Creating a PDF Attachment to Add to a Secure Message

PS Suite Accuro OSCAR or Other EMR

Before following the steps in this guide, ensure you have downloaded and installed the latest version of the Ocean Attachment Exporter (click here to download CFM file.) Version 2.0 and above will now upload attachments directly to Ocean instead of exporting them as a file.

Ocean makes it easy to select and 'green bar' notes in a patient chart in PS Suite, which are then automatically uploaded as attachments to an Ocean Online secure message or eReferral.

  • Find the note(s) in the file that you want to generate as a PDF attachment.
  • Check the box next to the note to enable the "green bar".
  • Click on "Attach" link on the Ocean toolbar or the paperclip attachment icon on the Ocean custom form (next to “Email Patient”).
  • This will pop up an input box allowing the user to specify the attachment file name. Rename the file, if desired, and select OK. (By default, the file name will include the patient initials, EMR user initials, and current date).
  • A prompt will then appear to confirm that this attachment has been successfully uploaded to Ocean. Select the desired option. (Note, it will not appear if you previously selected "Don't Show This Again", or toggled it off in the Attachment Exporter's custom form settings).
  • Once the attachment has been generated, choose Email on the Ocean toolbar. The email will launch in a new browser window, and the attachment will automatically be included in the Ocean secure message.
  • Quick Tip: If you "green bar" an item and then select "Email" on the Ocean Toolbar to initiate a secure message, the attachment will automatically get generated to attach to the message (without having to click the "Attach/Paperclip" link). You will need to click "Yes - Create Attachment" on the confirmation prompt, before continuing with step D to F above.
  • You can preview your secure message attachment by clicking on the “eye” icon, or remove it by clicking on the “X” icon.
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