To Add an Ocean Licence:
- Login to the Ocean Portal. Click the 'Menu' button in the top left corner and select 'Admin'.
- Click 'Licence Management'.
- Click the 'Add Licence' button in the top right corner.
- Select the Ocean Licence that you would like to add by clicking the 'Add & Assign' button.
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If you selected 'Patient Engagement Licence (Plus)', you will first be prompted to assign an EMR Schedule to activate for Online Booking. After selecting the desired EMR Schedule, click 'Next'.
Note: If you selected 'Patient Engagement Licence (Basic)', this step will be automatically skipped.
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Assign an EMR Schedule to activate for Patient Reminders. After selecting the desired EMR schedule, click 'Next'.
If you assigned an EMR Schedule to activate for Online Booking in the previous step, it will be pre-selected in this step for your convenience.
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Assign a provider to activate for Patient Messages. After selecting the desired provider, click 'Finish'.
Alternatively, click 'Finish & Assign Provider Later' to finish adding your Ocean Licence without assigning a provider to activate for Patient Messages. For more information on unassigned providers, please refer to the Licence Management article.
- Once your Ocean Licence has been assigned to activate the desired EMR Schedule and provider, the schedule and provider will appear within the respective activation tables.
Reminder for Accuro Users
Ensure that the Accuro Provider Permissions for the 'OceanAPI' EMR User have been configured for all providers using Ocean.
Patient Messages for Clinic Support Staff
Once a provider has been activated and assigned to send Patient Messages, up to 3 Clinic Support Staff (per Ocean Licence) can also send messages at no additional cost.
Note: Clinic Support Staff includes all users with any of the following User Roles: MOA/Secretary, Administrator, Nurse, Resident, Medical Student, or Physician Assistant.