Site Features

Accept eReferrals:
Check this box if your site is listed in the directory and you are set up to accept eReferrals.
Client Type:
Leave this as the default "Standard Clinic", unless you are a site that ONLY sends and/or receives eReferrals.
Digits for Generated Patient Refs:
This will allow you to change the number of digits required for Ocean-generated patient reference numbers (i.e. the code you enter into tablets to retrieve a specific patient's queued forms). Read more about this feature in "I see a lot of patients and am running out of Ocean-generated reference numbers. How do I increase the number of digits for patient refs?".
Automatic eReferral Status Notification:
Check this box if you would like your site and your patients to receive automatic notification emails whenever the status of an eReferral related to them has been updated.
Overdue Secure Message Notifications:
This will allow you choose whether to get notified about all patients with overdue secure messages (using the "Notify me after ___ days" feature of the secure messaging feature) or only newly overdue secure messages.
Require Form Memory for New Patients:
Check this box if you have forms that require form memory (e.g. forms with firstTime tablet rules). Read more about Form Memory in "Form Memory - Storing Form Values for Patients in Ocean".
Display Email Body as Read-Only:
Check this box to prevent patients from replying to the "" email. Patients will still be able to reply to secure messages if "Allow reply" has been set up in the secure messaging feature.
Delete All Patients in Site?:
This button will delete all the patients you have loaded in the Patients tab of your Ocean Portal. Ensure that all your patients' notes are downloaded before proceeding with this deletion.
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