Beside, "Subsite Reference", select the appropriate subsite from the dropdown menu.
- Log in to the Ocean Portal. Click the "Menu" button in the top left corner and select "Admin".
- Click "Licence Management".
- Within the "Online Booking" table, select the appropriate subsite using the dropdown menu.
