Creating a PDF Attachment to Add to a Secure Message

Please note: Attachments cannot be saved to patient messaging templates.

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 "Email" in the Ocean toolbar.
  • 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).
  • The email will launch in a new browser window, and the attachment will automatically be included in the Ocean secure message.
  • You can preview your secure message attachment by clicking on the “eye” icon, or remove it by clicking on the “X” icon.

To customize the settings of the Ocean Attachment Exporter form:

  • Open the Ocean Attachment Exporter form in a test patient chart, and click the Settings button.
  • Select "Toggle the Display of the Export Information Message" if you would like to show the user an explanatory message about the attachment, after the upload to Ocean is complete.
  • Select "Toggle the Prompt to Export Lab Table" if you would like to be prompted to include the lab table each time an attachment is generated.
Have more questions? Submit a request