Set Up eReferral Notification Email(s) (for Receivers)

Configure which email addresses receive email notifications for new or updated eReferrals and/or eRequests.

This article describes locations where you can configure your email addresses for eReferral notifications when receiving eReferrals. To learn more about the rules/logic that Ocean uses to determine which email address to send the eReferral notifications to, please refer to "Where do eReferral notification emails get sent to?".

  • Site-Wide Emails: Site Account

    • Several email address can be configured in the "Site Account" section within the Admin tab of the Ocean Portal. These will be the email addresses of eReferral recipients not associated with a specific Ocean user, that get notified about a set if referrals, a patient eRequest, or a site-wide notification.
    • You can access this section by signing in to the Ocean Portal, navigating to the Admin tab, and selecting "Site Account" from the menu on the left.
    • From there, you can set which email address receives various site-wide Ocean notifications.
    • Clinical Administrator Email
      This email address will receive any miscellaneous Ocean system messages, including pending eReferral requests, study export alerts, Ocean reminder-related messages, etc.
      Referral Notification Email
      This email address will get notified of new eRequests (including submissions to an eRequest link, as well as new eReferral requests), as well as status changes to received requests.
    • Again, ensure that you save your changes before leaving this page.
  • Listing Specific Emails: Directory Listings

    • An email address can be configured in the "Directory Listings" section within the Admin tab of the Ocean Portal. The Referral Notification Email can be set under the Advanced section of the listing. Any notifications regarding referrals sent to this specific listing, will be directed to this email, overriding the notification email set at the Site Account level.
    • You can choose to use the Site Default here, by clicking the "Use Site Default" button to the right of the field. In this case, if the site referral notification email is updated at a later date, the listing email will automatically update to match.
    • Again, ensure that you save your changes before leaving this page.
  • Offering Specific Emails: Directory Listings

    • An email address can be configured within the Offerings tagged on the listing, in the "Directory Listings" section within the Admin tab of the Ocean Portal. The Notification Email can be set under the Offers in the Service Details section of the listing. Any notifications regarding referrals sent to this specific listing, for this specific health service offering, will be directed to this email, overriding the notification email set at both the Listing level and the Site Account level.
    • You can use either the Site Default or Listing Default here, by clicking the "Use Site Default" or "Use Listing Default" buttons below the field. Then, if either the site or listing email is updated at a later date, the offering email with automatically update to match.
    • Again, ensure that you save your changes before leaving this page.
  • eReferral Notifications: Site Features

    • If you would like to disable automatic notifications to patients, you can do so by going into the Admin tab of the Ocean Portal, within the "Site Features" section (selected from the menu on the left) and unchecking the "Patient eReferral Email Notifications" checkbox.
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