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

Prerequisite

  • Before following the steps below, ensure you have downloaded and installed the latest version of the Ocean Attachment Exporter.

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 Patient Message or eReferral.

  • Find the note(s) in the patient chart that you want to include as a PDF attachment.
  • Check the box next to the note to enable the "green bar".
  • Click on "Email" in the Ocean toolbar.
  • You will be prompted to optionally customize the attachment file name. (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. Click 'OK' to proceed, or 'Got It - Don't Show This Again' to proceed and prevent this confirmation box from appearing in the future.
  • A new web browser window will open and launch into Ocean. The attachment will automatically be included in the Ocean Patient Message.
  • You can preview your secure message attachment by clicking on the “eye” icon, or remove it by clicking on the “X” icon.
  • Attachments that have been uploaded from the EMR and then removed can be re-added by clicking 'Add Attachments' and selecting it from the list of uploaded attachments.

To customize the settings of the Ocean Attachment Exporter form:

  • Open the Ocean Attachment Exporter custom 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.
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