Users can access the My Account page to customize their Ocean user account and billing settings.
- The My Account page can be accessed by clicking your name at the top right-hand corner of the Ocean Portal. This will open the Account Menu. Select "My Account" or jump directly to the Billing or Delegates pages.
- In the User Settings Page, you can edit your Ocean user account information.
Account Information
- User Name:
- This is your Ocean user name. It can't be changed.
- Password:
- This is your Ocean password. It can be changed by clicking Change password or email address...
- Two-Factor Authentication:
- Either Enabled or Disabled. Learn more about How To Enable Two-Factor Authentication. You cannot disable Two-Factor Authentication if you are a user on an Ocean site which enforces mandatory Two-Factor Authentication.
- Email Address:
- This is the email address associated with your Ocean account.
- First Name:
- Your first name.
- Surname:
- Your surname.
- User Role
- Your role in your organization(s).
- Province
- Your province.
- Clinical Delegate Emails:
- This email address (or email addresses separated with commas) will receive secure message notifications of patient responses or form completions. If left blank, Ocean will default to sending these emails to the email address associated with your Ocean account.
- Referral Notification Email:
- If you are part of the Ocean eReferral Network, this email address will receive notifications associated with any referrals that you have sent (e.g. booking confirmations, edits, etc.)
- ONE ID User ID:
- For ONE ID single sign on integration.
- Subsite Reference:
- If you are associated with a subsite within your Ocean site (for separate billing purposes), you can select the appropriate subsite from here. If your site has no subsites, leave this field set to "None".
- Subscriptions:
- If you wish, you can subscribe to weekly Ocean usage reports to see assess how and when your Ocean features are being used.
- Default Home Page:
- This is the page that will automatically launch after logging into your Ocean site.
- eConsult Application:
- Click this button to apply to respond to eReferrals as eConsults. Please note that the application process for the ability to send special referral messages called "eConsults" involves the selection of a Regional Authority. Additionally, you must have the Clinician Type of Family Physician, Specialist, or Nurse Practitioner to submit an application.
Linked EMR Users
The 'Linked EMR Users' table lists the current EMR user accounts that have been linked with your Ocean user account. If no EMR users have been linked with your account, this section will not appear.
- In the Billing page, you can add/edit your payment information and view/pay for your monthly invoices.
- Payment Method:
- Add or update your payment information. For more information, please refer to this support article.
- Invoices:
- From here, you can view and/or pay for your site's current and previous invoices, at any time.
- In the Delegates page, you can specify Clinical Delegates who can send eReferrals/eConsults on your behalf.
- Additionally, you can view the list of users who have set you as a Clinical Delegate for themselves.
- In the Clinical Contact Information page, you can specify the details that automatically populate the 'Referrer's Information' section of any eRequests (eReferrals, eConsults, etc.) sent by you or your delegate(s).
Clinician Information
This area is used to store your professional clinician information.
- Billing #
- Your ministry-assigned billing number.
- Professional ID
- Your Professional License number (e.g., CPSO, CPSNS, CPSBC).
- Signature
- Your typed formal name (signifying your digital signature).
Clinic Locations
- If you work out of multiple different locations, you can store each location's addresses and contact information as an independent 'Clinic Location'.
- You (or your delegates) can easily select the appropriate Clinic Location at the time of sending an eRequest.
- For more information, please refer to the following support article: Managing Your Clinic Locations.